Whittier Trust CO Of Nevada Inc Portfolio Holdings

Whittier Trust CO Of Nevada Inc

  • $4.34 Billion
  • Q2 2025

Whittier Trust CO Of Nevada Inc has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.34 Billion distributed in 1768 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $315M, Apple Inc. with a value of $224M, Nvidia Corp with a value of $205M, Spdr S&P 500 ETF Trust with a value of $148M, and Amazon Com Inc with a value of $145M.

Examining the 13F form we can see an increase of $429M in the current position value, from $3.91B to 4.34B.

Below you can find more details about Whittier Trust CO Of Nevada Inc portfolio as well as his latest detailed transactions.

Portfolio value $4.34 Billion
Technology: $1.11 Billion
ETFs: $1.07 Billion
Financial Services: $517 Million
Consumer Cyclical: $350 Million
Industrials: $291 Million
Healthcare: $276 Million
Communication Services: $260 Million
Consumer Defensive: $169 Million
Other: $293 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.8T
$315 Million 7.27% of portfolio
633,245
Q2 2025 Added 0.9%
$3.76T
$224 Million 5.17% of portfolio
1,091,605
Q2 2025 Reduced 3.47%
$443B
$205 Million 4.72% of portfolio
1,296,415
Q2 2025 Added 2.48%
$0
$148 Million 3.41% of portfolio
239,113
Q2 2025 Reduced 0.39%
$2.32T
$145 Million 3.34% of portfolio
659,666
Q2 2025 Added 10.24%
$1.47T
$119 Million 2.75% of portfolio
673,027
Q2 2025 Added 1.42%
$0
$96 Million 2.21% of portfolio
154,622
Q2 2025 Reduced 2.85%
$900B
$90.2 Million 2.08% of portfolio
311,270
Q2 2025 Added 0.13%
$146B
$86.2 Million 1.99% of portfolio
312,801
Q2 2025 Added 2.4%
$555B
$73.4 Million 1.69% of portfolio
206,779
Q2 2025 Added 1.63%
$1.69T
$69.8 Million 1.61% of portfolio
94,596
Q2 2025 Added 3.31%
$0
$62.3 Million 1.44% of portfolio
1,004,429
Q2 2025 Added 1.55%
$644B
$54.4 Million 1.26% of portfolio
112,007
Q2 2025 Added 1.26%
$0
$54.3 Million 1.25% of portfolio
1,097,310
Q2 2025 Reduced 1.06%
$0
$53.9 Million 1.24% of portfolio
1,004,794
Q2 2025 Added 0.35%
$0
$53.4 Million 1.23% of portfolio
936,976
Q2 2025 Reduced 0.42%
$0
$41.7 Million 0.96% of portfolio
499,520
Q2 2025 Added 2.92%
$188B
$41.7 Million 0.96% of portfolio
40,560
Q2 2025 Added 3.01%
$146B
$39.9 Million 0.92% of portfolio
111,861
Q2 2025 Added 2.19%
$0
$38.6 Million 0.89% of portfolio
68,066
Q2 2025 Added 0.49%
$0
$35.8 Million 0.83% of portfolio
105,492
Q2 2025 Reduced 0.02%
$718B
$35 Million 0.81% of portfolio
44,916
Q2 2025 Added 14.54%
$257B
$34.9 Million 0.8% of portfolio
191,522
Q2 2025 Added 1.97%
$0
$34.3 Million 0.79% of portfolio
62,130
Q2 2025 Reduced 0.51%
$428B
$32.6 Million 0.75% of portfolio
32,937
Q2 2025 Added 1.12%
$266B
$32.5 Million 0.75% of portfolio
45,894
Q2 2025 Added 2.12%
$162B
$31.1 Million 0.72% of portfolio
251,678
Q2 2025 Reduced 3.22%
$1.44T
$30 Million 0.69% of portfolio
170,335
Q2 2025 Reduced 0.32%
$0
$29.4 Million 0.68% of portfolio
136,352
Q2 2025 Added 1.19%
$444B
$29.2 Million 0.67% of portfolio
40
Q4 2023 Reduced 2.44%
$229B
$29.2 Million 0.67% of portfolio
199,924
Q2 2025 Added 1.64%
$142B
$28.7 Million 0.66% of portfolio
123,310
Q2 2025 Added 2.01%
$0
$26.9 Million 0.62% of portfolio
170,671
Q2 2025 Reduced 3.92%
$234B
$25.9 Million 0.6% of portfolio
190,789
Q2 2025 Added 0.87%
$1.07B
$25.4 Million 0.59% of portfolio
451,887
Q2 2025 Added 3.93%
$0
$25.5 Million 0.59% of portfolio
233,242
Q2 2025 Added 1.85%
$159B
$24.5 Million 0.57% of portfolio
45,129
Q2 2025 Added 30.53%
$0
$24.8 Million 0.57% of portfolio
43,577
Q2 2025 Reduced 0.93%
$0
$24.5 Million 0.56% of portfolio
87,459
Q2 2025 Reduced 0.4%
$374B
$22 Million 0.51% of portfolio
138,008
Q2 2025 Reduced 8.6%
$211B
$21.7 Million 0.5% of portfolio
174,846
Q2 2025 Added 0.98%
$210B
$21.4 Million 0.49% of portfolio
270,155
Q2 2025 Added 2.4%
$466B
$20.7 Million 0.48% of portfolio
135,256
Q2 2025 Reduced 4.36%
$129B
$20.3 Million 0.47% of portfolio
135,824
Q2 2025 Added 2.75%
$281B
$20.3 Million 0.47% of portfolio
207,647
Q2 2025 Added 41.66%
$63.6B
$19.9 Million 0.46% of portfolio
77,702
Q2 2025 Added 2.66%
$62.6B
$19.6 Million 0.45% of portfolio
99,861
Q2 2025 Added 4,196.94%
$0
$19.5 Million 0.45% of portfolio
55,591
Q2 2025 Reduced 1.77%
$386B
$19 Million 0.44% of portfolio
102,505
Q2 2025 Added 0.96%

Summary

  • Portfolio
  • No. of Stocks 1,768
  • Current Value $4.34 Billion
  • Prior Value $3.91 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 69 stocks
  • Additional Purchases 433 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 346 stocks
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