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CIK: 0001137881
Total reported value
$10.2B
$10.2B
1493 檔
15.2%
As reported in its official Q1 2025 Form 13F filing, Whittier Trust Co's tracked investment portfolio stood at $10.2B with 1493 total positions.
In Q1 2025, Whittier Trust Co displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 15.2% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 1493 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.54% | +0.30% | -0.26% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.77% | -0.49% | +0.27% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.73% | -0.25% | -15.60% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.30% | -0.06% | -2.40% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.27% | -0.06% | +5.27% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.09% | +0.31% | +0.70% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.96% | — | +0.77% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.10% | — | +0.72% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.91% | +0.03% | -9.66% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.72% | -0.14% | +12.47% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.65% | -0.39% | +0.03% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.55% | -0.11% | -1.10% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.41% | +0.01% | +1.68% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.34% | +0.19% | +24.78% | |
| 15 | NOW | Servicenow Inc | Stock-Tech | 1.02% | -0.03% | +20.62% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.01% | -0.04% | -1.74% | |
| 17 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.97% | -0.21% | +0.52% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.97% | +0.06% | -0.71% | |
| 19 | ETN | Eaton Corporation plc | Stock-Industrials | 0.97% | — | +1.14% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.93% | +0.06% | +1.87% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 0.89% | -0.24% | +1.50% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.79% | -0.25% | -0.55% | |
| 23 | HON | Honeywell International Inc | Stock-Industrials | 0.79% | -0.79% | EXIT | |
| 24 | PM | Philip Morris International | Stock-Consumer Staples | 0.75% | -0.09% | +0.65% | |
| 25 | LIN | Linde plc | Stock-Materials | 0.74% | — | +0.01% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.73% | -0.03% | -0.68% | |
| 27 | RTX | Rtx CORP | Stock-Industrials | 0.72% | -0.12% | +0.26% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.72% | +0.11% | -3.44% | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 0.71% | -0.06% | -0.19% | |
| 30 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.70% | +0.04% | +1.20% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.69% | -0.04% | -1.57% | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.69% | +0.12% | -3.13% | |
| 33 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.69% | -0.01% | +1.04% | |
| 34 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.68% | +0.09% | +1.70% | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.67% | +0.53% | -0.18% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | +0.03% | -6.86% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.66% | +0.19% | -0.58% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.64% | -0.06% | +0.48% | |
| 39 | BX | Blackstone Inc | Stock-Financials | 0.62% | -0.01% | -0.51% | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.62% | -0.62% | +1.54% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.61% | +0.10% | -0.99% | |
| 42 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.59% | -0.02% | +1.20% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.56% | +0.02% | +0.04% | |
| 44 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.54% | -0.06% | +0.82% | |
| 45 | ELV | Elevance Health Inc | Stock-Healthcare | 0.52% | — | +1.99% | |
| 46 | PNC | Pnc Financial Services Group | Stock-Financials | 0.50% | +0.04% | +26.91% | |
| 47 | URI | United Rentals Inc | Stock-Industrials | 0.48% | +0.15% | +0.24% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | -0.02% | -5.21% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.46% | -0.01% | +1.48% | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.45% | -0.01% | +1.27% |
According to official SEC Form 13F filings, Whittier Trust Co reported a total U.S. public equity portfolio value of $10.2B across 1493 disclosed positions in Q1 2025.
During Q1 2025, Whittier Trust Co's top holdings by market value included AAPL (5.5%)、MSFT (4.8%)、NVDA (4.7%). The largest single position, AAPL, represented 5.5% of total portfolio value.
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Top New Position Initiated
AAPL
市值: $397.8M
In Q1 2025, Whittier Trust Co made 200 total portfolio adjustments, initiating 200 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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