Top 50 Whittier Trust CO Of Nevada INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | 7.66% | 2.08M | $409.4M | -0.32%(-6.78K) | $81.84(+169.39%) | 2026-06-30 | |
| AAPL | APPLE COMPUTER | 5.92% | 1.02M | $316.3M | -2.49%(-26.01K) | $71.87(+326.68%) | 2026-06-30 | |
| GOOG | ALPHABET INC. | 4.51% | 663.7K | $241.3M | -0.15%(-985) | $85.22(+311.30%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.5% | 618.5K | $240.5M | -3.71%(-23.80K) | $162.91(+208.61%) | 2026-06-30 | |
| AMZN | AMAZON.COM | 3.16% | 686.4K | $168.8M | +0.19%(+1.33K) | $91.54(+200.37%) | 2026-06-30 | |
| SPY | SPDR S&P 500 | 2.98% | 213.1K | $159.3M | -2.66%(-5.81K) | $264.45(+192.50%) | 2026-06-30 | |
| IVV | ISHARES S&P 500 | 2.46% | 175.4K | $131.7M | +2.82%(+4.81K) | $338.16(+129.88%) | 2026-06-30 | |
| JPM | JP MORGAN CHASE | 2.07% | 325.5K | $110.4M | -0.86%(-2.82K) | $101.75(+255.29%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.93% | 279.0K | $103.4M | -16.90%(-56.75K) | $95.37(+340.77%) | 2026-06-30 | |
| IJH | I SHARES S&P MID 400 | 1.77% | 1.25M | $94.4M | +1.87%(+22.99K) | $48.45(+60.83%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.68% | +80.18% | +12.22% | +77.96% |
| Top 20 Holdings Unweighted | +20.60% | +75.41% | +10.51% | +64.85% |
Whittier Trust CO Of Nevada INC reports $5.35B in US-listed equity holdings across 1,423 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (7.7%), AAPL (5.9%) and GOOG (4.5%). The top 20 holdings account for 49.5% of reported assets. Its disclosed equity book has returned +80.18% 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 Of Nevada INCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1263548). View Whittier Trust CO Of Nevada INCโs 13F filings on SEC