Bo

Bank of Jackson Hole Trust

13F
Bank of Jackson Hole Trust
Last update 2025-05-08 449 Stocks (23 new)
Value $155.00 Mil Turnover 4 %
Countries:
Top Holdings: IWF(4.91%)EFA(4.87%)AAPL(4.72%)IJH(3.88%)NVDA(3.58%)
Summary Stock Picks Current Portfolio
Bank of Jackson Hole Trust Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWF
iShares Russell 1000 Growth ETF
19,257
7,598.8
+9.23%
4.910
+0.42%
0.010
+15.56%
+5.68%
111,448.6
 
EFA
iShares MSCI EAFE ETF
92,247
7,525.5
-0.76%
4.870
-0.04%
0.010
+10.98%
+20.42%
64,548.1
 
AAPL
Apple Inc
30,167
7,295.6
+1.58%
4.720
+0.07%
0.000
-4.99%
-14.96%
3,172,966.9
Hardware
IJH
iShares Core S&P Mid-Cap ETF
96,970
6,000.5
+2.22%
3.880
+0.08%
0.010
+6.75%
+2.38%
96,963.8
 
NVDA
NVIDIA Corp
44,275
5,530.8
+2.10%
3.580
+0.07%
0.000
+42.42%
+17.12%
3,834,943.3
Semiconductors
MSFT
Microsoft Corp
12,891
5,117.6
+1.30%
3.310
+0.04%
0.000
+28.75%
+16.96%
3,650,048.0
Software
IVV
iShares Core S&P 500 ETF
7,468
4,458.7
+1.77%
2.880
+0.05%
0.000
+10.26%
+6.56%
619,055.5
 
AMZN
Amazon.com Inc
16,585
3,520.7
+2.71%
2.280
+0.06%
0.000
+12.20%
+0.24%
2,334,748.2
Retail - Cyclical
IWD
iShares Russell 1000 Value ETF
16,732
3,252.2
+7.08%
2.100
+0.14%
0.010
+4.30%
+7.01%
64,287.4
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
60,639
3,240.6
+3.05%
2.100
+0.06%
0.000
+12.51%
+16.92%
96,130.2
 

Bank of Jackson Hole Trust's Historical Top Holdings Breakdowns

Bank of Jackson Hole Trust's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IWF
iShares Russell 1000 Growth ETF
2025-03-31
Add
Add
+0.42%
●
360.07 ($394.62) 417.26
$423.52
7.32%
Add 9.23%
19,257
1,628
HON
Honeywell International Inc
2025-03-31
Reduce
Reduce
-0.34%
●
202.75 ($214.7) 226.52
$239.26
11.44%
Reduce -34.35%
4,290
-2,245
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.22%
●
167.73 ($174.39) 179.21
$178.69
2.47%
Add 17.34%
12,905
1,907
RTX
RTX Corp
2025-03-31
Add
Add
+0.18%
●
114.1 ($126.79) 135.66
$144.52
13.98%
Add 126.33%
3,705
2,068
PNC
PNC Financial Services Group Inc
2025-03-31
Add
Add
+0.15%
●
168.84 ($188.77) 202.89
$195.71
3.68%
Add 119.43%
2,225
1,211
GS
The Goldman Sachs Group Inc
2025-03-31
Add
Add
+0.14%
●
524.81 ($601.74) 672.19
$715.89
18.97%
Add 121.68%
634
348
IWD
iShares Russell 1000 Value ETF
2025-03-31
Add
Add
+0.14%
●
182.82 ($190.45) 196.21
$196.39
3.12%
Add 7.08%
16,732
1,107
BND
Vanguard Total Bond Market ETF
2025-03-31
Add
Add
+0.14%
●
71.17 ($72.57) 73.66
$73.26
0.95%
Add 84.72%
6,382
2,927
QCOM
Qualcomm Inc
2025-03-31
Add
Add
+0.12%
●
151.94 ($163) 175.86
$162.32
-0.42%
Add 206.89%
1,737
1,171
SBUX
Starbucks Corp
2025-03-31
Reduce
Reduce
-0.12%
●
92.17 ($103.37) 115.81
$94.18
-8.89%
Reduce -33.51%
4,041
-2,037

Bank of Jackson Hole Trust Total Holding History ($B)

To

Bank of Jackson Hole Trust's Asset Allocation

To

Bank of Jackson Hole Trust Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Bank of Jackson Hole Trust's Hypothetical Growth since 2025-03-31

Bank of Jackson Hole Trust's Yearly Returns

Year Portfolio % % Excess Gain %

Bank of Jackson Hole Trust's Holdings Heat Map

Size field:

Bank of Jackson Hole Trust's Holdings Bubble Chart

Bank of Jackson Hole Trust News

  • 1

Discussions on Bank of Jackson Hole Trust

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.