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CIK: 0001137881
Total reported value
$10.2B
$10.2B
1353 檔
23.6%
In Q4 2025, Whittier Trust Co's U.S. equity holdings reached a combined market value of $10.2B, distributed across 1353 disclosed stock positions.
In Q4 2025, Whittier Trust Co displayed an active expansion posture, initiating 6 new positions and adding to 113 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, GOOG, AAPL) accounted for 23.6% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 1353 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.82% | -0.25% | +0.48% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.34% | +0.31% | +2.27% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.21% | +0.30% | +2.69% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.13% | -0.49% | +1.63% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.48% | — | +0.61% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.22% | -0.06% | +0.37% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.19% | -0.06% | +1.52% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.96% | -0.39% | +2.33% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.38% | — | +1.87% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.04% | +0.19% | +26.59% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.73% | -0.14% | +2.03% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.69% | +0.03% | +4.21% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.36% | +0.01% | +0.48% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.25% | -0.11% | +1.75% | |
| 15 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.06% | +0.04% | +1.35% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.96% | +0.04% | +28.82% | |
| 17 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.96% | -0.21% | +2.68% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.95% | +0.06% | -0.85% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.94% | +0.06% | +3.38% | |
| 20 | AMAT | Applied Materials Inc | Stock-Tech | 0.92% | +0.53% | -12.51% | |
| 21 | RTX | Rtx CORP | Stock-Industrials | 0.88% | -0.12% | +1.02% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | +0.02% | +1.57% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.87% | -0.04% | -0.63% | |
| 24 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.86% | -0.62% | +6.83% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.76% | +0.11% | +5.87% | |
| 26 | DHR | Danaher CORP | Stock-Healthcare | 0.75% | +0.07% | +12.18% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.73% | -0.24% | +1.25% | |
| 28 | APH | Amphenol Corp-cl A | Stock-Tech | 0.69% | -0.50% | +60.77% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.68% | +0.10% | +3.74% | |
| 30 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.67% | +0.03% | +30.89% | |
| 31 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.67% | +0.01% | +3.97% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.66% | -0.04% | +0.29% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.66% | -0.06% | +3.44% | |
| 34 | HON | Honeywell International Inc | Stock-Industrials | 0.65% | -0.79% | EXIT | |
| 35 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.64% | -0.02% | +2.85% | |
| 36 | PM | Philip Morris International | Stock-Consumer Staples | 0.64% | -0.09% | +2.17% | |
| 37 | BX | Blackstone Inc | Stock-Financials | 0.62% | -0.01% | +2.27% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | -0.25% | +1.23% | |
| 39 | URI | United Rentals Inc | Stock-Industrials | 0.59% | +0.15% | +2.55% | |
| 40 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.58% | -0.16% | +36.73% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | +0.03% | +0.67% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.21% | +13.78% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.56% | -0.06% | +0.56% | |
| 44 | PNC | Pnc Financial Services Group | Stock-Financials | 0.56% | +0.04% | +3.28% | |
| 45 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.48% | -0.01% | +0.12% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.46% | — | +5.14% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.45% | -0.03% | +1.36% | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.43% | +0.12% | -1.85% | |
| 49 | SPGI | S&p Global Inc | Stock-Financials | 0.42% | -0.04% | +2.59% | |
| 50 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.42% | -0.02% | -1.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1% | +2.27% | Add |
| 2 | LLY | Eli Lilly & Co | +0.7% | +26.59% | Add |
| 3 | APH | Amphenol Corp-cl A | +0.3% | +60.77% | Add |
| 4 | TSLA | Tesla Inc | +0.2% | +28.82% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.57% | Add |
| 6 | AMZN | Amazon.com Inc | +0.2% | +0.61% | Add |
| 7 | GS | Goldman Sachs Group Inc | +0.2% | +1.35% | Add |
| 8 | ISRG | Intuitive Surgical Inc | +0.2% | +3.97% | Add |
| 9 | SNOW | Snowflake Inc | +0.2% | +17351.05% | Add |
| 10 | PLTR | Palantir Technologies Inc-a | +0.1% | +52.78% | Add |
| 11 | TMO | Thermo Fisher Scientific Inc | +0.1% | +6.83% | Add |
| 12 | DHR | Danaher CORP | +0.1% | +12.18% | Add |
| 13 | MRK | Merck & Co. Inc. | +0.1% | +3.44% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +1.87% | Add |
| 15 | AMAT | Applied Materials Inc | +0.1% | -12.51% | Trim |
| 16 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +36.73% | Add |
| 17 | WMT | Walmart Inc | +0.1% | +13.78% | Add |
| 18 | AMH | American Homes 4 Rent- A | +0.1% | +3765.92% | Add |
| 19 | KKR | Kkr & Co Inc | +0.1% | +43.82% | Add |
| 20 | RTX | Rtx CORP | +0.1% | +1.02% | Add |
| 21 | NET | Cloudflare Inc - Class A | +0.1% | +30.89% | Add |
| 22 | BROS | Dutch Bros Inc-class A | +0.1% | +64.18% | Add |
| 23 | TTAN | Servicetitan Inc-a | +0.1% | +11668.22% | Add |
| 24 | TJX | Tjx Companies Inc | +0.1% | +2.68% | Add |
| 25 | RBC | RBC Bearings Inc | +0.1% | +0.12% | Add |
| 26 | COF | Capital One Financial CORP | +0.1% | +3.50% | Add |
| 27 | DG | Dollar General CORP | +0.1% | -0.09% | Trim |
| 28 | EWY | Ishares Msci South Korea ETF | +0.1% | +11203.85% | Add |
| 29 | IWM | Ishares Russell 2000 ETF | 0% | +5.87% | Add |
| 30 | PNC | Pnc Financial Services Group | 0% | +3.28% | Add |
| 31 | SPGI | S&p Global Inc | 0% | +2.59% | Add |
| 32 | XBI | Ss Spdr S&p Biotech ETF | 0% | +2.28% | Add |
| 33 | CAT | Caterpillar Inc | 0% | -3.38% | Trim |
| 34 | VLO | Valero Energy CORP | 0% | +2.76% | Add |
| 35 | FCNCA | First Citizens Bcshs -cl A | 0% | +4.66% | Add |
| 36 | MCK | Mckesson CORP | 0% | +2.74% | Add |
| 37 | U | Unity Software Inc | 0% | — | Unchanged |
| 38 | LRCX | Lam Research CORP | 0% | -6.59% | Trim |
| 39 | V | Visa Inc-class A Shares | 0% | +4.21% | Add |
| 40 | IJR | Ishares Core S&p Small-cap E | 0% | +3.38% | Add |
| 41 | IEMG | Ishares Core Msci Emerging | 0% | +3.74% | Add |
| 42 | MPWR | Monolithic Power Systems Inc | 0% | +0.12% | Add |
| 43 | CW | Curtiss-wright CORP | 0% | +0.08% | Add |
| 44 | IEFA | Ishares Core Msci Eafe ETF | 0% | +5.14% | Add |
| 45 | SCHW | Schwab (charles) CORP | 0% | -1.03% | Trim |
| 46 | VO | Vanguard Mid-cap ETF | 0% | +7.77% | Add |
| 47 | ODFL | Old Dominion Freight Line | 0% | -0.54% | Trim |
| 48 | LPLA | Lpl Financial Holdings Inc | 0% | +3.47% | Add |
| 49 | BOOT | Boot Barn Holdings Inc | 0% | +0.14% | Add |
| 50 | KKR 6.25 03-01-28 DBond | Kkr & Co Inc | 0% | +61.11% | Add |
According to official SEC Form 13F filings, Whittier Trust Co reported a total U.S. public equity portfolio value of $10.2B across 1353 disclosed positions in Q4 2025.
During Q4 2025, Whittier Trust Co's top holdings by market value included NVDA (6.8%)、GOOG (5.3%)、AAPL (5.2%). The largest single position, NVDA, represented 6.8% 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.
Top New Position Initiated
IWC
市值: $19.6M
Top Position Liquidated / Trimmed
SH
前期市值: $4.9M
In Q4 2025, Whittier Trust Co made 196 total portfolio adjustments, initiating 6 new buys, adding to 113 positions, trimming 75 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.
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