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CIK: 0001263548
Total reported value
$5.3B
$5.3B
1418 檔
16.3%
According to the latest 13F quarterly dataset, Whittier Trust Co Of Nevada Inc managed an equity portfolio of $5.3B at the end of Q1 2025, spanning 1418 distinct U.S. exchange-listed positions.
In Q1 2025, Whittier Trust Co Of Nevada Inc displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1418 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.34% | +0.37% | +1.21% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.95% | -0.42% | +1.38% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.46% | +0.06% | -16.40% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.39% | +0.02% | +0.19% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.87% | +0.17% | +2.87% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.62% | +0.45% | +3.13% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.26% | +0.14% | +0.31% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.93% | +0.08% | +1.41% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.80% | +0.06% | -8.03% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.49% | -0.04% | +2.76% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.46% | +0.04% | -0.12% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.36% | +0.09% | -0.02% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 1.34% | -0.19% | +29.21% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.33% | -0.04% | +18.91% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.29% | -0.24% | +2.65% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.27% | -0.01% | -4.32% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.21% | — | -0.19% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.93% | -0.01% | +1.71% | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.91% | -0.02% | +1.96% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.82% | +0.19% | +3.94% | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.82% | +0.02% | — | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.81% | -0.02% | — | |
| 23 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.80% | -0.12% | +3.42% | |
| 24 | NOW | Servicenow Inc | Stock-Tech | 0.79% | -0.02% | +23.12% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | -0.21% | +1.36% | |
| 26 | PM | Philip Morris International | Stock-Consumer Staples | 0.75% | -0.06% | +1.02% | |
| 27 | ETN | Eaton Corporation plc | Stock-Industrials | 0.75% | — | +3.30% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.74% | +0.05% | +1.47% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.68% | -0.12% | -0.33% | |
| 30 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.68% | +0.10% | +2.89% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.11% | +1.91% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.66% | -0.07% | +3.35% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.65% | -0.03% | +1.42% | |
| 34 | HON | Honeywell International Inc | Stock-Industrials | 0.65% | -0.60% | EXIT | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.63% | -0.06% | +1.22% | |
| 36 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.62% | +0.07% | +2.19% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.60% | +0.07% | +1.77% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.60% | +0.15% | +1.26% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.60% | -0.02% | +2.42% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | -0.01% | -0.50% | |
| 41 | LIN | Linde plc | Stock-Materials | 0.58% | — | +2.68% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.57% | — | -0.20% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | +0.02% | -0.62% | |
| 44 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.55% | — | +4.74% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | +0.05% | +0.81% | |
| 46 | TRGP | Targa Resources CORP | Stock-Energy | 0.52% | -0.35% | -26.33% | |
| 47 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.52% | -0.47% | +1.48% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.46% | EXIT | |
| 49 | BX | Blackstone Inc | Stock-Financials | 0.47% | — | +3.33% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.45% | -0.07% | -2.51% |
According to official SEC Form 13F filings, Whittier Trust Co Of Nevada Inc reported a total U.S. public equity portfolio value of $5.3B across 1418 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 16.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $251.2M
During Q1 2025, Whittier Trust Co Of Nevada Inc's top holdings by market value included AAPL (6.3%)、MSFT (6.0%)、NVDA (3.5%). The largest single position, AAPL, represented 6.3% of total portfolio value.
In Q1 2025, Whittier Trust Co Of Nevada Inc made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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