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BANK OF JACKSON HOLE TRUST 13F portfolio summary

BANK OF JACKSON HOLE TRUST of BANK OF JACKSON HOLE TRUST has 519 current stock holdings with a reported portfolio value of $206.5M. The portfolio 1 year return is +15.67%. Top holdings include IWF (6.20%), EFA (4.31%), IJH (4.21%), AAPL (3.94%), NVDA (3.61%).

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BANK OF JACKSON HOLE TRUST

BANK OF JACKSON HOLE TRUST
Latest filing: 2026-03-31

BANK OF JACKSON HOLE TRUST runs BANK OF JACKSON HOLE TRUST and currently holds 519 stock positions, which is more than the average of 230 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%.

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Top 5 Holdings
IWF6.2%
EFA4.3%
IJH4.2%
AAPL3.9%
NVDA3.6%
Top 5: 22.3%
Portfolio Returns
1 Year
+15.67%
#0/1000
3 Year
+11.63%
#0/1000
5 Year
+11.63%
#0/1000

Portfolio Value

$206.51M

Alpha Score

11.0

#0 of 1000

Holdings

519

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519 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
IWF
Ishares Trust Russell 1000 Growth ETF
6.20%$412.45$122.38-70.33%
Added
+4.52%
EFA
MFC iShares Tr MSCI Eafe ETF
4.31%$75.87$108.26+42.68%
Trimmed
-0.27%
IJH
MFC iShares Tr S&P Midcap 400
4.21%$62.74$76.75+22.33%
Trimmed
-0.27%
AAPL
Apple Inc
3.94%$247.19$309.35+25.15%
Trimmed
-1.72%
NVDA
NVIDIA, Corp.
3.61%$135.39$214.76+58.62%
Trimmed
-5.57%
VTV
Vanguard Value Index Fund Etf
2.82%$178.26$226.35+26.98%
Added
+11.10%
IEMG
Ishares Core Msci Emerging Markets Etf
2.55%$54.49$81.56+49.68%
Added
+0.23%
MSFT
Microsoft Corp
2.45%$423.20$483.24+14.19%
Added
+1.68%
GOOGL
Alphabet Inc Ordinary Shares - Class A
2.17%$189.30$344.82+82.16%
Trimmed
-5.86%
IAU
MFC iShares Gold Tr NEW
2.02%$50.26$86.79+72.68%
Trimmed
-7.88%

Showing 1-10 of 519