Whittier Trust Co Top Holdings and 13F Report (2026) About Whittier Trust CoInvestment ActivityWhittier Trust Co has $8.86 billion in total holdings as of March 31, 2026.Whittier Trust Co owns shares of 1,343 different stocks, but just 80 companies or ETFs make up 80% of its holdings.Approximately 7.70% of the portfolio was purchased this quarter.About 6.13% of the portfolio was sold this quarter.This quarter, Whittier Trust Co has purchased 1,353 new stocks and bought additional shares in 300 stocks.Whittier Trust Co sold shares of 410 stocks and completely divested from 101 stocks this quarter.Largest Holdings NVIDIA $490,810,231Apple $444,782,991Alphabet $443,806,012Microsoft $363,371,572Amazon.com $296,296,001 Largest New Holdings this Quarter 199908104 - Comfort Systems USA $12,129,533 Holding042068205 - Arm Holdings PLC $8,746,635 Holding889478103 - Toll Brothers $6,775,567 Holding300426103 - Everus Construction Group Inc. $5,737,277 Holding917313108 - Usio $3,202,345 Holding Largest Purchases this Quarter Lumentum 73,706 shares (about $56.92M)Netflix 457,585 shares (about $45.27M)CBRE Group 273,448 shares (about $37.24M)iShares Micro-Cap ETF 203,428 shares (about $33.22M)Micron Technology 74,813 shares (about $28.26M) Largest Sales this Quarter NVIDIA 601,537 shares (about $106.86M)Apple 114,856 shares (about $29.73M)Eli Lilly and Company 28,529 shares (about $26.45M)Alphabet 75,259 shares (about $22.40M)Abbott Laboratories 216,830 shares (about $22.18M) 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 PortfolioSectorNVDANVIDIA$490,810,231$106,857,026 ▼-17.9%2,762,9495.5%Computer and TechnologyAAPLApple$444,782,991$29,731,618 ▼-6.3%1,718,2385.0%Computer and TechnologyGOOGAlphabet$443,806,012$22,401,595 ▼-4.8%1,490,9835.0%Computer and TechnologyMSFTMicrosoft$363,371,572$5,827,369 ▼-1.6%974,5004.1%Computer and TechnologyAMZNAmazon.com$296,296,001$12,112,644 ▲4.3%1,392,4343.3%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$288,703,161$8,537,104 ▲3.0%438,1393.3%FinanceIVViShares Core S&P 500 ETF$266,024,032$17,254,028 ▼-6.1%401,9343.0%ETFAVGOBroadcom$263,976,496$13,996,534 ▲5.6%839,5403.0%Computer and TechnologyJPMJPMorgan Chase & Co.$198,436,114$4,381,230 ▲2.3%671,6402.2%FinanceMETAMeta Platforms$147,575,658$9,153,427 ▲6.6%257,5401.7%Computer and TechnologyLLYEli Lilly and Company$137,293,919$26,448,103 ▼-16.2%148,0961.5%MedicalVVisa$136,975,667$4,729,826 ▲3.6%451,5731.5%Business ServicesIJHiShares Core S&P Mid-Cap ETF$124,732,595$107,345 ▲0.1%1,821,9781.4%ETFBRK.BBerkshire Hathaway$114,201,148$3,851,532 ▲3.5%239,7271.3%FinanceAMATApplied Materials$102,400,495$777,527 ▲0.8%290,3991.2%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$99,314,887$10,568,649 ▲11.9%1,525,1061.1%ETFTJXTJX Companies$95,460,561$2,414,841 ▲2.6%589,9181.1%Retail/WholesaleRTXRTX$88,266,571$3,453,918 ▲4.1%444,8701.0%AerospaceIJRiShares Core S&P Small-Cap ETF$86,892,388$778,477 ▼-0.9%689,0211.0%ETFTSLATesla$85,351,039$13,079,037 ▲18.1%241,9111.0%Auto/Tires/TrucksMDYSPDR S&P MidCap 400 ETF Trust$83,197,418$3,186,651 ▲4.0%133,0730.9%ETFCVXChevron$78,869,229$7,215,433 ▼-8.4%396,6070.9%EnergyWAL MART STORES$78,137,950$20,179,152 ▲34.8%616,2780.9%commonGSThe Goldman Sachs Group$77,847,019$10,725,216 ▼-12.1%89,8870.9%FinanceGOOGLAlphabet$75,572,462$1,787,038 ▼-2.3%251,9170.9%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$73,464,924$10,377,354 ▲16.4%1,047,4040.8%ETFNETCloudflare$72,210,203$6,082,957 ▲9.2%340,9680.8%Computer and TechnologyMRKMerck & Co., Inc.$70,748,267$3,316,004 ▲4.9%585,4220.8%MedicalHONHoneywell International$70,394,218$3,352,866 ▲5.0%308,4620.8%Multi-Sector ConglomeratesCOSTCostco Wholesale$68,565,420$2,751,091 ▲4.2%67,3170.8%Retail/WholesaleIWMiShares Russell 2000 ETF$68,447,969$668,755 ▼-1.0%271,2310.8%FinanceTMOThermo Fisher Scientific$66,210,460$3,875,751 ▲6.2%135,6240.7%MedicalVWOVanguard FTSE Emerging Markets ETF$63,583,329$4,266,412 ▲7.2%1,177,2510.7%ETFNSCNorfolk Southern$61,981,565$3,138,311 ▲5.3%215,1760.7%TransportationAPHAmphenol$61,293,466$4,184,033 ▲7.3%484,5720.7%Computer and TechnologyDHRDanaher$60,505,875$4,235,092 ▲7.5%314,9380.7%MedicalLITELumentum$57,182,701$56,921,670 ▲21,806.5%74,0440.6%Computer and TechnologyBXBlackstone$56,590,331$16,836,126 ▲42.4%504,1900.6%FinancePNCThe PNC Financial Services Group$54,314,592$3,968,874 ▲7.9%254,8310.6%FinanceIWCiShares Micro-Cap ETF$52,898,912$33,219,792 ▲168.8%323,9370.6%ETFCRWDCrowdStrike$51,650,289$4,709,179 ▲10.0%129,5760.6%Computer and TechnologyISRGIntuitive Surgical$50,282,996$3,184,805 ▲6.8%111,1030.6%MedicalABBVAbbVie$50,082,711$1,050,607 ▲2.1%242,3080.6%MedicalMPWRMonolithic Power Systems$49,573,061$2,645,627 ▼-5.1%42,0100.6%Computer and TechnologyNFLXNetflix$49,239,143$45,268,884 ▲1,140.2%497,7170.6%Consumer DiscretionaryIEFAiShares Core MSCI EAFE ETF$48,922,695$6,666,252 ▲15.8%532,4050.6%ETFVLOValero Energy$45,767,150$6,321,212 ▼-12.1%186,3640.5%EnergyURIUnited Rentals$45,376,925$150,245 ▲0.3%61,6120.5%ConstructionPMPhilip Morris International$45,187,678$15,787,724 ▼-25.9%281,8240.5%Consumer StaplesJNJJohnson & Johnson$43,655,815$720,018 ▼-1.6%181,1670.5%MedicalCOPConocoPhillips$43,590,302$3,750,156 ▲9.4%331,1330.5%EnergyCBRECBRE Group$43,168,825$37,240,883 ▲628.2%316,9750.5%FinanceCWCurtiss-Wright$42,828,091$1,061,264 ▼-2.4%61,2600.5%AerospaceVRTVertiv$40,428,114$3,680,693 ▲10.0%156,2560.5%Computer and TechnologyPALANTIR TECHNOLOGIE$40,410,925$11,528,776 ▲39.9%273,1760.5%commonORLYO'Reilly Automotive$39,254,382$2,416,201 ▲6.6%426,0760.4%Retail/WholesaleEQTEQT$38,856,597$3,391,400 ▲9.6%643,3210.4%EnergyIWNiShares Russell 2000 Value ETF$38,472,259$484,925 ▼-1.2%199,4520.4%ETFLAM RESEARCH CORP$37,643,772$25,194,479 ▲202.4%170,6040.4%commonSCHWCharles Schwab$35,790,116$1,351,890 ▲3.9%384,8810.4%FinanceKKRKKR & Co. Inc.$35,388,089$17,338,631 ▲96.1%388,6670.4%FinanceBRK.ABerkshire Hathaway$33,675,500$4,299,000 ▼-11.3%470.4%FinanceXBISPDR S&P Biotech ETF$33,192,018$2,545,990 ▲8.3%257,7020.4%ETFCATCaterpillar$32,950,570$128,381 ▲0.4%45,6860.4%IndustrialsMARSH & MCLENNAN$32,545,468$1,345,237 ▲4.3%186,1660.4%commonSPGIS&P Global$32,459,626$1,451,660 ▲4.7%74,7730.4%FinanceRBCRBC Bearings$31,778,467$1,626,266 ▼-4.9%57,5280.4%IndustrialsVOVanguard Mid-Cap ETF$31,316,940$200,761 ▲0.6%107,4780.4%ETFMCKMcKesson$30,982,347$275,022 ▲0.9%36,1620.3%MedicalDISWalt Disney$30,806,906$777,846 ▲2.6%319,9720.3%Consumer DiscretionaryMUMicron Technology$30,100,672$28,261,359 ▲1,536.5%79,6820.3%Computer and TechnologyIWBiShares Russell 1000 ETF$29,813,944$1,004,497 ▼-3.3%82,4820.3%ETFSUISun Communities$29,050,990$4,764,084 ▼-14.1%227,2450.3%FinanceEWBCEast West Bancorp$29,045,821$2,228,027 ▲8.3%264,1730.3%FinanceCEGConstellation Energy$28,752,411$1,652,618 ▲6.1%104,4930.3%EnergyPGProcter & Gamble$27,716,631$14,295,834 ▼-34.0%194,1350.3%Consumer StaplesVEUVanguard FTSE All-World ex-US ETF$25,960,011$621,061 ▲2.5%341,6690.3%ETFECLEcolab$25,130,871$1,386,146 ▲5.8%94,1130.3%Basic MaterialsXOMExxonMobil$24,937,547$112,888 ▼-0.5%152,6450.3%EnergyCASYCasey's General Stores$24,485,728$2,223,868 ▲10.0%32,7450.3%Retail/WholesaleTDYTeledyne Technologies$24,295,096$2,009,160 ▲9.0%38,4410.3%AerospaceNEENextEra Energy$24,240,352$1,493,045 ▲6.6%261,4080.3%UtilitiesHDHome Depot$23,703,336$29,398 ▼-0.1%72,5650.3%Retail/WholesaleODFLOld Dominion Freight Line$21,862,937$1,702,962 ▲8.4%108,1360.2%TransportationUBERUber Technologies$21,198,855$20,195,187 ▲2,012.1%293,7350.2%Computer and TechnologyCOFCapital One Financial$21,061,732$1,980,449 ▲10.4%114,3350.2%FinanceBSXBoston Scientific$20,543,665$20,164,057 ▲5,311.8%328,2260.2%MedicalMCDMcDonald's$20,271,058$226,745 ▼-1.1%65,4410.2%Retail/WholesaleAXPAmerican Express$20,239,632$84,687 ▲0.4%66,2010.2%FinanceABTAbbott Laboratories$19,212,340$22,181,698 ▼-53.6%187,8040.2%MedicalIWRiShares Russell Mid-Cap ETF$17,994,028$131,436 ▼-0.7%182,2180.2%ETFQQQInvesco QQQ$17,715,143$62,381 ▲0.4%30,1020.2%FinanceMNSTMonster Beverage$17,194,144$16,479,167 ▲2,304.9%231,8520.2%Consumer StaplesLOWLowe's Companies$16,874,659$815,438 ▲5.1%71,7460.2%Retail/WholesaleSSDSimpson Manufacturing$16,346,836$1,487,874 ▲10.0%97,5290.2%ConstructionBLDTopBuild$16,344,122$1,445,926 ▲9.7%45,3160.2%ConstructionEFAiShares MSCI EAFE ETF$16,159,490$62,541 ▼-0.4%164,0720.2%FinanceMAMastercard$15,851,413$77,733 ▲0.5%31,6080.2%Business ServicesKOCocaCola$15,735,274$48,803 ▼-0.3%203,7720.2%Consumer StaplesEXPEagle Materials$15,562,392$1,408,231 ▲9.9%83,8220.2%ConstructionShowing 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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