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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 7 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 APOS Apollo Global Management Inc Ordinary Shares - Class A (New) Financial Services 287.0 $32K 0.01% +95.0 +49.5% $111.42 -76.6%
122 TDG Transdigm Group Incorporated Ordinary Shares Industrials 25.0 $29K 0.01% +2.0 +8.7% $1158.96 +7.1%
123 VCIT Vanguard Intermediate Term Corporate Bond Etf Cor 341.0 $28K 0.01% +120.0 +54.3% $82.75 -0.2%
124 J Jacobs Solutions Inc Industrials 219.0 $28K 0.01% +4.0 +1.9% $127.28 -8.9%
125 BUG Global X Cybersecurity Etf 1,050.0 $26K 0.01% +400.0 +61.5% $25.11 +30.6%
126 BJ Bj's Wholesale Club Holdings Inc Ordinary Shares Consumer Defensive 246.0 $24K 0.01% +20.0 +8.8% $98.42 -14.4%
127 FISV Fiserv INC CORP COMMON Technology 430.0 $24K 0.01% +299.0 +228.2% $55.80 -0.3%
128 GILD Gilead Sciences Inc Com Healthcare 169.0 $24K 0.01% +129.0 +322.5% $139.37 -4.1%
129 EFX Equifax, Inc. Ordinary Shares Industrials 114.0 $21K 0.01% +24.0 +26.7% $180.07 -9.1%
130 RKLB Rocket Lab Corp. Ordinary Shares Industrials 300.0 $19K 0.01% +100.0 +50.0% $64.22 +133.9%
131 INSM Insmed Inc Ordinary Shares Healthcare 114.0 $19K 0.01% +52.0 +83.9% $163.52 -34.9%
132 VSS Vanguard Ftse All-world Ex-us Small-cap Index Vgrd All Wrld Ex US Sml Cap Etf 108.0 $16K 0.01% +30.0 +38.5% $145.79 +10.3%
133 VRSK Verisk Analytics Inc Ordinary Shares Industrials 71.0 $13K 0.01% +25.0 +54.4% $189.75 -9.6%
134 UPST Upstart Holdings INC CORP COMMON Financial Services 414.0 $11K 0.01% +258.0 +165.4% $25.65 +19.8%
135 TEAM Atlassian Corp Technology 142.0 $10K 0.01% +128.0 +914.3% $68.25 +30.5%
136 SOUN Soundhound Ai Inc Ordinary Shares - Class A Technology 1,340.0 $9K 0.00% +1K +636.3% $6.87 +17.6%
137 STLA Stellantis N.V Ordinary Shares Consumer Cyclical 1,100.0 $9K 0.00% +540.0 +96.4% $8.09 +0.9%
138 PATH Uipath INC CLASS A CORP COMMON Technology 781.0 $9K 0.00% +279.0 +55.6% $11.10 +0.5%
139 NET Cloudflare, Inc. Technology 35.0 $7K 0.00% +8.0 +29.6% $206.34 +1.4%
140 APPN Appian Corp. CL A Technology 281.0 $7K 0.00% +105.0 +59.7% $24.11 -10.2%
Page 7 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%