Stock Taper 
SUMMIT TRAIL ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Donaldson Company, Inc. | DCI | 41.05K | $3.69M |
 DocuSign, Inc. | DOCU | 40.84K | $1.81M |
 CubeSmart | CUBE | 40.77K | $1.62M |
 Lincoln National Corporation | LNC | 40.67K | $1.44M |
 Etsy, Inc. | ETSY | 40.62K | $3.06M |
 Truist Financial Corporation | TFC | 40.58K | $2.02M |
 Allison Transmission Holdings, Inc. | ALSN | 40.53K | $4.57M |
 Caterpillar Inc. | CAT | 40.49K | $43.12M |
 Bank OZK | OZK | 40.45K | $2.11M |
 Public Service Enterprise Group Incorporated | PEG | 40.3K | $3.27M |
 Rexford Industrial Realty, Inc. | REXR | 40.23K | $1.35M |
 ATN International, Inc. | ATNI | 40.22K | $1.07M |
 Stifel Financial Corp | SF | 40.21K | $2.81M |
 Paychex, Inc. | PAYX | 40.08K | $3.94M |
 United Parcel Service, Inc. | UPS | 39.91K | $4.29M |
 UWM Holdings Corporation | UWMC | 39.9K | $91.38K |
 Airbnb, Inc. | ABNB | 39.77K | $5.69M |
 Super Micro Computer, Inc. | SMCI | 39.72K | $1.2M |
 Barclays PLC | BCS | 39.69K | $1.07M |
 Old Republic International Corporation | ORI | 39.67K | $1.62M |