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
$97B
$2.17 Million 0.03% of portfolio
7,042
Q2 2025 Added 3.45%
$55B
$2.52 Million 0.03% of portfolio
34,414
Q2 2025 Reduced 0.51%
$306B
$2.85 Million 0.03% of portfolio
11,056
Q2 2025 Added 0.26%
$19B
$2.22 Million 0.03% of portfolio
18,318
Q2 2025 Reduced 5.08%
$113B
$2.1 Million 0.03% of portfolio
62,475
Q2 2025 Added 10.47%
$59.7B
$2.09 Million 0.03% of portfolio
71,033
Q2 2025 Added 3.92%
$86B
$2.19 Million 0.03% of portfolio
8,017
Q2 2025 Reduced 5.55%
$186B
$2.65 Million 0.03% of portfolio
193,270
Q2 2025 Added 11.27%
$250B
$2.58 Million 0.03% of portfolio
18,305
Q2 2025 Added 4.3%
$34.4B
$2.21 Million 0.03% of portfolio
23,274
Q4 2024 Added 6.89%
$96.6B
$2.59 Million 0.03% of portfolio
3,701
Q2 2025 Added 12.84%
$56B
$2.46 Million 0.03% of portfolio
6,502
Q2 2025 Added 1.36%
$91.7B
$2.58 Million 0.03% of portfolio
47,488
Q2 2025 Added 10.2%
$258B
$2.41 Million 0.03% of portfolio
34,262
Q2 2025 Added 10.88%
$48.9B
$2.63 Million 0.03% of portfolio
26,640
Q2 2025 Reduced 9.73%
$63.8B
$2.05 Million 0.03% of portfolio
20,348
Q2 2025 Reduced 13.26%
$102B
$1.45 Million 0.02% of portfolio
3,318
Q2 2025 Reduced 5.39%
$57.8B
$1.45 Million 0.02% of portfolio
6,631
Q2 2025 Reduced 2.21%
$65.4B
$1.26 Million 0.02% of portfolio
11,948
Q2 2025 Reduced 5.7%
$203B
$1.73 Million 0.02% of portfolio
59,789
Q2 2025 Added 1.3%
$64.2B
$1.51 Million 0.02% of portfolio
5,336
Q2 2025 Added 0.98%
$38.4B
$1.4 Million 0.02% of portfolio
7,581
Q2 2025 Reduced 3.27%
$83.7B
$1.31 Million 0.02% of portfolio
14,422
Q1 2025 Reduced 0.66%
$130B
$1.31 Million 0.02% of portfolio
27,760
Q2 2025 Added 12.43%
$40.5B
$1.8 Million 0.02% of portfolio
7,411
Q2 2025 Added 3.88%
$34.5B
$1.65 Million 0.02% of portfolio
52,446
Q2 2025 Added 10.37%
$51B
$1.8 Million 0.02% of portfolio
24,094
Q2 2025 Added 1.27%
$8.46B
$1.77 Million 0.02% of portfolio
17,446
Q2 2025 Added 10.8%
$30.8B
$1.54 Million 0.02% of portfolio
14,950
Q2 2025 Added 35.03%
$0
$1.51 Million 0.02% of portfolio
100,514
Q2 2025 Reduced 14.47%
$137B
$1.75 Million 0.02% of portfolio
22,820
Q2 2025 Added 10.48%
$89.6B
$1.24 Million 0.02% of portfolio
55,378
Q2 2025 Reduced 2.77%
$133B
$1.95 Million 0.02% of portfolio
2,179
Q2 2025 Added 6.71%
$3.34B
$1.39 Million 0.02% of portfolio
21,481
Q3 2024 Reduced 6.32%
$45.1B
$1.41 Million 0.02% of portfolio
10,922
Q2 2025 Reduced 4.89%
$79.3B
$1.54 Million 0.02% of portfolio
9,274
Q2 2025 Added 14.16%
$6.02B
$1.26 Million 0.02% of portfolio
55,908
Q2 2025 Reduced 26.74%
$4.24B
$1.61 Million 0.02% of portfolio
23,229
Q2 2025 Added 10.52%
$102B
$1.71 Million 0.02% of portfolio
29,263
Q2 2025 Added 6.86%
$55.1B
$1.27 Million 0.02% of portfolio
2,233
Q2 2025 Reduced 16.93%
$142B
$1.77 Million 0.02% of portfolio
4,466
Q2 2025 Added 9.3%
$314B
$1.42 Million 0.02% of portfolio
5,979
Q2 2025 Added 1.7%
$23.5B
$1.79 Million 0.02% of portfolio
3,017
Q2 2025 Reduced 18.79%
$40.8B
$1.37 Million 0.02% of portfolio
4,387
Q2 2025 Added 1.13%
$1.58B
$1.41 Million 0.02% of portfolio
22,636
Q1 2025 Added 34.45%
$5.28B
$1.3 Million 0.02% of portfolio
47,489
Q2 2025 Added 9.6%
$25.8B
$1.4 Million 0.02% of portfolio
10,813
Q2 2025 Reduced 0.66%
$70.1B
$1.86 Million 0.02% of portfolio
11,942
Q2 2025 Reduced 3.98%
$13.9B
$1.19 Million 0.01% of portfolio
35,521
Q4 2023 Reduced 4.92%

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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