BANK OF JACKSON HOLE TRUST 13F Portfolio
BANK OF JACKSON HOLE TRUST runs BANK OF JACKSON HOLE TRUST and currently holds 519 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $206.51M. Their top holdings are IWF, EFA, IJH, AAPL, NVDA. The top five represent 22.3% of reported portfolio weight. BANK OF JACKSON HOLE TRUST ranks #N/A out of 1000 investors tracked by Alpha Score. They added to 61 existing positions. They trimmed 36 positions. Their current best-performing preview position is DOW with returns of +78.14%.
Portfolio Value
$206.51M
Alpha Score
11.3
#0 of 1000
Holdings
519
BANK OF JACKSON HOLE TRUST Current 13F Holdings
Reported holdings from BANK OF JACKSON HOLE TRUST's latest SEC 13F filing, ranked by portfolio weight.
519 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IWF Ishares Trust Russell 1000 Growth ETF | 6.20% | $412.45 | $127.91 | -68.99% | Added +4.52% |
 EFA MFC iShares Tr MSCI Eafe ETF | 4.31% | $75.87 | $103.40 | +36.28% | Trimmed -0.27% |
 IJH MFC iShares Tr S&P Midcap 400 | 4.21% | $62.74 | $73.41 | +17.01% | Trimmed -0.27% |
 AAPL Apple Inc | 3.94% | $247.19 | $336.68 | +36.20% | Trimmed -1.72% |
 NVDA NVIDIA, Corp. | 3.61% | $135.39 | $229.28 | +69.35% | Trimmed -5.57% |
 VTV Vanguard Value Index Fund Etf | 2.82% | $178.26 | $220.54 | +23.72% | Added +11.10% |
 IEMG Ishares Core Msci Emerging Markets Etf | 2.55% | $54.49 | $81.39 | +49.37% | Added +0.23% |
 MSFT Microsoft Corp | 2.45% | $423.20 | $535.07 | +26.43% | Added +1.68% |
 GOOGL Alphabet Inc Ordinary Shares - Class A | 2.17% | $189.30 | $351.66 | +85.77% | Trimmed -5.86% |
 IAU MFC iShares Gold Tr NEW | 2.02% | $50.26 | $78.87 | +56.92% | Trimmed -7.88% |
Showing 1-10 of 519