Whittier Trust Co Top Holdings and 13F Report (2025) About Whittier Trust CoInvestment ActivityWhittier Trust Co has $7.18 billion in total holdings as of March 31, 2025.Whittier Trust Co owns shares of 1,493 different stocks, but just 102 companies or ETFs make up 80% of its holdings.Approximately 2.93% of the portfolio was purchased this quarter.About 2.84% of the portfolio was sold this quarter.This quarter, Whittier Trust Co has purchased 1,547 new stocks and bought additional shares in 305 stocks.Whittier Trust Co sold shares of 430 stocks and completely divested from 88 stocks this quarter.Largest Holdings Apple $397,819,028Microsoft $342,156,315NVIDIA $339,375,211SPDR S&P 500 ETF Trust $236,786,131iShares Core S&P 500 ETF $234,876,988 Largest New Holdings this Quarter 26701L100 - Dutch Bros $7,285,227 Holding48251W500 - KKR & CO INC 6.25 CON SER D $2,460,120 Holding626755102 - Murphy USA $1,074,432 Holding399909100 - Grupo Financiero Galicia $675,394 Holding911718104 - United States Copper Index Fund $442,541 Holding Largest Purchases this Quarter ConocoPhillips 229,390 shares (about $24.09M)Eli Lilly and Company 23,186 shares (about $19.15M)Capital One Financial 77,882 shares (about $13.96M)Meta Platforms 23,804 shares (about $13.72M)Charles Schwab 167,815 shares (about $13.14M) Largest Sales this Quarter NVIDIA 578,565 shares (about $62.70M)EOG Resources 183,107 shares (about $23.48M)Intuit 27,669 shares (about $16.99M)Visa 41,947 shares (about $14.70M)DOMINOS PIZZA INC COM 16,636 shares (about $7.64M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWhittier Trust Co Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$397,819,028$1,050,895 ▼-0.3%1,790,9325.5%Computer and TechnologyMSFTMicrosoft$342,156,315$914,048 ▲0.3%911,4954.8%Computer and TechnologyNVDANVIDIA$339,375,211$62,704,762 ▼-15.6%3,131,3514.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$236,786,131$5,826,039 ▼-2.4%423,2943.3%FinanceIVViShares Core S&P 500 ETF$234,876,988$11,759,217 ▲5.3%418,0133.3%ETFGOOGAlphabet$221,743,529$1,533,393 ▲0.7%1,419,3443.1%Computer and TechnologyAMZNAmazon.com$212,346,661$1,631,855 ▲0.8%1,116,0903.0%Retail/WholesaleJPMJPMorgan Chase & Co.$150,589,534$1,080,787 ▲0.7%613,9022.1%FinanceVVisa$137,456,044$14,700,261 ▼-9.7%392,2291.9%Business ServicesMETAMeta Platforms$123,721,641$13,719,376 ▲12.5%214,6651.7%Computer and TechnologyAVGOBroadcom$118,350,027$31,644 ▲0.0%706,8661.6%Computer and TechnologyBRK.BBerkshire Hathaway$111,126,480$1,231,851 ▼-1.1%208,6581.5%FinanceIJHiShares Core S&P Mid-Cap ETF$101,446,144$1,673,244 ▲1.7%1,738,8841.4%ETFLLYEli Lilly and Company$96,420,854$19,149,219 ▲24.8%116,7471.3%MedicalNOWServiceNow$73,198,124$12,511,241 ▲20.6%91,9421.0%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$72,339,411$1,277,657 ▼-1.7%135,6021.0%ETFTJXTJX Companies$69,988,271$363,449 ▲0.5%574,6201.0%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$69,805,887$501,080 ▼-0.7%1,373,3271.0%ETFETNEaton$69,758,497$789,359 ▲1.1%256,6371.0%IndustrialsIJRiShares Core S&P Small-Cap ETF$66,597,667$1,220,744 ▲1.9%636,8750.9%ETFCVXChevron$64,212,316$946,518 ▲1.5%383,8420.9%EnergyCOSTCostco Wholesale$56,820,967$313,050 ▼-0.5%60,0790.8%Retail/WholesaleHONHoneywell International$56,748,990$283,108 ▲0.5%268,0020.8%Multi-Sector ConglomeratesPMPhilip Morris International$53,968,916$350,631 ▲0.7%340,0080.8%Consumer StaplesLINDE PLC SHS$52,867,745$6,519 ▲0.0%113,5390.7%NON-US EQUITY (DEVELOPED)PGProcter & Gamble$52,409,818$359,241 ▼-0.7%307,5370.7%Consumer StaplesRTXRTX$51,540,969$135,108 ▲0.3%389,1100.7%AerospaceIWMiShares Russell 2000 ETF$51,481,783$1,836,697 ▼-3.4%258,0680.7%FinanceABTAbbott Laboratories$51,057,059$97,895 ▼-0.2%384,9050.7%MedicalGSThe Goldman Sachs Group$50,477,402$599,263 ▲1.2%92,4030.7%FinanceVWOVanguard FTSE Emerging Markets ETF$49,638,796$793,230 ▼-1.6%1,096,9930.7%ETFBRK.ABerkshire Hathaway$49,503,371$1,596,883 ▼-3.1%620.7%FinanceCMGChipotle Mexican Grill$49,195,498$504,709 ▲1.0%979,9930.7%Retail/WholesaleIWNiShares Russell 2000 Value ETF$48,719,512$813,929 ▲1.7%322,6900.7%ETFAMATApplied Materials$48,169,336$87,362 ▼-0.2%331,9280.7%Computer and TechnologyABBVAbbVie$47,761,153$3,515,297 ▼-6.9%227,9570.7%MedicalUNHUnitedHealth Group$47,494,894$277,586 ▼-0.6%90,6830.7%MedicalMRKMerck & Co., Inc.$45,819,715$219,550 ▲0.5%510,4760.6%MedicalBXBlackstone$44,758,837$228,258 ▼-0.5%320,2130.6%FinanceTMOThermo Fisher Scientific$44,255,066$672,235 ▲1.5%88,9400.6%MedicalIEMGiShares Core MSCI Emerging Markets ETF$43,797,944$437,424 ▼-1.0%811,5300.6%ETFNSCNorfolk Southern$42,397,322$500,932 ▲1.2%179,0070.6%TransportationGOOGLAlphabet$40,186,833$15,000 ▲0.0%259,8740.6%Computer and TechnologyMMCMarsh & McLennan Companies$38,659,460$315,771 ▲0.8%158,4230.5%FinanceELVElevance Health$37,671,304$733,749 ▲2.0%86,6120.5%MedicalPNCThe PNC Financial Services Group$35,912,493$7,614,430 ▲26.9%204,3180.5%FinanceURIUnited Rentals$34,239,288$83,350 ▲0.2%54,6350.5%ConstructionJNJJohnson & Johnson$34,103,348$1,873,154 ▼-5.2%205,6410.5%MedicalDISWalt Disney$33,197,995$484,708 ▲1.5%336,3580.5%Consumer DiscretionaryCRMSalesforce$32,603,177$408,154 ▲1.3%121,4970.5%Computer and TechnologyISRGIntuitive Surgical$32,451,919$859,263 ▲2.7%65,5260.5%MedicalSPGIS&P Global$32,077,738$49,284 ▲0.2%63,1350.4%Business ServicesIEFAiShares Core MSCI EAFE ETF$31,636,505$1,942,156 ▲6.5%418,1970.4%ETFSUISun Communities$31,556,784$3,753,250 ▲13.5%245,3160.4%FinanceORLYO'Reilly Automotive$30,440,427$435,498 ▲1.5%21,2490.4%Retail/WholesaleMSIMotorola Solutions$29,899,140$1,234,141 ▲4.3%68,2950.4%Computer and TechnologySCHWCharles Schwab$28,884,403$13,136,355 ▲83.4%368,9940.4%FinanceCPRTCopart$28,737,928$680,603 ▲2.4%507,8310.4%Business ServicesXBISPDR S&P Biotech ETF$26,527,251$515,865 ▲2.0%327,1010.4%ETFIWBiShares Russell 1000 ETF$26,526,915$30,673 ▲0.1%86,4830.4%ETFHDHome Depot$26,267,373$316,271 ▲1.2%71,6750.4%Retail/WholesaleCOPConocoPhillips$26,235,972$24,090,134 ▲1,122.6%249,8230.4%EnergyDHRDanaher$25,884,735$254,405 ▲1.0%126,2670.4%MedicalFICOFair Isaac$25,364,356$549,555 ▲2.2%13,7540.4%Computer and TechnologyVOVanguard Mid-Cap ETF$25,108,404$6,724 ▼0.0%97,0900.3%ETFVLOValero Energy$24,731,943$264 ▲0.0%187,2680.3%EnergyMDLZMondelez International$24,694,409$205,311 ▲0.8%363,9620.3%Consumer StaplesMPWRMonolithic Power Systems$24,640,365$553,286 ▲2.3%42,4860.3%Computer and TechnologyFTVFortive$24,320,181$151,626 ▲0.6%332,3410.3%Computer and TechnologyEWBCEast West Bancorp$23,664,011$336,687 ▲1.4%263,6390.3%FinanceWMTWalmart$23,099,679$225,795 ▼-1.0%263,1250.3%Retail/WholesaleMCDMcDonald's$22,321,775$566,306 ▼-2.5%71,4620.3%Retail/WholesaleBROBrown & Brown$21,584,968$1,657,492 ▼-7.1%173,5140.3%FinanceIQVIQVIA$21,498,069$505,264 ▲2.4%121,9430.3%MedicalVEUVanguard FTSE All-World ex-US ETF$20,749,754$260,127 ▼-1.2%342,1240.3%ETFTSLATesla$20,507,916$1,015,069 ▲5.2%79,1370.3%Auto/Tires/TrucksCWCurtiss-Wright$19,185,130$338,513 ▲1.8%60,4720.3%AerospacePEPPepsiCo$18,945,368$1,200,710 ▼-6.0%126,3540.3%Consumer StaplesECLEcolab$18,856,272$812,519 ▲4.5%74,3790.3%Basic MaterialsRBCRBC Bearings$18,667,657$352,001 ▲1.9%58,0180.3%IndustrialsAXPAmerican Express$18,487,830$104,387 ▲0.6%68,7180.3%FinanceXOMExxon Mobil$18,272,706$256,293 ▲1.4%153,6430.3%EnergyBXPBoston Properties$17,794,559$2,817,599 ▼-13.7%264,8470.2%FinanceORCLOracle$17,761,143$464,588 ▼-2.5%127,0380.2%Computer and TechnologyMAMastercard$17,688,577$40,560 ▼-0.2%32,2720.2%Business ServicesCEGConstellation Energy$17,241,321$1,284,147 ▲8.0%85,5120.2%EnergyAPHAmphenol$17,047,091$200,765 ▲1.2%259,9120.2%Computer and TechnologyTDYTeledyne Technologies$16,910,637$317,031 ▲1.9%33,9780.2%AerospaceLOWLowe's Companies$16,405,558$210,606 ▼-1.3%70,3410.2%Retail/WholesaleEXPEagle Materials$16,282,573$317,578 ▲2.0%73,3690.2%ConstructionCATCaterpillar$16,222,973$337,704 ▼-2.0%49,1920.2%IndustrialsINVHInvitation Homes$16,108,081$5,206,825 ▲47.8%462,3580.2%FinanceIWRiShares Russell Mid-Cap ETF$16,061,436$32,408 ▲0.2%188,8250.2%ETFSHWSherwin-Williams$16,043,049$551,366 ▲3.6%45,9440.2%Basic MaterialsODFLOld Dominion Freight Line$15,992,025$299,626 ▲1.9%96,6590.2%TransportationEQTEQT$15,775,151$361,182 ▲2.3%295,2530.2%EnergyGGGGraco$15,672,268$298,043 ▲1.9%187,6720.2%IndustrialsCMCSAComcast$15,206,978$405,301 ▼-2.6%412,2350.2%Consumer DiscretionaryRLIRLI$14,847,263$7,552,118 ▲103.5%184,8310.2%FinanceTRVTravelers Companies$14,774,252$150,736 ▼-1.0%55,8680.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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