Whittier Trust
Latest statistics and disclosures from Whittier Trust's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, AAPL, GOOG, AMZN, and represent 25.74% of Whittier Trust's stock portfolio.
- Added to shares of these 10 stocks: DHR (+$27M), EQT (+$15M), TMO (+$14M), PLTR (+$13M), AMGN (+$12M), NVDA (+$10M), MSFT (+$9.1M), AMZN (+$7.0M), TMHC (+$6.4M), LOB (+$6.2M).
- Started 130 new stock positions in HLIO, SHLS, LSCC, CSBR, LINC, FEIM, AKR, HROW, PSKY, BCML.
- Reduced shares in these 10 stocks: ETN (-$97M), LIN (-$56M), ELV (-$21M), IQV (-$20M), LNG (-$14M), TSM (-$12M), ARIS (-$9.0M), WDFC (-$7.6M), BRK.A (-$7.5M), .
- Sold out of its positions in AGNC, ASX, AEG, WMS, AEIS, AEM, AIN, BABA, AMX, AVUV.
- Whittier Trust was a net seller of stock by $-205M.
- Whittier Trust has $8.8B in assets under management (AUM), dropping by 5.94%.
- Central Index Key (CIK): 0001137881
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Portfolio Holdings for Whittier Trust
Whittier Trust holds 1378 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Whittier Trust has 1378 total positions. Only the first 250 positions are shown.
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- Download the Whittier Trust September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Nvidia Corporation common (NVDA) | 7.2 | $628M | 3.3M | 187.62 |
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| Microsoft Corp common (MSFT) | 5.7 | $504M | 974k | 517.35 |
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| Apple common (AAPL) | 5.2 | $461M | 1.8M | 258.02 |
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| Alphabet common (GOOG) | 4.3 | $377M | 1.5M | 246.45 |
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| Amazon common (AMZN) | 3.3 | $291M | +2% | 1.3M | 219.51 |
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| Ishares Tr common (IVV) | 3.3 | $287M | 426k | 672.42 |
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| Spdr S&p 500 Etf Tr common (SPY) | 3.2 | $280M | 419k | 669.21 |
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| Broadcom common (AVGO) | 3.0 | $263M | 777k | 338.37 |
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| Jpmorgan Chase & Co. common (JPM) | 2.3 | $200M | 645k | 310.03 |
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| Meta Platforms common (META) | 1.9 | $168M | +2% | 237k | 710.56 |
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| Visa common (V) | 1.7 | $146M | 418k | 349.84 |
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| Ishares Tr common (IJH) | 1.4 | $119M | +2% | 1.8M | 65.77 |
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| Eli Lilly & Co common (LLY) | 1.3 | $117M | +4% | 140k | 839.87 |
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| Berkshire Hathaway Inc Del common (BRK.B) | 1.3 | $114M | 228k | 498.75 |
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| Servicenow common (NOW) | 1.1 | $94M | +3% | 103k | 912.36 |
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| Vanguard Tax-managed Fds common (VEA) | 1.0 | $84M | +2% | 1.4M | 61.06 |
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| Ishares Tr common (IJR) | 0.9 | $81M | +3% | 673k | 120.08 |
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| Goldman Sachs Group common (GS) | 0.9 | $80M | 101k | 789.98 |
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| Tjx Cos common (TJX) | 0.9 | $79M | 560k | 141.33 |
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| Spdr S&p Midcap 400 Etf Tr common (MDY) | 0.9 | $77M | -2% | 129k | 600.68 |
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| Applied Matls common (AMAT) | 0.8 | $72M | 329k | 217.53 |
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| Rtx Corporation common (RTX) | 0.8 | $71M | +2% | 423k | 166.58 |
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| Tesla common (TSLA) | 0.8 | $68M | +7% | 159k | 429.83 |
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| Chevron Corp common (CVX) | 0.7 | $66M | +6% | 428k | 153.55 |
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| Thermo Fisher Scientific common (TMO) | 0.7 | $65M | +28% | 120k | 543.32 |
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| Ishares Tr common (IWM) | 0.7 | $64M | 259k | 245.83 |
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| Alphabet common (GOOGL) | 0.7 | $62M | 254k | 245.35 |
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| Honeywell Intl common (HON) | 0.7 | $60M | 287k | 209.05 |
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| Vanguard Intl Equity Index F common (VWO) | 0.7 | $60M | 1.1M | 54.79 |
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| Norfolk Southn Corp common (NSC) | 0.7 | $60M | +3% | 199k | 300.15 |
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| United Rentals common (URI) | 0.7 | $59M | +2% | 60k | 980.79 |
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| Costco Whsl Corp common (COST) | 0.7 | $58M | 64k | 915.38 |
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| Blackstone common (BX) | 0.7 | $58M | +2% | 346k | 168.45 |
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| Ishares common (IEMG) | 0.7 | $58M | +4% | 867k | 66.93 |
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| Philip Morris Intl common (PM) | 0.6 | $57M | +2% | 372k | 153.27 |
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| Danaher Corporation common (DHR) | 0.6 | $56M | +94% | 261k | 214.99 |
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| Ishares Tr common (IWN) | 0.6 | $55M | 308k | 179.44 |
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| Abbvie common (ABBV) | 0.6 | $55M | 236k | 233.91 |
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| Abbott Labs common (ABT) | 0.6 | $54M | 402k | 134.59 |
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| Cloudflare common (NET) | 0.6 | $52M | +4% | 239k | 216.67 |
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| Merck & Co common (MRK) | 0.5 | $48M | 539k | 89.19 |
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| Pnc Finl Svcs Group common (PNC) | 0.5 | $45M | +3% | 229k | 198.46 |
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| Intuitive Surgical common (ISRG) | 0.5 | $45M | +7% | 100k | 452.35 |
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| Procter And Gamble common (PG) | 0.5 | $44M | 290k | 152.27 |
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| Chipotle Mexican Grill common (CMG) | 0.5 | $43M | -2% | 1.0M | 41.76 |
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| Crowdstrike Hldgs common (CRWD) | 0.5 | $42M | +4% | 86k | 489.88 |
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| Walmart common (WMT) | 0.5 | $41M | 402k | 102.07 |
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| Monolithic Pwr Sys common (MPWR) | 0.5 | $41M | 44k | 918.83 |
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| Oreilly Automotive common (ORLY) | 0.5 | $41M | +11% | 387k | 104.79 |
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| Berkshire Hathaway Inc Del common (BRK.A) | 0.5 | $41M | -15% | 54.00 | 750583.17 |
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| Disney Walt common (DIS) | 0.5 | $40M | 353k | 112.47 |
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| Ishares Tr common (IEFA) | 0.4 | $39M | 437k | 88.84 |
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| Schwab Charles Corp common (SCHW) | 0.4 | $35M | 374k | 94.08 |
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| Marsh & Mclennan Cos common (MMC) | 0.4 | $35M | +2% | 174k | 201.14 |
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| Johnson & Johnson common (JNJ) | 0.4 | $35M | -3% | 184k | 188.64 |
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| Amphenol Corp common (APH) | 0.4 | $34M | +2% | 281k | 122.22 |
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| Constellation Energy Corp common (CEG) | 0.4 | $34M | +3% | 95k | 360.00 |
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| Oracle Corp common (ORCL) | 0.4 | $34M | -6% | 118k | 286.14 |
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| Curtiss Wright Corp common (CW) | 0.4 | $34M | 63k | 538.01 |
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| S&p Global common (SPGI) | 0.4 | $33M | +2% | 70k | 479.81 |
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| Valero Energy Corp common (VLO) | 0.4 | $33M | +2% | 206k | 160.40 |
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| Eqt Corp common (EQT) | 0.4 | $32M | +89% | 574k | 56.03 |
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| Sun Cmntys common (SUI) | 0.4 | $32M | -6% | 243k | 130.14 |
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| Ishares Tr common (IWB) | 0.3 | $31M | 84k | 367.47 |
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| Vanguard Index Fds common (VO) | 0.3 | $29M | 99k | 295.21 |
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| Conocophillips common (COP) | 0.3 | $28M | +4% | 299k | 94.16 |
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| Home Depot common (HD) | 0.3 | $27M | -2% | 69k | 395.06 |
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| Motorola Solutions common (MSI) | 0.3 | $27M | -20% | 59k | 452.90 |
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| East West Bancorp common (EWBC) | 0.3 | $26M | -9% | 246k | 106.51 |
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| Mckesson Corp common (MCK) | 0.3 | $26M | +2% | 35k | 738.05 |
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| Vanguard Intl Equity Index F common (VEU) | 0.3 | $25M | 338k | 72.63 |
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| Spdr Series Trust common (XBI) | 0.3 | $24M | 233k | 103.60 |
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| Copart common (CPRT) | 0.3 | $24M | 529k | 45.11 |
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| Ecolab common (ECL) | 0.3 | $24M | +3% | 85k | 276.59 |
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| Caterpillar common (CAT) | 0.3 | $23M | -3% | 47k | 497.85 |
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| Vertiv Holdings common (VRT) | 0.3 | $23M | +2% | 142k | 160.20 |
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| Rbc Bearings common (RBC) | 0.3 | $23M | 60k | 373.99 |
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| American Express common (AXP) | 0.3 | $22M | 68k | 330.24 |
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| BXP common (BXP) | 0.3 | $22M | +3% | 293k | 75.61 |
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| Palantir Technologies common (PLTR) | 0.3 | $22M | +150% | 128k | 173.07 |
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| Amgen common (AMGN) | 0.2 | $22M | +116% | 73k | 297.89 |
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| Capital One Finl Corp common (COF) | 0.2 | $22M | +4% | 100k | 214.40 |
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| Teledyne Technologies common (TDY) | 0.2 | $21M | 35k | 587.62 |
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| Fair Isaac Corp common (FICO) | 0.2 | $21M | -20% | 11k | 1850.65 |
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| Mcdonalds Corp common (MCD) | 0.2 | $20M | -4% | 67k | 300.98 |
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| Coinbase Global common (COIN) | 0.2 | $20M | -10% | 53k | 380.02 |
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| Mastercard Incorporated common (MA) | 0.2 | $18M | 32k | 580.45 |
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| Fortive Corp common (FTV) | 0.2 | $18M | 361k | 50.41 |
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| Nextera Energy common (NEE) | 0.2 | $18M | +2% | 226k | 80.06 |
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| Eagle Matls common (EXP) | 0.2 | $18M | 77k | 234.60 |
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| Boot Barn Hldgs common (BOOT) | 0.2 | $18M | 104k | 171.38 |
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| Ishares Tr common (IWR) | 0.2 | $18M | 184k | 97.23 |
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| Invesco Qqq Tr common (QQQ) | 0.2 | $18M | 29k | 603.17 |
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| Exxon Mobil Corp common (XOM) | 0.2 | $18M | -6% | 156k | 113.26 |
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| Kkr & Co common (KKR) | 0.2 | $18M | +3% | 138k | 127.65 |
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| Lowes Cos common (LOW) | 0.2 | $17M | 70k | 246.35 |
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| Brown & Brown common (BRO) | 0.2 | $17M | 180k | 94.95 |
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| Radnet common (RDNT) | 0.2 | $17M | 219k | 77.64 |
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| Caseys Gen Stores common (CASY) | 0.2 | $17M | 30k | 567.48 |
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| Graco common (GGG) | 0.2 | $17M | 195k | 84.76 |
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| Topbuild Corp common (BLD) | 0.2 | $17M | 41k | 399.39 |
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| Sherwin Williams common (SHW) | 0.2 | $16M | 46k | 346.60 |
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| Rexford Indl Rlty common (REXR) | 0.2 | $16M | +30% | 384k | 41.67 |
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| Datadog common (DDOG) | 0.2 | $16M | +2% | 105k | 151.82 |
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| Unity Software common (U) | 0.2 | $16M | 418k | 37.89 |
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| Ollies Bargain Outlet Hldgs common (OLLI) | 0.2 | $16M | 118k | 131.42 |
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| Unitedhealth Group common (UNH) | 0.2 | $15M | -7% | 43k | 360.20 |
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| Travelers Companies common (TRV) | 0.2 | $15M | -3% | 54k | 284.56 |
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| Simpson Mfg common (SSD) | 0.2 | $15M | 89k | 171.22 |
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| Ishares Tr common (EFA) | 0.2 | $15M | -3% | 158k | 95.08 |
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| Simon Ppty Group common (SPG) | 0.2 | $15M | 81k | 185.23 |
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| Talen Energy Corp common (TLN) | 0.2 | $15M | 34k | 438.50 |
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| Axon Enterprise common (AXON) | 0.2 | $15M | +2% | 21k | 715.51 |
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| Invitation Homes common (INVH) | 0.2 | $15M | +3% | 516k | 28.64 |
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| Blackrock common (BLK) | 0.2 | $15M | 13k | 1160.69 |
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| Pepsico common (PEP) | 0.2 | $15M | -6% | 103k | 141.98 |
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| Guidewire Software common (GWRE) | 0.2 | $15M | +2% | 64k | 230.00 |
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| Houlihan Lokey common (HLI) | 0.2 | $14M | 71k | 201.41 |
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| Builders Firstsource common (BLDR) | 0.2 | $14M | 111k | 128.55 |
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| Old Dominion Freight Line In common (ODFL) | 0.2 | $14M | 100k | 141.33 |
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| Vanguard Specialized Funds common (VIG) | 0.2 | $14M | -4% | 63k | 217.79 |
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| Comcast Corp common (CMCSA) | 0.1 | $13M | 423k | 30.90 |
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| First Ctzns Bancshares Inc N common (FCNCA) | 0.1 | $13M | +4% | 7.3k | 1762.73 |
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| Ishares Tr common (IWF) | 0.1 | $13M | 27k | 469.95 |
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| Emerson Elec common (EMR) | 0.1 | $13M | -3% | 93k | 134.76 |
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| Vanguard Index Fds common (VB) | 0.1 | $13M | -8% | 48k | 257.86 |
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| West Pharmaceutical Svsc common (WST) | 0.1 | $13M | 46k | 272.56 |
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| Rli Corp common (RLI) | 0.1 | $12M | 193k | 64.53 |
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| Webster Finl Corp common (WBS) | 0.1 | $12M | +37% | 209k | 59.61 |
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| Pure Storage common (PSTG) | 0.1 | $12M | +2% | 143k | 86.88 |
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| Martin Marietta Matls common (MLM) | 0.1 | $12M | +3% | 19k | 634.76 |
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| Coca Cola common (KO) | 0.1 | $12M | 183k | 66.65 |
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| Cisco Sys common (CSCO) | 0.1 | $12M | 176k | 67.92 |
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| Progressive Corp common (PGR) | 0.1 | $12M | 47k | 245.70 |
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| Vanguard Index Fds common (VV) | 0.1 | $12M | +4% | 37k | 309.24 |
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| Ishares Tr common (ACWX) | 0.1 | $11M | +2% | 172k | 66.17 |
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| Lpl Finl Hldgs common (LPLA) | 0.1 | $11M | +40% | 35k | 314.73 |
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| Elevance Health common (ELV) | 0.1 | $11M | -66% | 31k | 350.50 |
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| Planet Fitness common (PLNT) | 0.1 | $11M | 109k | 100.63 |
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| Dollar Gen Corp common (DG) | 0.1 | $11M | 108k | 100.21 |
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| American Elec Pwr common (AEP) | 0.1 | $11M | 93k | 114.06 |
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| Bancorp Inc Del common (TBBK) | 0.1 | $11M | +2% | 138k | 76.14 |
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| Hf Sinclair Corp common (DINO) | 0.1 | $10M | +2% | 202k | 51.69 |
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| Graphic Packaging Hldg common (GPK) | 0.1 | $10M | 536k | 19.37 |
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| Ge Healthcare Technologies I common (GEHC) | 0.1 | $10M | 135k | 76.56 |
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| Deere & Co common (DE) | 0.1 | $10M | 22k | 462.88 |
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| Vanguard Scottsdale Fds common (VCIT) | 0.1 | $9.9M | +5% | 118k | 84.06 |
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| International Business Machs common (IBM) | 0.1 | $9.6M | -2% | 33k | 288.37 |
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| Spdr Index Shs Fds common (CWI) | 0.1 | $9.4M | 264k | 35.51 |
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| Mondelez Intl common (MDLZ) | 0.1 | $9.3M | -6% | 149k | 62.67 |
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| Hyatt Hotels Corp common (H) | 0.1 | $9.3M | 63k | 146.99 |
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| Schwab Strategic Tr common (SCHA) | 0.1 | $9.1M | 322k | 28.26 |
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| Boeing common (BA) | 0.1 | $8.9M | 41k | 216.30 |
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| Lam Research Corp common (LRCX) | 0.1 | $8.8M | 60k | 145.81 |
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| Spdr Dow Jones Indl Average common (DIA) | 0.1 | $8.6M | -3% | 18k | 467.51 |
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| Wells Fargo common (WFC) | 0.1 | $8.6M | -2% | 107k | 80.67 |
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| Spdr Gold Tr common (GLD) | 0.1 | $8.5M | +20% | 24k | 357.64 |
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| Schwab Strategic Tr common (SCHM) | 0.1 | $8.5M | +4% | 283k | 30.04 |
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| Cullen Frost Bankers common (CFR) | 0.1 | $8.4M | 67k | 126.60 |
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| Illinois Tool Wks common (ITW) | 0.1 | $8.4M | -2% | 32k | 260.00 |
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| Salesforce common (CRM) | 0.1 | $8.2M | -13% | 34k | 240.36 |
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| Roblox Corp common (RBLX) | 0.1 | $7.7M | -18% | 63k | 122.69 |
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| Vanguard Index Fds common (VBR) | 0.1 | $7.6M | 36k | 211.15 |
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| Iqvia Hldgs common (IQV) | 0.1 | $7.6M | -71% | 37k | 206.63 |
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| Ishares Tr common (IWO) | 0.1 | $7.6M | -2% | 23k | 325.46 |
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| Union Pac Corp common (UNP) | 0.1 | $7.3M | -4% | 31k | 236.80 |
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| Ishares Tr common (IWV) | 0.1 | $7.3M | 19k | 380.77 |
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| Vanguard Whitehall Fds common (VYM) | 0.1 | $7.2M | 51k | 141.55 |
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| Otter Tail Corp common (OTTR) | 0.1 | $7.2M | 90k | 79.75 |
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| Cbre Group common (CBRE) | 0.1 | $6.8M | 43k | 156.14 |
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| Constellation Brands common (STZ) | 0.1 | $6.7M | 47k | 142.20 |
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| Automatic Data Processing In common (ADP) | 0.1 | $6.7M | -3% | 23k | 291.31 |
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| Vertex common (VERX) | 0.1 | $6.7M | 266k | 25.06 |
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| Vanguard Index Fds common (VOO) | 0.1 | $6.5M | -9% | 11k | 615.30 |
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| Pimco Etf Tr common (MINT) | 0.1 | $6.4M | -15% | 64k | 100.37 |
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| Taylor Morrison Home Corp common (TMHC) | 0.1 | $6.4M | NEW | 94k | 67.93 |
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| Ishares Tr common (IWD) | 0.1 | $6.4M | 31k | 204.96 |
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| Ishares Tr common (AGG) | 0.1 | $6.3M | -31% | 63k | 100.18 |
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| Texas Instrs common (TXN) | 0.1 | $6.2M | -11% | 35k | 180.32 |
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| Dutch Bros common (BROS) | 0.1 | $6.2M | +2% | 123k | 50.55 |
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| Altria Group common (MO) | 0.1 | $6.2M | 95k | 65.73 |
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| Live Oak Bancshares common (LOB) | 0.1 | $6.2M | +937663% | 178k | 34.71 |
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| Permian Resources Corp common (PR) | 0.1 | $6.1M | NEW | 485k | 12.59 |
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| Vanguard Scottsdale Fds common (VCSH) | 0.1 | $6.1M | -4% | 76k | 79.76 |
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| Intuit common (INTU) | 0.1 | $6.0M | 8.9k | 679.91 |
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| Wingstop common (WING) | 0.1 | $5.7M | 23k | 251.98 |
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| Ishares Tr common (EEM) | 0.1 | $5.7M | -5% | 105k | 54.23 |
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| Qualcomm common (QCOM) | 0.1 | $5.6M | -5% | 33k | 169.18 |
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| Rpm Intl common (RPM) | 0.1 | $5.6M | 48k | 116.83 |
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| American Wtr Wks common (AWK) | 0.1 | $5.6M | -4% | 40k | 137.75 |
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| Dimensional Etf Trust common (DFIV) | 0.1 | $5.6M | 119k | 46.63 |
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| Murphy Usa common (MUSA) | 0.1 | $5.4M | +60% | 14k | 395.46 |
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| Vanguard Index Fds common (VNQ) | 0.1 | $5.4M | -6% | 59k | 91.42 |
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| Select Sector Spdr Tr common (XLK) | 0.1 | $5.4M | 19k | 284.73 |
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| Spdr Series Trust common (SDY) | 0.1 | $5.4M | -6% | 38k | 140.64 |
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| Mercadolibre common (MELI) | 0.1 | $5.3M | +10% | 2.4k | 2172.75 |
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| Ishares Tr common (GVI) | 0.1 | $5.2M | -5% | 49k | 107.29 |
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| Vanguard Index Fds common (VTI) | 0.1 | $5.2M | 16k | 329.96 |
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| Starbucks Corp common (SBUX) | 0.1 | $5.0M | -7% | 58k | 86.42 |
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| Vanguard Scottsdale Fds common (VGSH) | 0.1 | $5.0M | 84k | 58.72 |
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| Proshares Tr common (SH) | 0.1 | $4.9M | NEW | 132k | 36.83 |
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| Bank America Corp common (BAC) | 0.1 | $4.8M | 96k | 50.64 |
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| Ishares Gold Tr common (IAU) | 0.1 | $4.7M | +5% | 64k | 73.22 |
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| Netflix common (NFLX) | 0.1 | $4.5M | 3.9k | 1153.32 |
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| Northrop Grumman Corp common (NOC) | 0.1 | $4.5M | 7.3k | 609.54 |
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| Prologis common (PLD) | 0.0 | $4.4M | -8% | 37k | 117.06 |
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| Gilead Sciences common (GILD) | 0.0 | $4.1M | -6% | 37k | 112.69 |
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| Usio common (USIO) | 0.0 | $4.1M | 2.8M | 1.46 |
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| Pfizer common (PFE) | 0.0 | $4.0M | -10% | 146k | 27.37 |
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| Nike common (NKE) | 0.0 | $3.9M | -5% | 55k | 71.93 |
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| Brown Forman Corp common (BF.B) | 0.0 | $3.9M | 139k | 27.97 |
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| Csx Corp common (CSX) | 0.0 | $3.9M | 107k | 36.01 |
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| General Dynamics Corp common (GD) | 0.0 | $3.8M | 11k | 343.62 |
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| Invesco Exch Traded Fd Tr Ii common (VRP) | 0.0 | $3.7M | -10% | 151k | 24.76 |
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| Verizon Communications common (VZ) | 0.0 | $3.7M | -5% | 84k | 43.67 |
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| Advanced Micro Devices common (AMD) | 0.0 | $3.5M | 21k | 164.67 |
|
|
| Booking Holdings common (BKNG) | 0.0 | $3.5M | 640.00 | 5418.05 |
|
|
| Vanguard World common (ESGV) | 0.0 | $3.4M | -4% | 29k | 119.14 |
|
| Gallagher Arthur J & Co common (AJG) | 0.0 | $3.4M | 11k | 310.48 |
|
|
| Ge Aerospace common (GE) | 0.0 | $3.4M | +2% | 11k | 297.02 |
|
| Lockheed Martin Corp common (LMT) | 0.0 | $3.4M | -6% | 6.6k | 504.49 |
|
| Ishares Tr common (EFV) | 0.0 | $3.3M | 49k | 68.69 |
|
|
| Spdr Series Trust common (SPSB) | 0.0 | $3.3M | 108k | 30.20 |
|
|
| Avantor common (AVTR) | 0.0 | $3.2M | 224k | 14.29 |
|
|
| Waste Mgmt Inc Del common (WM) | 0.0 | $3.1M | 14k | 219.76 |
|
|
| Starwood Ppty Tr common (STWD) | 0.0 | $3.1M | 159k | 19.43 |
|
|
| Nushares Etf Tr common (NUMG) | 0.0 | $3.1M | 63k | 49.24 |
|
|
| Cme Group common (CME) | 0.0 | $3.1M | -2% | 12k | 264.67 |
|
| Ishares common (EMXC) | 0.0 | $3.1M | +4% | 45k | 68.85 |
|
| Ishares Tr common (CMF) | 0.0 | $3.1M | -2% | 54k | 57.01 |
|
| 3M common (MMM) | 0.0 | $3.0M | -2% | 19k | 158.66 |
|
| Palo Alto Networks common (PANW) | 0.0 | $3.0M | 15k | 207.19 |
|
|
| Ishares Tr common (IGSB) | 0.0 | $3.0M | -3% | 57k | 52.92 |
|
| Vanguard World common (VGT) | 0.0 | $2.9M | -19% | 3.9k | 755.59 |
|
| Bristol-myers Squibb common (BMY) | 0.0 | $2.8M | -5% | 63k | 45.45 |
|
| Parker-hannifin Corp common (PH) | 0.0 | $2.8M | 3.7k | 763.23 |
|
|
| Kkr & Co preferred (KKR.PD) | 0.0 | $2.8M | 55k | 51.46 |
|
|
| Franklin Templeton Etf Tr common (FLIN) | 0.0 | $2.8M | -5% | 75k | 37.54 |
|
| Sps Comm common (SPSC) | 0.0 | $2.8M | 26k | 105.93 |
|
|
| Morgan Stanley common (MS) | 0.0 | $2.8M | -3% | 18k | 157.59 |
|
| Colgate Palmolive common (CL) | 0.0 | $2.7M | -2% | 35k | 78.00 |
|
| American Tower Corp common (AMT) | 0.0 | $2.7M | -8% | 14k | 190.21 |
|
| Ishares Tr common (ITA) | 0.0 | $2.7M | 13k | 209.55 |
|
|
| Eog Res common (EOG) | 0.0 | $2.7M | -8% | 24k | 110.83 |
|
| Vanguard Index Fds common (VUG) | 0.0 | $2.6M | +4% | 5.5k | 481.40 |
|
| Genuine Parts common (GPC) | 0.0 | $2.5M | 18k | 139.73 |
|
|
| Nushares Etf Tr common (NUSC) | 0.0 | $2.5M | 56k | 44.65 |
|
|
| Paychex common (PAYX) | 0.0 | $2.5M | 20k | 124.61 |
|
|
| Invesco Exchange Traded Fd T common (RSP) | 0.0 | $2.5M | 13k | 191.24 |
|
|
| Cadence Design System common (CDNS) | 0.0 | $2.5M | 7.1k | 347.27 |
|
Past Filings by Whittier Trust
SEC 13F filings are viewable for Whittier Trust going back to 2011
- Whittier Trust 2025 Q3 filed Oct. 31, 2025
- Whittier Trust 2025 Q2 filed July 30, 2025
- Whittier Trust 2025 Q1 filed May 2, 2025
- Whittier Trust 2024 Q4 filed Feb. 11, 2025
- Whittier Trust 2024 Q3 filed Oct. 21, 2024
- Whittier Trust 2024 Q2 filed July 29, 2024
- Whittier Trust 2024 Q1 filed May 2, 2024
- Whittier Trust 2023 Q4 filed Jan. 11, 2024
- Whittier Trust 2023 Q3 filed Oct. 27, 2023
- Whittier Trust 2023 Q2 filed July 24, 2023
- Whittier Trust 2023 Q1 filed April 21, 2023
- Whittier Trust 2022 Q4 filed Jan. 25, 2023
- Whittier Trust 2022 Q3 filed Oct. 21, 2022
- Whittier Trust 2022 Q2 filed July 28, 2022
- Whittier Trust 2022 Q1 filed April 29, 2022
- Whittier Trust 2021 Q4 filed Jan. 19, 2022