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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 4 of 26  ·  519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 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%
62 PANW Palo Alto Networks, Inc. Technology 5,063.0 $812K 0.39% -127.0 -2.5% $160.32 +55.0%
63 SO Southern Co Utilities 8,098.0 $782K 0.38% +495.0 +6.5% $96.52 -3.0%
64 ORCL Oracle Corporation Com Technology 5,231.0 $770K 0.37% -371.0 -6.6% $147.11 +29.5%
65 SHOP Shopify, Inc. Technology 6,392.0 $758K 0.37% +66.0 +1.0% $118.62 -9.9%
66 AEP American Electric Power Inc. Utilities 5,742.0 $753K 0.36% +243.0 +4.4% $131.08 -1.1%
67 VIG Vanguard Dividend Appreciation Index Fund Etf 3,440.0 $740K 0.36% $215.06 +8.4%
68 VUG Vanguard Growth Index Fund Etf 1,661.0 $726K 0.35% +40.0 +2.5% $436.79 -79.8%
69 EOG Eog Resources INC CORP COMMON Energy 4,596.0 $664K 0.32% -1K -23.4% $144.57 -6.6%
70 COST Costco Wholesale Corp New Consumer Defensive 662.0 $660K 0.32% +26.0 +4.1% $996.43 +1.0%
71 ETN Eaton Corp PLC Com Industrials 1,826.0 $653K 0.32% +488.0 +36.5% $357.67 +13.2%
72 TMO Thermo Fisher Scientific INC CORP COMMON Healthcare 1,302.0 $640K 0.31% +68.0 +5.5% $491.53 -7.6%
73 ACWI Ishares Msci Acwi Etf 4,624.0 $640K 0.31% -61.0 -1.3% $138.37 +14.0%
74 MCHP Microchip Technology Inc Com Technology 9,679.0 $625K 0.30% +197.0 +2.1% $64.61 +49.0%
75 ENB Enbridge Inc Com Energy 11,340.0 $614K 0.30% +340.0 +3.1% $54.14 +4.0%
76 DUK Duke Energy Corp Com New Utilities 4,619.0 $605K 0.29% +470.0 +11.3% $130.94 -4.4%
77 NFLX Netflix, Inc. Communication Services 6,248.0 $601K 0.29% +156.0 +2.6% $96.15 -8.8%
78 QQQ Invesco Qqq Trust Series 1 Invsc Srs Etf Financial Services 1,022.0 $590K 0.29% +35.0 +3.5% $577.18 +26.3%
79 BSV Vanguard Short-term Bond Index Fund Etf 7,261.0 $569K 0.28% +1K +24.4% $78.41 -0.5%
80 ABT Abbott Labs Com Healthcare 5,515.0 $566K 0.27% +210.0 +4.0% $102.67 -16.4%
Page 4 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%