account_balance

Investment manager · 13F filer · SEC CIK 2051108

Jordan Park Trust Co LLC

Reported value$167Mas of Sep 30, 2026
Positions17 2 new, 0 sold out
Top 10 weight99.0%IOT alone is 94%
FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IOT Samsara Inc. 93.8% Held
IEMG iShares Core MSCI Emerging 1.4% Held
GOVT iShares U.S. Treasury Bond ETF 1.1% Trimmed −7%
IAU iShares Gold Trust 0.9% HeldNVDA NVIDIA Corp 0.4% Trimmed −5%
VTEB Vanguard Tax-Exempt Bond Index 0.4% Added +21%
AAPL Apple Inc. 0.3% Trimmed −5%
VNQ Vanguard Real Estate ETF 0.3% Held
MSFT Microsoft Corp 0.3% Trimmed −4%AMZN Amazon.com Inc 0.2% Trimmed −5%
XLV State Street Health Care Select 0.2% Trimmed −12%
LMUB iShares Long-Term National Muni 0.2% New

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Jul 27, 2026 filing
add_circleNew
  • LMUB $293K
  • META $226K
arrow_upwardAdded
  • VTEB +21%
arrow_downwardTrimmed
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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