Whittier Trust Co Top Holdings and 13F Report (2025)

About Whittier Trust Co

Investment Activity

Whittier Trust Co has $8.29 billion in total holdings as of June 30, 2025.
Whittier Trust Co owns shares of 1,511 different stocks, but just 96 companies or ETFs make up 80% of its holdings.
Approximately 6.19% of the portfolio was purchased this quarter.
About 1.61% of the portfolio was sold this quarter.
This quarter, Whittier Trust Co has purchased 1,493 new stocks and bought additional shares in 372 stocks.
Whittier Trust Co sold shares of 361 stocks and completely divested from 52 stocks this quarter.

Largest Holdings

NVIDIA: $520,323,939
Microsoft: $475,861,538
Apple: $362,425,738
Amazon.com: $284,213,384
Alphabet: $267,223,063

Largest New Holdings this Quarter

H8088L103 - Sportradar Group: $1,198,833 Holding
750940108 - RALLIANT CORP COM: $1,065,635 Holding
33939L795 - FlexShares STOXX Global Broad Infrastructure Index Fund: $589,282 Holding
33939L506 - FlexShares iBoxx 3 Year Target Duration TIPS Index Fund: $483,968 Holding
29358P101 - The Ensign Group: $339,372 Holding

Largest Purchases this Quarter

Cloudflare: 228,062 shares (about $44.66M)
Amazon.com: 179,384 shares (about $39.35M)
O'Reilly Automotive: 326,570 shares (about $29.43M)
CrowdStrike: 57,108 shares (about $29.08M)
NVIDIA: 162,051 shares (about $25.60M)

Largest Sales this Quarter

Salesforce: 82,228 shares (about $22.42M)
UnitedHealth Group: 44,938 shares (about $14.02M)
Mondelez International: 205,659 shares (about $13.87M)
SPDR S&P Biotech ETF: 96,332 shares (about $7.99M)
Verizon Communications: 129,576 shares (about $5.61M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$520,323,939	$25,602,406 ▲	5.2%	3,293,402	6.3%	Computer and Technology
MSFT Microsoft	$475,861,538	$22,484,444 ▲	5.0%	956,699	5.7%	Computer and Technology
AAPL Apple	$362,425,738	$5,019,064 ▼	-1.4%	1,766,469	4.4%	Computer and Technology
AMZN Amazon.com	$284,213,384	$39,354,965 ▲	16.1%	1,295,474	3.4%	Retail/Wholesale
GOOG Alphabet	$267,223,063	$15,446,199 ▲	6.1%	1,506,419	3.2%	Computer and Technology
IVV iShares Core S&P 500 ETF	$263,162,025	$3,622,268 ▲	1.4%	423,847	3.2%	ETF
SPY SPDR S&P 500 ETF Trust	$262,461,865	$934,173 ▲	0.4%	424,806	3.2%	Finance
AVGO Broadcom	$210,541,301	$15,701,242 ▲	8.1%	763,829	2.5%	Computer and Technology
JPM JPMorgan Chase & Co.	$185,816,253	$7,846,695 ▲	4.4%	640,969	2.2%	Finance
META Meta Platforms	$170,853,218	$12,411,678 ▲	7.8%	231,481	2.1%	Computer and Technology
V Visa	$146,884,036	$7,627,647 ▲	5.5%	413,713	1.8%	Business Services
IJH iShares Core S&P Mid-Cap ETF	$109,802,599	$1,957,345 ▲	1.8%	1,770,444	1.3%	ETF
BRK.B Berkshire Hathaway	$109,281,299	$7,924,158 ▲	7.8%	224,971	1.3%	Finance
LLY Eli Lilly and Company	$103,909,245	$12,901,933 ▲	14.2%	133,298	1.3%	Medical
NOW ServiceNow	$102,440,422	$7,917,201 ▲	8.4%	99,643	1.2%	Computer and Technology
ETN Eaton	$97,314,971	$5,701,291 ▲	6.2%	272,608	1.2%	Industrials
VEA Vanguard FTSE Developed Markets ETF	$76,181,681	$2,111,356 ▼	-2.7%	1,336,292	0.9%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$75,140,361	$1,673,915 ▼	-2.2%	132,647	0.9%	ETF
IJR iShares Core S&P Small-Cap ETF	$71,239,342	$1,635,626 ▲	2.3%	651,841	0.9%	ETF
TJX TJX Companies	$70,263,962	$695,243 ▼	-1.0%	568,990	0.8%	Retail/Wholesale
GS The Goldman Sachs Group	$70,016,581	$4,618,749 ▲	7.1%	98,929	0.8%	Finance
PM Philip Morris International	$66,062,911	$4,137,777 ▲	6.7%	362,727	0.8%	Consumer Staples
HON Honeywell International	$65,605,936	$3,194,155 ▲	5.1%	281,718	0.8%	Multi-Sector Conglomerates
COST Costco Wholesale	$62,481,373	$3,007,405 ▲	5.1%	63,117	0.8%	Retail/Wholesale
AMAT Applied Materials	$60,570,669	$195,336 ▼	-0.3%	330,861	0.7%	Computer and Technology
RTX RTX	$60,488,959	$3,671,639 ▲	6.5%	414,255	0.7%	Aerospace
CMG Chipotle Mexican Grill	$59,506,885	$4,480,629 ▲	8.1%	1,059,791	0.7%	Retail/Wholesale
CVX Chevron	$57,682,739	$2,721,010 ▲	5.0%	402,845	0.7%	Energy
LINDE PLC SHS	$55,963,439	$2,694,885 ▲	5.1%	119,283	0.7%	NON-US EQUITY (DEVELOPED)
IWM iShares Russell 2000 ETF	$55,535,738	$152,563 ▼	-0.3%	257,361	0.7%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$54,846,049	$599,925 ▲	1.1%	1,109,125	0.7%	ETF
ABT Abbott Laboratories	$54,514,439	$2,164,033 ▲	4.1%	400,816	0.7%	Medical
BX Blackstone	$50,746,696	$2,849,767 ▲	5.9%	339,265	0.6%	Finance
ISRG Intuitive Surgical	$50,516,777	$14,910,233 ▲	41.9%	92,965	0.6%	Medical
IEMG iShares Core MSCI Emerging Markets ETF	$49,624,566	$916,859 ▲	1.9%	826,806	0.6%	ETF
NSC Norfolk Southern	$49,296,940	$3,477,056 ▲	7.6%	192,591	0.6%	Transportation
IWN iShares Russell 2000 Value ETF	$48,462,383	$2,444,953 ▼	-4.8%	307,192	0.6%	ETF
TSLA Tesla	$47,076,823	$21,939,219 ▲	87.3%	148,205	0.6%	Auto/Tires/Trucks
BRK.A Berkshire Hathaway	$46,643,200	$1,457,600 ▲	3.2%	64	0.6%	Finance
PG Procter & Gamble	$46,324,379	$2,671,929 ▼	-5.5%	290,766	0.6%	Consumer Staples
GOOGL Alphabet	$45,644,707	$152,791 ▼	-0.3%	259,007	0.6%	Computer and Technology
NET Cloudflare	$44,778,764	$44,660,876 ▲	37,884.1%	228,664	0.5%	Computer and Technology
URI United Rentals	$44,035,054	$2,873,440 ▲	7.0%	58,449	0.5%	Construction
ABBV AbbVie	$43,997,083	$1,684,114 ▲	4.0%	237,030	0.5%	Medical
DIS Walt Disney	$43,069,624	$1,358,389 ▲	3.3%	347,312	0.5%	Consumer Discretionary
MRK Merck & Co., Inc.	$42,638,500	$2,234,925 ▲	5.5%	538,713	0.5%	Medical
CRWD CrowdStrike	$41,990,286	$29,084,772 ▲	225.4%	82,448	0.5%	Computer and Technology
PNC The PNC Financial Services Group	$41,139,226	$3,050,726 ▲	8.0%	220,683	0.5%	Finance
WMT Walmart	$39,767,174	$14,039,160 ▲	54.6%	406,706	0.5%	Retail/Wholesale
TMO Thermo Fisher Scientific	$37,679,516	$1,619,343 ▲	4.5%	92,934	0.5%	Medical
MMC Marsh & McLennan Companies	$37,203,249	$2,566,141 ▲	7.4%	170,160	0.4%	Finance
IEFA iShares Core MSCI EAFE ETF	$36,396,133	$1,489,350 ▲	4.3%	436,040	0.4%	ETF
ELV Elevance Health	$35,766,062	$2,078,902 ▲	6.2%	91,957	0.4%	Medical
SPGI S&P Global	$35,671,516	$2,382,214 ▲	7.2%	67,653	0.4%	Finance
SCHW Charles Schwab	$34,697,276	$1,030,724 ▲	3.1%	380,291	0.4%	Finance
SUI Sun Communities	$33,044,864	$2,015,571 ▲	6.5%	261,251	0.4%	Finance
MPWR Monolithic Power Systems	$31,831,625	$758,436 ▲	2.4%	43,523	0.4%	Computer and Technology
ORLY O'Reilly Automotive	$31,348,267	$29,433,135 ▲	1,536.9%	347,819	0.4%	Retail/Wholesale
MSI Motorola Solutions	$31,234,309	$2,520,137 ▲	8.8%	74,289	0.4%	Computer and Technology
CW Curtiss-Wright	$30,188,140	$645,357 ▲	2.2%	61,793	0.4%	Aerospace
CEG Constellation Energy	$29,577,889	$1,978,486 ▲	7.2%	91,642	0.4%	Energy
JNJ Johnson & Johnson	$29,063,311	$2,348,216 ▼	-7.5%	190,268	0.4%	Medical
IWB iShares Russell 1000 ETF	$28,553,066	$813,949 ▼	-2.8%	84,086	0.3%	ETF
ORCL Oracle	$27,797,672	$23,393 ▲	0.1%	127,145	0.3%	Computer and Technology
VO Vanguard Mid-Cap ETF	$27,688,146	$520,464 ▲	1.9%	98,950	0.3%	ETF
EWBC East West Bancorp	$27,525,508	$903,461 ▲	3.4%	272,586	0.3%	Finance
VLO Valero Energy	$27,071,781	$1,899,720 ▲	7.5%	201,401	0.3%	Energy
APH Amphenol	$27,029,948	$1,363,920 ▲	5.3%	273,724	0.3%	Computer and Technology
DHR Danaher	$26,522,912	$1,580,680 ▲	6.3%	134,269	0.3%	Medical
HD Home Depot	$25,996,177	$281,937 ▼	-1.1%	70,906	0.3%	Retail/Wholesale
FICO Fair Isaac	$25,757,510	$616,016 ▲	2.5%	14,091	0.3%	Computer and Technology
COP ConocoPhillips	$25,719,448	$3,300,754 ▲	14.7%	286,605	0.3%	Energy
CPRT Copart	$25,569,995	$656,025 ▲	2.6%	521,203	0.3%	Business Services
MCK McKesson	$24,935,080	$14,001,572 ▲	128.1%	34,029	0.3%	Medical
RBC RBC Bearings	$22,877,084	$552,553 ▲	2.5%	59,454	0.3%	Industrials
VEU Vanguard FTSE All-World ex-US ETF	$22,611,587	$385,909 ▼	-1.7%	336,383	0.3%	ETF
ECL Ecolab	$22,137,943	$2,097,560 ▲	10.5%	82,164	0.3%	Basic Materials
AXP American Express	$21,799,617	$119,294 ▼	-0.5%	68,344	0.3%	Finance
IQV IQVIA	$20,700,320	$1,483,828 ▲	7.7%	131,359	0.2%	Medical
COIN Coinbase Global	$20,636,609	$1,033,565 ▼	-4.8%	58,881	0.2%	Finance
MCD McDonald's	$20,550,733	$327,510 ▼	-1.6%	70,341	0.2%	Retail/Wholesale
COF Capital One Financial	$20,447,913	$3,068,995 ▲	17.7%	96,110	0.2%	Finance
BRO Brown & Brown	$19,678,214	$440,925 ▲	2.3%	177,491	0.2%	Finance
BXP BXP	$19,199,338	$1,330,606 ▲	7.4%	284,569	0.2%	Finance
XBI SPDR S&P Biotech ETF	$19,137,406	$7,988,701 ▼	-29.5%	230,769	0.2%	ETF
CAT Caterpillar	$18,883,568	$212,733 ▼	-1.1%	48,644	0.2%	Industrials
FTV Fortive	$18,494,350	$1,169,919 ▲	6.8%	354,784	0.2%	Computer and Technology
MA Mastercard	$18,035,444	$99,463 ▼	-0.5%	32,095	0.2%	Business Services
XOM Exxon Mobil	$17,995,878	$1,433,198 ▲	8.7%	166,938	0.2%	Energy
TDY Teledyne Technologies	$17,831,425	$424,692 ▲	2.4%	34,807	0.2%	Aerospace
VRT Vertiv	$17,810,514	$376,108 ▲	2.2%	138,702	0.2%	Computer and Technology
KKR KKR & Co. Inc.	$17,757,848	$1,339,045 ▲	8.2%	133,491	0.2%	Finance
EQT EQT	$17,661,886	$445,891 ▲	2.6%	302,900	0.2%	Energy
IWR iShares Russell Mid-Cap ETF	$17,023,716	$342,496 ▼	-2.0%	185,101	0.2%	ETF
AXON Axon Enterprise	$16,889,746	$414,792 ▲	2.5%	20,400	0.2%	Aerospace
GGG Graco	$16,514,975	$381,014 ▲	2.4%	192,104	0.2%	Industrials
INVH Invitation Home	$16,384,145	$1,223,883 ▲	8.1%	499,684	0.2%	Finance
CHENIERE ENERGY INC COM NEW	$16,292,261	$1,369,032 ▲	9.2%	66,905	0.2%	US MID-CAP EQUITIES
QQQ Invesco QQQ	$16,105,108	$417,039 ▼	-2.5%	29,195	0.2%	Finance
ODFL Old Dominion Freight Line	$16,079,834	$392,274 ▲	2.5%	99,076	0.2%	Transportation

Showing largest 100 holdings. View all holdings.

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Whittier Trust Co Top Holdings and 13F Report (2025)

About Whittier Trust Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Whittier Trust Co Top Holdings and 13F Report (2025)

About Whittier Trust Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWhittier Trust Co

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools