Whittier Trust Co.
Institutional investor · Portfolio as of Q2 2026
Top Holdings1,355 positions
 Alphabet Inc. | 1.5M | $541.9M | 5.3% | $89.86 | +217.07% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Apple Inc. | 1.7M | $541.4M | 5.3% | $79.31 | +339.40% | 30 qtrssince 2019-Q1 | Increased 61 |
 NVIDIA Corporation | 2.8M | $539.2M | 5.3% | $19.96 | +746.09% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Microsoft Corporation | 949,837 | $367.3M | 3.6% | $186.14 | +186.42% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Amazon.com, Inc. | 1.4M | $340.1M | 3.3% | $131.27 | +106.34% | 30 qtrssince 2019-Q1 | Increased 57 |
 SPDR S&P 500 | 433,705 | $325.8M | 3.2% | $274.28 | +173.41% | 30 qtrssince 2019-Q1 | Decreased 0 |
 ISHARES S&P 500 | 397,105 | $299.7M | 2.9% | $325.59 | +131.39% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Broadcom Inc. | 706,685 | $264.2M | 2.6% | $92.72 | +258.06% | 30 qtrssince 2019-Q1 | Decreased 0 |
 JPMorgan Chase & Co. | 676,814 | $228.6M | 2.2% | $110.27 | +210.22% | 30 qtrssince 2019-Q1 | Increased 53 |
 Eli Lilly and Company | 147,564 | $177.1M | 1.7% | $713.46 | +100.75% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Applied Materials, Inc. | 289,640 | $171.7M | 1.7% | $126.81 | +193.76% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Visa Inc. | 451,402 | $161.3M | 1.6% | $183.15 | +130.96% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Meta Platforms, Inc. | 259,511 | $155.8M | 1.5% | $394.07 | +62.76% | 22 qtrssince 2021-Q1 | Increased 48 |
 I SHARES S&P MID 400 | 1.9M | $145.1M | 1.4% | $44.39 | +66.99% | 30 qtrssince 2019-Q1 | Increased 50 |
 Berkshire Hathaway Inc. | 237,942 | $120.5M | 1.2% | $270.27 | +115.84% | 30 qtrssince 2019-Q1 | Decreased 0 |
 VANGUARD FTSE INTL | 1.7M | $120.1M | 1.2% | $42.55 | +63.00% | 30 qtrssince 2019-Q1 | Increased 52 |
 ISHARES S&PSMCAP 600 | 719,520 | $105.6M | 1.0% | $88.59 | +59.37% | 30 qtrssince 2019-Q1 | Increased 49 |
 Tesla, Inc. | 242,999 | $102M | 1.0% | $349.52 | +8.66% | 30 qtrssince 2019-Q1 | Increased 47 |
 Micron Technology, Inc. | 97,000 | $95.5M | 0.9% | $473.23 | +53.23% | 14 qtrssince 2023-Q1 | Increased 51 |
 ISHARES EMERG-IEMG | 1.2M | $94.6M | 0.9% | — | — | 30 qtrssince 2019-Q1 | Increased 46 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2025-Q1 | $7,178,517,581 | -5.42642829074% |
| 2025-Q2 | $8,293,457,453 | 15.5316172095% |
| 2025-Q3 | $8,785,895,881 | 5.9376735311% |
| 2025-Q4 | $9,234,297,548 | 5.10365332202% |
| 2026-Q1 | $8,861,624,897 | -4.03574445228% |
| 2026-Q2 | $10,185,672,767 | 14.9413666838% |
Whittier Trust Co. manages $10.2B across 1355 positions as of Q2 2026. Top holdings: GOOG (5.3%), AAPL (5.3%), NVDA (5.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 77 new positions, 66 exits, 354 increased. Top move: AAPL (INCREASED, conviction 61). Portfolio: $10.2B across 1355 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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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
Verify source filings on SEC EDGAR