Summit Trail Advisors, LLC
Top Portfolio Positions
1,274 positions ·
$4,444,819,450 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
758,861 | $234,875,068 | 5.28% | |
| AAPL |
Apple Inc.
Technology
|
713,487 | $181,075,865 | 4.07% | |
| OLLI |
Ollie's Bargain Outlet Holdings, Inc.
Consumer Defensive
|
1,602,150 | $147,461,886 | 3.32% | |
| NVDA |
Nvidia Corp
Technology
|
835,005 | $145,624,872 | 3.28% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
465,004 | $133,716,550 | 3.01% | |
| MSFT |
Microsoft Corp
Technology
|
290,945 | $107,699,110 | 2.42% | |
| DLO |
dLocal Ltd
Technology
|
7,679,326 | $99,600,858 | 2.24% | |
| APH |
Amphenol Corp /De/
Technology
|
718,247 | $90,750,508 | 2.04% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
371,719 | $77,417,916 | 1.74% | |
| EXPD |
Expeditors International Of Washington Inc
Industrials
|
485,717 | $69,569,245 | 1.57% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BTT
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $449,301 | 19,793 | Shares | Sole | 2026-05-12 | |
| 2021-12-31 | $204,146 | 7,873 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $806,049 | 31,585 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,202,409 | 45,841 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,169,723 | 46,034 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $906,426 | 35,297 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $642,842 | 25,724 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $640,807 | 26,970 | Shares | Sole | 2020-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||