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CIK: 0001263548
Total reported value
$5.3B
$5.3B
1442 檔
19.4%
At the close of Q2 2025, Whittier Trust Co Of Nevada Inc disclosed equity holdings valued at approximately $5.3B, spread across 1442 reported holdings.
In Q2 2025, Whittier Trust Co Of Nevada Inc displayed an active expansion posture, initiating 1 new positions and adding to 133 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1442 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.14% | -0.42% | +0.90% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.08% | +0.37% | -3.47% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.64% | +0.06% | +2.48% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.35% | +0.02% | -0.39% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.28% | +0.17% | +10.24% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.71% | +0.45% | +1.42% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.18% | +0.14% | -2.85% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.05% | +0.08% | +0.13% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.95% | -0.24% | +2.40% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.66% | +0.06% | +1.63% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.58% | -0.04% | +3.31% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.41% | +0.04% | +1.55% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.37% | +0.09% | +0.35% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.23% | -0.04% | +1.26% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.23% | -0.01% | -1.06% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.21% | — | -0.42% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.03% | -0.19% | +0.76% | |
| 18 | NOW | Servicenow Inc | Stock-Tech | 0.95% | -0.02% | +3.01% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.95% | -0.01% | +2.92% | |
| 20 | ETN | Eaton Corporation plc | Stock-Industrials | 0.91% | — | +2.19% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.87% | -0.02% | +0.49% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.81% | +0.02% | -0.02% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | +0.19% | +14.54% | |
| 24 | PM | Philip Morris International | Stock-Consumer Staples | 0.79% | -0.06% | +1.97% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.78% | +0.05% | -0.51% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.21% | +1.12% | |
| 27 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.74% | +0.07% | +2.12% | |
| 28 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.70% | -0.12% | -3.22% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | +0.11% | -0.32% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.67% | -0.12% | +1.19% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.66% | -0.07% | +1.64% | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.66% | -0.02% | — | |
| 33 | HON | Honeywell International Inc | Stock-Industrials | 0.65% | -0.60% | EXIT | |
| 34 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.61% | +0.10% | -3.92% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.59% | -0.06% | +0.87% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.58% | +0.07% | +1.85% | |
| 37 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.58% | — | +3.93% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | +0.02% | -0.93% | |
| 39 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.56% | +0.02% | +30.53% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.55% | — | -0.40% | |
| 41 | LIN | Linde plc | Stock-Materials | 0.55% | — | +4.29% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.50% | -0.03% | -8.60% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.49% | -0.02% | +0.98% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.48% | -0.02% | +2.40% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.01% | -4.36% | |
| 46 | BX | Blackstone Inc | Stock-Financials | 0.46% | — | +2.75% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | -0.13% | +41.66% | |
| 48 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.45% | -0.15% | +2.66% | |
| 49 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.44% | +0.10% | +4196.94% | |
| 50 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.44% | -0.07% | -1.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.2% | +0.90% | Add |
| 2 | NVDA | Nvidia CORP | +1.2% | +2.48% | Add |
| 3 | AVGO | Broadcom Inc | +0.7% | +2.40% | Add |
| 4 | NET | Cloudflare Inc - Class A | +0.4% | +4196.94% | Add |
| 5 | AMZN | Amazon.com Inc | +0.4% | +10.24% | Add |
| 6 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +220.64% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.3% | +3.31% | Add |
| 8 | TSLA | Tesla Inc | +0.3% | +113.40% | Add |
| 9 | NOW | Servicenow Inc | +0.2% | +3.01% | Add |
| 10 | ETN | Eaton Corporation plc | +0.2% | +2.19% | Add |
| 11 | WMT | Walmart Inc | +0.1% | +41.66% | Add |
| 12 | MCK | Mckesson CORP | +0.1% | +73.30% | Add |
| 13 | ISRG | Intuitive Surgical Inc | +0.1% | +30.53% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +0.13% | Add |
| 15 | GS | Goldman Sachs Group Inc | +0.1% | +2.12% | Add |
| 16 | ORCL | Oracle CORP | +0.1% | +0.16% | Add |
| 17 | CEG | Constellation Energy | +0.1% | +4.78% | Add |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | +1.42% | Add |
| 19 | CW | Curtiss-wright CORP | +0.1% | +3.41% | Add |
| 20 | VRT | Vertiv Holdings Co-a | +0.1% | +3.00% | Add |
| 21 | APH | Amphenol Corp-cl A | +0.1% | +1.36% | Add |
| 22 | AXON | Axon Enterprise Inc | +0.1% | +3.28% | Add |
| 23 | ✓ | On Holding AG | +0.1% | +430.57% | Add |
| 24 | DIS | Walt Disney Co/the | +0.1% | +0.98% | Add |
| 25 | MPWR | Monolithic Power Systems Inc | +0.1% | +3.49% | Add |
| 26 | URI | United Rentals Inc | +0.1% | +3.73% | Add |
| 27 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +14.34% | Add |
| 28 | PM | Philip Morris International | 0% | +1.97% | Add |
| 29 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.51% | Trim |
| 30 | BOOT | Boot Barn Holdings Inc | 0% | +3.33% | Add |
| 31 | MUSA | Murphy USA Inc | 0% | +5480.49% | Add |
| 32 | CMG | Chipotle Mexican Grill Inc | 0% | +3.93% | Add |
| 33 | RBC | RBC Bearings Inc | 0% | +3.34% | Add |
| 34 | GE | General Electric | 0% | +0.40% | Add |
| 35 | GEV | GE Vernova Inc | 0% | +0.01% | Add |
| 36 | DG | Dollar General CORP | 0% | +2.94% | Add |
| 37 | DDOG | Datadog Inc - Class A | 0% | +3.32% | Add |
| 38 | TLN | Talen Energy CORP | 0% | +2.81% | Add |
| 39 | MELI | Mercadolibre Inc | 0% | +52.47% | Add |
| 40 | WING | Wingstop Inc | 0% | +2.99% | Add |
| 41 | IEFA | Ishares Core Msci Eafe ETF | 0% | +2.92% | Add |
| 42 | GWRE | Guidewire Software Inc | 0% | +3.37% | Add |
| 43 | AXP | American Express Co | 0% | -1.16% | Trim |
| 44 | COF | Capital One Financial CORP | 0% | +4.91% | Add |
| 45 | SII | Sprott Inc | 0% | — | Unchanged |
| 46 | XLE | Ss Energy Select Sector | 0% | +428.65% | Add |
| 47 | P | Everpure Inc-a | 0% | +3.39% | Add |
| 48 | SPOT | Spotify Technology S.A. | 0% | +43.75% | Add |
| 49 | JEPI | Jpmorgan Equity Premium Inco | 0% | +1000.13% | Add |
| 50 | IEMG | Ishares Core Msci Emerging | 0% | +0.35% | Add |
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 1442 disclosed positions in Q2 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 MSFT, AAPL, NVDA) accounted for 19.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
SRAD
市值: $593.8K
Top Position Liquidated / Trimmed
TCOM
前期市值: $610.3K
During Q2 2025, Whittier Trust Co Of Nevada Inc's top holdings by market value included MSFT (7.1%)、AAPL (5.1%)、NVDA (4.6%). The largest single position, MSFT, represented 7.1% of total portfolio value.
In Q2 2025, Whittier Trust Co Of Nevada Inc made 196 total portfolio adjustments, initiating 1 new buys, adding to 133 positions, trimming 61 holdings, and fully liquidating 1 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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