Whittier Trust Co Holdings & Portfolio - 13F Filings Analysis - Stocknear

Whittier Trust Co

CIK Number: 0001137881

8.29B
Market Value
1,450
# of Holdings
27 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Jul 30, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 NVDA NVIDIA Corporat...
188.89
+0.88% 3.29M +5.18% 520.32M 16.6 6.27% Share
2 MSFT Microsoft Corpo...
515.74
-0.76% 956.7K +4.96% 475.86M 135 5.74% Share
3 AAPL Apple Inc.
257.13
+0.66% 1.77M -1.37% 362.43M 51.1 4.37% Share
4 AMZN Amazon.com, Inc...
222.41
+0.81% 1.3M +16.07% 284.21M 91.6 3.43% Share
5 GOOG Alphabet Inc.
246.43
+0.36% 1.51M +6.13% 267.22M 71.8 3.22% Share
6 IVV iShares Core S&...
672.48
+0.10% 423.85K +1.40% 263.16M 325.09 3.17% Share
7 SPY SPDR S&P 500 ET...
669.16
+0.11% 424.81K +0.36% 262.46M 184.65 3.16% Share
8 AVGO Broadcom Inc.
338.18
+1.44% 763.83K +8.06% 210.54M 72.85 2.54% Share
9 JPM JPMorgan Chase ...
307.56
-1.01% 640.97K +4.41% 185.82M 82.19 2.24% Share
10 META Meta Platforms,...
727.05
+1.35% 231.48K +7.83% 170.85M 370.16 2.06% Share
11 V Visa Inc.
346.01
-0.52% 413.71K +5.48% 146.88M 107.77 1.77% Share
12 IJH iShares Core S&...
65.58
+0.13% 1.77M +1.81% 109.8M 44.81 1.32% Share
13 BRK-B Berkshire Hatha...
495.96
-0.45% 224.97K +7.82% 109.28M 223 1.32% Share
14 LLY Eli Lilly and C...
820.20
-0.63% 133.3K +14.18% 103.91M 618.13 1.25% Share
15 NOW ServiceNow, Inc...
910.13
-0.25% 99.64K +8.38% 102.44M 633.93 1.24% Share
16 ETN Eaton Corporati...
376.98
+0.84% 272.61K +6.22% 97.31M 117.9 1.17% Share
17 VEA Vanguard Develo...
60.50
+0.22% 1.34M -2.7% 76.18M 42.77 0.92% Share
18 MDY SPDR S&P MIDCAP...
598.78
+0.14% 132.65K -2.18% 75.14M 274.41 0.91% Share
19 IJR iShares Core S&...
119.52
+0.29% 651.84K +2.35% 71.24M 89.59 0.86% Share
20 TJX The TJX Compani...
142.50
-1.26% 568.99K -0.98% 70.26M 46.37 0.85% Share
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