Idaho Trust Bank Portfolio Holdings

Idaho Trust Bank

  • $297 Billion
  • Q3 2025

Idaho Trust Bank has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $297 Billion distributed in 149 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 $20.4B, Glacier Bancorp, Inc. with a value of $15.7B, Ishares Tr with a value of $15B, Spdr Bloomberg High Yield Bond with a value of $13.7B, and Vanguard Large Cap ETF with a value of $13.2B.

Examining the 13F form we can see an increase of $17.2B in the current position value, from $280B to 297B.

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 $297 Billion
ETFs: $262 Billion
Financial Services: $22.2 Billion
Technology: $7.21 Billion
Communication Services: $1.7 Billion
Consumer Cyclical: $1.58 Billion
Healthcare: $869 Million
Consumer Defensive: $727 Million
Industrials: $458 Million
Other: $628 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$5.18 Billion 1.74% of portfolio
10,308
Q3 2025 Added 16.86%
$3.78T
$4.31 Billion 1.45% of portfolio
8,312
Q3 2025 Reduced 1.36%
$4.3T
$1.32 Billion 0.45% of portfolio
5,200
Q3 2025 Reduced 2.93%
$1.37T
$814 Million 0.27% of portfolio
1,108
Q2 2025 Added 6.54%
$2.39T
$750 Million 0.25% of portfolio
3,418
Q3 2025 Reduced 4.53%
$522B
$596 Million 0.2% of portfolio
3,213
Q3 2025 Reduced 3.19%
$465B
$578 Million 0.19% of portfolio
3,100
Q2 2025 Added 23.02%
$1.74T
$524 Million 0.18% of portfolio
2,153
Q3 2025 Reduced 0.32%
$303B
$411 Million 0.14% of portfolio
2,648
Q3 2025 Added 1.65%
$1.65T
$366 Million 0.12% of portfolio
1,507
Q3 2025 Reduced 8.05%
$593B
$327 Million 0.11% of portfolio
1,163
Q3 2025 Reduced 7.03%
$224B
$327 Million 0.11% of portfolio
1,077
Q2 2025 Added 43.79%
$512B
$302 Million 0.1% of portfolio
531
Q3 2025 Reduced 1.12%
$533B
$298 Million 0.1% of portfolio
874
Q3 2025 Reduced 2.46%
$222B
$273 Million 0.09% of portfolio
563
Q3 2025 Reduced 6.01%
$279B
$231 Million 0.08% of portfolio
2,239
Q2 2025 New
$317B
$223 Million 0.08% of portfolio
2,658
Q2 2025 New
$346B
$233 Million 0.08% of portfolio
1,518
Q3 2025 Reduced 3.19%
$367B
$222 Million 0.07% of portfolio
548
Q3 2025 Reduced 8.82%
$258B
$216 Million 0.07% of portfolio
1,290
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $297 Billion
  • Prior Value $280 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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