Idaho Trust Co
All 13F Filings
- Location
- Boise, ID
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 301,918
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/5/2026 | 105 | 301,918 | 13F-HR | Idaho Trust Co |
| Q3 2025 | 11/14/2025 | 108 | 297,006 | 13F-HR | Idaho Trust Co |
| Q2 2025 | 8/13/2025 | 106 | 279,769 | 13F-HR | Idaho Trust Co |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 94.96 K | 31.5% | 0 | 3.387 K | -3.387 K |
| ETFs | 182.7 K | 60.5% | 6.958 K | 0 | 6.958 K |
| Debt | 12.1 K | 4.0% | 4.254 K | 0 | 4.254 K |
| Other | 12.12 K | 4.0% | 0 | 2.91 K | -2.91 K |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
301,918
Holdings
105
QoQ value change ($000)
4,912
(1.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.