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
$14B
$6.07 Million 0.07% of portfolio
116,599
Q2 2025 Added 154.81%
$118B
$5.55 Million 0.07% of portfolio
94,703
Q2 2025 Added 0.01%
$25.8B
$5.85 Million 0.07% of portfolio
42,077
Q2 2025 Reduced 7.08%
$118B
$5.71 Million 0.07% of portfolio
2,183
Q2 2025 Added 26.62%
$173B
$5.62 Million 0.07% of portfolio
35,276
Q2 2025 Added 5.54%
$108B
$5.76 Million 0.07% of portfolio
62,864
Q2 2025 Reduced 13.47%
$112B
$4.69 Million 0.06% of portfolio
16,193
Q2 2025 Added 0.68%
$381B
$4.49 Million 0.06% of portfolio
94,802
Q2 2025 Reduced 1.33%
$545B
$5.2 Million 0.06% of portfolio
3,880
Q2 2025 Reduced 2.02%
$112B
$4.57 Million 0.06% of portfolio
66,181
Q2 2025 Added 8.35%
$15.7B
$5.19 Million 0.06% of portfolio
47,266
Q2 2025 Added 2.84%
$150B
$4.33 Million 0.05% of portfolio
39,041
Q2 2025 Reduced 0.79%
$94.4B
$4.08 Million 0.05% of portfolio
57,377
Q2 2025 Reduced 13.55%
$138B
$3.98 Million 0.05% of portfolio
164,191
Q2 2025 Reduced 5.74%
$96.8B
$4.3 Million 0.05% of portfolio
40,869
Q2 2025 Added 0.11%
$38M
$4.29 Million 0.05% of portfolio
2,805,752
Q4 2024 Reduced 0.86%
$133B
$3.23 Million 0.04% of portfolio
4,205
Q2 2025 Added 19.36%
$81.5B
$3.19 Million 0.04% of portfolio
6,504
Q2 2025 Added 5.74%
$282B
$3.01 Million 0.04% of portfolio
21,203
Q2 2025 Reduced 6.84%
$95.3B
$3.46 Million 0.04% of portfolio
15,641
Q2 2025 Reduced 0.08%
$8.53B
$3.03 Million 0.04% of portfolio
224,893
Q2 2025 Added 1.58%
$217B
$3.66 Million 0.04% of portfolio
632
Q2 2025 Added 1.44%
$99B
$3.06 Million 0.04% of portfolio
66,020
Q2 2025 Reduced 7.37%
$99.2B
$3.28 Million 0.04% of portfolio
11,897
Q2 2025 Reduced 2.05%
$75.3B
$3.51 Million 0.04% of portfolio
107,704
Q2 2025 Reduced 0.14%
$185B
$3.07 Million 0.04% of portfolio
36,049
Q2 2025 Reduced 5.85%
$70.9B
$3.28 Million 0.04% of portfolio
36,050
Q2 2025 Reduced 0.48%
$69.2B
$3.15 Million 0.04% of portfolio
26,298
Q2 2025 Reduced 40.06%
$61.1B
$3.48 Million 0.04% of portfolio
10,866
Q2 2025 Reduced 0.17%
$86.2B
$3.2 Million 0.04% of portfolio
10,957
Q2 2025 Added 1.04%
$46.1B
$3.44 Million 0.04% of portfolio
24,852
Q2 2025 Reduced 2.35%
$113B
$3.28 Million 0.04% of portfolio
7,085
Q2 2025 Added 0.04%
$8.77B
$3.47 Million 0.04% of portfolio
8,539
Q2 2025 Added 273.37%
$89.4B
$3.64 Million 0.04% of portfolio
7,282
Q2 2025 Reduced 1.03%
$52.5B
$2.92 Million 0.04% of portfolio
14,282
Q2 2025 Added 2.51%
$48.7B
$2.9 Million 0.04% of portfolio
19,960
Q2 2025 Reduced 1.81%
$3.91B
$3.5 Million 0.04% of portfolio
25,698
Q2 2025 Added 1.55%
$323B
$3.28 Million 0.04% of portfolio
10,784
Q2 2025 Added 9.94%
$6.14B
$3.21 Million 0.04% of portfolio
159,938
Q2 2025 Added 0.27%
$87.3B
$3.01 Million 0.04% of portfolio
19,803
Q2 2025 Reduced 2.72%
$95.6B
$3.26 Million 0.04% of portfolio
14,261
Q2 2025 Added 2.41%
$43.6B
$2.17 Million 0.03% of portfolio
157,862
Q2 2025 Added 10.75%
$157B
$2.47 Million 0.03% of portfolio
6,379
Q2 2025 Reduced 10.57%
$48.5B
$2.11 Million 0.03% of portfolio
15,955
Q2 2025 Reduced 11.42%
$0
$2.4 Million 0.03% of portfolio
109,083
Q2 2025 Reduced 0.21%
$233B
$2.8 Million 0.03% of portfolio
40,073
Q2 2025 Added 20.91%
$23.2B
$2.33 Million 0.03% of portfolio
15,090
Q2 2025 Added 0.22%
$111B
$2.71 Million 0.03% of portfolio
176,615
Q2 2025 Added 10.86%
$85.6B
$2.22 Million 0.03% of portfolio
6,726
Q2 2025 Added 2.31%

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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