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 Market Cap. of $300 Millions to $2 Billions
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