Whittier Trust CO Portfolio Holdings

Whittier Trust CO

  • $8.15 Billion
  • Q2 2025

Whittier Trust CO has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $8.15 Billion distributed in 1860 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $520M, Microsoft Corp with a value of $476M, Apple Inc. with a value of $362M, Amazon Com Inc with a value of $284M, and Alphabet Inc. with a value of $267M.

Examining the 13F form we can see an increase of $1.09B in the current position value, from $7.06B to 8.15B.

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

Portfolio value $8.15 Billion
Technology: $2.21 Billion
ETFs: $1.61 Billion
Financial Services: $1.08 Billion
Consumer Cyclical: $707 Million
Industrials: $590 Million
Communication Services: $571 Million
Healthcare: $561 Million
Consumer Defensive: $312 Million
Other: $506 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$520 Million 6.39% of portfolio
3,293,402
Q2 2025 Added 5.18%
$3.95T
$476 Million 5.84% of portfolio
956,699
Q2 2025 Added 4.96%
$3.69T
$362 Million 4.45% of portfolio
1,766,469
Q2 2025 Reduced 1.37%
$2.26T
$284 Million 3.49% of portfolio
1,295,474
Q2 2025 Added 16.07%
$1.24T
$267 Million 3.28% of portfolio
1,506,419
Q2 2025 Added 6.13%
$127B
$211 Million 2.58% of portfolio
763,829
Q2 2025 Added 8.06%
$859B
$186 Million 2.28% of portfolio
640,969
Q2 2025 Added 4.41%
$1.78T
$171 Million 2.1% of portfolio
231,481
Q2 2025 Added 7.83%
$551B
$147 Million 1.8% of portfolio
413,713
Q2 2025 Added 5.48%
$621B
$109 Million 1.34% of portfolio
224,971
Q2 2025 Added 7.82%
$608B
$104 Million 1.28% of portfolio
133,298
Q2 2025 Added 14.18%
$172B
$102 Million 1.26% of portfolio
99,643
Q2 2025 Added 8.38%
$145B
$97.3 Million 1.19% of portfolio
272,608
Q2 2025 Added 6.22%
$254B
$70 Million 0.86% of portfolio
98,929
Q2 2025 Added 7.06%
$155B
$70.3 Million 0.86% of portfolio
568,990
Q2 2025 Reduced 0.98%
$146B
$65.6 Million 0.81% of portfolio
281,718
Q2 2025 Added 5.12%
$439B
$62.5 Million 0.77% of portfolio
63,117
Q2 2025 Added 5.06%
$162B
$60.6 Million 0.74% of portfolio
330,861
Q2 2025 Reduced 0.32%
$229B
$60.5 Million 0.74% of portfolio
414,255
Q2 2025 Added 6.46%
$1.19B
$59.5 Million 0.73% of portfolio
1,059,791
Q2 2025 Added 8.14%
$302B
$57.7 Million 0.71% of portfolio
402,845
Q2 2025 Added 4.95%
$229B
$54.5 Million 0.67% of portfolio
400,816
Q2 2025 Added 4.13%
$123B
$50.7 Million 0.62% of portfolio
339,265
Q2 2025 Added 5.95%
$169B
$50.5 Million 0.62% of portfolio
92,965
Q2 2025 Added 41.87%
$64.4B
$49.3 Million 0.61% of portfolio
192,591
Q2 2025 Added 7.59%
$1.08T
$47.1 Million 0.58% of portfolio
148,205
Q2 2025 Added 87.28%
$423B
$46.6 Million 0.57% of portfolio
64
Q2 2025 Added 3.23%
$368B
$46.3 Million 0.57% of portfolio
290,766
Q2 2025 Reduced 5.45%
$1.21T
$45.6 Million 0.56% of portfolio
259,007
Q2 2025 Reduced 0.33%
$57.3B
$44.8 Million 0.55% of portfolio
228,664
Q2 2025 Added 37,884.05%
$351B
$44 Million 0.54% of portfolio
237,030
Q2 2025 Added 3.98%
$63.6B
$44 Million 0.54% of portfolio
58,449
Q2 2025 Added 6.98%
$207B
$43.1 Million 0.53% of portfolio
347,312
Q2 2025 Added 3.26%
$93.6B
$42 Million 0.52% of portfolio
82,448
Q2 2025 Added 225.37%
$203B
$42.6 Million 0.52% of portfolio
538,713
Q2 2025 Added 5.53%
$77.3B
$41.1 Million 0.51% of portfolio
220,683
Q2 2025 Added 8.01%
$281B
$39.8 Million 0.49% of portfolio
406,706
Q2 2025 Added 54.57%
$101B
$37.2 Million 0.46% of portfolio
170,160
Q2 2025 Added 7.41%
$187B
$37.7 Million 0.46% of portfolio
92,934
Q2 2025 Added 4.49%
$70.7B
$35.8 Million 0.44% of portfolio
91,957
Q2 2025 Added 6.17%
$182B
$35.7 Million 0.44% of portfolio
67,653
Q2 2025 Added 7.16%
$179B
$34.7 Million 0.43% of portfolio
380,291
Q2 2025 Added 3.06%
$15.6B
$33 Million 0.41% of portfolio
261,251
Q2 2025 Added 6.5%
$39.5B
$31.8 Million 0.39% of portfolio
43,523
Q2 2025 Added 2.44%
$78.6B
$31.2 Million 0.38% of portfolio
74,289
Q2 2025 Added 8.78%
$6.4B
$31.3 Million 0.38% of portfolio
347,819
Q2 2025 Added 1,536.87%
$19.3B
$30.2 Million 0.37% of portfolio
61,793
Q2 2025 Added 2.18%
$111B
$29.6 Million 0.36% of portfolio
91,642
Q2 2025 Added 7.17%
$452B
$29.1 Million 0.36% of portfolio
190,268
Q2 2025 Reduced 7.48%

Summary

  • Portfolio
  • No. of Stocks 1,860
  • Current Value $8.15 Billion
  • Prior Value $7.06 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 68 stocks
  • Additional Purchases 372 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 361 stocks
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