StockDriftsStockDriftsTop 50 Bank of Jackson Hole Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | Ishares Trust Russell 1000 Growth ETF | 6.2% | 30.0K | $12.8M | +4.52%(+1.30K) | $398.50(-68.41%) | 2026-03-31 | |
| EFA | MFC iShares Tr MSCI Eafe ETF | 4.31% | 91.6K | $8.9M | -0.27%(-252) | $79.75(+29.74%) | 2026-03-31 | |
| IJH | MFC iShares Tr S&P Midcap 400 | 4.21% | 128.8K | $8.7M | -0.27%(-355) | $62.46(+17.59%) | 2026-03-31 | |
| AAPL | Apple Inc | 3.94% | 32.1K | $8.1M | -1.72%(-562) | $231.26(+28.95%) | 2026-03-31 | |
| NVDA | NVIDIA, Corp. | 3.61% | 42.8K | $7.5M | -5.57%(-2.52K) | $128.14(+83.97%) | 2026-03-31 | |
| VTV | Vanguard Value Index Fund Etf | 2.82% | 29.6K | $5.8M | +11.10%(+2.96K) | $177.31(+17.88%) | 2026-03-31 | |
| IEMG | Ishares Core Msci Emerging Markets Etf | 2.55% | 75.4K | $5.3M | +0.23%(+171) | $55.95(+47.07%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 2.45% | 13.7K | $5.1M | +1.68%(+226) | $427.04(-4.12%) | 2026-03-31 | |
| GOOGL | Alphabet Inc Ordinary Shares - Class A | 2.17% | 15.6K | $4.5M | -5.86%(-971) | $177.58(+125.86%) | 2026-03-31 | |
| IAU | MFC iShares Gold Tr NEW | 2.02% | 47.4K | $4.2M | -7.88%(-4.06K) | $50.04(+74.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +20.21% |
| Top 20 Holdings Unweighted | — | — | — | — | +20.28% |
Bank of Jackson Hole Trust reports $206.51M in US-listed equity holdings across 519 positions in its most recent 13F filing. Its largest disclosed positions are IWF (6.2%), EFA (4.3%) and IJH (4.2%). The top 20 holdings account for 50.1% of reported assets. Its disclosed equity book has returned +20.21% cumulatively over 4 quarters. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Bank of Jackson Hole Trust, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Bank of Jackson Hole Trust’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2040900). View Bank of Jackson Hole Trust’s 13F filings on SEC