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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 8 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NICE Nice Ltd ADR Technology 60.0 $7K 0.00% +19.0 +46.3% $110.27 -17.1%
142 SERV Serve Robotics Inc Ordinary Shares Industrials 728.0 $6K 0.00% +238.0 +48.6% $8.44 +5.2%
143 Fortinet Inc Ordinary Shares 74.0 $6K 0.00% +27.0 +57.5% $81.72
144 CGNX Cognex Corp Technology 111.0 $5K 0.00% +15.0 +15.6% $48.99 +36.1%
145 ARM Arm Holdings plc. ADR Technology 27.0 $4K 0.00% +10.0 +58.8% $151.30 +100.9%
146 RXRX Recursion Pharmaceuticals Inc Ordinary Shares - Class A Healthcare 1,008.0 $3K 0.00% +242.0 +31.6% $3.07 +2.8%
147 DASH Doordash Inc Ordinary Shares - Class A Communication Services 20.0 $3K 0.00% +12.0 +150.0% $150.15 +5.4%
148 BABA Alibaba Group Holding Ltd ADRs Consumer Cyclical 22.0 $3K 0.00% +15.0 +214.3% $125.45 +2.0%
149 HPQ Hp Inc Ordinary Shares Technology 130.0 $2K 0.00% +20.0 +18.2% $19.21 +30.4%
150 HPE Hewlett Packard Enterprise CO CORP COMMON Technology 100.0 $2K 0.00% +20.0 +25.0% $23.81 +56.1%
Page 8 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%