WHITTIER TRUST CO OF NEVADA INC
Sector Allocation
- Technology35.0%$1.9B
- Other26.0%$1.4B
- Financials11.3%$605.3M
- Consumer Discretionary7.0%$374.6M
- Industrials6.0%$322.4M
- Healthcare5.6%$298.6M
- Consumer Staples3.4%$182.9M
- Energy2.3%$120.3M
- Utilities0.9%$48.1M
- Communication Services0.9%$46.8M
AUM History
13fpro.ai/research/fund/whittier-trust-co-of-nevada-inc-1263548
Conviction and streaks
Stable · top 10 = 37.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$409.4MAAPL
$316.3MGOOG
$241.3MMSFT
$240.5MAMZN
$168.8MSPY
$159.3M- ISHARES$131.7M
JPM
$110.4MAVGO
$103.4M- I$94.4M
- ISHARES$93.4M
- VANGUARD$79.2M
V
$73.8M- VANG$68.4M
BRK.B
$63.9MMETA
$62.5MGOOGL
$62.4MLLY
$60.4M- ISHARES$57.8M
- ISHARES$48.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/whittier-trust-co-of-nevada-inc-1263548
WHITTIER TRUST CO OF NEVADA INC 13F holdings — Q2 2026
$5.3B portfolio (+9.7% QoQ) · 1,423 holdings · Q2 2026 13F · top 10 are 37% of the stock portfolio
$409.4M
7.7% of stocks
-0.3%This quarter+10.6%Since filed10+ qtrsHeld$316.3M
5.9% of stocks
-2%This quarter+2.1%Since filed10+ qtrsHeld$241.3M
4.5% of stocks
-0.1%This quarter-4.7%Since filed10+ qtrsHeld$240.5M
4.5% of stocks
-4%This quarter+35.1%Since filed10+ qtrsHeld$168.8M
3.2% of stocks
+0.2%This quarter+9.6%Since filed10+ qtrsHeld$159.3M
3.0% of stocks
-3%This quarter+3.9%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row- 7
ISHARES S&P 500 - common
$131.7M
2.5% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $110.4M
2.1% of stocks
-0.9%This quarter-6.0%Since filed10+ qtrsHeld$103.4M
1.9% of stocks
-17%This quarter-10.1%Since filed10+ qtrsHeld- 10
I SHARES S&P MID 400 - common
$94.4M
1.8% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy—
All holdings — WHITTIER TRUST CO OF NEVADA INC (Q2 2026)
1,423 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES EMERG-IEMG - commonetf/fund | — | $93.4M | 1.8% | 1.17M | +1% | — | — | 13F |
| 12 | — | VANGUARD FTSE INTL - commonetf/fund | — | $79.2M | 1.5% | 1.12M | +1% | — | — | 13F |
| 13 | VISA INC. | Financials | $73.8M | 1.4% | 209K | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | VANG EMERG MKT ETF - commonetf/fund | — | $68.4M | 1.3% | 1.16M | +0.1% | — | — | 13F |
| 15 | BERKSHIRE HATHAWAY INC | Financials | $63.9M | 1.2% | 127K | +0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Meta Platforms, Inc. | Technology | $62.5M | 1.2% | 101K | -2% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Alphabet Inc. | Technology | $62.4M | 1.2% | 170K | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | ELI LILLY & Co | Healthcare | $60.4M | 1.1% | 49K | -0.6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | ISHARES EAFE-IEFA - commonetf/fund | — | $57.8M | 1.1% | 596K | +3% | — | — | 13F |
| 20 | — | ISHARES S&PSMCAP 600 - commonetf/fund | — | $48.6M | 0.9% | 335K | +3% | — | — | 13F |
| 21 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $43.6M | 0.8% | 61K | -4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | GOLDMAN SACHS GROUP INC | Financials | $43.2M | 0.8% | 41K | -0.8% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | ISHR RUSSELL 1000 - common | — | $43.0M | 0.8% | 105K | -0.5% | — | — | 13F |
| 24 | SPDR S&P MIDCAP 400 ETF TRUSTetf/fund | — | $42.8M | 0.8% | 62K | -2% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | RTX Corp | Industrials | $42.0M | 0.8% | 209K | -0.7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $TSLA | Tesla, Inc. | Consumer Discretionary | $41.1M | 0.8% | 102K | +0.5% | |||
| 27 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $38.7M | 0.7% | 251K | -1% | |||
| 28 | $NET | Cloudflare, Inc. | Technology | $38.1M | 0.7% | 142K | +2% | |||
| 29 | $MU | MICRON TECHNOLOGY INC | Technology | $37.6M | 0.7% | 40K | +27% | |||
| 30 | $MRK | Merck & Co., Inc. | Healthcare | $35.6M | 0.7% | 276K | -1% | |||
| 31 | — | ISHR RUSSELL MICR ID - common | — | $34.8M | 0.7% | 177K | +8% | |||
| 32 | $CVX | CHEVRON CORP | Energy | $33.7M | 0.6% | 194K | -4% | |||
| 33 | $JNJ | JOHNSON & JOHNSON | Healthcare | $33.0M | 0.6% | 123K | -4% | |||
| 34 | — | VANGUARD S&P - common | — | $32.1M | 0.6% | 47K | — | |||
| 35 | $DHR | DANAHER CORP /DE/ | Healthcare | $31.6M | 0.6% | 163K | +22% | |||
| 36 | $LRCX | LAM RESEARCH CORP | Technology | $31.1M | 0.6% | 95K | +43% | |||
| 37 | $CAT | CATERPILLAR INC | Industrials | $30.7M | 0.6% | 33K | -2% | |||
| 38 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $29.5M | 0.6% | 39 | — | |||
| 39 | — | ISHARES RUSL2000 VAL - common | — | $29.0M | 0.5% | 132K | +19% | |||
| 40 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $28.9M | 0.5% | 30K | -15% | |||
| 41 | $WMT | Walmart Inc. | Consumer Staples | $28.7M | 0.5% | 257K | -0.7% | |||
| 42 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $28.4M | 0.5% | 112K | +2% | |||
| 43 | $ABBV | AbbVie Inc. | Healthcare | $27.5M | 0.5% | 108K | -0.3% | |||
| 44 | — | ISHARES RUSL 2000 - common | — | $27.5M | 0.5% | 93K | -24% | |||
| 45 | $ARM | ARM HOLDINGS PLC /UK | Technology | $27.4M | 0.5% | 91K | +278% | |||
| 46 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $26.4M | 0.5% | 62K | +21% | |||
| 47 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $25.8M | 0.5% | 20K | +0.4% | |||
| 48 | $URI | UNITED RENTALS, INC. | Industrials | $25.6M | 0.5% | 24K | -0.0% | |||
| 49 | $INTC | INTEL CORP | Technology | $25.2M | 0.5% | 228K | +64% | |||
| 50 | — | ISHARES RUSL MIDCAP - common | — | $24.8M | 0.5% | 226K | +7% | |||
| 51 | $PM | Philip Morris International Inc. | Consumer Staples | $24.5M | 0.5% | 130K | -18% | |||
| 52 | $VRT | Vertiv Holdings Co | Technology | $24.1M | 0.5% | 79K | +1% | |||
| 53 | $MCK | MCKESSON CORP | Consumer Staples | $23.9M | 0.5% | 30K | +32% | |||
| 54 | — | VANGUARD MID - CAP - common | — | $23.8M | 0.4% | 295K | +300% | |||
| 55 | $BX | Blackstone Inc. | Financials | $23.5M | 0.4% | 194K | +0.7% | |||
| 56 | $LITE | Lumentum Holdings Inc. | Technology | $22.0M | 0.4% | 32K | +4% | |||
| 57 | — | SPDR BIOTECH - XBI - common | — | $20.6M | 0.4% | 126K | -0.5% | |||
| 58 | $CW | CURTISS WRIGHT CORP | Industrials | $20.3M | 0.4% | 27K | +2% | |||
| 59 | — | VANG LG-CAP - common | — | $20.3M | 0.4% | 59K | -3% | |||
| 60 | $VLO | VALERO ENERGY CORP/TX | Energy | $19.9M | 0.4% | 75K | -2% | |||
| 61 | — | VANGUARD SMALL - CAP - common | — | $19.0M | 0.3% | 64K | -0.3% | |||
| 62 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $18.8M | 0.3% | 58K | -31% | |||
| 63 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $18.5M | 0.3% | 23K | +36% | |||
| 64 | $CSCO | CISCO SYSTEMS, INC. | Technology | $17.9M | 0.3% | 160K | -5% | |||
| 65 | $UBER | Uber Technologies, Inc | Technology | $17.3M | 0.3% | 233K | +90% | |||
| 66 | $RBC | RBC Bearings INC | Industrials | $16.8M | 0.3% | 28K | +0.2% | |||
| 67 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $16.7M | 0.3% | 86K | +67% | |||
| 68 | $EWBC | EAST WEST BANCORP INC | Financials | $16.3M | 0.3% | 125K | +0.2% | |||
| 69 | $NFLX | NETFLIX INC | Communication Services | $16.0M | 0.3% | 210K | +1% | |||
| 70 | $COP | CONOCOPHILLIPS | Energy | $16.0M | 0.3% | 147K | -0.3% | |||
| 71 | $CBRE | CBRE GROUP, INC. | Real Estate | $15.9M | 0.3% | 110K | +4% | |||
| 72 | $GE | GENERAL ELECTRIC CO | Industrials | $15.6M | 0.3% | 43K | -0.0% | |||
| 73 | $EQT | EQT Corp | Energy | $15.5M | 0.3% | 299K | -1.0% | |||
| 74 | — | ISHARES RUSL2000 GRW - common | — | $15.4M | 0.3% | 40K | -0.7% | |||
| 75 | $DIS | Walt Disney Co | Communication Services | $15.2M | 0.3% | 156K | +1% | |||
| 76 | $HONA | Honeywell Aerospace Inc. | Industrials | $15.2M | 0.3% | 64K | New | |||
| 77 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $15.2M | 0.3% | 176K | +5% | |||
| 78 | $MCD | MCDONALDS CORP | Consumer Discretionary | $15.0M | 0.3% | 53K | -2% | |||
| 79 | — | ISHARES MSCI EAFE - common | — | $14.8M | 0.3% | 142K | -3% | |||
| 80 | $MNST | Monster Beverage Corp | Consumer Staples | $14.8M | 0.3% | 153K | +60% | |||
| 81 | $AXP | AMERICAN EXPRESS CO | Financials | $14.6M | 0.3% | 42K | +6% | |||
| 82 | $KKR | KKR & Co. Inc. | Financials | $14.5M | 0.3% | 152K | -0.7% | |||
| 83 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $14.4M | 0.3% | 64K | -50% | |||
| 84 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $14.0M | 0.3% | 92K | -9% | |||
| 85 | — | SCHWAB MID CAP-SCHM - common | — | $14.0M | 0.3% | 393K | -0.5% | |||
| 86 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $13.8M | 0.3% | 32K | +77% | |||
| 87 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $13.4M | 0.3% | 39K | -0.3% | |||
| 88 | — | VANGUARD DIV APP-VIG - common | — | $13.3M | 0.3% | 56K | — | |||
| 89 | — | SPDR DJIA TRUST - common | — | $13.0M | 0.2% | 25K | -1% | |||
| 90 | $PLTR | Palantir Technologies Inc. | Technology | $12.7M | 0.2% | 94K | -2% | |||
| 91 | $DDOG | Datadog, Inc. | Technology | $12.6M | 0.2% | 49K | +0.2% | |||
| 92 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $12.3M | 0.2% | 69K | -2% | |||
| 93 | $SCHW | SCHWAB CHARLES CORP | Financials | $12.3M | 0.2% | 120K | -3% | |||
| 94 | $SPGI | S&P Global Inc. | Financials | $12.1M | 0.2% | 27K | -0.8% | |||
| 95 | — | VGRD ALL WORLD EX-US - common | — | $12.0M | 0.2% | 145K | -0.2% | |||
| 96 | — | ISHARES RUSSELL - common | — | $11.9M | 0.2% | 28K | -26% | |||
| 97 | $TDY | TELEDYNE TECHNOLOGIES INC | Technology | $11.5M | 0.2% | 18K | +0.2% | |||
| 98 | $ODFL | OLD DOMINION FREIGHT LINE, INC. | Industrials | $11.5M | 0.2% | 53K | +0.1% | |||
| 99 | $PEP | PEPSICO INC | Consumer Staples | $11.3M | 0.2% | 78K | -3% | |||
| 100 | $SUI | SUN COMMUNITIES INC | Real Estate | $10.8M | 0.2% | 88K | -3% | |||
| 101 | $ECL | ECOLAB INC. | Materials | $10.5M | 0.2% | 37K | +8% | |||
| 102 | $CEG | Constellation Energy Corp | Utilities | $10.2M | 0.2% | 43K | -2% | |||
| 103 | $NEE | NEXTERA ENERGY INC | Utilities | $10.1M | 0.2% | 114K | +5% | |||
| 104 | $IAU | ISHARES GOLD TRUST | Financials | $9.9M | 0.2% | 128K | — | |||
| 105 | — | SCHWB US SCAP-SCHA - common | — | $9.9M | 0.2% | 287K | -0.2% | |||
| 106 | $BE | Bloom Energy Corp | Technology | $9.8M | 0.2% | 36K | +0.4% | |||
| 107 | $GEV | GE Vernova Inc. | Industrials | $9.5M | 0.2% | 8,842 | +0.3% | |||
| 108 | $BROS | Dutch Bros Inc. | Consumer Discretionary | $9.5M | 0.2% | 143K | +28% | |||
| 109 | — | ISHARES EMERGNG MKTS - common | — | $9.4M | 0.2% | 143K | -3% | |||
| 110 | $ORCL | ORACLE CORP | Technology | $9.4M | 0.2% | 66K | -4% | |||
| 111 | $EXP | EAGLE MATERIALS INC | Materials | $8.9M | 0.2% | 42K | -1% | |||
| 112 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $8.9M | 0.2% | 44K | -2% | |||
| 113 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $8.6M | 0.2% | 28K | -5% | |||
| 114 | $DINO | HF Sinclair Corp | Energy | $8.5M | 0.2% | 114K | -0.1% | |||
| 115 | $ABT | ABBOTT LABORATORIES | Healthcare | $8.4M | 0.2% | 87K | -16% | |||
| 116 | $RDNT | RadNet, Inc. | Healthcare | $8.2M | 0.1% | 122K | +0.3% | |||
| 117 | $AMGN | AMGEN INC | Healthcare | $8.1M | 0.1% | 22K | -4% | |||
| 118 | $GLD | SPDR GOLD TRUST | Financials | $7.9M | 0.1% | 21K | +4% | |||
| 119 | $SSD | Simpson Manufacturing Co., Inc. | Industrials | $7.8M | 0.1% | 41K | -20% | |||
| 120 | $DOCN | DigitalOcean Holdings, Inc. | Technology | $7.7M | 0.1% | 56K | +6034% | |||
| 121 | $DE | DEERE & CO | Industrials | $7.6M | 0.1% | 13K | +26% | |||
| 122 | — | VANGUARD INDEX - common | — | $7.6M | 0.1% | 20K | +0.1% | |||
| 123 | $EMR | EMERSON ELECTRIC CO | Industrials | $7.5M | 0.1% | 55K | -1% | |||
| 124 | $UNP | UNION PACIFIC CORP | Industrials | $7.4M | 0.1% | 26K | -0.2% | |||
| 125 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $7.4M | 0.1% | 4,389 | +2% | |||
| 126 | $KO | COCA COLA CO | Consumer Staples | $7.3M | 0.1% | 87K | -5% | |||
| 127 | $BOOT | Boot Barn Holdings, Inc. | Consumer Discretionary | $7.2M | 0.1% | 46K | +0.2% | |||
| 128 | $AXON | AXON ENTERPRISE, INC. | Industrials | $7.2M | 0.1% | 11K | -3% | |||
| 129 | $BLK | BlackRock, Inc. | Financials | $7.1M | 0.1% | 7,067 | -9% | |||
| 130 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $7.1M | 0.1% | 118K | -0.1% | |||
| 131 | $TLN | Talen Energy Corp | Utilities | $7.0M | 0.1% | 19K | +0.3% | |||
| 132 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $6.9M | 0.1% | 20K | -5% | |||
| 133 | — | ISHARES RUSL1000 VAL - common | — | $6.8M | 0.1% | 27K | -2% | |||
| 134 | $SHW | SHERWIN WILLIAMS CO | Materials | $6.6M | 0.1% | 19K | -6% | |||
| 135 | — | SPDR S&P DIV SDY - common | — | $6.5M | 0.1% | 42K | -4% | |||
| 136 | $H | Hyatt Hotels Corp | Consumer Discretionary | $6.5M | 0.1% | 33K | +0.2% | |||
| 137 | $MDB | MongoDB, Inc. | Technology | $6.4M | 0.1% | 18K | -2% | |||
| 138 | $BRO | BROWN & BROWN, INC. | Financials | $6.3M | 0.1% | 91K | -1% | |||
| 139 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $6.3M | 0.1% | 86K | -7% | |||
| 140 | $LPLA | LPL Financial Holdings Inc. | Financials | $6.3M | 0.1% | 20K | -2% | |||
| 141 | $MPC | Marathon Petroleum Corp | Energy | $6.2M | 0.1% | 23K | +0.8% | |||
| 142 | — | EVERPURE INC - common | — | $6.2M | 0.1% | 79K | -0.0% | |||
| 143 | — | ISHRS MEDICAL - IHI - common | — | $6.1M | 0.1% | 118K | New | |||
| 144 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $6.1M | 0.1% | 12K | -80% | |||
| 145 | $TRGP | Targa Resources Corp. | Energy | $6.0M | 0.1% | 22K | -76% | |||
| 146 | — | ISHARES S KOREA - common | — | $6.0M | 0.1% | 33K | +1% | |||
| 147 | $PR | Permian Resources Corp | Energy | $6.0M | 0.1% | 315K | -0.1% | |||
| 148 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $5.9M | 0.1% | 27K | -14% | |||
| 149 | $CFR | CULLEN/FROST BANKERS, INC. | Financials | $5.9M | 0.1% | 37K | -0.1% | |||
| 150 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $5.5M | 0.1% | 11K | -8% |
What changed in Q2 2026
Against the previous quarter's 13F: 69 new, 265 added to, 510 trimmed, 59 sold out. Share-count changes; largest moves by dollar size first.
New positions (69)
$HONAHoneywell Aerospace Inc.$15.2M
first bought this quarter
$LGNLegence Corp.$3.9M
first bought this quarter
$MSGSMadison Square Garden Sports Corp.$1.4M
first bought this quarter
$GATXGATX CORP$999K
first bought this quarter
$NFGNATIONAL FUEL GAS CO$982K
first bought this quarter
$FLSFLOWSERVE CORP$813K
first bought this quarter
+63 more in the Excel export
Added to (265)
$ARMARM HOLDINGS PLC /UK+278%
now $27.4M · held 2 qtrs, 2 adds in a row
- VANGUARD MID - CAP - common+300%
now $23.8M
$INTCINTEL CORP+64%
now $25.2M · held 10+ qtrs
$LRCXLAM RESEARCH CORP+43%
now $31.1M · held 7 qtrs, 2 adds in a row
$UBERUber Technologies, Inc+90%
now $17.3M · held 10+ qtrs, 4 adds in a row
$MUMICRON TECHNOLOGY INC+27%
now $37.6M · held 10+ qtrs, 2 adds in a row
+259 more in the Excel export
Trimmed (510)
$APHAMPHENOL CORP /DE/-85%
now $4.6M · held 10+ qtrs
$TMOTHERMO FISHER SCIENTIFIC INC.-80%
now $6.1M · held 10+ qtrs
now $103.4M · held 10+ qtrs
$TRGPTarga Resources Corp.-76%
now $6.0M · held 7 qtrs, 2 trims in a row
$HONHONEYWELL INTERNATIONAL INC-50%
now $14.4M · held 10+ qtrs
now $240.5M · held 10+ qtrs
+504 more in the Excel export
Sold out (59)
$XOM.R34088EXXON MOBIL CORPwas $22.6M
held 9+ qtrs
$SUNBSunbelt Rentals Holdings, Inc.was $829K
held 1 qtr
$GELGENESIS ENERGY LPwas $706K
held 6 qtrs
$HTBKHERITAGE COMMERCE CORPwas $622K
held 9+ qtrs
$SBSCOMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESPwas $535K
$KEPKOREA ELECTRIC POWER CORPwas $404K
+53 more in the Excel export
Holdings by quarter
Every 13F WHITTIER TRUST CO OF NEVADA INC has filed, 40 earlier quarters. Pick one to see what it held then.
Is it too late to follow WHITTIER OF NEVADA?
Q2 2026 13F filed with the SEC on Jul 28, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of WHITTIER OF NEVADA's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+7.4%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 14% over the last 4
Top 10 weight
37%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
WHITTIER TRUST CO OF NEVADA INC disclosed 1,423 positions worth $5.3B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 7.7% of the equity portfolio, followed by $AAPL and $GOOG. During the quarter the fund opened 69 new positions and exited 59 — including a new stake in $HONA and a full exit from $XOM.R34088. The portfolio is most concentrated in Technology (35.0% of disclosed assets). All figures are sourced directly from WHITTIER TRUST CO OF NEVADA INC’s Form 13F-HR filing with the SEC under CIK 1263548.
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