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 Market Cap. of Under $50 Millions
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