EdgeMarket › What Whittier Trust Co Of Nevada Inc reported owning

What Whittier Trust Co Of Nevada Inc 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

4.9B

Positions

1,411

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
NVDA
NVIDIA CORP
370.5M7.6%2.1M214.72+22.4%
AAPL
Apple Inc.
270.3M5.5%1.0M309.35+36.9%
MSFT
MICROSOFT CORP
239.5M4.9%642.3K483.24-4.4%
GOOG
Alphabet Inc.
197.8M4.1%664.7K341.75+70.7%
AMZN
AMAZON COM INC
145.8M3.0%685.1K258.63+15.6%
SPY
SPDR S&P 500 ETF TRUST
144.2M3.0%218.9K765.72+20.0%
IVV
iShares Core S&P 500 ETF
112.9M2.3%170.6K769.31+20.0%
AVGO
Broadcom Inc.
105.6M2.2%335.7K368.45+26.5%
JPM
JPMORGAN CHASE & CO
97.0M2.0%328.3K351.58+20.3%
IJH
iShares Core S&P Mid-Cap ETF
84.1M1.7%1.2M76.77+20.8%
IEMG
iShares Core MSCI Emerging Markets ETF
80.9M1.7%1.2M81.57+31.9%
VEA
Vanguard FTSE Developed Markets ETF
71.9M1.5%1.1M73.42+24.7%
V
VISA INC.
64.5M1.3%212.6K371.04+7.9%
VWO
Vanguard FTSE Emerging Markets ETF
62.7M1.3%1.2M60.45+17.7%
unmapped CUSIP 08467070260.3M1.2%126.6K
META
Meta Platforms, Inc.
59.1M1.2%103.2K549.90-26.5%
IEFA
iShares Core MSCI EAFE ETF
53.2M1.1%579.1K100.85+16.8%
GOOGL
Alphabet Inc.
51.7M1.1%172.3K344.82+73.0%
LLY
ELI LILLY & Co
45.6M0.9%49.2K1,255.40+78.0%
RTX
RTX Corp
41.8M0.9%210.8K209.91+34.1%
IJR
iShares Core S&P Small-Cap ETF
41.2M0.8%326.4K147.31+29.0%
TJX
TJX COMPANIES INC /DE/
41.1M0.8%253.9K140.53+1.6%
CVX
CHEVRON CORP
40.1M0.8%201.4K205.27+34.0%
MDY
SPDR S&P MIDCAP 400 ETF TRUST
39.7M0.8%63.5K699.60+20.6%
IWB
iShares Russell 1000 ETF
38.1M0.8%105.5K419.69+19.8%
QQQ
INVESCO QQQ TRUST, SERIES 1
37.5M0.8%63.7K713.44+26.1%
COST
COSTCO WHOLESALE CORP /NEW
36.4M0.7%35.7K947.74-4.7%
GS
GOLDMAN SACHS GROUP INC
36.1M0.7%41.7K1,039.28+44.2%
TSLA
Tesla, Inc.
35.8M0.7%101.5K362.86+12.0%
MRK
Merck & Co., Inc.
33.8M0.7%280.1K152.55+80.2%
WMT
Walmart Inc.
32.8M0.7%259.0K103.70+1.1%
IWM
iShares Russell 2000 ETF
30.9M0.6%122.5K299.96+33.1%
JNJ
JOHNSON & JOHNSON
30.9M0.6%128.2K270.24+51.1%
NET
Cloudflare, Inc.
29.6M0.6%139.6K293.14+51.7%
HON
HONEYWELL INTERNATIONAL INC
29.3M0.6%128.5K215.90-50.3%
VOO
Vanguard S&P 500 ETF
28.3M0.6%46.7K703.71+20.0%
TMO
THERMO FISHER SCIENTIFIC INC.
28.3M0.6%57.9K629.27+27.2%
unmapped CUSIP 08467010827.9M0.6%39
IWC
iShares Microcap ETF
26.9M0.6%164.7K198.14+45.6%
DHR
DANAHER CORP /DE/
25.7M0.5%133.8K218.85+3.5%
PM
Philip Morris International Inc.
25.6M0.5%159.4K188.23+8.9%
APH
AMPHENOL CORP /DE/
24.4M0.5%192.5K157.01+44.5%
NSC
NORFOLK SOUTHERN CORP
24.2M0.5%84.2K350.72+22.8%
CAT
CATERPILLAR INC
24.1M0.5%33.5K827.90+96.8%
MPWR
MONOLITHIC POWER SYSTEMS, INC.
23.9M0.5%20.2K1,316.28+59.3%
LITE
Lumentum Holdings Inc.
23.4M0.5%30.2K866.71+647.9%
PNC
PNC FINANCIAL SERVICES GROUP, INC.
23.3M0.5%109.2K243.13+24.7%
ISRG
INTUITIVE SURGICAL INC
23.1M0.5%51.0K378.81-21.2%
XOM
ExxonMobil Holdings Corp
22.6M0.5%138.3K165.11+52.1%
ABBV
AbbVie Inc.
22.4M0.5%108.3K264.96+26.7%

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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