Idaho Trust Bank Portfolio Holdings

Idaho Trust Bank

  • $280 Billion
  • Q2 2025

Idaho Trust Bank has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $280 Billion distributed in 168 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Msci Eafe ETF with a value of $17.5B, Glacier Bancorp, Inc. with a value of $14.7B, Spdr Bloomberg High Yield Bond with a value of $11.6B, Vanguard Large Cap ETF with a value of $11.2B, and Ishares Russell 2000 ETF with a value of $10.7B.

Examining the 13F form we can see an increase of $34.5B in the current position value, from $245B to 280B.

Idaho Trust Bank is based out at Boise, ID

Below you can find more details about Idaho Trust Bank portfolio as well as his latest detailed transactions.

Portfolio value $280 Billion
ETFs: $247 Billion
Financial Services: $20.9 Billion
Technology: $6.91 Billion
Consumer Cyclical: $1.62 Billion
Communication Services: $1.49 Billion
Healthcare: $750 Million
Consumer Defensive: $701 Million
Energy: $373 Million
Other: $206 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$621B
$4.28 Billion 1.53% of portfolio
8,821
Q2 2025 Added 2.09%
$3.95T
$4.19 Billion 1.5% of portfolio
8,427
Q2 2025 Added 3.18%
$3.69T
$1.1 Billion 0.39% of portfolio
5,357
Q2 2025 Reduced 4.92%
$1.78T
$818 Million 0.29% of portfolio
1,108
Q2 2025 Added 6.54%
$2.26T
$785 Million 0.28% of portfolio
3,580
Q2 2025 Reduced 4.74%
$423B
$729 Million 0.26% of portfolio
1
Q2 2025 Reduced 50.0%
$452B
$507 Million 0.18% of portfolio
3,319
Q2 2025 Added 24.26%
$456B
$490 Million 0.18% of portfolio
3,100
Q2 2025 Added 23.02%
$1.24T
$383 Million 0.14% of portfolio
2,160
Q2 2025 Reduced 3.66%
$302B
$373 Million 0.13% of portfolio
2,605
Q2 2025 Added 47.59%
$548B
$302 Million 0.11% of portfolio
537
Q2 2025 New
$551B
$318 Million 0.11% of portfolio
896
Q2 2025 Reduced 6.86%
$217B
$295 Million 0.11% of portfolio
51
Q2 2025 New
$222B
$315 Million 0.11% of portfolio
1,077
Q2 2025 Added 43.79%
$1.21T
$289 Million 0.1% of portfolio
1,639
Q2 2025 New
$684B
$274 Million 0.1% of portfolio
1,251
Q2 2025 New
$281B
$219 Million 0.08% of portfolio
2,239
Q2 2025 New
$405B
$220 Million 0.08% of portfolio
601
Q2 2025 New
$302B
$213 Million 0.08% of portfolio
2,658
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 168
  • Current Value $280 Billion
  • Prior Value $245 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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