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CIK: 0001137881
Total reported value
$10.2B
$10.2B
1547 檔
18.2%
According to the latest 13F quarterly dataset, Whittier Trust Co managed an equity portfolio of $10.2B at the end of Q4 2024, spanning 1547 distinct U.S. exchange-listed positions.
In Q4 2024, Whittier Trust Co displayed an active expansion posture, initiating 5 new positions and adding to 114 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1547 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.56% | -0.25% | +0.54% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.92% | +0.30% | +0.17% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.05% | -0.49% | +0.88% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.54% | +0.31% | +0.22% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.35% | -0.06% | +0.56% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.20% | — | +1.36% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.08% | -0.06% | -0.61% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.16% | -0.39% | +2.44% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.92% | — | +0.30% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.81% | +0.03% | -0.29% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.47% | -0.14% | +2.09% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.40% | +0.01% | -0.31% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.26% | -0.11% | +2.66% | |
| 14 | ETN | Eaton Corporation plc | Stock-Industrials | 1.11% | — | +0.40% | |
| 15 | NOW | Servicenow Inc | Stock-Tech | 1.06% | -0.03% | +1.88% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.04% | -0.04% | -0.52% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.95% | +0.19% | -9.97% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.95% | +0.06% | +0.16% | |
| 19 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.91% | -0.21% | -0.35% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.87% | +0.06% | -5.16% | |
| 21 | HON | Honeywell International Inc | Stock-Industrials | 0.79% | -0.79% | EXIT | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.78% | +0.11% | +1.70% | |
| 23 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.77% | -0.01% | +1.61% | |
| 24 | BX | Blackstone Inc | Stock-Financials | 0.73% | -0.01% | +0.80% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.73% | -0.25% | +1.82% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.72% | -0.24% | -1.11% | |
| 27 | AMAT | Applied Materials Inc | Stock-Tech | 0.71% | +0.53% | -7.75% | |
| 28 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.69% | +0.04% | +26.66% | |
| 29 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.69% | +0.09% | +2.78% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.68% | -0.03% | +7.45% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.67% | -0.06% | +0.27% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.02% | +0.65% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.65% | -0.04% | +1.93% | |
| 34 | LIN | Linde plc | Stock-Materials | 0.63% | — | +0.53% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.61% | +0.19% | +1.36% | |
| 36 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.60% | -0.62% | +0.19% | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.59% | -0.12% | +0.98% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.57% | -0.06% | +0.82% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.57% | +0.12% | -1.54% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | +0.03% | -0.94% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.56% | +0.10% | -5.74% | |
| 42 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.55% | -0.02% | +0.54% | |
| 43 | PM | Philip Morris International | Stock-Consumer Staples | 0.54% | -0.09% | +1.08% | |
| 44 | CRM | Salesforce Inc | Stock-Tech | 0.53% | -0.01% | +11.03% | |
| 45 | URI | United Rentals Inc | Stock-Industrials | 0.51% | +0.15% | +0.32% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.49% | -0.01% | +0.68% | |
| 47 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.44% | -0.06% | +0.73% | |
| 48 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.44% | +0.01% | +49.92% | |
| 49 | SPGI | S&p Global Inc | Stock-Financials | 0.41% | -0.04% | +2.18% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | -0.02% | -35.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.6% | +2.44% | Add |
| 2 | NVDA | Nvidia CORP | +0.6% | +0.54% | Add |
| 3 | AMZN | Amazon.com Inc | +0.5% | +1.36% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.4% | +0.22% | Add |
| 5 | AAPL | Apple Inc | +0.3% | +0.17% | Add |
| 6 | TSLA | Tesla Inc | +0.3% | +123.58% | Add |
| 7 | CEG | Constellation Energy | +0.2% | +2192.01% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | +0.30% | Add |
| 9 | V | Visa Inc-class A Shares | +0.2% | -0.29% | Trim |
| 10 | GS | Goldman Sachs Group Inc | +0.2% | +26.66% | Add |
| 11 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 12 | NOW | Servicenow Inc | +0.2% | +1.88% | Add |
| 13 | ISRG | Intuitive Surgical Inc | +0.2% | +49.92% | Add |
| 14 | CRM | Salesforce Inc | +0.1% | +11.03% | Add |
| 15 | PGR | Progressive CORP | +0.1% | +888.12% | Add |
| 16 | NEE | Nextera Energy Inc | +0.1% | +212.01% | Add |
| 17 | ARISUSD | Aris Water Solutions Inc-a | +0.1% | +70079.12% | Add |
| 18 | DDOG | Datadog Inc - Class A | +0.1% | +77.08% | Add |
| 19 | VERX | Vertex Inc - Class A | +0.1% | +54.30% | Add |
| 20 | TLN | Talen Energy CORP | +0.1% | +61069.81% | Add |
| 21 | BX | Blackstone Inc | +0.1% | +0.80% | Add |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.65% | Add |
| 23 | AXON | Axon Enterprise Inc | +0.1% | +23.07% | Add |
| 24 | DIS | Walt Disney Co/the | +0.1% | +0.68% | Add |
| 25 | P | Everpure Inc-a | +0.1% | +123.15% | Add |
| 26 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 27 | HON | Honeywell International Inc | +0.1% | +0.23% | Add |
| 28 | COIN | Coinbase Global Inc -class A | +0.1% | -6.29% | Trim |
| 29 | EWBC | East West Bancorp Inc | +0.1% | +3.90% | Add |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.56% | Add |
| 31 | META | Meta Platforms Inc-class A | 0% | +2.09% | Add |
| 32 | CPRT | Copart Inc | 0% | +3.98% | Add |
| 33 | WMT | Walmart Inc | 0% | +3.37% | Add |
| 34 | LULU | Lululemon Athletica Inc | 0% | +4.14% | Add |
| 35 | EQT | Eqt CORP | 0% | +4.51% | Add |
| 36 | CMG | Chipotle Mexican Grill Inc | 0% | +1.61% | Add |
| 37 | COST | Costco Wholesale CORP | 0% | +1.82% | Add |
| 38 | KKR | Kkr & Co Inc | 0% | +3.16% | Add |
| 39 | LNG | Cheniere Energy Inc | 0% | +3.79% | Add |
| 40 | VRT | Vertiv Holdings Co-a | 0% | +4.83% | Add |
| 41 | LPLA | Lpl Financial Holdings Inc | 0% | +4.62% | Add |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 0% | +16.81% | Add |
| 43 | FCNCA | First Citizens Bcshs -cl A | 0% | +6.26% | Add |
| 44 | WFC | Wells Fargo & Co | 0% | +12.24% | Add |
| 45 | CRWD | Crowdstrike Holdings Inc - A | 0% | +11.28% | Add |
| 46 | CW | Curtiss-wright CORP | 0% | +3.13% | Add |
| 47 | PLNT | Planet Fitness Inc - Cl A | 0% | +4.82% | Add |
| 48 | PLTR | Palantir Technologies Inc-a | 0% | -7.48% | Trim |
| 49 | PNC | Pnc Financial Services Group | 0% | +1.60% | Add |
| 50 | OLLI | Ollie's Bargain Outlet Holdi | 0% | +3.34% | Add |
According to official SEC Form 13F filings, Whittier Trust Co reported a total U.S. public equity portfolio value of $10.2B across 1547 disclosed positions in Q4 2024.
During Q4 2024, Whittier Trust Co's top holdings by market value included NVDA (6.6%)、AAPL (5.9%)、MSFT (5.0%). The largest single position, NVDA, represented 6.6% 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 18.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $13.7M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $13.1M
In Q4 2024, Whittier Trust Co made 199 total portfolio adjustments, initiating 5 new buys, adding to 114 positions, trimming 74 holdings, and fully liquidating 6 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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Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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