Summit Trail Advisors, LLC

Position in EL — Estee Lauder Companies Inc

CIK 1698478 NEW YORK, NY

Position in EL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,167,196

+$118,063 QoQ

Shares Held

14,784

+1.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#360

of 823 holders

Holding Since

Jun 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Summit Trail Advisors, LLC holds $36,147,321 across 11 Household & Personal Products names. EL ranks #10 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	72,467	$10,626,560
2	CL	Colgate Palmolive Co	76,122	$6,978,864
3	CLX	Clorox Co /De/	32,334	$3,085,956
4	KMB	Kimberly Clark Corp	25,849	$2,837,444
5	SPB	Spectrum Brands Holdings, Inc.	29,671	$2,544,288
6	CHD	Church & Dwight Co Inc /De/	24,567	$2,380,050
7	UL	Unilever PLC	38,209	$2,297,125
8	NWL	Newell Brands Inc.	356,470	$2,188,725

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,167,196	14,784	+1.1%	Shares	Sole	2026-08-11
2026-03-31	$1,049,133	14,618	+33.3%	Shares	Sole	2026-05-12
2025-12-31	$1,148,673	10,969	-5.7%	Shares	Sole	2026-02-17
2025-09-30	$1,025,099	11,633	+156.4%	Shares	Sole	2025-11-14
2025-06-30	$366,589	4,537	+41.4%	Shares	Sole	2025-08-14
2024-06-30	$341,331	3,208	+54.3%	Shares	Sole	2024-08-13
2024-03-31	$320,477	2,079	+18.0%	Shares	Sole	2024-04-23
2023-12-31	$257,692	1,762	+1.4%	Shares	Sole	2024-02-06
2023-09-30	$251,083	1,737	-7.9%	Shares	Sole	2023-10-30
2023-06-30	$370,176	1,885	+40.8%	Shares	Sole	2023-07-25
2023-03-31	$330,009	1,339	+56.1%	Shares	Sole	2023-05-04
2022-12-31	$212,878	858	-1.3%	Shares	Sole	2023-02-07
2022-06-30	$221,308	869	—	Shares	Sole	2022-08-09
No filing history on record for this holder in this stock.