Summit Trail Advisors, LLC

Position in XPO — XPO, Inc.

CIK 1698478 NEW YORK, NY

Position in XPO

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

Position Value

$1,810,452

+$879,725 QoQ

Shares Held

8,819

+84.3% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#298

of 748 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Summit Trail Advisors, LLC holds $8,919,687 across 5 Trucking names. XPO ranks #4 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ODFL	Old Dominion Freight Line, Inc.	10,128	$2,193,724
2	SNDR	Schneider National, Inc.	57,301	$2,093,205
3	KNX	Knight-Swift Transportation Holdings Inc.	26,303	$2,048,214
4	XPO	XPO, Inc. This page	8,819	$1,810,452
5	SAIA	Saia Inc	1,838	$774,092

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,810,452	8,819	+84.3%	Shares	Sole	2026-08-11
2026-03-31	$930,727	4,784	-41.0%	Shares	Sole	2026-05-12
2025-12-31	$1,101,686	8,106	+22.9%	Shares	Sole	2026-02-17
2025-09-30	$852,923	6,598	+102.0%	Shares	Sole	2025-11-14
2025-06-30	$412,463	3,266	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.