Sponsored

The Analysis of Idaho Trust Co's Holdings & P&L

Currently, Idaho Trust Co holds 98 types of securities in its portfolio with a total value $342.1M. In the most recent quarter, they have increased their positions in VUG (+56.0K shares, valued at $4.8M), VGT (+40.0K shares, valued at $4.8M), VWO (+44.2K shares, valued at $2.6M); decreased their positions in N/A (-1.4K shares, valued at $1.1M), VNQ (-8.0K shares, valued at $776.1K), GBCI (-14.2K shares, valued at $731.0K); initiated new positions in INTC (+3.3K shares, valued at $458.4K), IEI (+2.7K shares, valued at $322.4K), VCLT (+4.1K shares, valued at $311.4K).

1M P&L

+854.0K+0.26%

3M P&L

+11.5M+3.59%

HY P&L

-29.7M-8.22%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A305.1M

91.4%

2Banks - Regional14.8M

4.4%

3Insurance - Diversified5.0M

1.5%

Top Industries by Stock Count

1N/A76 stocks

81.7%

2Internet Content & Information2 stocks

2.2%

3Banks - Regional2 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

EFA ISHARES TR272.1K shares2.49%2026-06-302026-08-07

VWO VANGUARD INTL EQUITY INDEX F402.7K shares12.32%2026-06-302026-08-07

IWM ISHARES TR60.1K shares4.41%2026-06-302026-08-07

VV VANGUARD INDEX FDS44.9K shares8.15%2026-06-302026-08-07

BLV VANGUARD BD INDEX FDS222.1K shares10.61%2026-06-302026-08-07

GBCI GLACIER BANCORP INC NEW277.9K shares-4.85%2026-06-302026-08-07

VEU VANGUARD INTL EQUITY INDEX F166.7K shares3.28%2026-06-302026-08-07

JNK SPDR SERIES TRUST141.7K shares6.16%2026-06-302026-08-07

Sponsored

IJH ISHARES TR174.5K shares0.21%2026-06-302026-08-07

LQD ISHARES TR121.6K shares4.66%2026-06-302026-08-07

EMB ISHARES TR131.6K shares4.10%2026-06-302026-08-07

EEMV ISHARES INC140.0K shares11.58%2026-06-302026-08-07

IWN ISHARES TR47.3K shares5.68%2026-06-302026-08-07

VTV VANGUARD INDEX FDS44.0K shares7.80%2026-06-302026-08-07

EWJ ISHARES INC73.2K shares-4.23%2026-06-302026-08-07

ISHARES TR ISHARES TR8.6K shares-14.28%2026-06-302026-08-07

Sponsored

IWO ISHARES TR16.1K shares-4.48%2026-06-302026-08-07

IJJ ISHARES TR42.6K shares7.15%2026-06-302026-08-07

VUG VANGUARD INDEX FDS67.1K shares503.06%2026-06-302026-08-07

VNQ VANGUARD INDEX FDS57.5K shares-12.27%2026-06-302026-08-07

VGT VANGUARD WORLD FD45.8K shares684.04%2026-06-302026-08-07

BRK.B BERKSHIRE HATHAWAY INC DEL9.9K shares-0.71%2026-06-302026-08-07

DJP BARCLAYS BANK PLC101.7K shares9.56%2026-06-302026-08-07

IJK ISHARES TR36.2K shares-7.02%2026-06-302026-08-07

Sponsored

EWU ISHARES TR83.5K shares0.18%2026-06-302026-08-07

SPYG SPDR SERIES TRUST24.9K shares-17.97%2026-06-302026-08-07

IBND SPDR SERIES TRUST90.1K shares7.28%2026-06-302026-08-07

MSFT MICROSOFT CORP7.4K shares-3.36%2026-06-302026-08-07

RWX SPDR INDEX SHS FDS97.0K shares-10.09%2026-06-302026-08-07

WIP SPDR SERIES TRUST63.0K shares2.45%2026-06-302026-08-07

EWG ISHARES INC56.0K shares7.40%2026-06-302026-08-07

SPDW SPDR INDEX SHS FDS44.9K shares-15.35%2026-06-302026-08-07

Sponsored

EWQ ISHARES INC49.0K shares-3.42%2026-06-302026-08-07

EWL ISHARES INC31.0K shares8.61%2026-06-302026-08-07

HYD VANECK ETF TRUST36.2K shares1.89%2026-06-302026-08-07

EWN ISHARES INC26.0K shares2.44%2026-06-302026-08-07

EWP ISHARES INC26.3K shares-1.16%2026-06-302026-08-07

SPYV SPDR SERIES TRUST24.4K shares-16.99%2026-06-302026-08-07

VFH VANGUARD WORLD FD11.2K shares-6.31%2026-06-302026-08-07

IVW ISHARES TR10.7K shares-0.57%2026-06-302026-08-07

Sponsored

VEA VANGUARD TAX-MANAGED FDS19.5K shares0.00%2026-06-302026-08-07

VCR VANGUARD WORLD FD3.4K shares-2.30%2026-06-302026-08-07

IVE ISHARES TR5.9K shares-12.64%2026-06-302026-08-07

VHT VANGUARD WORLD FD4.4K shares-7.56%2026-06-302026-08-07

VOX VANGUARD WORLD FD7.0K shares0.23%2026-06-302026-08-07

EWI ISHARES INC21.8K shares-6.40%2026-06-302026-08-07

AAPL APPLE INC4.4K shares0.00%2026-06-302026-08-07

EWA ISHARES INC43.2K shares-4.66%2026-06-302026-08-07

Sponsored

VIS VANGUARD WORLD FD3.3K shares-3.34%2026-06-302026-08-07

TFI SPDR SERIES TRUST24.9K shares2.36%2026-06-302026-08-07

GOVT ISHARES TR50.0K shares-23.73%2026-06-302026-08-07

ITM VANECK ETF TRUST19.7K shares3.24%2026-06-302026-08-07

SPMB SPDR SERIES TRUST40.8K shares-20.15%2026-06-302026-08-07

VCIT VANGUARD SCOTTSDALE FDS10.9K shares-39.65%2026-06-302026-08-07

EWD ISHARES INC17.9K shares18.79%2026-06-302026-08-07

EEM ISHARES TR13.0K shares-3.51%2026-06-302026-08-07

Sponsored

SPSM SPDR SERIES TRUST13.8K shares-18.73%2026-06-302026-08-07

SLYG SPDR SERIES TRUST6.7K shares-20.60%2026-06-302026-08-07

EDEN ISHARES TR7.2K shares-2.84%2026-06-302026-08-07

BROADCOM INC BROADCOM INC2.0K shares-0.34%2026-06-302026-08-07

SPEM SPDR INDEX SHS FDS14.4K shares-18.06%2026-06-302026-08-07

VDC VANGUARD WORLD FD2.9K shares-1.93%2026-06-302026-08-07

AMZN AMAZON COM INC2.7K shares-18.91%2026-06-302026-08-07

GOOG ALPHABET INC1.8K shares-15.61%2026-06-302026-08-07

Sponsored

NVDA NVIDIA CORPORATION3.0K shares0.00%2026-06-302026-08-07

META PLATFORMS INC META PLATFORMS INC1.0K shares-5.15%2026-06-302026-08-07

EWH ISHARES INC26.8K shares4.58%2026-06-302026-08-07

JQUA J P MORGAN EXCHANGE TRADED F7.7K shares-17.40%2026-06-302026-08-07

GOOGL ALPHABET INC1.4K shares-4.28%2026-06-302026-08-07

CAT CATERPILLAR INC467 shares-7.89%2026-06-302026-08-07

SHYG ISHARES TR11.5K shares-22.51%2026-06-302026-08-07

USB US BANCORP7.9K shares16.79%2026-06-302026-08-07

Sponsored

SPTL SPDR SERIES TRUST18.0K shares-22.02%2026-06-302026-08-07

INTC INTEL CORP3.3K sharesnew addition2026-06-302026-08-07

BIV VANGUARD BD INDEX FDS5.7K shares0.00%2026-06-302026-08-07

EWW ISHARES INC5.6K shares0.00%2026-06-302026-08-07

VDE VANGUARD WORLD FD2.8K shares-2.83%2026-06-302026-08-07

EWS ISHARES INC13.8K shares-1.35%2026-06-302026-08-07

EWK ISHARES INC14.3K shares1.59%2026-06-302026-08-07

JNJ JOHNSON & JOHNSON1.5K shares-16.17%2026-06-302026-08-07

Sponsored

EFNL ISHARES TR6.8K shares-0.31%2026-06-302026-08-07

CVX CHEVRON CORPORATION2.1K shares70.32%2026-06-302026-08-07

IEI ISHARES TR2.7K sharesnew addition2026-06-302026-08-07

VPU VANGUARD WORLD FD1.6K shares-5.56%2026-06-302026-08-07

EIRL ISHARES TR4.0K shares0.00%2026-06-302026-08-07

VCLT VANGUARD SCOTTSDALE FDS4.1K sharesnew addition2026-06-302026-08-07

SPSB SPDR SERIES TRUST10.1K shares-21.70%2026-06-302026-08-07

QUAL ISHARES TR1.2K shares0.00%2026-06-302026-08-07

Sponsored

ADM ARCHER DANIELS MIDLAND CO3.3K shares0.00%2026-06-302026-08-07

MCD MCDONALDS CORP906 shares2.26%2026-06-302026-08-07

EWY ISHARES INC1.2K shares-36.51%2026-06-302026-08-07

ABBVIE INC ABBVIE INC927 sharesnew addition2026-06-302026-08-07

BKNG BOOKING HOLDINGS INC1.3K shares2400.00%2026-06-302026-08-07

TMO THERMO FISHER SCIENTIFIC INC453 shares-18.08%2026-06-302026-08-07

FXI ISHARES TR6.9K shares5.35%2026-06-302026-08-07

RSP INVESCO EXCHANGE TRADED FD T1.0K shares-49.98%2026-06-302026-08-07

Sponsored

VAW VANGUARD WORLD FD903 shares-1.10%2026-06-302026-08-07

RTX CORPORATION RTX CORPORATION1.1K shares-9.56%2026-06-302026-08-07

EFA

ISHARES TR

2.49%

Shares272.1K

Event2026-06-30

Filed2026-08-07

VWO

VANGUARD INTL EQUITY INDEX F

12.32%

Shares402.7K

Event2026-06-30

Filed2026-08-07

IWM

ISHARES TR

4.41%

Shares60.1K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

8.15%

Shares44.9K

Event2026-06-30

Filed2026-08-07

BLV

VANGUARD BD INDEX FDS

10.61%

Shares222.1K

Event2026-06-30

Filed2026-08-07

GBCI

GLACIER BANCORP INC NEW

-4.85%

Shares277.9K

Event2026-06-30

Filed2026-08-07

VEU

VANGUARD INTL EQUITY INDEX F

3.28%

Shares166.7K

Event2026-06-30

Filed2026-08-07

JNK

SPDR SERIES TRUST

6.16%

Shares141.7K

Event2026-06-30

Filed2026-08-07

IJH

ISHARES TR

0.21%

Shares174.5K

Event2026-06-30

Filed2026-08-07

LQD

ISHARES TR

4.66%

Shares121.6K

Event2026-06-30

Filed2026-08-07

EMB

ISHARES TR

4.10%

Shares131.6K

Event2026-06-30

Filed2026-08-07

EEMV

ISHARES INC

11.58%

Shares140.0K

Event2026-06-30

Filed2026-08-07

IWN

ISHARES TR

5.68%

Shares47.3K

Event2026-06-30

Filed2026-08-07

VTV

VANGUARD INDEX FDS

7.80%

Shares44.0K

Event2026-06-30

Filed2026-08-07

EWJ

ISHARES INC

-4.23%

Shares73.2K

Event2026-06-30

Filed2026-08-07

ISHARES TR

-14.28%

Shares8.6K

Event2026-06-30

Filed2026-08-07

IWO

ISHARES TR

-4.48%

Shares16.1K

Event2026-06-30

Filed2026-08-07

IJJ

ISHARES TR

7.15%

Shares42.6K

Event2026-06-30

Filed2026-08-07

VUG

VANGUARD INDEX FDS

503.06%

Shares67.1K

Event2026-06-30

Filed2026-08-07

VNQ

VANGUARD INDEX FDS

-12.27%

Shares57.5K

Event2026-06-30

Filed2026-08-07

VGT

VANGUARD WORLD FD

684.04%

Shares45.8K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.71%

Shares9.9K

Event2026-06-30

Filed2026-08-07

DJP

BARCLAYS BANK PLC

9.56%

Shares101.7K

Event2026-06-30

Filed2026-08-07

IJK

ISHARES TR

-7.02%

Shares36.2K

Event2026-06-30

Filed2026-08-07

EWU

ISHARES TR

0.18%

Shares83.5K

Event2026-06-30

Filed2026-08-07

SPYG

SPDR SERIES TRUST

-17.97%

Shares24.9K

Event2026-06-30

Filed2026-08-07

IBND

SPDR SERIES TRUST

7.28%

Shares90.1K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

-3.36%

Shares7.4K

Event2026-06-30

Filed2026-08-07

RWX

SPDR INDEX SHS FDS

-10.09%

Shares97.0K

Event2026-06-30

Filed2026-08-07

WIP

SPDR SERIES TRUST

2.45%

Shares63.0K

Event2026-06-30

Filed2026-08-07

EWG

ISHARES INC

7.40%

Shares56.0K

Event2026-06-30

Filed2026-08-07

SPDW

SPDR INDEX SHS FDS

-15.35%

Shares44.9K

Event2026-06-30

Filed2026-08-07

EWQ

ISHARES INC

-3.42%

Shares49.0K

Event2026-06-30

Filed2026-08-07

EWL

ISHARES INC

8.61%

Shares31.0K

Event2026-06-30

Filed2026-08-07

HYD

VANECK ETF TRUST

1.89%

Shares36.2K

Event2026-06-30

Filed2026-08-07

EWN

ISHARES INC

2.44%

Shares26.0K

Event2026-06-30

Filed2026-08-07

EWP

ISHARES INC

-1.16%

Shares26.3K

Event2026-06-30

Filed2026-08-07

SPYV

SPDR SERIES TRUST

-16.99%

Shares24.4K

Event2026-06-30

Filed2026-08-07

VFH

VANGUARD WORLD FD

-6.31%

Shares11.2K

Event2026-06-30

Filed2026-08-07

IVW

ISHARES TR

-0.57%

Shares10.7K

Event2026-06-30

Filed2026-08-07

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares19.5K

Event2026-06-30

Filed2026-08-07

VCR

VANGUARD WORLD FD

-2.30%

Shares3.4K

Event2026-06-30

Filed2026-08-07

IVE

ISHARES TR

-12.64%

Shares5.9K

Event2026-06-30

Filed2026-08-07

VHT

VANGUARD WORLD FD

-7.56%

Shares4.4K

Event2026-06-30

Filed2026-08-07

VOX

VANGUARD WORLD FD

0.23%

Shares7.0K

Event2026-06-30

Filed2026-08-07

EWI

ISHARES INC

-6.40%

Shares21.8K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

0.00%

Shares4.4K

Event2026-06-30

Filed2026-08-07

EWA

ISHARES INC

-4.66%

Shares43.2K

Event2026-06-30

Filed2026-08-07

VIS

VANGUARD WORLD FD

-3.34%

Shares3.3K

Event2026-06-30

Filed2026-08-07

TFI

SPDR SERIES TRUST

2.36%

Shares24.9K

Event2026-06-30

Filed2026-08-07

GOVT

ISHARES TR

-23.73%

Shares50.0K

Event2026-06-30

Filed2026-08-07

ITM

VANECK ETF TRUST

3.24%

Shares19.7K

Event2026-06-30

Filed2026-08-07

SPMB

SPDR SERIES TRUST

-20.15%

Shares40.8K

Event2026-06-30

Filed2026-08-07

VCIT

VANGUARD SCOTTSDALE FDS

-39.65%

Shares10.9K

Event2026-06-30

Filed2026-08-07

EWD

ISHARES INC

18.79%

Shares17.9K

Event2026-06-30

Filed2026-08-07

EEM

ISHARES TR

-3.51%

Shares13.0K

Event2026-06-30

Filed2026-08-07

SPSM

SPDR SERIES TRUST

-18.73%

Shares13.8K

Event2026-06-30

Filed2026-08-07

SLYG

SPDR SERIES TRUST

-20.60%

Shares6.7K

Event2026-06-30

Filed2026-08-07

EDEN

ISHARES TR

-2.84%

Shares7.2K

Event2026-06-30

Filed2026-08-07

BROADCOM INC

-0.34%

Shares2.0K

Event2026-06-30

Filed2026-08-07

SPEM

SPDR INDEX SHS FDS

-18.06%

Shares14.4K

Event2026-06-30

Filed2026-08-07

VDC

VANGUARD WORLD FD

-1.93%

Shares2.9K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

-18.91%

Shares2.7K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

-15.61%

Shares1.8K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

-5.15%

Shares1.0K

Event2026-06-30

Filed2026-08-07

EWH

ISHARES INC

4.58%

Shares26.8K

Event2026-06-30

Filed2026-08-07

JQUA

J P MORGAN EXCHANGE TRADED F

-17.40%

Shares7.7K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

-4.28%

Shares1.4K

Event2026-06-30

Filed2026-08-07

CAT

CATERPILLAR INC

-7.89%

Shares467

Event2026-06-30

Filed2026-08-07

SHYG

ISHARES TR

-22.51%

Shares11.5K

Event2026-06-30

Filed2026-08-07

USB

US BANCORP

16.79%

Shares7.9K

Event2026-06-30

Filed2026-08-07

SPTL

SPDR SERIES TRUST

-22.02%

Shares18.0K

Event2026-06-30

Filed2026-08-07

INTC

INTEL CORP

New

Shares3.3K

Event2026-06-30

Filed2026-08-07

BIV

VANGUARD BD INDEX FDS

0.00%

Shares5.7K

Event2026-06-30

Filed2026-08-07

EWW

ISHARES INC

0.00%

Shares5.6K

Event2026-06-30

Filed2026-08-07

VDE

VANGUARD WORLD FD

-2.83%

Shares2.8K

Event2026-06-30

Filed2026-08-07

EWS

ISHARES INC

-1.35%

Shares13.8K

Event2026-06-30

Filed2026-08-07

EWK

ISHARES INC

1.59%

Shares14.3K

Event2026-06-30

Filed2026-08-07

JNJ

JOHNSON & JOHNSON

-16.17%

Shares1.5K

Event2026-06-30

Filed2026-08-07

EFNL

ISHARES TR

-0.31%

Shares6.8K

Event2026-06-30

Filed2026-08-07

CVX

CHEVRON CORPORATION

70.32%

Shares2.1K

Event2026-06-30

Filed2026-08-07

IEI

ISHARES TR

New

Shares2.7K

Event2026-06-30

Filed2026-08-07

VPU

VANGUARD WORLD FD

-5.56%

Shares1.6K

Event2026-06-30

Filed2026-08-07

EIRL

ISHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-07

VCLT

VANGUARD SCOTTSDALE FDS

New

Shares4.1K

Event2026-06-30

Filed2026-08-07

SPSB

SPDR SERIES TRUST

-21.70%

Shares10.1K

Event2026-06-30

Filed2026-08-07

QUAL

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-07

ADM

ARCHER DANIELS MIDLAND CO

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-07

MCD

MCDONALDS CORP

2.26%

Shares906

Event2026-06-30

Filed2026-08-07

EWY

ISHARES INC

-36.51%

Shares1.2K

Event2026-06-30

Filed2026-08-07

ABBVIE INC

New

Shares927

Event2026-06-30

Filed2026-08-07

BKNG

BOOKING HOLDINGS INC

2400.00%

Shares1.3K

Event2026-06-30

Filed2026-08-07

TMO

THERMO FISHER SCIENTIFIC INC

-18.08%

Shares453

Event2026-06-30

Filed2026-08-07

FXI

ISHARES TR

5.35%

Shares6.9K

Event2026-06-30

Filed2026-08-07

RSP

INVESCO EXCHANGE TRADED FD T

-49.98%

Shares1.0K

Event2026-06-30

Filed2026-08-07

VAW

VANGUARD WORLD FD

-1.10%

Shares903

Event2026-06-30

Filed2026-08-07

RTX CORPORATION

-9.56%

Shares1.1K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available