
SUMMIT TRAIL ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | KO | 80K | $5.35M |
![]() | ADT | 79K | $688.53K |
![]() | TSLA | 79K | $34.91M |
![]() | HPQ | 78K | $2.14M |
![]() | NWSA | 77K | $2.38M |
![]() | C | 77K | $7.86M |
![]() | KMI | 77K | $2.17M |
![]() | BRKR | 76K | $2.48M |
![]() | COLB | 76K | $1.96M |
![]() | BRK-B | 75K | $37.92M |
![]() | PM | 75K | $12.23M |
![]() | RHI | 75K | $2.56M |
![]() | DOW | 75K | $1.71M |
![]() | CVX | 74K | $11.45M |
![]() | LZ | 74K | $765.36K |
![]() | GEN | 74K | $2.09M |
![]() | MOS | 73K | $2.55M |
![]() | MNST | 73K | $4.93M |
![]() | MDLZ | 72K | $4.56M |
![]() | ST | 72K | $2.19M |

The Coca-Cola Company
KO
Shares Held
80K
Value
$5.35M

ADT Inc.
ADT
Shares Held
79K
Value
$688.53K

Tesla, Inc.
TSLA
Shares Held
79K
Value
$34.91M

HP Inc.
HPQ
Shares Held
78K
Value
$2.14M

News Corporation
NWSA
Shares Held
77K
Value
$2.38M

Citigroup Inc.
C
Shares Held
77K
Value
$7.86M

Kinder Morgan, Inc.
KMI
Shares Held
77K
Value
$2.17M

Bruker Corporation
BRKR
Shares Held
76K
Value
$2.48M

Columbia Banking System, Inc.
COLB
Shares Held
76K
Value
$1.96M

Berkshire Hathaway Inc.
BRK-B
Shares Held
75K
Value
$37.92M

Philip Morris International Inc.
PM
Shares Held
75K
Value
$12.23M

Robert Half International Inc.
RHI
Shares Held
75K
Value
$2.56M

Dow Inc.
DOW
Shares Held
75K
Value
$1.71M

Chevron Corporation
CVX
Shares Held
74K
Value
$11.45M

LegalZoom.com, Inc.
LZ
Shares Held
74K
Value
$765.36K

Gen Digital Inc.
GEN
Shares Held
74K
Value
$2.09M

The Mosaic Company
MOS
Shares Held
73K
Value
$2.55M

Monster Beverage Corporation
MNST
Shares Held
73K
Value
$4.93M

Mondelez International, Inc.
MDLZ
Shares Held
72K
Value
$4.56M

Sensata Technologies Holding plc
ST
Shares Held
72K
Value
$2.19M
