Position in INGM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$560,908
+$136,691 QoQ
Shares Held
24,063
+21.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in INGM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026Summit Trail Advisors, LLC holds $39,154,210 across 25 Information Technology Services names. INGM ranks #19 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
29,834 | $7,231,463 | |
| 2 | ACN |
Accenture plc
|
18,021 | $3,573,384 | |
| 3 | CDW |
CDW Corp
|
21,505 | $2,602,535 | |
| 4 | VYX |
NCR Voyix Corp
|
381,274 | $2,413,464 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
15,261 | $2,411,848 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
14,739 | $2,292,209 | |
| 7 | CTSH |
Cognizant Technology Solutions Corp
|
35,495 | $2,177,618 | |
| 8 | CACI |
Caci International Inc /De/
|
3,954 | $2,150,461 |
All Filings in INGM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $560,908 | 24,063 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $424,217 | 19,879 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $410,931 | 19,122 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $335,003 | 16,075 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||