StockDriftsStockDriftsTop 50 Whittier Trust CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC. | 5.32% | 1.48M | $541.9M | -0.40%(-6.00K) | $82.19(+326.43%) | 2026-06-30 | |
| AAPL | APPLE COMPUTER | 5.31% | 1.73M | $541.4M | +0.77%(+13.24K) | $68.56(+347.29%) | 2026-06-30 | |
| NVDA | NVIDIA CORP | 5.29% | 2.76M | $539.2M | -0.20%(-5.54K) | $18.19(+1112.30%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.61% | 949.8K | $367.3M | -2.53%(-24.66K) | $156.57(+221.10%) | 2026-06-30 | |
| AMZN | AMAZON.COM | 3.34% | 1.39M | $340.1M | +0.05%(+666) | $100.53(+173.49%) | 2026-06-30 | |
| SPY | SPDR S&P 500 | 3.2% | 433.7K | $325.8M | -1.01%(-4.43K) | $168.24(+359.77%) | 2026-06-30 | |
| IVV | ISHARES S&P 500 | 2.94% | 397.1K | $299.7M | -1.20%(-4.83K) | $284.15(+173.57%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.59% | 706.7K | $264.2M | -15.82%(-132.85K) | $90.15(+366.30%) | 2026-06-30 | |
| JPM | JP MORGAN CHASE | 2.24% | 676.8K | $228.6M | +0.77%(+5.17K) | $87.35(+313.86%) | 2026-06-30 | |
| LLY | LILLY ELI & CO | 1.74% | 147.6K | $177.1M | -0.36%(-532) | $662.25(+85.57%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.16% | +96.06% | +14.97% | +100.84% |
| Top 20 Holdings Unweighted | +24.64% | +93.63% | +13.97% | +92.26% |
Whittier Trust CO reports $10.19B in US-listed equity holdings across 1,354 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (5.3%), AAPL (5.3%) and NVDA (5.3%). The top 20 holdings account for 48.07% of reported assets. Its disclosed equity book has returned +96.06% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Whittier Trust CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1137881). View Whittier Trust CO’s 13F filings on SEC