Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bank of Jackson Hole Trust (CIK 2040900) reported $206.5M across 516 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWF ($12.8M, 6.20%), EFA ($8.9M, 4.31%), IJH ($8.7M, 4.21%), AAPL ($8.1M, 3.94%), NVDA ($7.5M, 3.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Trust Russell 1000 Growth ETF | $12.8M | 6.20% | 30,018 | Added |
| 2 | EFA | MFC iShares Tr MSCI Eafe ETF | $8.9M | 4.31% | 91,559 | Trimmed |
| 3 | IJH | MFC iShares Tr S&P Midcap 400 | $8.7M | 4.21% | 128,828 | Trimmed |
| 4 | AAPL | Apple Inc | $8.1M | 3.94% | 32,063 | Trimmed |
| 5 | NVDA | NVIDIA, Corp. | $7.5M | 3.61% | 42,767 | Trimmed |
| 6 | VTV | Vanguard Value Index Fund Etf | $5.8M | 2.82% | 29,636 | Added |
| 7 | IEMG | Ishares Core Msci Emerging Markets Etf | $5.3M | 2.55% | 75,449 | Added |
| 8 | MSFT | Microsoft Corp | $5.1M | 2.45% | 13,693 | Added |
| 9 | GOOGL | Alphabet Inc Ordinary Shares - Class A | $4.5M | 2.17% | 15,588 | Trimmed |
| 10 | IAU | MFC iShares Gold Tr NEW | $4.2M | 2.02% | 47,417 | Trimmed |
| 11 | IWD | Ishares Trust Russell 1000 Value ETF | $4.0M | 1.95% | 18,851 | Trimmed |
| 12 | IEFA | Ishares Core Msci Eafe Etf | $3.8M | 1.85% | 42,265 | Trimmed |
| 13 | AMZN | Amazon Com Inc | $3.7M | 1.77% | 17,557 | Added |
| 14 | LLY | Eli Lilly and Co. | $3.5M | 1.71% | 3,847 | Trimmed |
| 15 | IVV | MFC I Shares Tr S&P 500 Indx | $3.5M | 1.70% | 5,384 | Trimmed |
| 16 | JPM | JPMorgan Chase & Co | $3.2M | 1.57% | 10,988 | Added |
| 17 | IVW | Ishares Trust S & P500/bar S&p 500 Growth Etf | $3.1M | 1.51% | 27,608 | Trimmed |
| 18 | JNJ | Johnson & Johnson Com | $2.8M | 1.35% | 11,390 | Added |
| 19 | CVX | Chevron Corporation | $2.7M | 1.32% | 13,186 | Added |
| 20 | BLK | Blackrock Fdg Inc | $2.3M | 1.09% | 2,340 | Added |
| 21 | V | VISA Inc Com Cl A | $2.2M | 1.05% | 7,208 | Trimmed |
| 22 | WMT | Wal-Mart Stores Inc Com | $2.0M | 0.97% | 16,151 | Added |
| 23 | IJR | MFC iShares Tr S&P Smallcap 600 Index FD | $2.0M | 0.97% | 16,196 | Added |
| 24 | VB | Vanguard Small Cap ETF | $1.9M | 0.92% | 7,237 | Added |
| 25 | BIV | Vanguard Group, Inc. Intermediate-Term Bond Etf | $1.7M | 0.83% | 22,100 | Added |
Source: SEC Form 13F filings · as of 2026-03-31