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

About Whittier Trust Co

Investment Activity

Whittier Trust Co has $10.19 billion in total holdings as of June 30, 2026.
Whittier Trust Co owns shares of 1,355 different stocks, but just 83 companies or ETFs make up 80% of its holdings.
Approximately 6.71% of the portfolio was purchased this quarter.
About 4.09% of the portfolio was sold this quarter.
This quarter, Whittier Trust Co has purchased 1,343 new stocks and bought additional shares in 362 stocks.
Whittier Trust Co sold shares of 334 stocks and completely divested from 66 stocks this quarter.

Largest Holdings

Alphabet: $541,869,996
Apple: $541,365,095
NVIDIA: $539,211,320
Microsoft: $367,339,922
Amazon.com: $340,139,262

Largest New Holdings this Quarter

43849R105 - Honeywell Aerospace Inc.: $37,219,185 Holding
438516205 - Honeywell International Inc.: $36,199,436 Holding
25402D102 - DIGITALOCEAN HOLDING: $14,086,017 Holding
52476L109 - Legence Corp.: $8,433,374 Holding
264147109 - Ducommun: $3,335,622 Holding

Largest Purchases this Quarter

Arm Holdings PLC: 159,044 shares (about $51.25M)
Honeywell Aerospace Inc.: 156,581 shares (about $37.22M)
Honeywell International Inc.: 156,586 shares (about $36.20M)
Intel: 223,355 shares (about $27.29M)
Vanguard Mid-Cap ETF: 321,657 shares (about $26.03M)

Largest Sales this Quarter

Amphenol: 368,400 shares (about $61.45M)
Thermo Fisher Scientific: 109,244 shares (about $56.54M)
Broadcom: 132,855 shares (about $49.67M)
Snowflake: 63,951 shares (about $16.76M)
TopBuild: 42,596 shares (about $15.10M)

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
GOOG Alphabet	$541,869,996	$2,189,765 â–¼	-0.4%	1,484,982	5.3%	Communication Services
AAPL Apple	$541,365,095	$4,140,869 â–²	0.8%	1,731,482	5.3%	Technology
NVDA NVIDIA	$539,211,320	$1,083,347 â–¼	-0.2%	2,757,409	5.3%	Technology
MSFT Microsoft	$367,339,922	$9,538,168 â–¼	-2.5%	949,837	3.6%	Technology
AMZN Amazon.com	$340,139,262	$162,611 â–²	0.0%	1,393,100	3.3%	Consumer Discretionary
SPY SPDR S&P 500 ETF Trust	$325,833,593	$3,331,172 â–¼	-1.0%	433,705	3.2%	ETF
IVV iShares Core S&P 500 ETF	$299,719,192	$3,644,739 â–¼	-1.2%	397,105	2.9%	ETF
AVGO Broadcom	$264,229,438	$49,674,469 â–¼	-15.8%	706,685	2.6%	Technology
JPM JPMorgan Chase & Co.	$228,573,636	$1,747,363 â–²	0.8%	676,814	2.2%	Finance
LLY Eli Lilly and Company	$177,085,541	$638,432 â–¼	-0.4%	147,564	1.7%	Healthcare
AMAT Applied Materials	$171,695,696	$449,928 â–¼	-0.3%	289,640	1.7%	Technology
V Visa	$161,263,398	$61,090 â–¼	0.0%	451,402	1.6%	Finance
META Meta Platforms	$155,781,642	$1,183,170 â–²	0.8%	259,511	1.5%	Communication Services
IJH iShares Core S&P Mid-Cap ETF	$145,090,166	$5,854,612 â–²	4.2%	1,898,589	1.4%	ETF
BRK.B Berkshire Hathaway	$120,536,659	$904,245 â–¼	-0.7%	237,942	1.2%	Finance
VEA Vanguard FTSE Developed Markets ETF	$120,118,284	$10,478,400 â–²	9.6%	1,670,862	1.2%	ETF
IJR iShares Core S&P Small-Cap ETF	$105,632,672	$4,477,556 â–²	4.4%	719,520	1.0%	ETF
TSLA Tesla	$102,003,691	$456,710 â–²	0.4%	242,999	1.0%	Consumer Discretionary
MU Micron Technology	$95,520,865	$17,053,921 â–²	21.7%	97,000	0.9%	Technology
IEMG iShares Core MSCI Emerging Markets ETF	$94,637,894	$8,750,791 â–²	10.2%	1,154,121	0.9%	ETF
GS The Goldman Sachs Group	$93,748,077	$1,109,114 â–¼	-1.2%	88,836	0.9%	Finance
MDY SPDR S&P MidCap 400 ETF Trust	$91,547,300	$1,159,241 â–¼	-1.3%	131,409	0.9%	ETF
RTX RTX	$89,620,850	$37,455 â–²	0.0%	445,056	0.9%	Industrials
IWM iShares Russell 2000 ETF	$89,258,409	$8,187,468 â–²	10.1%	298,623	0.9%	ETF
TJX TJX Companies	$89,068,934	$191,558 â–¼	-0.2%	588,652	0.9%	Consumer Discretionary
GOOGL Alphabet	$88,914,483	$3,402,945 â–¼	-3.7%	242,631	0.9%	Communication Services
NET Cloudflare	$85,358,953	$952,325 â–²	1.1%	344,815	0.8%	Technology
LAM RESEARCH CORP	$83,025,604	$23,280,200 â–²	39.0%	237,081	0.8%	common
DHR Danaher	$76,573,753	$15,595,499 â–²	25.6%	395,485	0.8%	Healthcare
MRK Merck & Co., Inc.	$75,113,450	$893,672 â–²	1.2%	592,471	0.7%	Healthcare
Arm Holdings PLC	$70,195,795	$51,250,339 â–²	270.5%	217,837	0.7%	common
NSC Norfolk Southern	$69,491,259	$225,974 â–²	0.3%	215,878	0.7%	Industrials
VWO Vanguard FTSE Emerging Markets ETF	$69,335,054	$1,382,390 â–¼	-2.0%	1,154,238	0.7%	ETF
IWC iShares Micro-Cap ETF	$69,098,416	$4,748,331 â–²	7.4%	347,840	0.7%	ETF
WAL MART STORES	$68,645,212	$453,997 â–²	0.7%	620,381	0.7%	common
URI United Rentals	$67,451,283	$302,413 â–¼	-0.4%	61,337	0.7%	Industrials
CVX Chevron	$66,369,939	$299,722 â–¼	-0.4%	394,824	0.7%	Energy
PNC The PNC Financial Services Group	$65,913,996	$1,395,784 â–²	2.2%	260,344	0.6%	Finance
BX Blackstone	$64,296,185	$2,069,014 â–²	3.3%	520,954	0.6%	Finance
ABBV AbbVie	$61,343,712	$386,726 â–¼	-0.6%	240,790	0.6%	Healthcare
ISRG Intuitive Surgical	$59,287,755	$11,199,043 â–²	23.3%	136,977	0.6%	Healthcare
MPWR Monolithic Power Systems	$56,405,539	$145,382 â–¼	-0.3%	41,902	0.6%	Technology
IEFA iShares Core MSCI EAFE ETF	$56,140,909	$3,800,173 â–²	7.3%	571,060	0.6%	ETF
LITE Lumentum	$55,737,338	$1,592,663 â–²	2.9%	76,222	0.5%	Technology
IWN iShares Russell 2000 Value ETF	$53,290,067	$9,063,615 â–²	20.5%	240,327	0.5%	ETF
COST Costco Wholesale	$53,090,518	$10,877,522 â–¼	-17.0%	55,870	0.5%	Consumer Staples
BRK.A Berkshire Hathaway	$50,719,000	$15,140,000 â–²	42.6%	67	0.5%	Finance
VLO Valero Energy	$50,274,837	$102,992 â–¼	-0.2%	185,983	0.5%	Energy
CW Curtiss-Wright	$49,877,918	$1,312,827 â–²	2.7%	62,916	0.5%	Industrials
VRT Vertiv	$49,669,855	$92,993 â–¼	-0.2%	155,964	0.5%	Industrials
JNJ Johnson & Johnson	$48,274,282	$1,292,241 â–²	2.8%	186,150	0.5%	Healthcare
CBRE CBRE Group	$46,141,440	$1,590,604 â–²	3.6%	328,292	0.5%	Real Estate
CAT Caterpillar	$43,664,828	$646,937 â–¼	-1.5%	45,019	0.4%	Industrials
CRWD CrowdStrike	$43,178,730	$17,343,867 â–²	67.1%	216,565	0.4%	Technology
PM Philip Morris International	$42,287,441	$9,782,289 â–¼	-18.8%	228,878	0.4%	Consumer Staples
XBI SPDR S&P Biotech ETF	$41,449,260	$8,201 â–²	0.0%	257,753	0.4%	ETF
MCK McKesson	$40,370,637	$12,011,280 â–²	42.4%	51,478	0.4%	Healthcare
CASY Casey's General Stores	$38,790,649	$12,359,540 â–²	46.8%	48,057	0.4%	Consumer Staples
SCHW Charles Schwab	$38,580,046	$146,704 â–¼	-0.4%	383,423	0.4%	Finance
NFLX Netflix	$37,919,004	$82,558 â–²	0.2%	498,803	0.4%	Communication Services
KKR KKR & Co. Inc.	$37,841,807	$541,462 â–²	1.5%	394,309	0.4%	Finance
ORLY O'Reilly Automotive	$37,772,121	$1,879,479 â–²	5.2%	448,387	0.4%	Consumer Discretionary
Honeywell Aerospace Inc.	$37,219,185	$37,219,185 â–²	New Holding	156,581	0.4%	common
PALANTIR TECHNOLOGIE	$36,247,967	$41,220 â–²	0.1%	273,487	0.4%	common
Honeywell International Inc.	$36,199,436	$36,199,436 â–²	New Holding	156,586	0.4%	common
MNST Monster Beverage	$36,096,325	$13,520,896 â–²	59.9%	370,713	0.4%	Consumer Staples
RBC RBC Bearings	$34,973,971	$95,098 â–¼	-0.3%	57,372	0.3%	Industrials
VO Vanguard Mid-Cap ETF	$34,721,313	$26,025,268 â–²	299.3%	429,135	0.3%	ETF
EWBC East West Bancorp	$34,667,654	$100,155 â–¼	-0.3%	263,412	0.3%	Finance
DIS Walt Disney	$34,583,182	$3,414,708 â–²	11.0%	355,027	0.3%	Communication Services
COP ConocoPhillips	$34,507,087	$208,300 â–²	0.6%	333,144	0.3%	Energy
IWB iShares Russell 1000 ETF	$33,942,620	$38,314 â–¼	-0.1%	82,389	0.3%	ETF
SPGI S&P Global	$33,277,483	$162,340 â–¼	-0.5%	74,410	0.3%	Finance
EQT EQT	$33,190,386	$75,755 â–¼	-0.2%	641,856	0.3%	Energy
INTC Intel	$31,959,211	$27,293,982 â–²	585.1%	261,532	0.3%	Technology
MARSH & MCLENNAN	$31,693,171	$835,557 â–¼	-2.6%	181,384	0.3%	common
ECL Ecolab	$30,809,086	$4,107,405 â–²	15.4%	108,590	0.3%	Materials
UNH UnitedHealth Group	$30,383,373	$15,914,603 â–²	110.0%	72,689	0.3%	Healthcare
AXP American Express	$29,953,872	$6,384,330 â–²	27.1%	84,133	0.3%	Finance
PG Procter & Gamble	$28,645,668	$340,575 â–¼	-1.2%	191,854	0.3%	Consumer Staples
SUI Sun Communities	$28,448,326	$683,476 â–²	2.5%	232,839	0.3%	Real Estate
DDOG Datadog	$28,172,929	$764,578 â–¼	-2.6%	110,322	0.3%	Technology
VEU Vanguard FTSE All-World ex-US ETF	$27,793,635	$1,012,479 â–¼	-3.5%	329,660	0.3%	ETF
HD Home Depot	$26,199,115	$754,247 â–²	3.0%	74,716	0.3%	Consumer Discretionary
CEG Constellation Energy	$25,527,509	$164,242 â–¼	-0.6%	103,825	0.3%	Utilities
TDY Teledyne Technologies	$25,137,478	$40,609 â–¼	-0.2%	38,379	0.2%	Technology
COF Capital One Financial	$23,753,956	$143,724 â–²	0.6%	115,031	0.2%	Finance
NEE NextEra Energy	$23,737,341	$879,821 â–²	3.8%	271,470	0.2%	Utilities
ODFL Old Dominion Freight Line	$23,369,893	$35,063 â–¼	-0.1%	107,974	0.2%	Industrials
QQQ Invesco QQQ	$22,732,108	$973,645 â–²	4.5%	31,449	0.2%	ETF
UBER Uber Technologies	$21,501,715	$229,427 â–²	1.1%	296,903	0.2%	Industrials
DE Deere & Company	$21,213,840	$7,655,277 â–²	56.5%	33,395	0.2%	Industrials
BE Bloom Energy	$21,074,536	$115,955 â–²	0.6%	71,427	0.2%	Industrials
IWR iShares Russell Mid-Cap ETF	$20,024,171	$130,962 â–¼	-0.6%	181,034	0.2%	ETF
CSCO Cisco Systems	$19,733,899	$1,479,800 â–²	8.1%	173,135	0.2%	Technology
BROS Dutch Bros	$19,454,743	$4,190,122 â–²	27.4%	285,721	0.2%	Consumer Discretionary
APH Amphenol	$19,378,656	$61,452,819 â–¼	-76.0%	116,172	0.2%	Technology
MCD McDonald's	$18,777,698	$486,890 â–²	2.7%	67,183	0.2%	Consumer Discretionary
IWV iShares Russell 3000 ETF	$18,278,536	$4,292,969 â–²	30.7%	42,663	0.2%	ETF
IWF iShares Russell 1000 Growth ETF	$18,216,336	$14,806,646 â–²	434.3%	148,100	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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

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 (2026)

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