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CIK: 0001263548
Total reported value
$5.3B
$5.3B
1411 檔
22.9%
In Q1 2026, Whittier Trust Co Of Nevada Inc's U.S. equity holdings reached a combined market value of $5.3B, distributed across 1411 disclosed stock positions.
In Q1 2026, Whittier Trust Co Of Nevada Inc displayed an active expansion posture, initiating 11 new positions and adding to 123 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1411 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.60% | +0.06% | +59.61% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.55% | +0.37% | -4.02% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.92% | -0.42% | +3.85% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.06% | +0.45% | -3.42% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.99% | +0.17% | +4.38% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.96% | +0.02% | -5.92% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.32% | +0.14% | +6.76% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.17% | -0.24% | +5.28% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.99% | +0.08% | +4.63% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.73% | +0.04% | +5.51% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.66% | +0.09% | +4.60% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.48% | — | +4.82% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.32% | +0.06% | +3.62% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.29% | -0.01% | +3.77% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.24% | -0.04% | +6.01% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.21% | -0.04% | +8.15% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.09% | -0.01% | +10.02% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.06% | +0.11% | +2.81% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.94% | +0.19% | +5.54% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 0.86% | -0.07% | +4.57% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.84% | +0.07% | +12.76% | |
| 22 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.84% | -0.12% | +4.69% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.82% | -0.19% | -22.97% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.81% | -0.02% | -6.36% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.78% | +0.02% | — | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.77% | +0.05% | -0.19% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | -0.21% | +5.26% | |
| 28 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.74% | +0.07% | -10.43% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.74% | +0.03% | +13.13% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.69% | -0.02% | +7.16% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.13% | +33.29% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.63% | -0.12% | -0.46% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | -0.01% | -0.10% | |
| 34 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.61% | +0.10% | +7.04% | |
| 35 | HON | Honeywell International Inc | Stock-Industrials | 0.60% | -0.60% | EXIT | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.02% | -0.04% | |
| 37 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.58% | -0.47% | +6.17% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.57% | -0.02% | — | |
| 39 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.55% | +0.10% | +134.58% | |
| 40 | DHR | Danaher CORP | Stock-Healthcare | 0.53% | +0.06% | +6.06% | |
| 41 | PM | Philip Morris International | Stock-Consumer Staples | 0.52% | -0.06% | -19.92% | |
| 42 | APH | Amphenol Corp-cl A | Stock-Tech | 0.50% | -0.41% | +6.82% | |
| 43 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.50% | -0.15% | +5.72% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.50% | +0.07% | -0.83% | |
| 45 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.49% | -0.01% | -11.53% | |
| 46 | LITE | Lumentum Holdings Inc | Stock-Tech | 0.48% | -0.07% | +335933.33% | |
| 47 | PNC | Pnc Financial Services Group | Stock-Financials | 0.48% | +0.05% | +5.49% | |
| 48 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.47% | +0.02% | +5.03% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.46% | EXIT | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.46% | +0.05% | +4.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.5% | +59.61% | Add |
| 2 | LITE | Lumentum Holdings Inc | +0.5% | +335933.33% | Add |
| 3 | NFLX | Netflix Inc | +0.4% | +704.87% | Add |
| 4 | IWC | Ishares Micro-cap ETF | +0.3% | +134.58% | Add |
| 5 | CBRE | Cbre Group Inc - A | +0.3% | +67884.62% | Add |
| 6 | MU | Micron Technology Inc | +0.2% | +4983.20% | Add |
| 7 | WMT | Walmart Inc | +0.2% | +33.29% | Add |
| 8 | LRCX | Lam Research CORP | +0.2% | +222.00% | Add |
| 9 | UBER | Uber Technologies Inc | +0.2% | +1315.77% | Add |
| 10 | BSX | Boston Scientific CORP | +0.2% | +5054.76% | Add |
| 11 | MNST | Monster Beverage CORP | +0.2% | +9515.29% | Add |
| 12 | VRT | Vertiv Holdings Co-a | +0.1% | +3.40% | Add |
| 13 | FIX | Comfort Systems USA Inc | +0.1% | +42980.00% | Add |
| 14 | COST | Costco Wholesale CORP | +0.1% | +5.26% | Add |
| 15 | COP | Conocophillips | +0.1% | +7.96% | Add |
| 16 | TRGP | Targa Resources CORP | +0.1% | -1.85% | Trim |
| 17 | MRK | Merck & Co. Inc. | +0.1% | +7.16% | Add |
| 18 | IJR | Ishares Core S&p Small-cap E | +0.1% | +12.76% | Add |
| 19 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +10.02% | Add |
| 20 | MDB | Mongodb Inc | +0.1% | +8927.00% | Add |
| 21 | JNJ | Johnson & Johnson | +0.1% | -0.10% | Trim |
| 22 | XOM | Exxon Mobil CORP | +0.1% | -8.02% | Trim |
| 23 | VEA | Vanguard Ftse Developed ETF | +0.1% | +4.82% | Add |
| 24 | HON | Honeywell International Inc | +0.1% | +4.45% | Add |
| 25 | ARES | Ares Management CORP - A | +0.1% | +6079.18% | Add |
| 26 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +5.51% | Add |
| 27 | NET | Cloudflare Inc - Class A | +0.1% | +7.04% | Add |
| 28 | CASY | Casey's General Stores Inc | +0.1% | +3.43% | Add |
| 29 | TJX | Tjx Companies Inc | +0.1% | +4.69% | Add |
| 30 | RTX | Rtx CORP | +0.1% | +4.57% | Add |
| 31 | VLO | Valero Energy CORP | +0.1% | -11.84% | Trim |
| 32 | CAT | Caterpillar Inc | +0.1% | -0.83% | Trim |
| 33 | GLD | Spdr Gold Shares | +0.1% | +45.20% | Add |
| 34 | KKR | Kkr & Co Inc | +0.1% | +86.06% | Add |
| 35 | PR | Permian Resources Corp-cl A | +0.1% | +9.17% | Add |
| 36 | IEMG | Ishares Core Msci Emerging | +0.1% | +4.60% | Add |
| 37 | EQT | Eqt CORP | +0.1% | +5.61% | Add |
| 38 | MCK | Mckesson CORP | +0.1% | +13.47% | Add |
| 39 | TDY | Teledyne Technologies Inc | +0.1% | +9.22% | Add |
| 40 | TPR | Tapestry Inc | +0.1% | +159990.00% | Add |
| 41 | DOCS | Doximity Inc-class A | +0.1% | +32405.98% | Add |
| 42 | PLTR | Palantir Technologies Inc-a | 0% | +42.72% | Add |
| 43 | ODFL | Old Dominion Freight Line | 0% | +3.64% | Add |
| 44 | MPC | Marathon Petroleum CORP | 0% | +11.57% | Add |
| 45 | GEV | GE Vernova Inc | 0% | +1.32% | Add |
| 46 | NEE | Nextera Energy Inc | 0% | +6.05% | Add |
| 47 | EVR | Evercore Inc - A | 0% | +7367.95% | Add |
| 48 | EWY | Ishares Msci South Korea ETF | 0% | +58.50% | Add |
| 49 | DINO | Hf Sinclair CORP | 0% | +3.78% | Add |
| 50 | CSCO | Cisco Systems Inc | 0% | +4.53% | 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 1411 disclosed positions in Q1 2026.
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 NVDA, AAPL, MSFT) accounted for 22.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
BE
市值: $4.9M
Top Position Liquidated / Trimmed
AAPL
前期市值: $285.4M
During Q1 2026, Whittier Trust Co Of Nevada Inc's top holdings by market value included NVDA (7.6%)、AAPL (5.5%)、MSFT (4.9%). The largest single position, NVDA, represented 7.6% of total portfolio value.
In Q1 2026, Whittier Trust Co Of Nevada Inc made 194 total portfolio adjustments, initiating 11 new buys, adding to 123 positions, trimming 60 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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