Jordan Park Trust Co LLC - Portfolio overview

Jordan Park Trust Co LLC has 16 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

  1. IOT - SAMSARA INC, 92.38%
  2. IEMG - ISHARES CORE MSCI EMERGING, 1.62%
  3. GOVT - ISHARES U.S. TREASURY BOND ETF, 1.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.