Long-term investor
Summit Trail Advisors, LLC @summittrailadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001698478).
Record
- Tracked since 2025-06-30 (448 days), 50 trades recorded
- Returns: week n/a · month n/a · 90 days +9.2% · 6 months n/a · 1 year +12.7% · all +12.7%
- Max drawdown n/a · win rate 34% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 8.2% · long · since 2025-06-30
- 97717Y527 · 7.1% · long · since 2025-06-30
- AVGO · 3.6% · long · since 2025-06-30
- AAPL · 2.6% · long · since 2025-06-30
- 921943858 · 2.2% · long · since 2025-06-30
- NVDA · 2.1% · long · since 2025-06-30
- GOOGL · 2.1% · long · since 2025-06-30
- 46137V357 · 2.1% · long · since 2025-06-30
- 02079K107 · 1.8% · long · since 2025-06-30
- OLLI · 1.6% · long · since 2025-06-30
- APH · 1.5% · long · since 2025-06-30
- MSFT · 1.5% · long · since 2025-06-30