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  Name: Idaho Trust Bank
  City: BOISE
  State: ID
  Zip: 83702
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $103,573,000
  Total Value Change : $-68,966,000
  Securities Held Change : 9
   
All Securities Held : 90
  New Positions : 78
  Closed Positions : 69
  Increased Positions : 6
  Unchanged Positions : 0
  Decreased Positions : 6

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AAPL)1 Year Chart         AAPL Apple Inc 2 - $189.84 $6,125,000 35,721 5.91% 5,520,000 32,577 0    Personal Computers
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 4 - $533.85 $4,127,000 7,871 3.98% 562,000 506 0.001    Closed - End Fund - E...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 10 - $413.12 $2,495,000 5,934 2.41% 2,138,000 4,934 0    Property & Casualty I...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 12 - $420.99 $2,253,000 5,355 2.18% 749,000 1,356 0    Application Software
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 51 - $154.28 $519,000 3,282 0.5% 232,000 1,449 0    Drug Manufacturers - ...
   (PG)1 Year Chart         PG Procter & Gamble Co 73 - $167.86 $284,000 1,752 0.27% 76,000 334 0    Cleaning Products

      6 Records Found
  1    
Page 1 of 1
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