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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 7 of 26  ·  519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TSCO Tractor Supply CO CORP COMMON Consumer Cyclical 6,568.0 $298K 0.14% +560.0 +9.3% $45.30 -32.3%
122 PLD ProLogis, Inc. Real Estate 2,249.0 $297K 0.14% -122.0 -5.2% $132.18 +10.8%
123 PM Philip Morris International Inc Consumer Defensive 1,731.0 $286K 0.14% $165.34 +10.1%
124 BK Bank Of New York Mellon Corp Ordinary Shares Financial Services 2,361.0 $280K 0.14% +278.0 +13.3% $118.63 +18.0%
125 VGSH Vanguard Scottsdale Funds Short-Term Treasury Etf 4,760.0 $279K 0.14% +197.0 +4.3% $58.54 -0.4%
126 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%
127 KO Coca-Cola Company Consumer Defensive 3,187.0 $242K 0.12% +65.0 +2.1% $76.05 +7.3%
128 IVE Ishares S&p 500 Value Etf 1,147.0 $242K 0.12% +45.0 +4.1% $211.15 +8.0%
129 SYY Sysco Corp COMMON Consumer Defensive 3,363.0 $240K 0.12% +92.0 +2.8% $71.33 +5.5%
130 MELI MercadoLibre, Inc. Consumer Cyclical 137.0 $237K 0.12% $1729.02 -1.9%
131 SPGI S&p Global INC CORP COMMON Financial Services 555.0 $236K 0.11% +20.0 +3.7% $425.34 -2.2%
132 COIN Coinbase Global INC CLASS A CORP COMMON Financial Services 1,345.0 $235K 0.11% $174.61 -0.5%
133 VTIP Vanguard Malvern Fds Short Term Inflation 4,567.0 $228K 0.11% -378.0 -7.6% $49.95 +0.8%
134 EEM MFC iShares Emerging Markets 4,003.0 $227K 0.11% +876.0 +28.0% $56.79 +20.4%
135 LOW Lowes Companies Inc Consumer Cyclical 958.0 $226K 0.11% +55.0 +6.1% $236.28 -8.2%
136 MU Micron Technology, Inc. Technology 667.0 $225K 0.11% +14.0 +2.1% $337.84 +174.8%
137 XLC Select Sector Spdr Trust (The) State Street Communication Services Etf 2,023.0 $224K 0.11% $110.86 +4.9%
138 PREF Principal Spectrum Preferred Securities Active Etf Pref Sc Ac 11,861.0 $223K 0.11% $18.82 +1.1%
139 MDLZ Mondelez Intl Inc Consumer Defensive 3,832.0 $221K 0.11% $57.64 +8.0%
140 BA Boeing Co Com Industrials 1,071.0 $213K 0.10% +175.0 +19.5% $199.03 +12.7%
Page 7 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%