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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 11 of 26  ·  519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 WEC Wec Energy Group INC CORP COMMON Utilities 733.0 $85K 0.04% +101.0 +16.0% $115.77 -2.4%
202 CVS CVS Health Corporation Healthcare 1,172.0 $84K 0.04% -335.0 -22.2% $71.82 +28.2%
203 STX Seagate Technology Holdings Plc Technology 214.0 $84K 0.04% +14.0 +7.0% $391.76 +122.2%
204 BMY Bristol Myers Squibb Co Com Healthcare 1,340.0 $81K 0.04% +35.0 +2.7% $60.65 -5.2%
205 TIP Ishares Barclays TIPS Bond ETF 717.0 $79K 0.04% $110.36 +0.5%
206 CINF Cincinnati Financial Corp COMMON Financial Services 500.0 $79K 0.04% $157.35 +3.6%
207 INFL Listed Funds Trust Horizon Kinetics Inflation Beneficiaries Etf 1,433.0 $75K 0.04% $52.06 +0.1%
208 VOT Vanguard Mid-cap Growth Index Fund Mid Cap Etf 287.0 $74K 0.04% +20.0 +7.5% $257.35 +13.8%
209 ROK Rockwell Automation INC Automat CORP COMMON Industrials 200.0 $72K 0.04% +17.0 +9.3% $358.88 +27.1%
210 MET Metlife Inc Com Financial Services 1,004.0 $71K 0.03% $70.72 +17.6%
211 ELV Elevance Health INC Healthcare 241.0 $71K 0.03% $292.75 +33.7%
212 XHLF BondBloxx ETF Trust Bloomberg Six MN 1,400.0 $70K 0.03% $50.33 -0.1%
213 SGOV Ishares 0-3 Month Treasury Bond Etf 0 To 3 Mnth Bnd 700.0 $70K 0.03% $100.66 -0.0%
214 VOE Vanguard Mid-cap Value Index Fund Mid Cap Etf 378.0 $70K 0.03% $184.28 +5.7%
215 TJX TJX Cos Inc Com New Consumer Cyclical 426.0 $68K 0.03% -100.0 -19.0% $159.70 -1.7%
216 NUE Nucor Corp Com Basic Materials 400.0 $68K 0.03% $169.10 +45.8%
217 D Dominion Energy, Inc Utilities 1,092.0 $68K 0.03% $61.82 +8.7%
218 OSK Oshkosh Truck Corp Com Industrials 458.0 $67K 0.03% $147.21 -12.0%
219 UNH Unitedhealth Group Inc Healthcare 248.0 $67K 0.03% +2.0 +0.8% $270.59 +41.9%
220 ACN Accenture PLC Ireland Shares Class A Technology 328.0 $65K 0.03% -63.0 -16.1% $198.29 -11.1%
Page 11 of 26  ·  519 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%