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CIK: 0001137881
Total reported value
$10.2B
$10.2B
1516 檔
16.9%
According to the latest 13F quarterly dataset, Whittier Trust Co managed an equity portfolio of $10.2B at the end of Q2 2024, spanning 1516 distinct U.S. exchange-listed positions.
During Q2 2024, Whittier Trust Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1516 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.71% | -0.25% | +904.29% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.63% | -0.49% | +4.53% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.16% | +0.30% | +4.31% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.61% | +0.31% | +4.34% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.37% | -0.06% | -3.81% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.14% | -0.06% | -1.43% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.85% | — | +2.75% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.83% | — | +1.09% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.70% | +0.03% | +2.08% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.50% | -0.39% | +1.67% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.39% | +0.01% | +3.67% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.31% | -0.14% | +2.96% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.27% | +0.19% | +30.67% | |
| 14 | AMAT | Applied Materials Inc | Stock-Tech | 1.25% | +0.53% | -3.72% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.17% | -0.11% | +4.12% | |
| 16 | ETN | Eaton Corporation plc | Stock-Industrials | 1.10% | — | +2.43% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.06% | -0.04% | +0.26% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.00% | +0.06% | +4.66% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.92% | +0.06% | +4.54% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.88% | -0.21% | +2.03% | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.87% | -0.06% | +1.02% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.85% | -0.24% | +2.32% | |
| 23 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.82% | -0.01% | +5056.44% | |
| 24 | HON | Honeywell International Inc | Stock-Industrials | 0.81% | -0.79% | EXIT | |
| 25 | NOW | Servicenow Inc | Stock-Tech | 0.81% | -0.03% | +33.64% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.76% | -0.02% | -0.36% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.75% | +0.11% | +1.75% | |
| 28 | ELV | Elevance Health Inc | Stock-Healthcare | 0.71% | — | -1.72% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | -0.25% | +0.77% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.70% | -0.04% | +2.30% | |
| 31 | LIN | Linde plc | Stock-Materials | 0.69% | — | -11.39% | |
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.69% | -0.62% | +2.53% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.02% | -0.60% | |
| 34 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.67% | +0.09% | +4.22% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.65% | +0.19% | +0.76% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.64% | +0.10% | +1.94% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.61% | -0.03% | +0.44% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.59% | +0.03% | +1.04% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.58% | -0.02% | +1.59% | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.56% | +0.12% | -74.51% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.56% | -0.06% | +1.52% | |
| 42 | BX | Blackstone Inc | Stock-Financials | 0.55% | -0.01% | +2.88% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.54% | -0.12% | +1.24% | |
| 44 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.53% | -0.02% | +1.96% | |
| 45 | ASML | ASML Holding N.V. | Stock-Tech | 0.51% | — | +3.89% | |
| 46 | URI | United Rentals Inc | Stock-Industrials | 0.49% | +0.15% | +3.42% | |
| 47 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.46% | +0.04% | +0.58% | |
| 48 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.46% | -0.06% | +3.68% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.46% | -0.01% | +1.38% | |
| 50 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.45% | -0.01% | +4.83% |
According to official SEC Form 13F filings, Whittier Trust Co reported a total U.S. public equity portfolio value of $10.2B across 1516 disclosed positions in Q2 2024.
During Q2 2024, Whittier Trust Co's top holdings by market value included NVDA (6.7%)、MSFT (5.6%)、AAPL (5.2%). The largest single position, NVDA, represented 6.7% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AAPL) accounted for 16.9% of total reported equity market value during Q2 2024.
In Q2 2024, Whittier Trust Co made 0 total portfolio adjustments, initiating 0 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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