WT

Whittier Trust Co Of Nevada INC

Diversified strategyMomentum followerSector-focused

Total reported value

$4.9B

Reporting period: 2026-03-31 · Number of holdings: 1723

WHITTIER TRUST CO OF NEVADA INC disclosed 1723 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $4.9B and a quarterly turnover rate of 18.2%.

Personality snowflake

Concentration
7.92
Portfolio Stability
18.24
Momentum/Contrarian
100
Sector conviction
68.88
Diversification
100
Sizing Uniformity
48.09

Recent moves

  • Add NVDA

    +59.6%　$125.8M

  • Trim MSFT

    +3.9%　-$56.4M

  • Add LITE

    +335933.3%　$23.4M

  • Trim GOOG

    -3.4%　-$18.6M

  • Trim SPY

    -5.9%　-$16.7M

  • Add NFLX

    +704.9%　$18.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 1411 holdings (of 1723 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1NVDANvidia CORPStock-Tech7.60%+2.52%+59.61%
2AAPLApple INCStock-Tech5.55%-0.37%-4.02%
3MSFTMicrosoft CORPStock-Tech4.92%-1.22%+3.85%
4GOOGAlphabet Inc-cl CStock-Comm Services4.06%-0.43%-3.42%
5AMZNAmazon.com INCStock-Consumer Disc2.99%-0.29%+4.38%
6SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth2.96%-0.38%-5.92%
7IVVIshares Core S&p 500 ETFETF-Large Cap & Growth2.32%—+6.76%
8AVGOBroadcom INCStock-Tech2.17%—+5.28%
9JPMJpmorgan Chase & CoStock-Financials1.99%-0.19%+4.63%
10IJHIshares Core S&p Midcap ETFETF-Other1.73%—+5.51%
11IEMGIshares Core Msci EmergingETF-Emerging Markets1.66%—+4.60%
12VEAVanguard Ftse Developed ETFETF-Other1.48%+0.08%+4.82%
13VVisa Inc-class A SharesStock-Financials1.32%-0.20%+3.62%
14VWOVanguard Ftse Emerging MarkeETF-Emerging Markets1.29%—+3.77%
15BRK-BBerkshire Hathaway Inc-cl BStock-Other1.24%—+6.01%
16METAMeta Platforms Inc-class AStock-Comm Services1.21%—+8.15%
17IEFAIshares Core Msci Eafe ETFETF-Other1.09%+0.09%+10.02%
18GOOGLAlphabet Inc-cl AStock-Comm Services1.06%—+2.81%
19LLYEli Lilly & CoStock-Healthcare0.94%—+5.54%
20RTXRtx CORPStock-Industrials0.86%—+4.57%
21IJRIshares Core S&p Small-cap EETF-Small Cap0.84%+0.09%+12.76%
22TJXTjx Companies INCStock-Consumer Disc0.84%—+4.69%
23CVXChevron CORPStock-Energy0.82%—-22.97%
24MDYState Street Spdr S&p MidcapETF-Other0.81%—-6.36%
25IWBIshares Russell 1000 ETFETF-Other0.78%——
26QQQInvesco Qqq Trust Series 1ETF-Tech0.77%—-0.19%
27COSTCostco Wholesale CORPStock-Consumer Staples0.75%+0.12%+5.26%
28GSGoldman Sachs Group INCStock-Financials0.74%-0.18%-10.43%
29TSLATesla INCStock-Consumer Disc0.74%—+13.13%
30MRKMerck & Co. INC.Stock-Healthcare0.69%+0.10%+7.16%
31WMTWalmart INCStock-Consumer Staples0.67%+0.21%+33.29%
32IWMIshares Russell 2000 ETFETF-Small Cap0.63%—-0.46%
33JNJJohnson & JohnsonStock-Healthcare0.63%+0.08%-0.10%
34NETCloudflare INC - Class AStock-Tech0.61%—+7.04%
35HONHoneywell International INCStock-Industrials0.60%—+4.45%
36VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.58%—-0.04%
37TMOThermo Fisher Scientific INCStock-Healthcare0.58%-0.12%+6.17%
38BRK-ABerkshire Hathaway Inc-cl AStock-Other0.57%——
39IWCIshares Micro-cap ETFETF-Other0.55%+0.31%+134.58%
40DHRDanaher CORPStock-Healthcare0.53%—+6.06%
41PMPhilip Morris InternationalStock-Consumer Staples0.52%-0.12%-19.92%
42APHAmphenol Corp-cl AStock-Tech0.50%—+6.82%
43NSCNorfolk Southern CORPStock-Industrials0.50%—+5.72%
44CATCaterpillar INCStock-Industrials0.50%—-0.83%
45MPWRMonolithic Power Systems INCStock-Tech0.49%—-11.53%
46LITELumentum Holdings INCStock-Tech0.48%+0.48%+335933.33%
47PNCPnc Financial Services GroupStock-Financials0.48%—+5.49%
48ISRGIntuitive Surgical INCStock-Healthcare0.47%-0.13%+5.03%
49XOMExxon Mobil CORPStock-Energy0.46%+0.08%-8.02%
50ABBVAbbvie INCStock-Healthcare0.46%—+4.05%
1–50 of 1,411

Holding changes this quarter

Whittier Trust Co Of Nevada INC's most significant position changes for 2026-03-31: New buy: Bloom Energy Corp- A (BE); Add: Nvidia CORP (NVDA) — shares +59.61%; Add: Microsoft CORP (MSFT) — shares +3.85%; Add: Lumentum Holdings INC (LITE) — shares +335933.33%; Trim: Alphabet Inc-cl C (GOOG) — shares -3.42%.

Position changes disclosed by Whittier Trust Co Of Nevada INC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1NVDANvidia CORP+2.5%+59.61%Add
2LITELumentum Holdings INC+0.5%+335933.33%Add
3NFLXNetflix INC+0.4%+704.87%Add
4IWCIshares Micro-cap ETF+0.3%+134.58%Add
5CBRECbre Group INC - A+0.3%+67884.62%Add
6MUMicron Technology INC+0.2%+4983.20%Add
7WMTWalmart INC+0.2%+33.29%Add
8LRCXLam Research CORP+0.2%+222.00%Add
9UBERUber Technologies INC+0.2%+1315.77%Add
10BSXBoston Scientific CORP+0.2%+5054.76%Add
11MNSTMonster Beverage CORP+0.2%+9515.29%Add
12VRTVertiv Holdings Co-a+0.1%+3.40%Add
13FIXComfort Systems USA INC+0.1%+42980.00%Add
14COSTCostco Wholesale CORP+0.1%+5.26%Add
15COPConocophillips+0.1%+7.96%Add
16TRGPTarga Resources CORP+0.1%-1.85%Trim
17MRKMerck & Co. INC.+0.1%+7.16%Add
18IJRIshares Core S&p Small-cap E+0.1%+12.76%Add
19IEFAIshares Core Msci Eafe ETF+0.1%+10.02%Add
20MDBMongodb INC+0.1%+8927.00%Add
21JNJJohnson & Johnson+0.1%-0.10%Trim
22XOMExxon Mobil CORP+0.1%-8.02%Trim
23VEAVanguard Ftse Developed ETF+0.1%+4.82%Add
24REXRRexford Industrial Realty In-0.1%-68.12%Trim
25FICOFair Isaac CORP-0.1%-35.24%Trim
26FTVFortive CORP-0.1%-75.37%Trim
27TBBKBancorp Inc/the-0.1%-98.50%Trim
28IWVIshares Russell 3000 ETF-0.1%-22.81%Trim
29PGProcter & Gamble Co/the-0.1%-27.01%Trim
30FCNCAFirst Citizens Bcshs -cl A-0.1%-89.15%Trim
31BXPBxp INC-0.1%-45.23%Trim
32TMOThermo Fisher Scientific INC-0.1%+6.17%Add
33PMPhilip Morris International-0.1%-19.92%Trim
34RLIRli CORP-0.1%-97.00%Trim
35ISRGIntuitive Surgical INC-0.1%+5.03%Add
36SPGSimon Property Group INC-0.1%-95.08%Trim
37CPRTCopart INC-0.1%-57.58%Trim
38WBSWebster Financial CORP-0.2%-98.05%Trim
39GGGGraco INC-0.2%-98.43%Trim
40GSGoldman Sachs Group INC-0.2%-10.43%Trim
41JPMJpmorgan Chase & Co-0.2%+4.63%Add
42VVisa Inc-class A Shares-0.2%+3.62%Add
43NOWServicenow INC-0.2%-77.81%Trim
44ABTAbbott Laboratories-0.3%-45.13%Trim
45AMZNAmazon.com INC-0.3%+4.38%Add
46AAPLApple INC-0.4%-4.02%Trim
47SPYSs Spdr S&p 500 ETF Trust-us-0.4%-5.92%Trim
48GOOGAlphabet Inc-cl C-0.4%-3.42%Trim
49MSFTMicrosoft CORP-1.2%+3.85%Add
50BEBloom Energy Corp- A—NEWNew buy

FAQ

What is Whittier Trust Co Of Nevada INC and what type of investor is it?
Whittier Trust Co Of Nevada INC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $4.9B, spread across 1723 disclosed positions.
What are Whittier Trust Co Of Nevada INC's largest equity positions?
Based on the latest 13F filing, Whittier Trust Co Of Nevada INC's top holdings by market value are: 1. Nvidia CORP (NVDA) — $370.5M (7.6%) 2. Apple INC (AAPL) — $270.3M (5.5%) 3. Microsoft CORP (MSFT) — $239.5M (4.9%) 4. Alphabet Inc-cl C (GOOG) — $197.8M (4.1%) 5. Amazon.com INC (AMZN) — $145.8M (3.0%)
What changes did Whittier Trust Co Of Nevada INC make in its most recent portfolio filing?
In the latest reported quarter, Whittier Trust Co Of Nevada INC made 50 notable position adjustments: 1 new positions were initiated, 26 existing holdings were added to, 23 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Bloom Energy Corp- A (BE); Add: Nvidia CORP (NVDA) — shares +59.61%; Add: Microsoft CORP (MSFT) — shares +3.85%; Add: Lumentum Holdings INC (LITE) — shares +335933.33%; Trim: Alphabet Inc-cl C (GOOG) — shares -3.42%
What sectors does Whittier Trust Co Of Nevada INC focus on?
Whittier Trust Co Of Nevada INC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 41.7% • Communication Services: 12.9% • Financials: 12.2% • Health Care: 10.0% • Consumer Discretionary: 8.4% • Industrials: 6.0%