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.
Jordan Park Trust Co LLC (CIK 2051108) reported $131.0M across 14 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IOT ($121.5M, 92.73%), IEMG ($2.1M, 1.62%), GOVT ($1.9M, 1.45%), IAU ($1.6M, 1.25%), NVDA ($597,320, 0.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IOT | SAMSARA INC | $121.5M | 92.73% | 3.8M | Hold |
| 2 | IEMG | ISHARES CORE MSCI EMERGING | $2.1M | 1.62% | 30,509 | Hold |
| 3 | GOVT | ISHARES U.S. TREASURY BOND ETF | $1.9M | 1.45% | 82,886 | Hold |
| 4 | IAU | ISHARES GOLD TRUST | $1.6M | 1.25% | 18,651 | Hold |
| 5 | NVDA | NVIDIA CORPORATION | $597,320 | 0.46% | 3,425 | Hold |
| 6 | VTEB | VANGUARD TAX-EXEMPT BOND INDEX | $578,924 | 0.44% | 11,604 | Hold |
| 7 | AAPL | APPLE INC | $496,159 | 0.38% | 1,955 | Added |
| 8 | VNQ | VANGUARD REAL ESTATE ETF | $489,358 | 0.37% | 5,517 | Hold |
| 9 | MSFT | MICROSOFT CORP | $387,938 | 0.30% | 1,048 | Hold |
| 10 | XLV | STATE STREET HEALTH CARE SELECT | $299,378 | 0.23% | 2,042 | Hold |
| 11 | AMZN | AMAZON COM INC | $294,702 | 0.22% | 1,415 | Hold |
| 12 | VNQI | VANGUARD GLOBAL EX-US REAL | $265,056 | 0.20% | 5,963 | Hold |
| 13 | GOOGL | ALPHABET INC | $238,962 | 0.18% | 831 | Hold |
| 14 | AVGO | BROADCOM INC COM | $212,324 | 0.16% | 686 | Hold |
| 15 | GOOG | ALPHABET INC | $0 | 0.00% | 0 | Exited |
| 16 | META | META PLATFORMS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31