SUMMIT TRAIL ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DOCU | 32K | $2.34M |
 | PCH | 32K | $1.32M |
 | NTNX | 32K | $2.40M |
 | FR | 32K | $1.67M |
 | RYN | 32K | $851.80K |
 | BSY | 32K | $1.65M |
 | PYPL | 32K | $2.11M |
 | CUBE | 31K | $1.28M |
 | ES | 31K | $2.24M |
 | O | 31K | $1.91M |
 | ADM | 31K | $1.87M |
 | BYD | 31K | $2.71M |
 | DCI | 31K | $2.55M |
 | GE | 31K | $9.33M |
 | CNP | 31K | $1.20M |
 | K | 31K | $2.53M |
 | SYY | 31K | $2.52M |
 | ZM | 30K | $2.51M |
 | SO | 30K | $2.87M |
 | FITB | 30K | $1.36M |
DocuSign, Inc.
DOCU
Shares Held
32K
Value
$2.34M
PotlatchDeltic Corporation
PCH
Shares Held
32K
Value
$1.32M
Nutanix, Inc.
NTNX
Shares Held
32K
Value
$2.40M
First Industrial Realty Trust, Inc.
FR
Shares Held
32K
Value
$1.67M
Rayonier Inc.
RYN
Shares Held
32K
Value
$851.80K
Bentley Systems, Incorporated
BSY
Shares Held
32K
Value
$1.65M
PayPal Holdings, Inc.
PYPL
Shares Held
32K
Value
$2.11M
CubeSmart
CUBE
Shares Held
31K
Value
$1.28M
Eversource Energy
ES
Shares Held
31K
Value
$2.24M
Realty Income Corporation
O
Shares Held
31K
Value
$1.91M
Archer-Daniels-Midland Company
ADM
Shares Held
31K
Value
$1.87M
Boyd Gaming Corporation
BYD
Shares Held
31K
Value
$2.71M
Donaldson Company, Inc.
DCI
Shares Held
31K
Value
$2.55M
GE Aerospace
GE
Shares Held
31K
Value
$9.33M
CenterPoint Energy, Inc.
CNP
Shares Held
31K
Value
$1.20M
Kellanova
K
Shares Held
31K
Value
$2.53M
Sysco Corporation
SYY
Shares Held
31K
Value
$2.52M
Zoom Communications, Inc.
ZM
Shares Held
30K
Value
$2.51M
The Southern Company
SO
Shares Held
30K
Value
$2.87M
Fifth Third Bancorp
FITB
Shares Held
30K
Value
$1.36M