Whittier Trust Co Of Nevada Inc Top Holdings and 13F Report (2026)

About Whittier Trust Co Of Nevada Inc

Investment Activity

Whittier Trust Co Of Nevada Inc has $4.87 billion in total holdings as of March 31, 2026.
Whittier Trust Co Of Nevada Inc owns shares of 1,411 different stocks, but just 89 companies or ETFs make up 80% of its holdings.
Approximately 9.72% of the portfolio was purchased this quarter.
About 3.83% of the portfolio was sold this quarter.
This quarter, Whittier Trust Co Of Nevada Inc has purchased 1,276 new stocks and bought additional shares in 437 stocks.
Whittier Trust Co Of Nevada Inc sold shares of 385 stocks and completely divested from 60 stocks this quarter.

Largest Holdings

NVIDIA: $370,530,804
Apple: $270,261,306
Microsoft: $239,495,287
Alphabet: $197,840,726
Amazon.com: $145,772,640

Largest New Holdings this Quarter

093712107 - Bloom Energy: $4,874,850 Holding
042068205 - Arm Holdings PLC: $3,589,225 Holding
889478103 - Toll Brothers: $3,421,685 Holding
300426103 - Everus Construction Group Inc.: $3,054,243 Holding
349381103 - Figure Technology Solutions Inc.: $1,217,742 Holding

Largest Purchases this Quarter

NVIDIA: 779,049 shares (about $138.39M)
Lumentum: 30,234 shares (about $23.35M)
Netflix: 182,090 shares (about $18.01M)
iShares Micro-Cap ETF: 94,500 shares (about $15.43M)
CBRE Group: 105,900 shares (about $14.42M)

Largest Sales this Quarter

Chevron: 60,063 shares (about $11.94M)
Apple: 43,780 shares (about $11.33M)
SPDR S&P 500 ETF Trust: 13,769 shares (about $9.07M)
Abbott Laboratories: 85,236 shares (about $8.72M)
Webster Financial: 113,471 shares (about $7.97M)

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	$370,530,804	$138,390,285 ▲	59.6%	2,085,852	7.6%	Computer and Technology
AAPL Apple	$270,261,306	$11,332,894 ▼	-4.0%	1,044,044	5.5%	Computer and Technology
MSFT Microsoft	$239,495,287	$8,888,716 ▲	3.9%	642,285	4.9%	Computer and Technology
GOOG Alphabet	$197,840,726	$6,995,312 ▼	-3.4%	664,653	4.1%	Computer and Technology
AMZN Amazon.com	$145,772,640	$6,120,904 ▲	4.4%	685,054	3.0%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$144,221,986	$9,072,807 ▼	-5.9%	218,873	3.0%	Finance
IVV iShares Core S&P 500 ETF	$112,904,951	$7,145,456 ▲	6.8%	170,587	2.3%	ETF
AVGO Broadcom	$105,566,320	$5,295,625 ▲	5.3%	335,739	2.2%	Computer and Technology
JPM JPMorgan Chase & Co.	$97,006,497	$4,294,362 ▲	4.6%	328,335	2.0%	Finance
IJH iShares Core S&P Mid-Cap ETF	$84,070,799	$4,391,504 ▲	5.5%	1,228,028	1.7%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$80,930,682	$3,555,887 ▲	4.6%	1,153,845	1.7%	ETF
VEA Vanguard FTSE Developed Markets ETF	$71,876,984	$3,304,905 ▲	4.8%	1,103,762	1.5%	ETF
V Visa	$64,501,882	$2,254,954 ▲	3.6%	212,646	1.3%	Business Services
VWO Vanguard FTSE Emerging Markets ETF	$62,720,679	$2,280,896 ▲	3.8%	1,161,279	1.3%	ETF
BRK.B Berkshire Hathaway	$60,297,798	$3,418,979 ▲	6.0%	126,575	1.2%	Finance
META Meta Platforms	$59,126,220	$4,458,075 ▲	8.2%	103,184	1.2%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$53,212,764	$4,847,381 ▲	10.0%	579,092	1.1%	ETF
GOOGL Alphabet	$51,690,677	$1,414,753 ▲	2.8%	172,308	1.1%	Computer and Technology
LLY Eli Lilly and Company	$45,598,158	$2,393,658 ▲	5.5%	49,186	0.9%	Medical
RTX RTX	$41,834,531	$1,830,133 ▲	4.6%	210,849	0.9%	Aerospace
IJR iShares Core S&P Small-Cap ETF	$41,159,252	$4,656,357 ▲	12.8%	326,376	0.8%	ETF
TJX TJX Companies	$41,092,899	$1,841,512 ▲	4.7%	253,942	0.8%	Retail/Wholesale
CVX Chevron	$40,051,987	$11,944,126 ▼	-23.0%	201,408	0.8%	Energy
MDY SPDR S&P MidCap 400 ETF Trust	$39,708,952	$2,698,363 ▼	-6.4%	63,514	0.8%	ETF
IWB iShares Russell 1000 ETF	$38,131,138		0.0%	105,492	0.8%	ETF
QQQ Invesco QQQ	$37,499,809	$71,209 ▼	-0.2%	63,721	0.8%	Finance
COST Costco Wholesale	$36,381,500	$1,817,089 ▲	5.3%	35,719	0.7%	Retail/Wholesale
GS The Goldman Sachs Group	$36,136,729	$4,206,396 ▼	-10.4%	41,726	0.7%	Finance
TSLA Tesla	$35,828,871	$4,159,395 ▲	13.1%	101,550	0.7%	Auto/Tires/Trucks
MRK Merck & Co., Inc.	$33,844,647	$2,262,675 ▲	7.2%	280,055	0.7%	Medical
WAL MART STORES	$32,839,156	$8,200,914 ▲	33.3%	259,004	0.7%	common
IWM iShares Russell 2000 ETF	$30,904,258	$144,350 ▼	-0.5%	122,461	0.6%	Finance
JNJ Johnson & Johnson	$30,901,511	$29,398 ▼	-0.1%	128,238	0.6%	Medical
NET Cloudflare	$29,573,806	$1,944,987 ▲	7.0%	139,644	0.6%	Computer and Technology
HON Honeywell International	$29,322,255	$1,249,678 ▲	4.5%	128,488	0.6%	Multi-Sector Conglomerates
VOO Vanguard S&P 500 ETF	$28,299,325	$12,113 ▼	0.0%	46,724	0.6%	ETF
TMO Thermo Fisher Scientific	$28,266,201	$1,643,736 ▲	6.2%	57,900	0.6%	Medical
BRK.A Berkshire Hathaway	$27,943,500		0.0%	39	0.6%	Finance
IWC iShares Micro-Cap ETF	$26,898,974	$15,431,870 ▲	134.6%	164,721	0.6%	ETF
DHR Danaher	$25,698,692	$1,469,139 ▲	6.1%	133,764	0.5%	Medical
PM Philip Morris International	$25,551,517	$6,355,891 ▼	-19.9%	159,358	0.5%	Consumer Staples
APH Amphenol	$24,351,729	$1,553,803 ▲	6.8%	192,519	0.5%	Computer and Technology
NSC Norfolk Southern	$24,243,583	$1,312,652 ▲	5.7%	84,164	0.5%	Transportation
CAT Caterpillar	$24,144,230	$201,947 ▼	-0.8%	33,476	0.5%	Industrials
MPWR Monolithic Power Systems	$23,868,349	$3,111,724 ▼	-11.5%	20,227	0.5%	Computer and Technology
LITE Lumentum	$23,356,064	$23,349,113 ▲	335,933.3%	30,243	0.5%	Computer and Technology
PNC The PNC Financial Services Group	$23,273,347	$1,211,059 ▲	5.5%	109,193	0.5%	Finance
ISRG Intuitive Surgical	$23,058,951	$1,103,390 ▲	5.0%	50,950	0.5%	Medical
XOM ExxonMobil	$22,596,195	$1,969,752 ▼	-8.0%	138,313	0.5%	Energy
ABBV AbbVie	$22,375,545	$870,368 ▲	4.0%	108,257	0.5%	Medical
TRGP Targa Resources	$22,340,394	$420,798 ▼	-1.8%	90,944	0.5%	Energy
BX Blackstone	$21,683,180	$6,176,226 ▲	39.8%	193,186	0.4%	Finance
VO Vanguard Mid-Cap ETF	$21,489,858	$65,561 ▲	0.3%	73,752	0.4%	ETF
IWN iShares Russell 2000 Value ETF	$21,326,140	$603,939 ▼	-2.8%	110,561	0.4%	ETF
IWR iShares Russell Mid-Cap ETF	$20,864,789	$848,164 ▲	4.2%	211,289	0.4%	ETF
NFLX Netflix	$20,569,822	$18,014,163 ▲	704.9%	207,923	0.4%	Consumer Discretionary
CRWD CrowdStrike	$20,559,108	$1,218,949 ▲	6.3%	51,577	0.4%	Computer and Technology
VRT Vertiv	$20,179,513	$662,612 ▲	3.4%	77,994	0.4%	Computer and Technology
COP ConocoPhillips	$19,454,246	$1,434,347 ▲	8.0%	147,784	0.4%	Energy
MCK McKesson	$19,238,337	$2,283,342 ▲	13.5%	22,454	0.4%	Medical
VLO Valero Energy	$18,721,818	$2,514,988 ▼	-11.8%	76,235	0.4%	Energy
VV Vanguard Large-Cap ETF	$18,365,118	$366,630 ▼	-2.0%	60,661	0.4%	ETF
CW Curtiss-Wright	$18,265,909	$1,615,666 ▼	-8.1%	26,127	0.4%	Aerospace
EQT EQT	$18,252,464	$969,481 ▲	5.6%	302,193	0.4%	Energy
URI United Rentals	$17,838,627	$41,980 ▼	-0.2%	24,221	0.4%	Construction
VB Vanguard Small-Cap ETF	$16,927,590	$184,795 ▼	-1.1%	63,755	0.3%	ETF
MCD McDonald's	$16,863,954	$12,081 ▲	0.1%	54,442	0.3%	Retail/Wholesale
XBI SPDR S&P Biotech ETF	$16,288,434	$563,886 ▲	3.6%	126,463	0.3%	ETF
RBC RBC Bearings	$15,424,665	$2,042,775 ▼	-11.7%	27,923	0.3%	Industrials
ORLY O'Reilly Automotive	$15,329,419	$909,968 ▲	6.3%	166,389	0.3%	Retail/Wholesale
DIS Walt Disney	$14,859,085	$512,980 ▲	3.6%	154,332	0.3%	Consumer Discretionary
LAM RESEARCH CORP	$14,690,656	$10,128,276 ▲	222.0%	66,579	0.3%	common
CBRE CBRE Group	$14,443,767	$14,422,521 ▲	67,884.6%	106,056	0.3%	Finance
EFA iShares MSCI EAFE ETF	$14,419,823	$45,699 ▼	-0.3%	146,409	0.3%	Finance
PG Procter & Gamble	$14,342,959	$5,308,046 ▼	-27.0%	100,462	0.3%	Consumer Staples
IWV iShares Russell 3000 ETF	$14,259,582	$4,214,202 ▼	-22.8%	37,982	0.3%	ETF
PALANTIR TECHNOLOGIE	$14,230,718	$4,259,792 ▲	42.7%	96,199	0.3%	common
KKR KKR & Co. Inc.	$13,966,961	$6,460,353 ▲	86.1%	153,399	0.3%	Finance
EWBC East West Bancorp	$13,685,910	$329,630 ▲	2.5%	124,474	0.3%	Finance
CSCO Cisco Systems	$13,549,919	$587,256 ▲	4.5%	168,458	0.3%	Computer and Technology
IWO iShares Russell 2000 Growth ETF	$12,820,848		0.0%	40,104	0.3%	ETF
HD Home Depot	$12,751,109	$115,634 ▲	0.9%	39,036	0.3%	Retail/Wholesale
CASY Casey's General Stores	$12,632,340	$418,760 ▲	3.4%	16,893	0.3%	Retail/Wholesale
PEP PepsiCo	$12,528,369	$76,954 ▼	-0.6%	79,936	0.3%	Consumer Staples
SCHM Schwab U.S. Mid-Cap ETF	$12,435,622	$1,225,914 ▲	10.9%	395,158	0.3%	ETF
MARSH & MCLENNAN	$12,357,564	$783,023 ▲	6.8%	70,687	0.3%	common
GE GE Aerospace	$12,276,831	$1,208,456 ▲	10.9%	42,526	0.3%	Aerospace
VIG Vanguard Dividend Appreciation ETF	$12,039,798	$215,519 ▼	-1.8%	55,529	0.2%	ETF
AXP American Express	$12,009,075	$542,365 ▲	4.7%	39,280	0.2%	Finance
SPGI S&P Global	$11,987,612	$375,074 ▲	3.2%	27,614	0.2%	Finance
CEG Constellation Energy	$11,950,763	$655,707 ▲	5.8%	43,432	0.2%	Energy
MU Micron Technology	$11,886,218	$11,652,385 ▲	4,983.2%	31,465	0.2%	Computer and Technology
DIA SPDR Dow Jones Industrial Average ETF Trust	$11,689,788	$934 ▲	0.0%	25,044	0.2%	Finance
SUI Sun Communities	$11,607,819	$2,507,570 ▼	-17.8%	90,800	0.2%	Finance
SCHW Charles Schwab	$11,481,636	$528,833 ▲	4.8%	123,472	0.2%	Finance
TDY Teledyne Technologies	$11,347,108	$958,127 ▲	9.2%	17,954	0.2%	Aerospace
IAU iShares Gold Trust	$11,236,333	$494,909 ▲	4.6%	128,254	0.2%	Finance
VEU Vanguard FTSE All-World ex-US ETF	$11,011,326	$188,354 ▼	-1.7%	144,924	0.2%	ETF
ODFL Old Dominion Freight Line	$10,799,904	$378,887 ▲	3.6%	53,417	0.2%	Transportation
ABT Abbott Laboratories	$10,600,019	$8,719,643 ▼	-45.1%	103,617	0.2%	Medical

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Whittier Trust Co Of Nevada Inc Top Holdings and 13F Report (2026)

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

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Whittier Trust Co Of Nevada Inc Top Holdings and 13F Report (2026)

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