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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 2 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ICE Intercontinental Exchange Inc Ordinary Shares Financial Services 6,061.0 $953K 0.46% -90.0 -1.5% $157.28 -5.2%
22 SPY State Street SPDR S&P 500 ETF Trust Financial Services 1,334.0 $868K 0.42% -213.0 -13.8% $650.34 +15.4%
23 PANW Palo Alto Networks, Inc. Technology 5,063.0 $812K 0.39% -127.0 -2.5% $160.32 +55.8%
24 ORCL Oracle Corporation Com Technology 5,231.0 $770K 0.37% -371.0 -6.6% $147.11 +29.9%
25 EOG Eog Resources INC CORP COMMON Energy 4,596.0 $664K 0.32% -1K -23.4% $144.57 -6.4%
26 ACWI Ishares Msci Acwi Etf 4,624.0 $640K 0.31% -61.0 -1.3% $138.37 +14.0%
27 UBER Uber Technologies INC CORP COMMON Technology 7,842.0 $564K 0.27% -236.0 -2.9% $71.93 -2.0%
28 DVY Ishares Select Dividend Etf 3,675.0 $556K 0.27% -600.0 -14.0% $151.41 +2.7%
29 CRM Salesforce Inc Ordinary Shares Technology 2,414.0 $451K 0.22% -46.0 -1.9% $186.67 -4.3%
30 XLU State Street Utilities Select Sector SPDR ETF 8,157.0 $374K 0.18% -768.0 -8.6% $45.89 -1.7%
31 SBUX Starbucks Corp Com Consumer Cyclical 3,436.0 $308K 0.15% -93.0 -2.6% $89.59 +13.2%
32 PLD ProLogis, Inc. Real Estate 2,249.0 $297K 0.14% -122.0 -5.2% $132.18 +10.9%
33 SPSB Spdr Series Trust State Street Portfolio Short Term Corporate Bond Etf 9,023.0 $271K 0.13% -232.0 -2.5% $30.07 -0.1%
34 VTIP Vanguard Malvern Fds Short Term Inflation 4,567.0 $228K 0.11% -378.0 -7.6% $49.95 +0.8%
35 SHW Sherwin Williams Co Basic Materials 625.0 $200K 0.10% -22.0 -3.4% $320.55 -3.1%
36 XLF State Street Financial Select Sector SPDR ETF 4,000.0 $197K 0.10% -500.0 -11.1% $49.37 +4.3%
37 URI United Rentals, Inc. Industrials 266.0 $194K 0.09% -14.0 -5.0% $728.56 +35.7%
38 VOO Vanguard 500 Index Fund S&p Etf 265.0 $158K 0.08% -14.0 -5.0% $597.55 +15.5%
39 ZTS Zoetis INC CLASS A CORP COMMON Healthcare 1,228.0 $145K 0.07% -66.0 -5.1% $118.21 -32.5%
40 MA Mastercard Inc Cl A Financial Services 275.0 $137K 0.07% -26.0 -8.6% $499.66 -1.0%
Page 2 of 4  ·  80 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%