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CIK: 0001263548
Total reported value
$5.3B
$5.3B
1276 檔
22.5%
The Q4 2025 SEC filing reveals that Whittier Trust Co Of Nevada Inc held a total portfolio value of $5.3B, covering 1276 public equity positions.
Whittier Trust Co Of Nevada Inc executed strategic sector rebalancing during Q4 2025, establishing 5 new positions while fully exiting 2 holdings and trimming 83 positions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 22.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
EWY
市值: $2.2M
Top Position Liquidated / Trimmed
OBDC
前期市值: $1.7M
Showing top 200 holdings (of 1276 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.14% | -0.42% | -0.48% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.92% | +0.37% | -1.27% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.08% | +0.06% | -0.81% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.49% | +0.45% | -0.15% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.34% | +0.02% | -1.25% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.28% | +0.17% | -3.19% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.31% | +0.14% | +2.45% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.28% | -0.24% | -1.45% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.18% | +0.08% | -0.72% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.66% | +0.04% | +0.47% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.61% | +0.09% | +0.10% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.52% | +0.06% | -2.37% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.40% | — | +2.68% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.31% | -0.04% | -3.76% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.29% | -0.01% | -0.74% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.24% | -0.04% | +4.00% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.09% | +0.11% | -1.92% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.03% | +0.19% | -1.76% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.00% | -0.01% | +1.14% | |
| 20 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.92% | +0.07% | -0.43% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.88% | -0.02% | -0.04% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.85% | -0.19% | -13.47% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.83% | +0.02% | — | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.83% | +0.05% | +3.12% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.81% | +0.03% | +35.66% | |
| 26 | RTX | Rtx CORP | Stock-Industrials | 0.80% | -0.07% | -3.39% | |
| 27 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.78% | -0.12% | -1.70% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.75% | +0.07% | -3.32% | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.70% | -0.47% | -2.03% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.65% | -0.12% | -10.52% | |
| 31 | PM | Philip Morris International | Stock-Consumer Staples | 0.64% | -0.06% | +1.73% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | -0.21% | +1.27% | |
| 33 | DHR | Danaher CORP | Stock-Healthcare | 0.62% | +0.06% | -1.75% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.02% | +7.13% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.61% | -0.02% | -2.50% | |
| 36 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.60% | +0.02% | -1.18% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.59% | -0.02% | -4.15% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | -0.01% | -2.06% | |
| 39 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.54% | +0.10% | +25.22% | |
| 40 | APH | Amphenol Corp-cl A | Stock-Tech | 0.53% | -0.41% | +58.99% | |
| 41 | HON | Honeywell International Inc | Stock-Industrials | 0.52% | -0.60% | EXIT | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.50% | -0.06% | -1.59% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | +0.05% | -0.32% | |
| 44 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.48% | -0.15% | -0.31% | |
| 45 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.48% | -0.01% | +1.15% | |
| 46 | PNC | Pnc Financial Services Group | Stock-Financials | 0.47% | +0.05% | -1.60% | |
| 47 | BX | Blackstone Inc | Stock-Financials | 0.47% | — | -1.57% | |
| 48 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.46% | -0.11% | +33.92% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | -0.13% | -7.60% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.46% | — | -16.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.9% | -0.15% | Trim |
| 2 | IWC | Ishares Micro-cap ETF | +0.2% | +107932.31% | Add |
| 3 | APH | Amphenol Corp-cl A | +0.2% | +58.99% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.92% | Trim |
| 5 | TSLA | Tesla Inc | +0.2% | +35.66% | Add |
| 6 | LLY | Eli Lilly & Co | +0.2% | -1.76% | Trim |
| 7 | GS | Goldman Sachs Group Inc | +0.1% | -0.43% | Trim |
| 8 | ISRG | Intuitive Surgical Inc | +0.1% | -1.18% | Trim |
| 9 | SNOW | Snowflake Inc | +0.1% | +4529.56% | Add |
| 10 | AMZN | Amazon.com Inc | +0.1% | -3.19% | Trim |
| 11 | PLTR | Palantir Technologies Inc-a | +0.1% | +72.18% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | -0.72% | Trim |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.1% | +2.45% | Add |
| 14 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +33.92% | Add |
| 15 | CAT | Caterpillar Inc | +0.1% | -1.40% | Trim |
| 16 | AMH | American Homes 4 Rent- A | +0.1% | +7035.23% | Add |
| 17 | VEA | Vanguard Ftse Developed ETF | +0.1% | +2.68% | Add |
| 18 | MRK | Merck & Co. Inc. | +0.1% | -4.15% | Trim |
| 19 | KKR | Kkr & Co Inc | +0.1% | +38.79% | Add |
| 20 | BROS | Dutch Bros Inc-class A | +0.1% | +66.74% | Add |
| 21 | TTAN | Servicetitan Inc-a | +0.1% | +12542.68% | Add |
| 22 | RTX | Rtx CORP | +0.1% | -3.39% | Trim |
| 23 | TMO | Thermo Fisher Scientific Inc | +0.1% | -2.03% | Trim |
| 24 | RBC | RBC Bearings Inc | +0.1% | +1.35% | Add |
| 25 | NET | Cloudflare Inc - Class A | +0.1% | +25.22% | Add |
| 26 | DG | Dollar General CORP | +0.1% | +0.69% | Add |
| 27 | IAU | Ishares Gold Trust | +0.1% | +18.50% | Add |
| 28 | VOO | Vanguard S&p 500 ETF | +0.1% | +7.13% | Add |
| 29 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +65.21% | Add |
| 30 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.47% | Add |
| 31 | IEMG | Ishares Core Msci Emerging | 0% | +0.10% | Add |
| 32 | TJX | Tjx Companies Inc | 0% | -1.70% | Trim |
| 33 | MPWR | Monolithic Power Systems Inc | 0% | +1.15% | Add |
| 34 | AXP | American Express Co | 0% | +1.78% | Add |
| 35 | XBI | Ss Spdr S&p Biotech ETF | 0% | -0.59% | Trim |
| 36 | SLV | Ishares Silver Trust | 0% | +19.24% | Add |
| 37 | QQQ | Invesco Qqq Trust Series 1 | 0% | +3.12% | Add |
| 38 | DHR | Danaher CORP | 0% | -1.75% | Trim |
| 39 | CW | Curtiss-wright CORP | 0% | +1.54% | Add |
| 40 | PNC | Pnc Financial Services Group | 0% | -1.60% | Trim |
| 41 | COF | Capital One Financial CORP | 0% | -1.42% | Trim |
| 42 | MCK | Mckesson CORP | 0% | -0.46% | Trim |
| 43 | EWBC | East West Bancorp Inc | 0% | +1.19% | Add |
| 44 | BOOT | Boot Barn Holdings Inc | 0% | +2.01% | Add |
| 45 | ODFL | Old Dominion Freight Line | 0% | +0.50% | Add |
| 46 | LRCX | Lam Research CORP | 0% | +0.61% | Add |
| 47 | MA | Mastercard Inc - A | 0% | +44.05% | Add |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +4.00% | Add |
| 49 | IEFA | Ishares Core Msci Eafe ETF | 0% | +1.14% | Add |
| 50 | JNJ | Johnson & Johnson | 0% | -2.06% | Trim |
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 1276 disclosed positions in Q4 2025.
During Q4 2025, Whittier Trust Co Of Nevada Inc's top holdings by market value included MSFT (6.1%)、AAPL (5.9%)、NVDA (5.1%). The largest single position, MSFT, represented 6.1% of total portfolio value.
In Q4 2025, Whittier Trust Co Of Nevada Inc made 194 total portfolio adjustments, initiating 5 new buys, adding to 104 positions, trimming 83 holdings, and fully liquidating 2 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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