Bank of Jackson Hole Trust
•CIK: 2040900•Filing: Q4 2025
**Bank of Jackson Hole Trust** manages $211M across a diversified portfolio of 521 positions. The fund exhibits notable concentration in technology and global equities, with top holdings including IWF at $13.6M and AAPL at $8.9M. Significant allocations are also directed toward international exposure via EFA ($8.8M) and IJH ($8.5M). This positioning suggests a tactical approach balancing large-cap tech exposure with broader international market diversification.
Total AUM
$210.7M
QoQ Performance
+5.5%
Positions
521
Top 10 Concentration
37.3%
Latest Filing
Q4 2025
Top Holdings Allocation
IWF
IWF6.5%
AAPL4.2%
EFA4.2%
IJH4.0%
NVDA4.0%
MSFT3.1%
IVV2.8%
GOOGL2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other52.3%
Technology19.3%
Financial6.5%
Consumer6.3%
Healthcare5.8%
ETF3.5%
Industrial2.8%
Utilities1.0%
🚪 Exited Positionssold since Q3 2025
+243 more exited positions
Changes from Q3 2025
NEW1 new position
↑96 increased
↓61 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024