Long-term investor
Idaho Trust Co. @idahotrustco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001568069).
Record
- Tracked since 2025-06-30 (434 days), 76 trades recorded
- Returns: week n/a · month n/a · 90 days +9.2% · 6 months +9.1% · 1 year +15.6% · all +15.6%
- Max drawdown -0.8% · Sharpe 1.04 · win rate 44% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287465 · 8.3% · long · since 2025-06-30
- 922042858 · 7.0% · long · since 2025-06-30
- 464287655 · 5.3% · long · since 2025-06-30
- 922908637 · 4.5% · long · since 2025-06-30
- 921937793 · 4.5% · long · since 2025-06-30
- GBCI · 4.2% · long · since 2025-06-30
- 922042775 · 4.1% · long · since 2025-06-30
- 78468R622 · 4.0% · long · since 2025-06-30
- 464287507 · 3.9% · long · since 2025-06-30
- 464287242 · 3.9% · long · since 2025-06-30
- 464288281 · 3.7% · long · since 2025-06-30
- 464286533 · 3.1% · long · since 2025-06-30
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