13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001137881
Total reported value
$10.2B
$10.2B
1548 檔
17.0%
In Q3 2024, Whittier Trust Co's U.S. equity holdings reached a combined market value of $10.2B, distributed across 1548 disclosed stock positions.
In Q3 2024, Whittier Trust Co displayed an active expansion posture, initiating 7 new positions and adding to 120 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1548 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.00% | -0.25% | -3.58% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.59% | +0.30% | +3.86% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.19% | -0.49% | +1.50% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.31% | -0.06% | -1.27% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.15% | +0.31% | +1.48% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.08% | -0.06% | -1.17% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.72% | — | +5.28% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.71% | — | -4.61% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.60% | +0.03% | -4.39% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.59% | -0.39% | +947.22% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.43% | -0.14% | +1.94% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.43% | +0.01% | +2.18% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.27% | -0.11% | +1.78% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.23% | +0.19% | +5.35% | |
| 15 | ETN | Eaton Corporation plc | Stock-Industrials | 1.12% | — | +1.79% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.06% | -0.04% | -0.56% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.03% | +0.06% | +1.78% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.98% | +0.06% | +2.47% | |
| 19 | AMAT | Applied Materials Inc | Stock-Tech | 0.97% | +0.53% | -3.24% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.90% | -0.21% | +1.46% | |
| 21 | NOW | Servicenow Inc | Stock-Tech | 0.90% | -0.03% | +3.35% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.78% | +0.11% | +0.26% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.77% | -0.06% | +1.75% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 0.75% | -0.24% | -0.16% | |
| 25 | HON | Honeywell International Inc | Stock-Industrials | 0.74% | -0.79% | EXIT | |
| 26 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.74% | -0.01% | +3.24% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | -0.02% | -8.58% | |
| 28 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.72% | -0.62% | -0.41% | |
| 29 | LIN | Linde plc | Stock-Materials | 0.72% | — | +1.19% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.70% | +0.19% | +0.58% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.25% | +1.37% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.70% | -0.04% | -2.37% | |
| 33 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.69% | +0.09% | -0.52% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.67% | +0.10% | +2.45% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.67% | -0.03% | +9.66% | |
| 36 | BX | Blackstone Inc | Stock-Financials | 0.65% | -0.01% | +1.95% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.65% | +0.03% | +1.11% | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.62% | -0.12% | +1.16% | |
| 39 | ELV | Elevance Health Inc | Stock-Healthcare | 0.61% | — | -4.48% | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.60% | +0.12% | — | |
| 41 | URI | United Rentals Inc | Stock-Industrials | 0.59% | +0.15% | +1.84% | |
| 42 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.59% | -0.02% | +1.71% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.58% | -0.06% | +0.61% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | +0.02% | -0.61% | |
| 45 | PM | Philip Morris International | Stock-Consumer Staples | 0.54% | -0.09% | +39.97% | |
| 46 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.50% | -0.01% | +3.62% | |
| 47 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.48% | +0.04% | +1.19% | |
| 48 | DHR | Danaher CORP | Stock-Healthcare | 0.47% | +0.07% | +3.38% | |
| 49 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.47% | -0.06% | +2.04% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.43% | -0.02% | -22.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.4% | +3.86% | Add |
| 2 | ISRG | Intuitive Surgical Inc | +0.2% | +361.34% | Add |
| 3 | PM | Philip Morris International | +0.2% | +39.97% | Add |
| 4 | KKR | Kkr & Co Inc | +0.2% | +3978.76% | Add |
| 5 | PNC | Pnc Financial Services Group | +0.2% | +61.14% | Add |
| 6 | FCNCA | First Citizens Bcshs -cl A | +0.1% | +562500.00% | Add |
| 7 | LNG | Cheniere Energy Inc | +0.1% | +7078.49% | Add |
| 8 | META | Meta Platforms Inc-class A | +0.1% | +1.94% | Add |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.78% | Add |
| 10 | BX | Blackstone Inc | +0.1% | +1.95% | Add |
| 11 | URI | United Rentals Inc | +0.1% | +1.84% | Add |
| 12 | AVGO | Broadcom Inc | +0.1% | +947.22% | Add |
| 13 | NOW | Servicenow Inc | +0.1% | +3.35% | Add |
| 14 | CFR | Cullen/frost Bankers Inc | +0.1% | +29055.12% | Add |
| 15 | LULU | Lululemon Athletica Inc | +0.1% | +2868.12% | Add |
| 16 | WBS | Webster Financial CORP | +0.1% | +56047.77% | Add |
| 17 | RTX | Rtx CORP | +0.1% | +1.16% | Add |
| 18 | BLDR | Builders Firstsource Inc | +0.1% | +4.29% | Add |
| 19 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +2508.78% | Add |
| 20 | FICO | Fair Isaac CORP | +0.1% | +2.89% | Add |
| 21 | BXP | Bxp Inc | +0.1% | +4.23% | Add |
| 22 | EXP | Eagle Materials Inc | +0.1% | +4.68% | Add |
| 23 | IJR | Ishares Core S&p Small-cap E | +0.1% | +2.47% | Add |
| 24 | ABBV | Abbvie Inc | +0.1% | +1.11% | Add |
| 25 | NSC | Norfolk Southern CORP | +0.1% | +1.71% | Add |
| 26 | PG | Procter & Gamble Co/the | +0.1% | +9.66% | Add |
| 27 | ASUR | Asure Software Inc | +0.1% | NEW | New buy |
| 28 | UNH | Unitedhealth Group Inc | +0.1% | +0.58% | Add |
| 29 | MPWR | Monolithic Power Systems Inc | +0.1% | +3.62% | Add |
| 30 | MSI | Motorola Solutions Inc | +0.1% | +3.23% | Add |
| 31 | SPGI | S&p Global Inc | +0.1% | +1.74% | Add |
| 32 | ABNB | Airbnb Inc-class A | +0.1% | +60.48% | Add |
| 33 | USIO | Usio Inc | +0.1% | NEW | New buy |
| 34 | IJH | Ishares Core S&p Midcap ETF | 0% | +2.18% | Add |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 36 | ORCL | Oracle CORP | 0% | -0.25% | Trim |
| 37 | CW | Curtiss-wright CORP | 0% | +3.82% | Add |
| 38 | LOW | Lowe's Cos Inc | 0% | -1.63% | Trim |
| 39 | SHW | Sherwin-williams Co/the | 0% | -1.02% | Trim |
| 40 | VEA | Vanguard Ftse Developed ETF | 0% | +1.78% | Add |
| 41 | TMO | Thermo Fisher Scientific Inc | 0% | -0.41% | Trim |
| 42 | LIN | Linde plc | 0% | +1.19% | Add |
| 43 | IWM | Ishares Russell 2000 ETF | 0% | +0.26% | Add |
| 44 | DHR | Danaher CORP | 0% | +3.38% | Add |
| 45 | IEMG | Ishares Core Msci Emerging | 0% | +2.45% | Add |
| 46 | HD | Home Depot Inc | 0% | -0.18% | Trim |
| 47 | SUI | Sun Communities Inc | 0% | +2.74% | Add |
| 48 | IQV | Iqvia Holdings Inc | 0% | +2.47% | Add |
| 49 | EWBC | East West Bancorp Inc | 0% | +4.28% | Add |
| 50 | BRO | Brown & Brown Inc | 0% | +3.62% | Add |
According to official SEC Form 13F filings, Whittier Trust Co reported a total U.S. public equity portfolio value of $10.2B across 1548 disclosed positions in Q3 2024.
During Q3 2024, Whittier Trust Co's top holdings by market value included NVDA (6.0%)、AAPL (5.6%)、MSFT (5.2%). The largest single position, NVDA, represented 6.0% of total portfolio value.
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 17.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
ASUR
市值: $4.1M
Top Position Liquidated / Trimmed
TEL
前期市值: $1.4M
In Q3 2024, Whittier Trust Co made 194 total portfolio adjustments, initiating 7 new buys, adding to 120 positions, trimming 65 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.