Institutions / Whittier Trust Co
Whittier Trust Co
CIK 1137881 ยท Institution ยท as of Mar 31, 2026
Portfolio value
$8.86B
Positions
1,343
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$8.86B-4.0%Positions
1,343-0.7%Top holdings
Mar 31, 2026View all 1,343 โ
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $490.81M | 5.5% |
| Apple Inc. | $444.78M | 5.0% |
| Alphabet Inc. | $443.81M | 5.0% |
| Microsoft Corp | $363.37M | 4.1% |
| Amazon.com Inc | $296.30M | 3.3% |
| SPDR S&P 500 | $288.70M | 3.3% |
| iShares S&P 500 | $266.02M | 3.0% |
| Broadcom Inc. | $263.98M | 3.0% |
| JPMorgan Chase & Co | $198.44M | 2.2% |
| Meta Platforms Inc | $147.58M | 1.7% |
| ELI LILLY & Co | $137.29M | 1.5% |
| Visa Inc | $136.98M | 1.5% |
| I Shares S&P Mid 400 | $124.73M | 1.4% |
| Warren E. Buffett | $114.20M | 1.3% |
| Applied Materials Inc /De | $102.40M | 1.2% |
| Vanguard Ftse Intl | $99.31M | 1.1% |
| TJX Cos Inc/The | $95.46M | 1.1% |
| RTX Corp | $88.27M | 1.0% |
| iShares S&PSMCAP 600 | $86.89M | 1.0% |
| Tesla Inc | $85.35M | 1.0% |
| Midcap SPDR | $83.20M | 0.9% |
| Chevron Corp | $78.87M | 0.9% |
| Walmart Inc. | $78.14M | 0.9% |
| The Goldman Sachs Group, Inc. | $77.85M | 0.9% |
| Alphabet Inc. | $75.57M | 0.9% |
Activity
Mar 31, 2026View full history โ
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.| Date | Action | Company | Value | Shares ฮ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | NVIDIA Corp Common stock | $-106.86M | -602K -17.88% | 2,762,949 5.54% of portfolio | high |
| Q1 2026 as of | Add | Lumentum Hldgs Inc Common stock | $56.92M | +74K +21806.51% | 74,044 0.65% of portfolio | high |
| Q1 2026 as of | Add | Netflix Inc Common stock | $45.27M | +458K +1140.20% | 497,717 0.56% of portfolio | medium |
| Q1 2026 as of | Add | CBRE Group Inc Common stock | $37.24M | +273K +628.23% | 316,975 0.49% of portfolio | medium |
| Q1 2026 as of | Add | 464288869 Common stock | $33.22M | +203K +168.81% | 323,937 0.60% of portfolio | medium |
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-29.73M | -115K -6.27% | 1,718,238 5.02% of portfolio | medium |
| Q1 2026 as of | Add | Micron Technology Inc Common stock | $28.26M | +75K +1536.52% | 79,682 0.34% of portfolio | medium |
| Q1 2026 as of | Trim | ELI LILLY & Co Common stock | $-26.45M | -29K -16.15% | 148,096 1.55% of portfolio | medium |
| Q1 2026 as of | Add | Lam Research Corp Common stock | $25.19M | +114K +202.38% | 170,604 0.42% of portfolio | medium |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-22.40M | -75K -4.81% | 1,490,983 5.01% of portfolio | medium |