WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q1 2026
Top Holdings1,343 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 2.8M | $490.8M | 5.5% | $116.73 | +54.24% | 29 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.7M | $444.8M | 5.0% | $116.18 | +118.06% | 29 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 1.5M | $443.8M | 5.0% | $113.50 | +167.45% | 29 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 974,500 | $363.4M | 4.1% | $187.17 | +115.81% | 29 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.4M | $296.3M | 3.3% | $137.43 | +51.88% | 29 qtrssince 2019-Q1 | Increased 59 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 438,139 | $288.7M | 3.3% | $277.56 | +145.11% | 29 qtrssince 2019-Q1 | Increased 58 |
ISHARES CORE S&P 500 ETF | 401,934 | $266M | 3.0% | $328.96 | +107.73% | 29 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 839,540 | $264M | 3.0% | $182.53 | +71.94% | 29 qtrssince 2019-Q1 | Increased 56 |
JPMORGAN CHASE & CO | 671,640 | $198.4M | 2.2% | $110.28 | +172.28% | 29 qtrssince 2019-Q1 | Increased 54 |
META PLATFORMS INC-CLASS A | 257,540 | $147.6M | 1.7% | $395.36 | +65.69% | 21 qtrssince 2021-Q1 | Increased 51 |
ELI LILLY & CO | 148,096 | $137.3M | 1.5% | $713.46 | +28.51% | 29 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 451,573 | $137M | 1.5% | $183.49 | +64.07% | 29 qtrssince 2019-Q1 | Increased 49 |
ISHARES CORE S&P MIDCAP ETF | 1.8M | $124.7M | 1.4% | $56.22 | +26.04% | 29 qtrssince 2019-Q1 | Increased 47 |
BERKSHIRE HATHAWAY INC-CL B | 239,727 | $114.2M | 1.3% | $270.23 | +78.13% | 29 qtrssince 2019-Q1 | Increased 49 |
APPLIED MATERIALS INC | 290,399 | $102.4M | 1.2% | $126.95 | +168.90% | 29 qtrssince 2019-Q1 | Increased 47 |
VANGUARD FTSE DEVELOPED ETF | 1.5M | $99.3M | 1.1% | $40.48 | +64.56% | 29 qtrssince 2019-Q1 | Increased 53 |
TJX COMPANIES INC | 589,918 | $95.5M | 1.1% | $58.99 | +169.00% | 29 qtrssince 2019-Q1 | Increased 48 |
RAYTHEON TECHNOLOGIES CORP | 444,870 | $88.3M | 1.0% | $76.52 | +150.22% | 24 qtrssince 2020-Q2 | Increased 44 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 689,021 | $86.9M | 1.0% | $86.73 | +48.98% | 29 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 241,911 | $85.4M | 1.0% | $358.31 | +9.52% | 29 qtrssince 2019-Q1 | Increased 49 |
WHITTIER TRUST CO manages $8.9B across 1343 positions as of Q1 2026. Top holdings: NVDA (5.5%), AAPL (5.0%), GOOG (5.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 91 new positions, 101 exits, 299 increased. Top move: AMZN (INCREASED, conviction 59). Portfolio: $8.9B across 1343 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer