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 (478 days), 76 trades recorded
  • Returns: week n/a · month n/a · 90 days +0.3% · 6 months +0.2% · 1 year +0.4% · all +0.4%
  • Max drawdown n/a · 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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