EdgeMarket › What Whittier Trust Co reported owning
What Whittier Trust Co reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
8.9BPositions
1,343Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 490.8M | 5.5% | 2.8M | 214.72 | +22.4% |
| AAPL Apple Inc. | 444.8M | 5.0% | 1.7M | 309.35 | +36.9% |
| GOOG Alphabet Inc. | 443.8M | 5.0% | 1.5M | 341.75 | +70.7% |
| MSFT MICROSOFT CORP | 363.4M | 4.1% | 974.5K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 296.3M | 3.3% | 1.4M | 258.63 | +15.6% |
| SPY SPDR S&P 500 ETF TRUST | 288.7M | 3.3% | 438.1K | 765.72 | +20.0% |
| IVV iShares Core S&P 500 ETF | 266.0M | 3.0% | 401.9K | 769.31 | +20.0% |
| AVGO Broadcom Inc. | 264.0M | 3.0% | 839.5K | 368.45 | +26.5% |
| JPM JPMORGAN CHASE & CO | 198.4M | 2.2% | 671.6K | 351.58 | +20.3% |
| META Meta Platforms, Inc. | 147.6M | 1.7% | 257.5K | 549.90 | -26.5% |
| LLY ELI LILLY & Co | 137.3M | 1.5% | 148.1K | 1,255.40 | +78.0% |
| V VISA INC. | 137.0M | 1.5% | 451.6K | 371.04 | +7.9% |
| IJH iShares Core S&P Mid-Cap ETF | 124.7M | 1.4% | 1.8M | 76.77 | +20.8% |
| unmapped CUSIP 084670702 | 114.2M | 1.3% | 239.7K | — | — |
| AMAT APPLIED MATERIALS INC /DE | 102.4M | 1.2% | 290.4K | 492.32 | +205.9% |
| VEA Vanguard FTSE Developed Markets ETF | 99.3M | 1.1% | 1.5M | 73.42 | +24.7% |
| TJX TJX COMPANIES INC /DE/ | 95.5M | 1.1% | 589.9K | 140.53 | +1.6% |
| RTX RTX Corp | 88.3M | 1.0% | 444.9K | 209.91 | +34.1% |
| IJR iShares Core S&P Small-Cap ETF | 86.9M | 1.0% | 689.0K | 147.31 | +29.0% |
| TSLA Tesla, Inc. | 85.4M | 1.0% | 241.9K | 362.86 | +12.0% |
| MDY SPDR S&P MIDCAP 400 ETF TRUST | 83.2M | 0.9% | 133.1K | 699.60 | +20.6% |
| CVX CHEVRON CORP | 78.9M | 0.9% | 396.6K | 205.27 | +34.0% |
| WMT Walmart Inc. | 78.1M | 0.9% | 616.3K | 103.70 | +1.1% |
| GS GOLDMAN SACHS GROUP INC | 77.8M | 0.9% | 89.9K | 1,039.28 | +44.2% |
| GOOGL Alphabet Inc. | 75.6M | 0.9% | 251.9K | 344.82 | +73.0% |
| IEMG iShares Core MSCI Emerging Markets ETF | 73.5M | 0.8% | 1.0M | 81.57 | +31.9% |
| NET Cloudflare, Inc. | 72.2M | 0.8% | 341.0K | 293.14 | +51.7% |
| MRK Merck & Co., Inc. | 70.7M | 0.8% | 585.4K | 152.55 | +80.2% |
| HON HONEYWELL INTERNATIONAL INC | 70.4M | 0.8% | 308.5K | 215.90 | -50.3% |
| COST COSTCO WHOLESALE CORP /NEW | 68.6M | 0.8% | 67.3K | 947.74 | -4.7% |
| IWM iShares Russell 2000 ETF | 68.4M | 0.8% | 271.2K | 299.96 | +33.1% |
| TMO THERMO FISHER SCIENTIFIC INC. | 66.2M | 0.7% | 135.6K | 629.27 | +27.2% |
| VWO Vanguard FTSE Emerging Markets ETF | 63.6M | 0.7% | 1.2M | 60.45 | +17.7% |
| NSC NORFOLK SOUTHERN CORP | 62.0M | 0.7% | 215.2K | 350.72 | +22.8% |
| APH AMPHENOL CORP /DE/ | 61.3M | 0.7% | 484.6K | 157.01 | +44.5% |
| DHR DANAHER CORP /DE/ | 60.5M | 0.7% | 314.9K | 218.85 | +3.5% |
| LITE Lumentum Holdings Inc. | 57.2M | 0.6% | 74.0K | 866.71 | +647.9% |
| BX Blackstone Inc. | 56.6M | 0.6% | 504.2K | 143.38 | -12.8% |
| PNC PNC FINANCIAL SERVICES GROUP, INC. | 54.3M | 0.6% | 254.8K | 243.13 | +24.7% |
| IWC iShares Microcap ETF | 52.9M | 0.6% | 323.9K | 198.14 | +45.6% |
| CRWD CrowdStrike Holdings, Inc. | 51.7M | 0.6% | 129.6K | 191.95 | +83.2% |
| ISRG INTUITIVE SURGICAL INC | 50.3M | 0.6% | 111.1K | 378.81 | -21.2% |
| ABBV AbbVie Inc. | 50.1M | 0.6% | 242.3K | 264.96 | +26.7% |
| MPWR MONOLITHIC POWER SYSTEMS, INC. | 49.6M | 0.6% | 42.0K | 1,316.28 | +59.3% |
| NFLX NETFLIX INC | 49.2M | 0.6% | 497.7K | 79.59 | -34.4% |
| IEFA iShares Core MSCI EAFE ETF | 48.9M | 0.6% | 532.4K | 100.85 | +16.8% |
| VLO VALERO ENERGY CORP/TX | 45.8M | 0.5% | 186.4K | 348.86 | +148.3% |
| URI UNITED RENTALS, INC. | 45.4M | 0.5% | 61.6K | 1,098.51 | +21.8% |
| PM Philip Morris International Inc. | 45.2M | 0.5% | 281.8K | 188.23 | +8.9% |
| JNJ JOHNSON & JOHNSON | 43.7M | 0.5% | 181.2K | 270.24 | +51.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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