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Portfolio (Quarterly) Guide ↗

Bank of Jackson Hole Trust

· CIK 0002040900
13F Portfolio $207M AUM 519 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New 150 Added 80 Reduced 29 Exited
Page 4 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TXN Texas Instruments Inc Common Technology 1,888.0 $367K 0.18% +24.0 +1.3% $194.14 +63.5%
62 HSY Hershey Company Ordinary Shares Consumer Defensive 1,734.0 $360K 0.17% +745.0 +75.3% $207.89 -4.8%
63 LRCX Lam Research Corp Technology 1,685.0 $360K 0.17% +1K +293.7% $213.66 +49.3%
64 PLTR Palantir Technologies Inc. CL A Technology 2,279.0 $333K 0.16% +417.0 +22.4% $146.28 -9.4%
65 INGR Ingredion INC CORP COMMON Consumer Defensive 2,907.0 $328K 0.16% +222.0 +8.3% $112.66 -7.7%
66 ADP Automatic Data Processing Inc Com Industrials 1,577.0 $320K 0.15% +68.0 +4.5% $203.18 +7.1%
67 AMD Advanced Micro Devices, Inc. Technology 1,506.0 $306K 0.15% +186.0 +14.1% $203.43 +143.6%
68 TSCO Tractor Supply CO CORP COMMON Consumer Cyclical 6,568.0 $298K 0.14% +560.0 +9.3% $45.30 -32.3%
69 BK Bank Of New York Mellon Corp Ordinary Shares Financial Services 2,361.0 $280K 0.14% +278.0 +13.3% $118.63 +18.0%
70 VGSH Vanguard Scottsdale Funds Short-Term Treasury Etf 4,760.0 $279K 0.14% +197.0 +4.3% $58.54 -0.4%
71 KO Coca-Cola Company Consumer Defensive 3,187.0 $242K 0.12% +65.0 +2.1% $76.05 +7.3%
72 IVE Ishares S&p 500 Value Etf 1,147.0 $242K 0.12% +45.0 +4.1% $211.15 +8.0%
73 SYY Sysco Corp COMMON Consumer Defensive 3,363.0 $240K 0.12% +92.0 +2.8% $71.33 +5.5%
74 SPGI S&p Global INC CORP COMMON Financial Services 555.0 $236K 0.11% +20.0 +3.7% $425.34 -2.2%
75 EEM MFC iShares Emerging Markets 4,003.0 $227K 0.11% +876.0 +28.0% $56.79 +20.4%
76 LOW Lowes Companies Inc Consumer Cyclical 958.0 $226K 0.11% +55.0 +6.1% $236.28 -8.2%
77 MU Micron Technology, Inc. Technology 667.0 $225K 0.11% +14.0 +2.1% $337.84 +174.8%
78 BA Boeing Co Com Industrials 1,071.0 $213K 0.10% +175.0 +19.5% $199.03 +12.7%
79 CMCSA Comcast Corp New Cl A Communication Services 7,415.0 $213K 0.10% +1K +25.3% $28.71 -12.2%
80 CL Colgate-palmolive CO Colgate Palmolive CORP COMMON Consumer Defensive 2,327.0 $198K 0.10% +30.0 +1.3% $85.23 +7.1%
Page 4 of 8  ·  150 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.5%
Financial Services 18.6%
Industrials 12.0%
Healthcare 10.3%
Consumer Cyclical 8.5%
Communication Services 7.6%
Consumer Defensive 6.6%
Energy 4.4%
Utilities 3.2%
Real Estate 0.7%