Stock Taper 
SUMMIT TRAIL ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Workday, Inc. | WDAY | 24.54K | $3M |
 Church & Dwight Co., Inc. | CHD | 24.57K | $2.38M |
 Freshworks Inc. | FRSH | 24.66K | $249.54K |
 U-Haul Holding Company | UHAL | 24.67K | $1.61M |
 Sempra | SRE | 24.83K | $2.33M |
 BP p.l.c. | BP | 24.88K | $919.14K |
 Mastercard Incorporated | MA | 24.88K | $12.78M |
 First American Financial Corporation | FAF | 24.97K | $1.71M |
 W. R. Berkley Corporation | WRB | 24.98K | $1.76M |
 Asana, Inc. | ASAN | 25.1K | $175.67K |
 Western Midstream Partners, LP | WES | 25.14K | $1.1M |
 Brookfield Asset Management Ltd. | BAM | 25.23K | $1.13M |
 CMS Energy Corporation | CMS | 25.27K | $1.93M |
 Brookfield Renewable Corporation | BEPC | 25.3K | $939.02K |
 SS&C Technologies Holdings, Inc. | SSNC | 25.34K | $1.57M |
 Bank of Hawaii Corporation | BOH | 25.41K | $2.07M |
 Jazz Pharmaceuticals plc | JAZZ | 25.43K | $6.13M |
 Boyd Gaming Corporation | BYD | 25.46K | $2.25M |
 Palo Alto Networks, Inc. | PANW | 25.5K | $8.7M |
 Lennar Corporation | LEN | 25.54K | $2.31M |