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 $5.70 billion in total holdings as of September 30, 2026.
Whittier Trust Co Of Nevada Inc owns shares of 1,904 different stocks, but just 84 companies or ETFs make up 80% of its holdings.
Approximately 4.06% of the portfolio was purchased this quarter.
About 1.42% of the portfolio was sold this quarter.
This quarter, Whittier Trust Co Of Nevada Inc has purchased 1,423 new stocks and bought additional shares in 584 stocks.
Whittier Trust Co Of Nevada Inc sold shares of 334 stocks and completely divested from 56 stocks this quarter.

Largest Holdings

NVIDIA: $479,960,867
Apple: $346,321,164
Microsoft: $333,750,580
Alphabet: $230,859,342
SPDR S&P 500 ETF Trust: $184,044,605

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP: $24,143,384 Holding
25434V781 - Dimensional International Small Cap Value ETF: $2,918,965 Holding
25434V732 - Dimensional Emerging Markets Core Equity 2 ETF: $2,560,600 Holding
25434V880 - Dimensional World ex U.S. Core Equity 2 ETF: $2,233,180 Holding
92189F486 - VanEck IG Floating Rate ETF: $1,403,895 Holding

Largest Purchases this Quarter

EXXONMOBIL HOLDINGS CORP: 142,911 shares (about $24.14M)
iShares Russell 2500 ETF: 267,520 shares (about $23.08M)
SPDR S&P 500 ETF Trust: 23,329 shares (about $18.16M)
Waste Management: 43,463 shares (about $9.08M)
KKR & Co. Inc.: 83,483 shares (about $7.59M)

Largest Sales this Quarter

Capital One Financial: 38,938 shares (about $7.76M)
iShares U.S. Medical Devices ETF: 107,848 shares (about $5.58M)
Brown & Brown: 87,551 shares (about $5.51M)
iShares Micro-Cap ETF: 29,039 shares (about $5.31M)
Dutch Bros: 138,954 shares (about $5.29M)

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	$479,960,867	$3,270,221 ▲	0.7%	2,093,339	8.4%	Technology
AAPL Apple	$346,321,164	$3,610,128 ▲	1.1%	1,028,758	6.1%	Technology
MSFT Microsoft	$333,750,580	$2,816,610 ▲	0.9%	623,751	5.9%	Technology
GOOG Alphabet	$230,859,342	$4,174 ▼	0.0%	663,656	4.0%	Communication Services
SPY SPDR S&P 500 ETF Trust	$184,044,605	$18,163,260 ▲	10.9%	236,388	3.2%	ETF
AMZN Amazon.com	$183,331,761	$3,204,008 ▲	1.8%	698,593	3.2%	Consumer Discretionary
IVV iShares Core S&P 500 ETF	$143,577,244	$6,423,090 ▲	4.7%	183,610	2.5%	ETF
JPM JPMorgan Chase & Co.	$108,806,356	$413,573 ▲	0.4%	326,756	1.9%	Finance
AVGO Broadcom	$101,956,585	$1,091,491 ▲	1.1%	282,006	1.8%	Technology
IEMG iShares Core MSCI Emerging Markets ETF	$97,314,496	$2,027,918 ▲	2.1%	1,195,510	1.7%	ETF
IJH iShares Core S&P Mid-Cap ETF	$93,211,095	$1,348,615 ▲	1.5%	1,269,387	1.6%	ETF
VEA Vanguard FTSE Developed Markets ETF	$81,807,588	$3,064,096 ▲	3.9%	1,162,865	1.4%	ETF
V Visa	$81,576,440	$852,232 ▲	1.1%	211,639	1.4%	Finance
META Meta Platforms	$74,228,733	$1,306,545 ▲	1.8%	103,286	1.3%	Communication Services
VWO Vanguard FTSE Emerging Markets ETF	$70,837,472	$1,400,595 ▲	2.0%	1,185,366	1.2%	ETF
BRK.B Berkshire Hathaway	$64,217,893	$1,141,583 ▼	-1.7%	124,545	1.1%	Finance
GOOGL Alphabet	$60,945,843	$1,164,698 ▲	1.9%	173,309	1.1%	Communication Services
IEFA iShares Core MSCI EAFE ETF	$59,078,926	$1,527,912 ▲	2.7%	612,090	1.0%	ETF
LLY Eli Lilly and Company	$58,230,165	$546,004 ▲	0.9%	49,378	1.0%	Healthcare
NET Cloudflare	$51,877,191	$710,310 ▲	1.4%	143,732	0.9%	Technology
IJR iShares Core S&P Small-Cap ETF	$48,440,892	$2,420,607 ▲	5.3%	352,169	0.8%	ETF
QQQ Invesco QQQ	$46,324,059	$163,777 ▲	0.4%	61,661	0.8%	ETF
IWB iShares Russell 1000 ETF	$44,629,026	$14,461 ▼	0.0%	104,928	0.8%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$44,173,907	$2,477,849 ▲	5.9%	65,944	0.8%	ETF
MU Micron Technology	$41,701,065	$437,323 ▲	1.1%	40,526	0.7%	Technology
TSLA Tesla	$41,400,869	$2,359,346 ▲	6.0%	108,181	0.7%	Consumer Discretionary
CVX Chevron	$41,262,137	$226,395 ▲	0.6%	194,651	0.7%	Energy
MRK Merck & Co., Inc.	$40,734,626	$487,468 ▲	1.2%	279,771	0.7%	Healthcare
RTX RTX	$39,351,644	$418,061 ▲	1.1%	211,602	0.7%	Industrials
TJX TJX Companies	$38,968,476	$4,146,005 ▲	11.9%	280,834	0.7%	Consumer Discretionary
GS The Goldman Sachs Group	$36,674,013	$401,102 ▼	-1.1%	40,962	0.6%	Finance
DHR Danaher	$36,248,507	$456,327 ▲	1.3%	164,908	0.6%	Healthcare
LITE Lumentum	$35,427,627	$632,222 ▲	1.8%	32,109	0.6%	Technology
VOO Vanguard S&P 500 ETF	$33,423,778	$11,449 ▼	0.0%	46,708	0.6%	ETF
VLO Valero Energy	$32,861,539	$361,316 ▲	1.1%	75,761	0.6%	Energy
JNJ Johnson & Johnson	$31,893,588	$354,513 ▼	-1.1%	121,992	0.6%	Healthcare
LAM RESEARCH CORP	$30,656,986	$276,752 ▲	0.9%	96,152	0.5%	common
BRK.A Berkshire Hathaway	$30,197,505		0.0%	39	0.5%	Finance
ABBV AbbVie	$29,906,648	$69,671 ▲	0.2%	108,173	0.5%	Healthcare
WALMART INC	$29,055,395	$409,099 ▲	1.4%	260,938	0.5%	common
COST Costco Wholesale	$28,945,973	$85,222 ▲	0.3%	30,569	0.5%	Consumer Staples
MPWR Monolithic Power Systems	$28,642,868	$497,667 ▲	1.8%	20,662	0.5%	Technology
MCK McKesson	$28,164,376	$425,296 ▲	1.5%	29,999	0.5%	Healthcare
IWN iShares Russell 2000 Value ETF	$28,136,152	$317,992 ▲	1.1%	133,429	0.5%	ETF
ISRG Intuitive Surgical	$28,092,437	$1,859,065 ▲	7.1%	66,262	0.5%	Healthcare
IWM iShares Russell 2000 ETF	$27,666,664	$1,790,237 ▲	6.9%	99,185	0.5%	ETF
IWC iShares Micro-Cap ETF	$27,163,714	$5,314,123 ▼	-16.4%	148,436	0.5%	ETF
CAT Caterpillar	$26,617,228	$486,686 ▲	1.9%	33,252	0.5%	Industrials
URI United Rentals	$25,993,459	$407,765 ▲	1.6%	24,606	0.5%	Industrials
PM Philip Morris International	$25,569,468	$651,856 ▼	-2.5%	127,091	0.4%	Consumer Staples
CRWD CrowdStrike	$25,245,922	$1,610,909 ▲	6.8%	91,790	0.4%	Technology
INTC Intel	$25,110,306	$1,218,499 ▲	5.1%	239,831	0.4%	Technology
PNC The PNC Financial Services Group	$24,783,202	$284,096 ▲	1.2%	113,057	0.4%	Finance
IWR iShares Russell Mid-Cap ETF	$24,709,280	$81,267 ▼	-0.3%	224,998	0.4%	ETF
ARM HOLDINGS PLC	$24,687,085	$373,591 ▲	1.5%	92,711	0.4%	common
EXXONMOBIL HOLDINGS CORP	$24,143,384	$24,143,384 ▲	New Holding	142,911	0.4%	common
VO Vanguard Mid-Cap ETF	$23,920,721		0.0%	294,808	0.4%	ETF
SMMD iShares Russell 2500 ETF	$23,338,770	$23,084,301 ▲	9,071.5%	270,469	0.4%	ETF
BX Blackstone	$22,414,889	$189,493 ▲	0.9%	196,123	0.4%	Finance
KKR KKR & Co. Inc.	$21,443,920	$7,592,780 ▲	54.8%	235,777	0.4%	Finance
VV Vanguard Large-Cap ETF	$21,008,664	$183,546 ▼	-0.9%	58,489	0.4%	ETF
PALANTIR TECHNOLOGIES INC	$20,206,355	$491,268 ▲	2.5%	96,658	0.4%	common
COP ConocoPhillips	$19,873,054	$113,851 ▲	0.6%	148,196	0.3%	Energy
XBI SPDR S&P Biotech ETF	$19,678,595	$329,222 ▲	1.7%	127,974	0.3%	ETF
VRT Vertiv	$19,430,517	$286,482 ▲	1.5%	80,033	0.3%	Industrials
CSCO Cisco Systems	$18,915,313	$4,736 ▲	0.0%	159,771	0.3%	Technology
VB Vanguard Small-Cap ETF	$18,398,480		0.0%	63,557	0.3%	ETF
NSC Norfolk Southern	$17,760,567	$780,806 ▼	-4.2%	55,888	0.3%	Industrials
UBER Uber Technologies	$17,657,678	$967,673 ▲	5.8%	246,926	0.3%	Industrials
DIS Walt Disney	$16,830,177	$55,322 ▼	-0.3%	155,763	0.3%	Communication Services
EWBC East West Bancorp	$15,911,532	$253,068 ▲	1.6%	126,755	0.3%	Finance
EQT EQT	$15,908,229	$100,219 ▲	0.6%	301,121	0.3%	Energy
UNH UnitedHealth Group	$15,854,848	$3,642,063 ▲	29.8%	41,800	0.3%	Healthcare
ORLY O'Reilly Automotive	$15,384,469	$211,370 ▲	1.4%	177,958	0.3%	Consumer Discretionary
IWV iShares Russell 3000 ETF	$15,137,177	$2,806,774 ▲	22.8%	34,327	0.3%	ETF
CASY Casey's General Stores	$15,064,831	$180,313 ▲	1.2%	23,310	0.3%	Consumer Staples
EFA iShares MSCI EAFE ETF	$14,840,381	$122,632 ▲	0.8%	143,524	0.3%	ETF
CBRE CBRE Group	$14,649,077	$217,520 ▲	1.5%	111,996	0.3%	Real Estate
DDOG Datadog	$14,617,252	$258,362 ▲	1.8%	49,844	0.3%	Technology
NFLX Netflix	$14,485,666	$304,961 ▼	-2.1%	206,055	0.3%	Communication Services
RBC RBC Bearings	$14,329,192	$238,241 ▲	1.7%	28,449	0.3%	Industrials
IWO iShares Russell 2000 Growth ETF	$14,124,564	$89,195 ▼	-0.6%	39,589	0.2%	ETF
DINO HF Sinclair	$14,079,958	$216,885 ▲	1.6%	116,075	0.2%	Energy
SCHM Schwab U.S. Mid-Cap ETF	$13,915,648	$286,001 ▲	2.1%	401,606	0.2%	ETF
CW Curtiss-Wright	$13,657,649	$52,798 ▲	0.4%	26,644	0.2%	Industrials
PG Procter & Gamble	$13,483,213	$414,975 ▼	-3.0%	89,157	0.2%	Consumer Staples
MNST Monster Beverage	$13,371,995	$6,712,312 ▲	100.8%	306,416	0.2%	Consumer Staples
VIG Vanguard Dividend Appreciation ETF	$13,307,914	$33,706 ▲	0.3%	55,670	0.2%	ETF
HONEYWELL INTL INC	$13,256,083	$10,387 ▼	-0.1%	63,814	0.2%	common
AXP American Express	$12,997,070	$129,740 ▲	1.0%	42,175	0.2%	Finance
CEG Constellation Energy	$12,707,830	$23,547 ▲	0.2%	42,634	0.2%	Utilities
GE GE Aerospace	$12,640,515	$462,300 ▼	-3.5%	41,014	0.2%	Industrials
EVERPURE INC	$12,369,242	$207,326 ▲	1.7%	80,065	0.2%	common
MARSH & MCLENNAN COS INC	$12,344,600	$186,480 ▲	1.5%	70,236	0.2%	common
MCD McDonald's	$12,139,750	$361,549 ▼	-2.9%	51,608	0.2%	Consumer Discretionary
VEU Vanguard FTSE All-World ex-US ETF	$11,984,882	$5,218 ▲	0.0%	144,710	0.2%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$11,862,272	$874,290 ▼	-6.9%	22,984	0.2%	ETF
SCHW Charles Schwab	$11,811,213	$169,998 ▲	1.5%	122,143	0.2%	Finance
SPGI S&P Global	$11,201,351	$30,995 ▲	0.3%	27,466	0.2%	Finance
WM Waste Management	$11,183,473	$9,076,378 ▲	430.8%	53,553	0.2%	Industrials

Showing largest 100 holdings. View all holdings.

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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

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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