Institutional Fund
Bank Of Jackson Hole Trust
Jackson, WYCIK 20409005 filings on record
Portfolio Value
$206.51M
Q1 2026
Holdings
519
Reported positions
New Buys
27
Opened this quarter
QoQ Change
-2.0%
from $210.71M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr6.2%
- Ishares Tr4.3%
- Ishares Tr4.2%
- Apple Inc3.9%
- Nvidia Corporation3.6%
- Vanguard Index Fds2.8%
- Other74.9%
Portfolio Holdings
519 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 30.0K | $12.80M | 6.2% | +1.3K | Added |
| 2 | Ishares Tr | 91.6K | $8.89M | 4.3% | −252 | Reduced |
| 3 | Ishares Tr | 128.8K | $8.70M | 4.2% | −355 | Reduced |
| 4 | Apple Inc | 32.1K | $8.14M | 3.9% | −562 | Reduced |
| 5 | Nvidia Corporation | 42.8K | $7.46M | 3.6% | −2.5K | Reduced |
| 6 | Vanguard Index Fds | 29.6K | $5.81M | 2.8% | +3.0K | Added |
| 7 | Ishares Inc | 75.4K | $5.26M | 2.5% | +171 | Added |
| 8 | Microsoft Corp | 13.7K | $5.07M | 2.5% | +226 | Added |
| 9 | Alphabet Inc | 15.6K | $4.48M | 2.2% | −971 | Reduced |
| 10 | Ishares Gold Tr | 47.4K | $4.18M | 2.0% | −4.1K | Reduced |
509 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio