Whittier Trust CO Portfolio Holdings
Whittier Trust CO
- $8.62 Billion
- Q3 2025
Whittier Trust CO has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $8.62 Billion distributed in 1665 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $625M, Microsoft Corp with a value of $505M, Apple Inc. with a value of $455M, Alphabet Inc. with a value of $373M, and Amazon Com Inc with a value of $291M.
Examining the 13F form we can see an increase of $474M in the current position value, from $8.15B to 8.62B.
Below you can find more details about Whittier Trust CO portfolio as well as his latest detailed transactions.
Portfolio value
$8.62 Billion
Technology: $2.48 Billion
ETFs: $1.72 Billion
Financial Services: $1.08 Billion
Consumer Cyclical: $738 Million
Communication Services: $685 Million
Healthcare: $584 Million
Industrials: $525 Million
Consumer Defensive: $292 Million
Other: $516 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,665
- Current Value $8.62 Billion
- Prior Value $8.15 Billion
- Filing
- Period Q3 2025
- Filing Date October 31, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 130 stocks
- Additional Purchases 305 stocks
- Sold out of 0 stocks
- Reduced holdings in 331 stocks