Idaho Trust Bank Portfolio Holdings by Sector

Idaho Trust Bank

$245 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs EFA EMB JNK VV IWM VWO IJH VEU 77 stocks	$228 Million 93.01% of portfolio	51	21	20	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A 2 stocks	$6.2 Million 2.53% of portfolio	2	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ADBE 2 stocks	$3.28 Million 1.34% of portfolio	2	-	1	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EWI EWH EEM 3 stocks	$1.53 Million 0.62% of portfolio	-	3	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.25 Million 0.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG 2 stocks	$949,677 0.39% of portfolio	2	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA 2 stocks	$851,920 0.35% of portfolio	2	-	2	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$714,996 0.29% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$442,956 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services USB 1 stocks	$375,040 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$337,143 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$295,266 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$233,955 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$233,133 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO 1 stocks	$220,680 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive ADM 1 stocks	$211,200 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts

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