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CIK: 0001137881
Total reported value
$10.2B
$10.2B
1378 檔
22.2%
According to the latest 13F quarterly dataset, Whittier Trust Co managed an equity portfolio of $10.2B at the end of Q3 2025, spanning 1378 distinct U.S. exchange-listed positions.
Whittier Trust Co executed strategic sector rebalancing during Q3 2025, establishing 3 new positions while fully exiting 39 holdings and trimming 50 positions.
Showing top 200 holdings (of 1378 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.15% | -0.25% | +1.67% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.74% | -0.49% | +1.84% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.24% | +0.30% | +1.06% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.30% | +0.31% | +1.66% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.32% | — | +2.47% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.26% | -0.06% | +0.60% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.19% | -0.06% | -1.41% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.99% | -0.39% | +1.71% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.28% | — | +0.59% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.91% | -0.14% | +2.28% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.67% | +0.03% | +1.12% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.36% | +0.01% | +2.33% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.33% | +0.19% | +4.67% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.29% | -0.11% | +1.19% | |
| 15 | NOW | Servicenow Inc | Stock-Tech | 1.07% | -0.03% | +3.28% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.96% | +0.06% | +2.86% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.92% | +0.06% | +3.17% | |
| 18 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.91% | +0.04% | +2.00% | |
| 19 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.90% | -0.21% | -1.58% | |
| 20 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.88% | -0.04% | -2.91% | |
| 21 | AMAT | Applied Materials Inc | Stock-Tech | 0.82% | +0.53% | -0.44% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 0.80% | -0.12% | +2.15% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.78% | +0.04% | +7.29% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 0.75% | -0.24% | +6.13% | |
| 25 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.74% | -0.62% | +28.61% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.72% | +0.11% | +0.52% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.71% | +0.02% | -1.98% | |
| 28 | HON | Honeywell International Inc | Stock-Industrials | 0.68% | -0.79% | EXIT | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.68% | -0.04% | -1.26% | |
| 30 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.68% | -0.02% | +3.13% | |
| 31 | URI | United Rentals Inc | Stock-Industrials | 0.67% | +0.15% | +2.45% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.67% | -0.25% | +1.14% | |
| 33 | BX | Blackstone Inc | Stock-Financials | 0.66% | -0.01% | +2.08% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.66% | +0.10% | +4.87% | |
| 35 | PM | Philip Morris International | Stock-Consumer Staples | 0.65% | -0.09% | +2.61% | |
| 36 | DHR | Danaher CORP | Stock-Healthcare | 0.64% | +0.07% | +94.46% | |
| 37 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.63% | +0.09% | +0.12% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.63% | +0.03% | -0.58% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.62% | -0.06% | +0.39% | |
| 40 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.59% | +0.03% | +4.33% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.55% | -0.06% | +0.13% | |
| 42 | PNC | Pnc Financial Services Group | Stock-Financials | 0.52% | +0.04% | +3.64% | |
| 43 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.52% | +0.01% | +7.67% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.50% | -0.03% | -0.16% | |
| 45 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.49% | -0.01% | -2.36% | |
| 46 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.48% | -0.16% | +4.47% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.47% | -0.21% | -1.21% | |
| 48 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.46% | -0.01% | +1.56% | |
| 49 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.46% | -0.07% | +11.37% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.46% | +0.12% | -15.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.4% | +1.67% | Add |
| 2 | AVGO | Broadcom Inc | +1.3% | +1.71% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +1.2% | +1.66% | Add |
| 4 | MSFT | Microsoft CORP | +1% | +1.84% | Add |
| 5 | NET | Cloudflare Inc - Class A | +0.6% | +4.33% | Add |
| 6 | TSLA | Tesla Inc | +0.5% | +7.29% | Add |
| 7 | AMZN | Amazon.com Inc | +0.4% | +2.47% | Add |
| 8 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | +4.47% | Add |
| 9 | DHR | Danaher CORP | +0.3% | +94.46% | Add |
| 10 | GS | Goldman Sachs Group Inc | +0.2% | +2.00% | Add |
| 11 | META | Meta Platforms Inc-class A | +0.2% | +2.28% | Add |
| 12 | URI | United Rentals Inc | +0.2% | +2.45% | Add |
| 13 | PLTR | Palantir Technologies Inc-a | +0.2% | +150.45% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | +0.59% | Add |
| 15 | AMAT | Applied Materials Inc | +0.2% | -0.44% | Trim |
| 16 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.98% | Trim |
| 17 | WMT | Walmart Inc | +0.2% | -1.21% | Add |
| 18 | APH | Amphenol Corp-cl A | +0.2% | +2.59% | Add |
| 19 | CEG | Constellation Energy | +0.2% | +3.31% | Add |
| 20 | EQT | Eqt CORP | +0.2% | +89.48% | Add |
| 21 | MCK | Mckesson CORP | +0.2% | +2.51% | Add |
| 22 | ORCL | Oracle CORP | +0.1% | -6.90% | Trim |
| 23 | TMO | Thermo Fisher Scientific Inc | +0.1% | +28.61% | Add |
| 24 | MPWR | Monolithic Power Systems Inc | +0.1% | +1.56% | Add |
| 25 | VRT | Vertiv Holdings Co-a | +0.1% | +2.33% | Add |
| 26 | CW | Curtiss-wright CORP | +0.1% | +1.51% | Add |
| 27 | AMGN | Amgen Inc | +0.1% | +116.66% | Add |
| 28 | NSC | Norfolk Southern CORP | +0.1% | +3.13% | Add |
| 29 | RTX | Rtx CORP | +0.1% | +2.15% | Add |
| 30 | COIN | Coinbase Global Inc -class A | +0.1% | -10.59% | Trim |
| 31 | TLN | Talen Energy CORP | +0.1% | +1.65% | Add |
| 32 | ISRG | Intuitive Surgical Inc | +0.1% | +7.67% | Add |
| 33 | U | Unity Software Inc | +0.1% | — | Unchanged |
| 34 | LOB | Live Oak Bancshares Inc | +0.1% | +937663.16% | Add |
| 35 | P | Everpure Inc-a | +0.1% | +2.16% | Add |
| 36 | NOW | Servicenow Inc | +0.1% | +3.28% | Add |
| 37 | IEMG | Ishares Core Msci Emerging | +0.1% | +4.87% | Add |
| 38 | BOOT | Boot Barn Holdings Inc | +0.1% | +1.61% | Add |
| 39 | BX | Blackstone Inc | 0% | +2.08% | Add |
| 40 | ORLY | O'reilly Automotive Inc | 0% | +11.37% | Add |
| 41 | VLO | Valero Energy CORP | 0% | +2.49% | Add |
| 42 | CAT | Caterpillar Inc | 0% | -3.18% | Trim |
| 43 | COF | Capital One Financial CORP | 0% | +4.13% | Add |
| 44 | RDNT | Radnet Inc | 0% | +1.81% | Add |
| 45 | REXR | Rexford Industrial Realty In | 0% | +30.57% | Add |
| 46 | DDOG | Datadog Inc - Class A | 0% | +2.03% | Add |
| 47 | MUSA | Murphy USA Inc | 0% | +60.05% | Add |
| 48 | LRCX | Lam Research CORP | 0% | -1.33% | Trim |
| 49 | WBS | Webster Financial CORP | 0% | +37.03% | Add |
| 50 | MLM | Martin Marietta Materials | 0% | +3.77% | Add |
According to official SEC Form 13F filings, Whittier Trust Co reported a total U.S. public equity portfolio value of $10.2B across 1378 disclosed positions in Q3 2025.
During Q3 2025, Whittier Trust Co's top holdings by market value included NVDA (7.2%)、MSFT (5.7%)、AAPL (5.2%). The largest single position, NVDA, represented 7.2% 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, MSFT, AAPL) accounted for 22.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
TMHC
市值: $6.4M
Top Position Liquidated / Trimmed
ETN
前期市值: $69.8M
In Q3 2025, Whittier Trust Co made 199 total portfolio adjustments, initiating 3 new buys, adding to 107 positions, trimming 50 holdings, and fully liquidating 39 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.
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