Summit Trail Advisors, LLC

Position in TOL — Toll Brothers, Inc.

CIK 1698478 NEW YORK, NY

Position in TOL

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

Position Value

$2,367,457

+$324,638 QoQ

Shares Held

14,370

-4.0% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#265

of 799 holders

Holding Since

Sep 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Summit Trail Advisors, LLC holds $14,687,938 across 6 Residential Construction names. TOL ranks #4 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	25,764	$4,196,440
2	LEN	Lennar Corp /New/	42,565	$3,821,405
3	PHM	Pultegroup Inc/Mi/	22,787	$3,126,604
4	TOL	Toll Brothers, Inc. This page	14,370	$2,367,457
5	NVR	Nvr Inc	91	$620,019
6	CVCO	Cavco Industries, Inc.	905	$556,013

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,367,457	14,370	-4.0%	Shares	Sole	2026-08-11
2026-03-31	$2,042,819	14,969	+80.3%	Shares	Sole	2026-05-12
2025-12-31	$1,122,596	8,302	+20.9%	Shares	Sole	2026-02-17
2025-09-30	$948,469	6,866	+42.2%	Shares	Sole	2025-11-14
2025-06-30	$550,905	4,827	+261.8%	Shares	Sole	2025-08-14
2024-09-30	$206,089	1,334	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.