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CIK: 0001137881
Total reported value
$10.2B
$10.2B
1511 檔
18.8%
During the Q2 2025 filing period, Whittier Trust Co (CIK: 0001137881) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $10.2B across 1511 reported positions.
In Q2 2025, Whittier Trust Co displayed an active expansion posture, initiating 3 new positions and adding to 137 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AAPL) accounted for 18.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
SRAD
市值: $1.2M
Top Position Liquidated / Trimmed
AAPL
前期市值: $397.8M
Showing top 200 holdings (of 1511 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.27% | -0.25% | +5.18% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.74% | -0.49% | +4.96% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.37% | +0.30% | -1.37% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.43% | — | +16.07% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.22% | +0.31% | +6.13% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.17% | -0.06% | +1.40% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.16% | -0.06% | +0.36% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.54% | -0.39% | +8.06% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.24% | — | +4.41% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.06% | -0.14% | +7.83% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.77% | +0.03% | +5.48% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.32% | +0.01% | +1.81% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.32% | -0.11% | +7.82% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.25% | +0.19% | +14.18% | |
| 15 | NOW | Servicenow Inc | Stock-Tech | 1.24% | -0.03% | +8.38% | |
| 16 | ETN | Eaton Corporation plc | Stock-Industrials | 1.17% | — | +6.22% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.92% | +0.06% | -2.70% | |
| 18 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.91% | -0.04% | -2.18% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.86% | +0.06% | +2.35% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.85% | -0.21% | -0.98% | |
| 21 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.84% | +0.04% | +7.06% | |
| 22 | PM | Philip Morris International | Stock-Consumer Staples | 0.80% | -0.09% | +6.68% | |
| 23 | HON | Honeywell International Inc | Stock-Industrials | 0.79% | -0.79% | EXIT | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | -0.25% | +5.06% | |
| 25 | AMAT | Applied Materials Inc | Stock-Tech | 0.73% | +0.53% | -0.32% | |
| 26 | RTX | Rtx CORP | Stock-Industrials | 0.73% | -0.12% | +6.46% | |
| 27 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.72% | -0.01% | +8.14% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.70% | -0.24% | +4.95% | |
| 29 | LIN | Linde plc | Stock-Materials | 0.67% | — | +5.06% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.67% | +0.11% | -0.27% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.66% | -0.04% | +1.11% | |
| 32 | ABT | Abbott Laboratories | Stock-Healthcare | 0.66% | -0.06% | +4.13% | |
| 33 | BX | Blackstone Inc | Stock-Financials | 0.61% | -0.01% | +5.95% | |
| 34 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.61% | +0.01% | +41.88% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.60% | +0.10% | +1.88% | |
| 36 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.59% | -0.02% | +7.59% | |
| 37 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.58% | +0.09% | -4.80% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.57% | +0.04% | +87.28% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.56% | +0.12% | +3.23% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.56% | -0.03% | -5.45% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.02% | -0.33% | |
| 42 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.54% | +0.03% | +37884.05% | |
| 43 | URI | United Rentals Inc | Stock-Industrials | 0.53% | +0.15% | +6.98% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.53% | +0.03% | +3.98% | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.52% | -0.01% | +3.26% | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.51% | -0.06% | +5.53% | |
| 47 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.51% | -0.16% | +225.37% | |
| 48 | PNC | Pnc Financial Services Group | Stock-Financials | 0.50% | +0.04% | +8.01% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.21% | +54.57% | |
| 50 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.45% | -0.62% | +4.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | +5.18% | Add |
| 2 | MSFT | Microsoft CORP | +1% | +4.96% | Add |
| 3 | AVGO | Broadcom Inc | +0.9% | +8.06% | Add |
| 4 | NET | Cloudflare Inc - Class A | +0.5% | +37884.05% | Add |
| 5 | AMZN | Amazon.com Inc | +0.5% | +16.07% | Add |
| 6 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | +225.37% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.3% | +7.83% | Add |
| 8 | TSLA | Tesla Inc | +0.3% | +87.28% | Add |
| 9 | NOW | Servicenow Inc | +0.2% | +8.38% | Add |
| 10 | ETN | Eaton Corporation plc | +0.2% | +6.22% | Add |
| 11 | ISRG | Intuitive Surgical Inc | +0.2% | +41.88% | Add |
| 12 | WMT | Walmart Inc | +0.2% | +54.57% | Add |
| 13 | MCK | Mckesson CORP | +0.2% | +128.06% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +4.41% | Add |
| 15 | GS | Goldman Sachs Group Inc | +0.1% | +7.06% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +6.13% | Add |
| 17 | CEG | Constellation Energy | +0.1% | +7.17% | Add |
| 18 | COIN | Coinbase Global Inc -class A | +0.1% | -4.77% | Trim |
| 19 | CW | Curtiss-wright CORP | +0.1% | +2.18% | Add |
| 20 | ORCL | Oracle CORP | +0.1% | +0.08% | Add |
| 21 | APH | Amphenol Corp-cl A | +0.1% | +5.31% | Add |
| 22 | VRT | Vertiv Holdings Co-a | +0.1% | +2.16% | Add |
| 23 | AMAT | Applied Materials Inc | +0.1% | -0.32% | Trim |
| 24 | DIS | Walt Disney Co/the | +0.1% | +3.26% | Add |
| 25 | PM | Philip Morris International | +0.1% | +6.68% | Add |
| 26 | URI | United Rentals Inc | +0.1% | +6.98% | Add |
| 27 | AXON | Axon Enterprise Inc | +0.1% | +2.52% | Add |
| 28 | COF | Capital One Financial CORP | +0.1% | +17.66% | Add |
| 29 | MPWR | Monolithic Power Systems Inc | 0% | +2.44% | Add |
| 30 | BOOT | Boot Barn Holdings Inc | 0% | +2.62% | Add |
| 31 | ✓ | On Holding AG | 0% | +154.81% | Add |
| 32 | CMG | Chipotle Mexican Grill Inc | 0% | +8.14% | Add |
| 33 | DDOG | Datadog Inc - Class A | 0% | +2.06% | Add |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 0% | +4.99% | Add |
| 35 | TLN | Talen Energy CORP | 0% | +2.32% | Add |
| 36 | SCHW | Schwab (charles) CORP | 0% | +3.06% | Add |
| 37 | RBC | RBC Bearings Inc | 0% | +2.48% | Add |
| 38 | GWRE | Guidewire Software Inc | 0% | +2.53% | Add |
| 39 | DG | Dollar General CORP | 0% | +2.51% | Add |
| 40 | AGG | Ishares Core U.s. Aggregate | 0% | +39.70% | Add |
| 41 | WING | Wingstop Inc | 0% | +2.21% | Add |
| 42 | PLTR | Palantir Technologies Inc-a | 0% | -2.19% | Trim |
| 43 | MUSA | Murphy USA Inc | 0% | +273.37% | Add |
| 44 | RBLX | Roblox CORP -class A | 0% | -21.31% | Trim |
| 45 | MELI | Mercadolibre Inc | 0% | +26.62% | Add |
| 46 | P | Everpure Inc-a | 0% | +2.26% | Add |
| 47 | RTX | Rtx CORP | 0% | +6.46% | Add |
| 48 | KKR | Kkr & Co Inc | 0% | +8.16% | Add |
| 49 | ECL | Ecolab Inc | 0% | +10.47% | Add |
| 50 | CASY | Casey's General Stores Inc | 0% | +2.61% | Add |
According to official SEC Form 13F filings, Whittier Trust Co reported a total U.S. public equity portfolio value of $10.2B across 1511 disclosed positions in Q2 2025.
During Q2 2025, Whittier Trust Co's top holdings by market value included NVDA (6.3%)、MSFT (5.7%)、AAPL (4.4%). The largest single position, NVDA, represented 6.3% of total portfolio value.
In Q2 2025, Whittier Trust Co made 197 total portfolio adjustments, initiating 3 new buys, adding to 137 positions, trimming 57 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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