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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 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SMMD Ishares Trust Russell 2500 Etf 780.0 $60K 0.03% NEW $76.35 +16.0%
2 SHLD Global X Funds Defense Tech Etf 535.0 $38K 0.02% NEW $70.84 -7.5%
3 BLSH Bullish Ordinary Shares Technology 900.0 $32K 0.02% NEW $35.73 -3.5%
4 ROKU Roku, Inc. CL A Communication Services 332.0 $31K 0.01% NEW $94.62 +38.2%
5 Blackrock Etf Trust Ishares Defense Industrials Active 875.0 $29K 0.01% NEW $32.72
6 BKGI BNY Mellon Global Infrastructure Income ETF 610.0 $27K 0.01% NEW $44.54 +3.5%
7 DFJ Wisdomtree Trust Japan Smallcap Dividend Fund 250.0 $26K 0.01% NEW $102.06 +4.6%
8 PAVE Global X US Infrastructure Development Etf Infra Dvlpmnt 500.0 $25K 0.01% NEW $50.81 +11.6%
9 REMX Vaneck Etf Trust Rare Earth/strategic Metals 280.0 $25K 0.01% NEW $88.00 +11.2%
10 EME Emcor Group, Inc. Ordinary Shares Industrials 32.0 $24K 0.01% NEW $738.31 +18.2%
11 FIGR Figure Technology Solutions Inc. Ordinary Shares - Class A Financial Services 617.0 $21K 0.01% NEW $33.95 +0.6%
12 BX Blackstone Inc Financial Services 156.0 $18K 0.01% NEW $114.99 +3.2%
13 PFGC Performance Food Group Company Ordinary Shares Consumer Defensive 209.0 $18K 0.01% NEW $85.66 +12.8%
14 OKLO Oklo Inc. Ordinary Shares - Class A Utilities 350.0 $17K 0.01% NEW $49.59 +35.8%
15 DLTR Dollar Tree INC CORP COMMON Consumer Defensive 104.0 $11K 0.01% NEW $109.51 -14.9%
16 VGK Vanguard European Stock Index Fund Ftse Europe Etf 138.0 $11K 0.01% NEW $82.43 +8.2%
17 ZS Zscaler INC CORP COMMON Technology 63.0 $9K 0.00% NEW $140.29 -9.9%
18 B Barrick Mining Corp. Ordinary Shares Basic Materials 215.0 $9K 0.00% NEW $40.79 +1.8%
19 AKAM Akamai Technologies Inc Ordinary Shares Technology 62.0 $7K 0.00% NEW $114.85 +24.7%
20 IREN Iren Ltd. Ordinary Shares Financial Services 200.0 $7K 0.00% NEW $34.28 +91.6%
Page 1 of 2  ·  27 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%