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

About Whittier Trust Co Of Nevada Inc

Investment Activity

Whittier Trust Co Of Nevada Inc has $4.41 billion in total holdings as of June 30, 2025.
Whittier Trust Co Of Nevada Inc owns shares of 1,442 different stocks, but just 103 companies or ETFs make up 80% of its holdings.
Approximately 3.75% of the portfolio was purchased this quarter.
About 1.89% of the portfolio was sold this quarter.
This quarter, Whittier Trust Co Of Nevada Inc has purchased 1,418 new stocks and bought additional shares in 433 stocks.
Whittier Trust Co Of Nevada Inc sold shares of 346 stocks and completely divested from 45 stocks this quarter.

Largest Holdings

Microsoft: $314,975,812
Apple: $223,964,276
NVIDIA: $204,820,341
SPDR S&P 500 ETF Trust: $147,733,430
Amazon.com: $144,723,841

Largest New Holdings this Quarter

H8088L103 - Sportradar Group: $593,826 Holding
337345102 - First Trust NASDAQ-100 Technology Sector Index Fund: $273,060 Holding
46654Q203 - JPMorgan Nasdaq Equity Premium Income ETF: $205,088 Holding
46137V647 - Invesco Semiconductors ETF: $178,170 Holding
33734X176 - First Trust Technology AlphaDEX Fund: $136,107 Holding

Largest Purchases this Quarter

Cloudflare: 97,537 shares (about $19.10M)
Amazon.com: 61,294 shares (about $13.45M)
CrowdStrike: 23,862 shares (about $12.15M)
O'Reilly Automotive: 122,427 shares (about $11.03M)
Tesla: 32,159 shares (about $10.22M)

Largest Sales this Quarter

Salesforce: 37,593 shares (about $10.25M)
Apple: 39,287 shares (about $8.06M)
UnitedHealth Group: 25,222 shares (about $7.87M)
Mondelez International: 98,118 shares (about $6.62M)
SPDR S&P Biotech ETF: 44,200 shares (about $3.67M)

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
MSFT Microsoft	$314,975,812	$2,818,764 ▲	0.9%	633,245	7.1%	Computer and Technology
AAPL Apple	$223,964,276	$8,060,502 ▼	-3.5%	1,091,605	5.1%	Computer and Technology
NVDA NVIDIA	$204,820,341	$4,955,192 ▲	2.5%	1,296,415	4.6%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$147,733,430	$578,916 ▼	-0.4%	239,113	3.3%	Finance
AMZN Amazon.com	$144,723,841	$13,447,264 ▲	10.2%	659,666	3.3%	Retail/Wholesale
GOOG Alphabet	$119,387,988	$1,675,445 ▲	1.4%	673,027	2.7%	Computer and Technology
IVV iShares Core S&P 500 ETF	$96,003,071	$2,814,489 ▼	-2.8%	154,622	2.2%	ETF
JPM JPMorgan Chase & Co.	$90,236,902	$112,771 ▲	0.1%	311,270	2.0%	Finance
AVGO Broadcom	$86,220,248	$2,023,744 ▲	2.4%	312,801	2.0%	Computer and Technology
V Visa	$73,414,549	$1,180,504 ▲	1.6%	206,779	1.7%	Business Services
META Meta Platforms	$69,820,138	$2,239,358 ▲	3.3%	94,596	1.6%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$62,294,527	$949,028 ▲	1.5%	1,004,429	1.4%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$60,307,515	$211,210 ▲	0.4%	1,004,794	1.4%	ETF
BRK.B Berkshire Hathaway	$54,408,276	$678,604 ▲	1.3%	112,007	1.2%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$54,261,835	$582,223 ▼	-1.1%	1,097,310	1.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$53,416,824	$227,811 ▼	-0.4%	936,976	1.2%	ETF
CVX Chevron	$45,612,740	$343,654 ▲	0.8%	318,549	1.0%	Energy
NOW ServiceNow	$41,698,704	$1,218,268 ▲	3.0%	40,560	0.9%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$41,694,781	$1,181,430 ▲	2.9%	499,520	0.9%	ETF
ETN Eaton	$39,931,880	$854,962 ▲	2.2%	111,861	0.9%	Industrials
MDY SPDR S&P MidCap 400 ETF Trust	$38,557,271	$189,201 ▲	0.5%	68,066	0.9%	ETF
IWB iShares Russell 1000 ETF	$35,821,913	$7,131 ▼	0.0%	105,492	0.8%	ETF
LLY Eli Lilly and Company	$35,013,125	$4,445,629 ▲	14.5%	44,916	0.8%	Medical
PM Philip Morris International	$34,881,644	$674,422 ▲	2.0%	191,522	0.8%	Consumer Staples
QQQ Invesco QQQ	$34,273,355	$177,076 ▼	-0.5%	62,130	0.8%	Finance
COST Costco Wholesale	$32,605,406	$362,315 ▲	1.1%	32,937	0.7%	Retail/Wholesale
GS The Goldman Sachs Group	$32,481,300	$673,067 ▲	2.1%	45,894	0.7%	Finance
TJX TJX Companies	$31,079,463	$1,032,985 ▼	-3.2%	251,678	0.7%	Retail/Wholesale
GOOGL Alphabet	$30,018,070	$95,340 ▼	-0.3%	170,335	0.7%	Computer and Technology
IWM iShares Russell 2000 ETF	$29,423,324	$344,616 ▲	1.2%	136,352	0.7%	Finance
RTX RTX	$29,192,642	$469,742 ▲	1.6%	199,924	0.7%	Aerospace
BRK.A Berkshire Hathaway	$29,152,000		0.0%	40	0.7%	Finance
HON Honeywell International	$28,716,189	$565,661 ▲	2.0%	123,310	0.7%	Multi-Sector Conglomerates
IWN iShares Russell 2000 Value ETF	$26,924,892	$1,098,003 ▼	-3.9%	170,671	0.6%	ETF
ABT Abbott Laboratories	$25,948,954	$223,462 ▲	0.9%	190,789	0.6%	Medical
IJR iShares Core S&P Small-Cap ETF	$25,490,838	$462,731 ▲	1.8%	233,242	0.6%	ETF
CMG Chipotle Mexican Grill	$25,373,308	$959,823 ▲	3.9%	451,887	0.6%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$24,752,598	$231,184 ▼	-0.9%	43,577	0.6%	ETF
ISRG Intuitive Surgical	$24,522,933	$5,735,548 ▲	30.5%	45,129	0.6%	Medical
VO Vanguard Mid-Cap ETF	$24,472,764	$99,336 ▼	-0.4%	87,459	0.6%	ETF
LINDE PLC SHS	$24,187,814	$995,569 ▲	4.3%	51,555	0.5%	NON-US EQUITY (DEVELOPED)
PG Procter & Gamble	$21,987,200	$2,068,748 ▼	-8.6%	138,008	0.5%	Consumer Staples
DIS Walt Disney	$21,682,388	$211,186 ▲	1.0%	174,846	0.5%	Consumer Discretionary
MRK Merck & Co., Inc.	$21,382,488	$500,380 ▲	2.4%	270,155	0.5%	Medical
JNJ Johnson & Johnson	$20,660,276	$941,242 ▼	-4.4%	135,256	0.5%	Medical
BX Blackstone	$20,316,342	$543,867 ▲	2.8%	135,824	0.5%	Finance
WMT Walmart	$20,303,478	$5,970,668 ▲	41.7%	207,647	0.5%	Retail/Wholesale
NSC Norfolk Southern	$19,889,157	$514,494 ▲	2.7%	77,702	0.5%	Transportation
NET Cloudflare	$19,555,579	$19,100,475 ▲	4,196.9%	99,861	0.4%	Computer and Technology
IWV iShares Russell 3000 ETF	$19,512,441	$351,702 ▼	-1.8%	55,591	0.4%	ETF
TSLA Tesla	$19,223,353	$10,215,206 ▲	113.4%	60,518	0.4%	Auto/Tires/Trucks
ABBV AbbVie	$19,026,797	$180,607 ▲	1.0%	102,505	0.4%	Medical
IWR iShares Russell Mid-Cap ETF	$18,864,856	$148,531 ▲	0.8%	205,120	0.4%	ETF
PNC The PNC Financial Services Group	$18,711,141	$599,334 ▲	3.3%	100,372	0.4%	Finance
VV Vanguard Large-Cap ETF	$18,541,837	$65,331 ▲	0.4%	64,993	0.4%	ETF
URI United Rentals	$18,336,073	$659,972 ▲	3.7%	24,338	0.4%	Construction
CRWD CrowdStrike	$17,660,804	$12,152,784 ▲	220.6%	34,677	0.4%	Computer and Technology
XOM Exxon Mobil	$17,053,713	$87,641 ▲	0.5%	158,198	0.4%	Energy
TMO Thermo Fisher Scientific	$16,930,960	$231,103 ▲	1.4%	41,759	0.4%	Medical
MPWR Monolithic Power Systems	$16,439,824	$553,650 ▲	3.5%	22,478	0.4%	Computer and Technology
TRGP Targa Resources	$16,133,906	$1,852,211 ▼	-10.3%	92,681	0.4%	Energy
MCD McDonald's	$15,890,804	$929,941 ▼	-5.5%	54,391	0.4%	Retail/Wholesale
VB Vanguard Small-Cap ETF	$15,257,233	$8,768 ▼	-0.1%	64,382	0.3%	ETF
ELV Elevance Health	$15,215,479	$507,183 ▲	3.4%	39,120	0.3%	Medical
ORCL Oracle	$15,188,614	$24,049 ▲	0.2%	69,472	0.3%	Computer and Technology
MMC Marsh & McLennan Companies	$14,531,026	$389,829 ▲	2.8%	66,462	0.3%	Finance
MCK McKesson	$14,381,187	$6,082,657 ▲	73.3%	19,626	0.3%	Medical
SUI Sun Communities	$14,326,147	$404,125 ▲	2.9%	113,262	0.3%	Finance
HD Home Depot	$14,029,783	$694,762 ▼	-4.7%	38,267	0.3%	Retail/Wholesale
SPGI S&P Global	$13,898,874	$419,181 ▲	3.1%	26,360	0.3%	Finance
EWBC East West Bancorp	$13,772,512	$445,216 ▲	3.3%	136,390	0.3%	Finance
CW Curtiss-Wright	$13,596,412	$448,963 ▲	3.4%	27,831	0.3%	Aerospace
MSI Motorola Solutions	$13,376,411	$450,715 ▲	3.5%	31,815	0.3%	Computer and Technology
CAT Caterpillar	$13,248,866	$178,572 ▼	-1.3%	34,129	0.3%	Industrials
CEG Constellation Energy	$13,124,198	$598,711 ▲	4.8%	40,663	0.3%	Energy
FICO Fair Isaac	$13,071,571	$456,984 ▲	3.6%	7,151	0.3%	Computer and Technology
EFA iShares MSCI EAFE ETF	$13,018,718	$84,473 ▼	-0.6%	145,640	0.3%	Finance
CPRT Copart	$12,904,463	$417,398 ▲	3.3%	263,037	0.3%	Business Services
DHR Danaher	$12,568,633	$116,151 ▲	0.9%	63,627	0.3%	Medical
COP ConocoPhillips	$11,994,806	$525,239 ▲	4.6%	133,664	0.3%	Energy
RBC RBC Bearings	$11,936,047	$385,555 ▲	3.3%	31,020	0.3%	Industrials
ORLY O'Reilly Automotive	$11,795,321	$11,034,100 ▲	1,449.5%	130,873	0.3%	Retail/Wholesale
AXP American Express	$11,768,661	$138,113 ▼	-1.2%	36,896	0.3%	Finance
VLO Valero Energy	$11,528,986	$637,408 ▲	5.9%	85,770	0.3%	Energy
CSCO Cisco Systems	$11,456,270	$152,358 ▼	-1.3%	165,124	0.3%	Computer and Technology
PEP PepsiCo	$11,325,528	$872,515 ▼	-7.2%	85,774	0.3%	Consumer Staples
DIA SPDR Dow Jones Industrial Average ETF Trust	$11,215,144	$129,989 ▲	1.2%	25,452	0.3%	Finance
VIG Vanguard Dividend Appreciation ETF	$11,168,819	$337,909 ▼	-2.9%	54,570	0.3%	ETF
IWO iShares Russell 2000 Growth ETF	$11,001,493	$70,033 ▲	0.6%	38,487	0.2%	ETF
APH Amphenol	$10,912,749	$145,951 ▲	1.4%	110,510	0.2%	Computer and Technology
SCHW Charles Schwab	$10,753,878	$360,482 ▲	3.5%	117,866	0.2%	Finance
SCHM Schwab U.S. Mid-Cap ETF	$10,174,892	$567,584 ▼	-5.3%	362,872	0.2%	ETF
XBI SPDR S&P Biotech ETF	$10,160,256	$3,665,448 ▼	-26.5%	122,518	0.2%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$9,899,124	$650,352 ▼	-6.2%	147,265	0.2%	ETF
BRO Brown & Brown	$9,783,689	$304,112 ▲	3.2%	88,246	0.2%	Finance
GE GE Aerospace	$9,701,407	$38,350 ▲	0.4%	37,693	0.2%	Aerospace
EQT EQT	$9,515,582	$296,152 ▲	3.2%	163,192	0.2%	Energy
VRT Vertiv	$9,400,619	$273,381 ▲	3.0%	73,209	0.2%	Computer and Technology
BXP BXP	$9,210,058	$774,398 ▲	9.2%	136,510	0.2%	Finance
AXON Axon Enterprise	$9,084,840	$288,119 ▲	3.3%	10,973	0.2%	Aerospace

Showing largest 100 holdings. View all holdings.

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

About Whittier Trust Co Of Nevada Inc

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

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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

About Whittier Trust Co Of Nevada Inc

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 Of Nevada Inc

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