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CIK: 0001263548
Total reported value
$5.3B
$5.3B
1275 檔
22.1%
As reported in its official Q3 2025 Form 13F filing, Whittier Trust Co Of Nevada Inc's tracked investment portfolio stood at $5.3B with 1275 total positions.
Whittier Trust Co Of Nevada Inc executed strategic sector rebalancing during Q3 2025, establishing 4 new positions while fully exiting 28 holdings and trimming 63 positions.
Showing top 200 holdings (of 1275 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.85% | -0.42% | -1.86% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.06% | +0.37% | +0.94% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.27% | +0.06% | +1.63% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.62% | +0.45% | +2.40% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.36% | +0.02% | -1.48% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.17% | +0.17% | +2.77% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.33% | -0.24% | +3.45% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.23% | +0.14% | +0.87% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.09% | +0.08% | +1.54% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.62% | +0.04% | +15.34% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.57% | +0.09% | +9.67% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.57% | +0.06% | +1.66% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.50% | -0.04% | +4.80% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.33% | — | +9.45% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.32% | -0.01% | +2.74% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.22% | -0.04% | +2.50% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 0.99% | -0.19% | -5.14% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.99% | -0.01% | +4.18% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | +0.11% | +0.32% | |
| 20 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.87% | -0.02% | -0.30% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.85% | +0.19% | +5.62% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.83% | +0.02% | — | |
| 23 | NOW | Servicenow Inc | Stock-Tech | 0.82% | -0.02% | +4.21% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.80% | +0.05% | -0.36% | |
| 25 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.79% | +0.07% | +1.94% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.77% | +0.07% | +28.36% | |
| 27 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.74% | -0.12% | -1.96% | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 0.74% | -0.07% | +4.39% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.72% | -0.12% | +0.84% | |
| 30 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.66% | +0.10% | +0.56% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | -0.21% | +1.73% | |
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.64% | -0.47% | +33.30% | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.64% | -0.02% | — | |
| 34 | PM | Philip Morris International | Stock-Consumer Staples | 0.64% | -0.06% | +2.13% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.61% | +0.03% | +9.34% | |
| 36 | DHR | Danaher CORP | Stock-Healthcare | 0.59% | +0.06% | +101.75% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | +0.02% | +0.13% | |
| 38 | HON | Honeywell International Inc | Stock-Industrials | 0.56% | -0.60% | EXIT | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.55% | — | +0.54% | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.55% | -0.06% | +0.58% | |
| 41 | URI | United Rentals Inc | Stock-Industrials | 0.53% | +0.11% | +4.05% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | -0.01% | -3.10% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | +0.05% | +1.82% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.52% | -0.02% | +0.92% | |
| 45 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.51% | -0.15% | +2.77% | |
| 46 | BX | Blackstone Inc | Stock-Financials | 0.50% | — | +3.34% | |
| 47 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.48% | +0.10% | +4.33% | |
| 48 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.47% | +0.02% | +8.78% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | -0.13% | +1.28% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.45% | -0.03% | +0.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.8% | +1.63% | Add |
| 2 | AVGO | Broadcom Inc | +1% | +3.45% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +1% | +2.40% | Add |
| 4 | MSFT | Microsoft CORP | +0.9% | -1.86% | Trim |
| 5 | NET | Cloudflare Inc - Class A | +0.5% | +4.33% | Add |
| 6 | TSLA | Tesla Inc | +0.4% | +9.34% | Add |
| 7 | AMZN | Amazon.com Inc | +0.3% | +2.77% | Add |
| 8 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +4.48% | Add |
| 9 | DHR | Danaher CORP | +0.3% | +101.75% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.32% | Trim |
| 11 | IEMG | Ishares Core Msci Emerging | +0.2% | +9.67% | Add |
| 12 | ORCL | Oracle CORP | +0.2% | -0.39% | Trim |
| 13 | META | Meta Platforms Inc-class A | +0.2% | +4.80% | Add |
| 14 | GS | Goldman Sachs Group Inc | +0.2% | +1.94% | Add |
| 15 | IJR | Ishares Core S&p Small-cap E | +0.2% | +28.36% | Add |
| 16 | JPM | Jpmorgan Chase & Co | +0.2% | +1.54% | Add |
| 17 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +15.34% | Add |
| 18 | URI | United Rentals Inc | +0.2% | +4.05% | Add |
| 19 | WMT | Walmart Inc | +0.1% | +1.28% | Add |
| 20 | EQT | Eqt CORP | +0.1% | +75.30% | Add |
| 21 | CEG | Constellation Energy | +0.1% | +4.69% | Add |
| 22 | VRT | Vertiv Holdings Co-a | +0.1% | +2.19% | Add |
| 23 | PLTR | Palantir Technologies Inc-a | +0.1% | +736.12% | Add |
| 24 | VEA | Vanguard Ftse Developed ETF | +0.1% | +9.45% | Add |
| 25 | TMO | Thermo Fisher Scientific Inc | +0.1% | +33.30% | Add |
| 26 | MPWR | Monolithic Power Systems Inc | +0.1% | +0.56% | Add |
| 27 | MCK | Mckesson CORP | +0.1% | +1.30% | Add |
| 28 | APH | Amphenol Corp-cl A | +0.1% | +2.58% | Add |
| 29 | CW | Curtiss-wright CORP | +0.1% | +0.63% | Add |
| 30 | RTX | Rtx CORP | +0.1% | +4.39% | Add |
| 31 | TLN | Talen Energy CORP | +0.1% | +1.07% | Add |
| 32 | LOB | Live Oak Bancshares Inc | +0.1% | +7761.40% | Add |
| 33 | PR | Permian Resources Corp-cl A | +0.1% | +7916.08% | Add |
| 34 | CAT | Caterpillar Inc | +0.1% | +0.31% | Trim |
| 35 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.36% | Trim |
| 36 | NSC | Norfolk Southern CORP | +0.1% | +2.77% | Add |
| 37 | P | Everpure Inc-a | +0.1% | +0.38% | Add |
| 38 | MUSA | Murphy USA Inc | +0.1% | +61.63% | Add |
| 39 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +2.74% | Add |
| 40 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +4.18% | Add |
| 41 | ORLY | O'reilly Automotive Inc | +0.1% | +21.68% | Add |
| 42 | GE | General Electric | +0.1% | +0.42% | Add |
| 43 | BOOT | Boot Barn Holdings Inc | +0.1% | +0.79% | Add |
| 44 | RDNT | Radnet Inc | +0.1% | +0.39% | Add |
| 45 | IWM | Ishares Russell 2000 ETF | 0% | +0.84% | Add |
| 46 | ISRG | Intuitive Surgical Inc | 0% | +8.78% | Add |
| 47 | WBS | Webster Financial CORP | 0% | +37.56% | Add |
| 48 | DDOG | Datadog Inc - Class A | 0% | +0.91% | Add |
| 49 | GEV | GE Vernova Inc | 0% | +1.32% | Add |
| 50 | LLY | Eli Lilly & Co | 0% | +5.62% | 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 1275 disclosed positions in Q3 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 22.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
CHYM
市值: $4.0M
Top Position Liquidated / Trimmed
ETN
前期市值: $29.8M
During Q3 2025, Whittier Trust Co Of Nevada Inc's top holdings by market value included MSFT (6.8%)、AAPL (6.1%)、NVDA (5.3%). The largest single position, MSFT, represented 6.8% of total portfolio value.
In Q3 2025, Whittier Trust Co Of Nevada Inc made 197 total portfolio adjustments, initiating 4 new buys, adding to 102 positions, trimming 63 holdings, and fully liquidating 28 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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