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Summit Trail Advisors, LLC

CIK
1698478
City
NEW YORK
State / Country
NY

Top Portfolio Positions

1,274 positions · $4,444,819,450 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in EIM

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Shares Held

Position Value (USD)

12 quarters on record
Report Date Value (USD) Shares
2026-03-31 $694,002 71,034
2023-06-30 $105,549 10,608
2022-09-30 $239,183 24,709
2022-06-30 $164,138 15,340
2022-03-31 $232,185 20,190
2021-12-31 $320,854 23,627
2021-09-30 $1,121,110 83,790
2021-06-30 $1,666,730 121,837
2021-03-31 $1,610,683 121,104
2020-12-31 $1,251,363 92,012
2020-09-30 $893,597 67,851
2020-06-30 $886,176 69,668