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Whittier Trust Co

13F filer · CIK 0001137881
Reported Jul 28, 2026
Net buyer this quarter
13F portfolio value$10.2BU.S. long equity reported on 13F
Positions1,02657 new · 52 closed
Net flow last quarter+$198MBuys minus sells
Top 10 positions weight34.3%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 28, 20261,026 positions
GOOGAlphabet Inc.$542M5.32%Not reported-0.4%Q1 2016
AAPLApple Inc.$541M5.31%0.01%+0.8%Q2 2013
NVDANvidia Corp$539M5.29%0.01%-0.2%Q2 2013
MSFTMicrosoft Corp$367M3.61%0.01%-2.5%Q2 2013
AMZNAmazon Com Inc$340M3.34%0.01%+0.1%Q2 2013
SPYSPDR S&P 500 ETF Trust$326M3.20%Not reported-1.0%Q2 2013
AVGOBroadcom Inc.$264M2.59%0.01%-15.8%Q1 2016
JPMJPMorgan Chase & Co$229M2.24%0.03%+0.8%Q2 2013
LLYELI LILLY & Co$177M1.74%0.02%-0.4%Q2 2013
AMATApplied Materials Inc$172M1.69%0.04%-0.3%Q2 2013
VVisa Inc.$161M1.58%0.02%0.0%Q2 2013
METAMeta Platforms, Inc.$156M1.53%Not reported+0.8%Q2 2013
BRK.BBerkshire Hathaway Inc$121M1.18%Not reported-0.7%Q2 2013
TSLATesla, Inc.$102M1.00%0.01%+0.5%Q2 2013
MUMicron Technology Inc$95.5M0.94%0.01%+21.7%Q2 2013
GSGoldman Sachs Group Inc$93.7M0.92%0.03%-1.2%Q2 2013
MDYSPDR S&P Midcap 400 ETF Trust$91.5M0.90%Not reported-1.3%Q2 2013
RTXRTX Corp$89.6M0.88%0.03%0.0%Q2 2020
TJXTJX Companies Inc$89.1M0.87%0.05%-0.2%Q2 2013
GOOGLAlphabet Inc.$88.9M0.87%0.00%-3.7%Q1 2016
NETCloudflare, Inc.$85.4M0.84%Not reported+1.1%Q1 2020
LRCXLam Research Corp$83M0.82%0.02%+39.0%Q2 2013
DHRDanaher Corp$76.6M0.75%0.06%+25.6%Q2 2013
MRKMerck & Co., Inc.$75.1M0.74%0.02%+1.2%Q2 2013
ARMArm Holdings PLC$70.2M0.69%0.02%+270.5%Q1 2026
NSCNorfolk Southern Corp$69.5M0.68%0.10%+0.3%Q2 2013
WMTWalmart Inc.$68.6M0.67%0.01%+0.7%Q2 2013
URIUnited Rentals, Inc.$67.5M0.66%0.10%-0.5%Q1 2015
CVXChevron Corp$66.4M0.65%0.02%-0.5%Q2 2013
PNCPNC Financial Services Group, Inc.$65.9M0.65%0.06%+2.2%Q2 2013
BXBlackstone Inc.$64.3M0.63%0.07%+3.3%Q2 2014
ABBVAbbVie Inc.$61.3M0.60%0.01%-0.6%Q2 2013
ISRGIntuitive Surgical Inc$59.3M0.58%0.04%+23.3%Q2 2013
MPWRMonolithic Power Systems, Inc.$56.4M0.55%0.09%-0.3%Q2 2013
LITELumentum Holdings Inc.$55.7M0.55%0.09%+2.9%Q3 2015
COSTCostco Wholesale Corp$53.1M0.52%0.01%-17.0%Q2 2013
BRK.ABerkshire Hathaway Inc$50.7M0.50%Not reported+42.6%Q2 2013
VLOValero Energy Corp$50.3M0.49%0.06%-0.2%Q2 2013
CWCurtiss Wright Corp$49.9M0.49%0.17%+2.7%Q2 2013
VRTVertiv Holdings Co$49.7M0.49%0.04%-0.2%Q1 2024
JNJJohnson & Johnson$48.3M0.47%0.01%+2.8%Q2 2013
CBRECbre Group, Inc.$46.1M0.45%0.11%+3.6%Q1 2017
CATCaterpillar Inc$43.7M0.43%0.01%-1.5%Q2 2013
CRWDCrowdStrike Holdings, Inc.$43.2M0.42%0.09%+67.1%Q3 2020
PMPhilip Morris International Inc.$42.3M0.42%0.01%-18.8%Q2 2013
MCKMckesson Corp$40.4M0.40%0.04%+42.4%Q2 2013
CASYCaseys General Stores Inc$38.8M0.38%0.13%+46.8%Q1 2015
SCHWSchwab Charles Corp$38.6M0.38%0.02%-0.4%Q2 2013
NFLXNetflix Inc$37.9M0.37%0.01%+0.2%Q2 2013
KKRKKR & Co. Inc.$37.8M0.37%0.04%+1.5%Q2 2013
Q1 2026Reported Apr 28, 20261,019 positions
NVDANvidia Corp$491M5.54%0.01%-17.9%Q2 2013
AAPLApple Inc.$445M5.02%0.01%-6.3%Q2 2013
GOOGAlphabet Inc.$444M5.01%Not reported-4.8%Q1 2016
MSFTMicrosoft Corp$363M4.10%0.01%-1.6%Q2 2013
AMZNAmazon Com Inc$296M3.34%0.01%+4.3%Q2 2013
SPYSPDR S&P 500 ETF Trust$289M3.26%Not reported+3.1%Q2 2013
AVGOBroadcom Inc.$264M2.98%0.02%+5.6%Q1 2016
JPMJPMorgan Chase & Co$198M2.24%0.03%+2.3%Q2 2013
METAMeta Platforms, Inc.$148M1.67%Not reported+6.6%Q2 2013
LLYELI LILLY & Co$137M1.55%0.02%-16.2%Q2 2013
VVisa Inc.$137M1.55%0.02%+3.6%Q2 2013
BRK.BBerkshire Hathaway Inc$114M1.29%Not reported+3.5%Q2 2013
AMATApplied Materials Inc$102M1.16%0.04%+0.8%Q2 2013
TJXTJX Companies Inc$95.5M1.08%0.05%+2.6%Q2 2013
RTXRTX Corp$88.3M1.00%0.03%+4.1%Q2 2020
TSLATesla, Inc.$85.4M0.96%0.01%+18.1%Q2 2013
MDYSPDR S&P Midcap 400 ETF Trust$83.2M0.94%Not reported+4.0%Q2 2013
CVXChevron Corp$78.9M0.89%0.02%-8.4%Q2 2013
WMTWalmart Inc.$78.1M0.88%0.01%+34.8%Q2 2013
GSGoldman Sachs Group Inc$77.8M0.88%0.03%-12.1%Q2 2013
GOOGLAlphabet Inc.$75.6M0.85%0.00%-2.3%Q1 2016
NETCloudflare, Inc.$72.2M0.81%Not reported+9.2%Q1 2020
MRKMerck & Co., Inc.$70.7M0.80%0.02%+4.9%Q2 2013
HONHoneywell International Inc$70.4M0.79%0.05%+5.0%Q2 2013
COSTCostco Wholesale Corp$68.6M0.77%0.02%+4.2%Q2 2013
TMOThermo Fisher Scientific Inc.$66.2M0.75%0.04%+6.2%Q2 2013
NSCNorfolk Southern Corp$62M0.70%0.10%+5.3%Q2 2013
APHAmphenol Corp$61.3M0.69%0.04%+7.3%Q2 2013
DHRDanaher Corp$60.5M0.68%0.04%+7.5%Q2 2013
LITELumentum Holdings Inc.$57.2M0.65%0.10%+21806.5%Q3 2015
BXBlackstone Inc.$56.6M0.64%0.07%+42.4%Q2 2014
PNCPNC Financial Services Group, Inc.$54.3M0.61%0.06%+7.9%Q2 2013
CRWDCrowdStrike Holdings, Inc.$51.7M0.58%0.05%+10.0%Q3 2020
ISRGIntuitive Surgical Inc$50.3M0.57%0.03%+6.8%Q2 2013
ABBVAbbVie Inc.$50.1M0.57%0.01%+2.1%Q2 2013
MPWRMonolithic Power Systems, Inc.$49.6M0.56%0.09%-5.1%Q2 2013
NFLXNetflix Inc$49.2M0.56%0.01%+1140.2%Q2 2013
VLOValero Energy Corp$45.8M0.52%0.06%-12.1%Q2 2013
URIUnited Rentals, Inc.$45.4M0.51%0.10%+0.3%Q1 2015
PMPhilip Morris International Inc.$45.2M0.51%0.02%-25.9%Q2 2013
JNJJohnson & Johnson$43.7M0.49%0.01%-1.6%Q2 2013
COPConocophillips$43.6M0.49%0.03%+9.4%Q2 2013
CBRECbre Group, Inc.$43.2M0.49%0.11%+628.2%Q1 2017
CWCurtiss Wright Corp$42.8M0.48%0.17%-2.4%Q2 2013
VRTVertiv Holdings Co$40.4M0.46%0.04%+10.0%Q1 2024
PLTRPalantir Technologies Inc.$40.4M0.46%0.01%+39.9%Q1 2022
ORLYO Reilly Automotive Inc$39.3M0.44%0.05%+6.6%Q2 2013
EQTEQT Corp$38.9M0.44%0.10%+9.6%Q1 2015
LRCXLam Research Corp$37.6M0.42%0.01%+202.4%Q2 2013
SCHWSchwab Charles Corp$35.8M0.40%0.02%+3.9%Q2 2013
Q4 2025Reported Jan 26, 20261,028 positions
NVDANvidia Corp$630M6.82%0.01%+0.5%Q2 2013
GOOGAlphabet Inc.$493M5.34%Not reported+2.3%Q1 2016
AAPLApple Inc.$481M5.21%0.01%+2.7%Q2 2013
MSFTMicrosoft Corp$474M5.13%0.01%+1.6%Q2 2013
AMZNAmazon Com Inc$322M3.48%0.01%+0.6%Q2 2013
SPYSPDR S&P 500 ETF Trust$294M3.19%Not reported+1.5%Q2 2013
AVGOBroadcom Inc.$273M2.96%0.02%+2.3%Q1 2016
JPMJPMorgan Chase & Co$220M2.38%0.02%+1.9%Q2 2013
LLYELI LILLY & Co$188M2.04%0.02%+26.6%Q2 2013
METAMeta Platforms, Inc.$160M1.73%Not reported+2.0%Q2 2013
VVisa Inc.$156M1.69%0.02%+4.2%Q2 2013
BRK.BBerkshire Hathaway Inc$116M1.25%Not reported+1.8%Q2 2013
GSGoldman Sachs Group Inc$97.7M1.06%0.03%+1.4%Q2 2013
TSLATesla, Inc.$88.7M0.96%0.01%+28.8%Q2 2013
TJXTJX Companies Inc$88.5M0.96%0.05%+2.7%Q2 2013
AMATApplied Materials Inc$85.3M0.92%0.04%-12.5%Q2 2013
RTXRTX Corp$81.4M0.88%0.03%+1.0%Q2 2020
GOOGLAlphabet Inc.$81.1M0.88%0.00%+1.6%Q1 2016
MDYSPDR S&P Midcap 400 ETF Trust$80.4M0.87%Not reported-0.6%Q2 2013
TMOThermo Fisher Scientific Inc.$79.3M0.86%0.03%+6.8%Q2 2013
DHRDanaher Corp$69.3M0.75%0.04%+12.2%Q2 2013
CVXChevron Corp$67.8M0.73%0.02%+1.3%Q2 2013
APHAmphenol Corp$63.8M0.69%0.04%+60.8%Q2 2013
NETCloudflare, Inc.$61.8M0.67%Not reported+30.9%Q1 2020
ISRGIntuitive Surgical Inc$61.7M0.67%0.03%+4.0%Q2 2013
MRKMerck & Co., Inc.$60.7M0.66%0.02%+3.4%Q2 2013
HONHoneywell International Inc$60.2M0.65%0.05%+2.3%Q2 2013
NSCNorfolk Southern Corp$59.5M0.64%0.09%+2.9%Q2 2013
PMPhilip Morris International Inc.$59M0.64%0.02%+2.2%Q2 2013
BXBlackstone Inc.$57.6M0.62%0.05%+2.3%Q2 2014
COSTCostco Wholesale Corp$57.5M0.62%0.01%+1.2%Q2 2013
URIUnited Rentals, Inc.$54.8M0.59%0.10%+2.6%Q1 2015
CRWDCrowdStrike Holdings, Inc.$54M0.58%0.05%+36.7%Q3 2020
ABBVAbbVie Inc.$53.1M0.58%0.01%+0.7%Q2 2013
WMTWalmart Inc.$52.3M0.57%0.01%+13.8%Q2 2013
ABTAbbott Laboratories$51.7M0.56%0.02%+0.6%Q2 2013
PNCPNC Financial Services Group, Inc.$51.5M0.56%0.06%+3.3%Q2 2013
MPWRMonolithic Power Systems, Inc.$44.5M0.48%0.09%+0.1%Q2 2013
PGPROCTER & GAMBLE Co$41.2M0.45%0.01%+1.4%Q2 2013
BRK.ABerkshire Hathaway Inc$39.6M0.43%Not reported-1.9%Q2 2013
SPGIS&P Global Inc.$38.5M0.42%0.02%+2.6%Q2 2016
SCHWSchwab Charles Corp$38.4M0.42%0.02%-1.0%Q2 2013
VLOValero Energy Corp$37.8M0.41%0.07%+2.8%Q2 2013
JNJJohnson & Johnson$37.7M0.41%0.01%-0.1%Q2 2013
CWCurtiss Wright Corp$37.2M0.40%0.17%+0.1%Q2 2013
ORLYO Reilly Automotive Inc$36.1M0.39%0.05%+3.2%Q2 2013
NOWServiceNow, Inc.$36M0.39%0.02%-53.0%Q1 2017
DISWalt Disney Co$35.7M0.39%0.02%-11.7%Q2 2013
PLTRPalantir Technologies Inc.$35.1M0.38%0.01%+52.8%Q1 2022
CEGConstellation Energy Corp$34.9M0.38%0.03%+4.0%Q1 2022
Q3 2025Reported Oct 31, 20251,060 positions
NVDANvidia Corp$628M7.15%0.01%+1.7%Q2 2013
MSFTMicrosoft Corp$504M5.74%0.01%+1.8%Q2 2013
AAPLApple Inc.$461M5.24%0.01%+1.1%Q2 2013
GOOGAlphabet Inc.$377M4.30%Not reported+1.7%Q1 2016
AMZNAmazon Com Inc$291M3.32%0.01%+2.5%Q2 2013
SPYSPDR S&P 500 ETF Trust$280M3.19%Not reported-1.4%Q2 2013
AVGOBroadcom Inc.$263M2.99%0.02%+1.7%Q1 2016
JPMJPMorgan Chase & Co$200M2.28%0.02%+0.6%Q2 2013
METAMeta Platforms, Inc.$168M1.91%Not reported+2.3%Q2 2013
VVisa Inc.$146M1.67%0.02%+1.1%Q2 2013
LLYELI LILLY & Co$117M1.33%0.01%+4.7%Q2 2013
BRK.BBerkshire Hathaway Inc$114M1.29%Not reported+1.2%Q2 2013
NOWServiceNow, Inc.$93.9M1.07%0.05%+3.3%Q1 2017
GSGoldman Sachs Group Inc$79.7M0.91%0.03%+2.0%Q2 2013
TJXTJX Companies Inc$79.1M0.90%0.05%-1.6%Q2 2013
MDYSPDR S&P Midcap 400 ETF Trust$77.4M0.88%Not reported-2.9%Q2 2013
AMATApplied Materials Inc$71.7M0.82%0.04%-0.4%Q2 2013
RTXRTX Corp$70.5M0.80%0.03%+2.2%Q2 2020
TSLATesla, Inc.$68.3M0.78%0.00%+7.3%Q2 2013
CVXChevron Corp$65.6M0.75%0.02%+6.1%Q2 2013
TMOThermo Fisher Scientific Inc.$64.9M0.74%0.03%+28.6%Q2 2013
GOOGLAlphabet Inc.$62.3M0.71%0.00%-2.0%Q1 2016
HONHoneywell International Inc$60M0.68%0.05%+1.9%Q2 2013
NSCNorfolk Southern Corp$59.6M0.68%0.09%+3.1%Q2 2013
URIUnited Rentals, Inc.$58.7M0.67%0.09%+2.5%Q1 2015
COSTCostco Wholesale Corp$58.4M0.67%0.01%+1.1%Q2 2013
BXBlackstone Inc.$58.3M0.66%0.05%+2.1%Q2 2014
PMPhilip Morris International Inc.$57M0.65%0.02%+2.6%Q2 2013
DHRDanaher Corp$56.1M0.64%0.04%+94.5%Q2 2013
ABBVAbbVie Inc.$55.1M0.63%0.01%-0.6%Q2 2013
ABTAbbott Laboratories$54.2M0.62%0.02%+0.4%Q2 2013
NETCloudflare, Inc.$51.7M0.59%Not reported+4.3%Q1 2020
MRKMerck & Co., Inc.$48.1M0.55%0.02%+0.1%Q2 2013
PNCPNC Financial Services Group, Inc.$45.4M0.52%0.06%+3.6%Q2 2013
ISRGIntuitive Surgical Inc$45.3M0.52%0.03%+7.7%Q2 2013
PGPROCTER & GAMBLE Co$44.2M0.50%0.01%-0.2%Q2 2013
CMGChipotle Mexican Grill Inc$43.2M0.49%0.08%-2.4%Q2 2013
CRWDCrowdStrike Holdings, Inc.$42.2M0.48%0.03%+4.5%Q3 2020
WMTWalmart Inc.$41M0.47%0.01%-1.2%Q2 2013
MPWRMonolithic Power Systems, Inc.$40.6M0.46%0.09%+1.6%Q2 2013
ORLYO Reilly Automotive Inc$40.6M0.46%0.05%+11.4%Q2 2013
BRK.ABerkshire Hathaway Inc$40.5M0.46%Not reported-15.6%Q2 2013
DISWalt Disney Co$39.7M0.45%0.02%+1.7%Q2 2013
SCHWSchwab Charles Corp$35.2M0.40%0.02%-1.6%Q2 2013
MRSHMarsh & Mclennan Companies, Inc.$35.1M0.40%0.04%+2.5%Q2 2013
JNJJohnson & Johnson$34.8M0.40%0.01%-3.1%Q2 2013
APHAmphenol Corp$34.3M0.39%0.02%+2.6%Q2 2013
CEGConstellation Energy Corp$34.1M0.39%0.03%+3.3%Q1 2022
ORCLOracle Corp$33.9M0.39%0.00%-6.9%Q2 2013
CWCurtiss Wright Corp$33.7M0.38%0.17%+1.5%Q2 2013
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