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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 25 of 26  ·  519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 ORLY O'reilly Automotive, Inc. Ordinary Shares Consumer Cyclical 28.0 $3K 0.00% $92.32 -3.6%
482 BIDU ADR Baidu Inc Sponsored ADR Cl A Communication Services 23.0 $3K 0.00% -18.0 -43.9% $111.43 +16.6%
483 HPQ Hp Inc Ordinary Shares Technology 130.0 $2K 0.00% +20.0 +18.2% $19.21 +32.8%
484 HPE Hewlett Packard Enterprise CO CORP COMMON Technology 100.0 $2K 0.00% +20.0 +25.0% $23.81 +56.2%
485 FAST Fastenal CO CORP COMMON Industrials 49.0 $2K 0.00% $46.41 -3.4%
486 PDD Pdd Holdings Inc ADR Consumer Cyclical 22.0 $2K 0.00% $102.18 -15.2%
487 KDP Keurig Dr Pepper INC CORP COMMON Consumer Defensive 82.0 $2K 0.00% $26.33 +14.3%
488 AMTM Amentum Holdings Inc. Ordinary Shares Industrials 78.0 $2K 0.00% $26.08 -11.4%
489 CPRT Copart INC CORP COMMON Industrials 60.0 $2K 0.00% -154.0 -72.0% $33.20 -1.1%
490 ROP Roper Technologies Inc Ordinary Shares Industrials 5.0 $2K 0.00% $353.80 -10.5%
491 CHTR Charter Communications Inc. Ordinary Shares - Class A Communication Services 8.0 $2K 0.00% $215.88 -31.8%
492 AMBA Ambarella Inc Ordinary Shares Technology 33.0 $2K 0.00% $51.48 +75.9%
493 OMCL Omnicell Inc. Healthcare 49.0 $2K 0.00% NEW $33.39 +29.1%
494 KHC Kraft Heinz Co Com Consumer Defensive 70.0 $2K 0.00% $22.49 +8.4%
495 ALAB Astera Labs Inc. Ordinary Shares Technology 14.0 $2K 0.00% $109.57 +196.9%
496 ABNB Airbnb Inc Consumer Cyclical 12.0 $2K 0.00% -5.0 -29.4% $126.25 +4.6%
497 MSTR Strategy Inc. Ordinary Shares - Class A Technology 12.0 $1K 0.00% -4.0 -25.0% $124.83 +23.5%
498 PEGA Pegasystems Inc. Ordinary Shares Technology 35.0 $1K 0.00% -69.0 -66.3% $42.57 -20.7%
499 WBD Warner Bros. Discovery, Inc Communication Services 53.0 $1K 0.00% NEW $27.45 -1.1%
500 TAN Invesco Exchange-Traded Fund Trust Ii Solar Etf 25.0 $1K 0.00% $55.72 +26.5%
Page 25 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%