Whittier Trust
Latest statistics and disclosures from Whittier Trust's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, GOOG, AAPL, MSFT, AMZN, and represent 25.98% of Whittier Trust's stock portfolio.
- Added to shares of these 10 stocks: LLY (+$40M), APH (+$24M), NOW (+$21M), TSLA (+$20M), IWC (+$20M), NET (+$15M), CRWD (+$15M), SNOW (+$14M), AAPL (+$13M), PLTR (+$12M).
- Started 64 new stock positions in APO.PA, CNM, SOLS, ACIO, SGOV, HPP, RMR, ARMP, DISV, SBS.
- Reduced shares in these 10 stocks: CMG (-$35M), IWN (-$20M), MSI (-$19M), INVH (-$13M), AMAT (-$12M), AMGN (-$8.2M), PGR (-$7.5M), VERX (-$5.1M), SH, IQV.
- Sold out of its positions in AZZ, AKR, ARIS, AVDX, BILL, BCRX, BLFS, BC, CBZ, IGR.
- Whittier Trust was a net buyer of stock by $202M.
- Whittier Trust has $9.2B in assets under management (AUM), dropping by 5.10%.
- Central Index Key (CIK): 0001137881
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Portfolio Holdings for Whittier Trust
Whittier Trust holds 1353 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Whittier Trust has 1353 total positions. Only the first 250 positions are shown.
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- Download the Whittier Trust December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Nvidia Corp common (NVDA) | 6.8 | $630M | 3.4M | 187.24 |
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| Alphabet common (GOOG) | 5.3 | $493M | +2% | 1.6M | 314.55 |
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| Apple Computer common (AAPL) | 5.2 | $481M | +2% | 1.8M | 262.36 |
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| Microsoft Corp common (MSFT) | 5.1 | $474M | 990k | 478.51 |
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| Amazon.com common (AMZN) | 3.5 | $322M | 1.3M | 240.93 |
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| Ishares S&p 500 common (IVV) | 3.2 | $297M | 428k | 694.89 |
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| SPDR S&P 500 common (SPY) | 3.2 | $294M | 425k | 691.81 |
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| Broadcom common (AVGO) | 3.0 | $273M | +2% | 795k | 343.77 |
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| Jp Morgan Chase common (JPM) | 2.4 | $220M | 657k | 334.61 |
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| Lilly Eli & Co common (LLY) | 2.0 | $188M | +26% | 177k | 1064.04 |
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| Meta Platforms common (META) | 1.7 | $160M | +2% | 242k | 660.62 |
|
| Visa common (V) | 1.7 | $156M | +4% | 436k | 357.56 |
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| I Shares S&p Mid 400 common (IJH) | 1.4 | $125M | 1.8M | 68.76 |
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| Berkshire Clb common (BRK.B) | 1.3 | $116M | 232k | 499.05 |
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| Goldman Sachs common (GS) | 1.1 | $98M | 102k | 955.47 |
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| Tesla Motors common (TSLA) | 1.0 | $89M | +28% | 205k | 432.96 |
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| Tjx Companies common (TJX) | 1.0 | $89M | +2% | 575k | 153.92 |
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| Vanguard Ftse Intl common (VEA) | 0.9 | $87M | 1.4M | 64.14 |
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| Ishares S&psmcap 600 common (IJR) | 0.9 | $87M | +3% | 695k | 124.72 |
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| Applied Materials common (AMAT) | 0.9 | $85M | -12% | 288k | 296.01 |
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| Raytheon Technologie common (RTX) | 0.9 | $81M | 428k | 190.40 |
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| Alphabet common (GOOGL) | 0.9 | $81M | 258k | 314.34 |
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| Midcap Spdr common (MDY) | 0.9 | $80M | 128k | 628.27 |
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| Thermo Fisher Corp common (TMO) | 0.9 | $79M | +6% | 128k | 620.72 |
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| Ishares Rusl 2000 common (IWM) | 0.8 | $70M | +5% | 274k | 256.08 |
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| Danaher Corp common (DHR) | 0.8 | $69M | +12% | 293k | 236.59 |
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| Chevron common (CVX) | 0.7 | $68M | 433k | 156.54 |
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| Amphenol Corp common (APH) | 0.7 | $64M | +60% | 452k | 141.38 |
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| Ishares Emerg-iemg common (IEMG) | 0.7 | $63M | +3% | 900k | 70.23 |
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| Cloudflare common (NET) | 0.7 | $62M | +30% | 312k | 198.00 |
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| Intuitive Surgical common (ISRG) | 0.7 | $62M | +3% | 104k | 592.85 |
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| Vang Emerg Mkt Etf common (VWO) | 0.7 | $61M | 1.1M | 55.59 |
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| Merck & Co common (MRK) | 0.7 | $61M | +3% | 558k | 108.87 |
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| Honeywell Intl common (HON) | 0.7 | $60M | +2% | 294k | 204.94 |
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| Norfolk Southn common (NSC) | 0.6 | $60M | +2% | 204k | 291.15 |
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| Philip Morris Intl common (PM) | 0.6 | $59M | +2% | 380k | 155.16 |
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| The Blackstone Group common (BX) | 0.6 | $58M | +2% | 354k | 162.65 |
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| Costco Wholesale common (COST) | 0.6 | $58M | 65k | 889.11 |
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| United Rentals common (URI) | 0.6 | $55M | +2% | 61k | 892.10 |
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| Crowdstrike Hldgs In common (CRWD) | 0.6 | $54M | +36% | 118k | 458.32 |
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| Abbvie common (ABBV) | 0.6 | $53M | 237k | 223.93 |
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| Wal Mart Stores common (WMT) | 0.6 | $52M | +13% | 457k | 114.34 |
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| Abbott Labs common (ABT) | 0.6 | $52M | 405k | 127.78 |
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| Pnc Financial common (PNC) | 0.6 | $52M | +3% | 236k | 218.04 |
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| Monolithic common (MPWR) | 0.5 | $45M | 44k | 1005.38 |
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| Ishares Eafe-iefa common (IEFA) | 0.5 | $42M | +5% | 460k | 91.56 |
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| Procter & Gamble common (PG) | 0.4 | $41M | 294k | 139.91 |
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| Berkshire Hathaway common (BRK.A) | 0.4 | $40M | 53.00 | 748000.00 |
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| S&p Global common (SPGI) | 0.4 | $39M | +2% | 71k | 539.65 |
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| Charles Schwab common (SCHW) | 0.4 | $38M | 370k | 103.57 |
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| Ishares Rusl2000 Val common (IWN) | 0.4 | $38M | -34% | 202k | 187.95 |
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| Valero Energy common (VLO) | 0.4 | $38M | +2% | 212k | 178.27 |
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| Johnson & Johnson common (JNJ) | 0.4 | $38M | 184k | 204.79 |
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| Curtiss-wright common (CW) | 0.4 | $37M | 63k | 593.18 |
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| O'reilly Automotive common (ORLY) | 0.4 | $36M | +3% | 400k | 90.39 |
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| Servicenow common (NOW) | 0.4 | $36M | +135% | 242k | 148.81 |
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| Disney Walt common (DIS) | 0.4 | $36M | -11% | 312k | 114.57 |
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| Palantir Technologie common (PLTR) | 0.4 | $35M | +52% | 195k | 179.71 |
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| Constellation Energy common (CEG) | 0.4 | $35M | +4% | 99k | 354.58 |
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| Marsh & Mclennan common | 0.4 | $33M | +2% | 179k | 185.54 |
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| Sun Cmntys common (SUI) | 0.4 | $33M | +8% | 265k | 122.85 |
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| Ishr Russell 1000 common (IWB) | 0.4 | $32M | +2% | 85k | 379.45 |
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| Vanguard Mid - Cap common (VO) | 0.3 | $32M | +7% | 107k | 299.39 |
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| Eqt Corp common (EQT) | 0.3 | $31M | +2% | 587k | 53.41 |
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| Mckesson Hboc common (MCK) | 0.3 | $30M | +2% | 36k | 826.50 |
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| Conocophillip common (COP) | 0.3 | $29M | 303k | 97.11 |
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| Spdr Biotech - Xbi common (XBI) | 0.3 | $29M | +2% | 238k | 122.09 |
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| Rbc Bearings common (RBC) | 0.3 | $29M | 61k | 475.70 |
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| East West Banc common (EWBC) | 0.3 | $29M | 244k | 117.69 |
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| Caterpillar common (CAT) | 0.3 | $28M | -3% | 46k | 623.09 |
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| Kkr & Co Inc - A common (KKR) | 0.3 | $27M | +43% | 198k | 135.82 |
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| Capital One common (COF) | 0.3 | $27M | +3% | 104k | 257.94 |
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| Home Depot common (HD) | 0.3 | $25M | +4% | 73k | 349.29 |
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| American Express common (AXP) | 0.3 | $25M | -2% | 66k | 383.56 |
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| Vgrd All World Ex-us common (VEU) | 0.3 | $25M | 334k | 75.76 |
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| Vertiv Holdings Co-a common (VRT) | 0.3 | $25M | 142k | 174.95 |
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| Ecolab common (ECL) | 0.3 | $24M | +4% | 89k | 271.53 |
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| Oracle Systems common (ORCL) | 0.2 | $22M | -2% | 115k | 193.75 |
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| Boston Pptys common (BXP) | 0.2 | $21M | +2% | 302k | 68.10 |
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| Copart common (CPRT) | 0.2 | $21M | 526k | 38.96 |
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| Boot Barn Holdings common (BOOT) | 0.2 | $20M | 104k | 195.98 |
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| Mcdonalds Corp common (MCD) | 0.2 | $20M | 66k | 302.77 |
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| Nextera Energy common (NEE) | 0.2 | $20M | +8% | 245k | 81.05 |
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| Ishr Russell Micr Id common (IWC) | 0.2 | $20M | NEW | 121k | 162.55 |
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| Unity Software common (U) | 0.2 | $19M | 418k | 45.55 |
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| Teledyne Tech common (TDY) | 0.2 | $19M | 35k | 532.73 |
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| Invesco Qqq Trust common (QQQ) | 0.2 | $19M | 30k | 623.42 |
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| Exxon-mobil common (XOM) | 0.2 | $19M | 153k | 121.05 |
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| Topbuild Corp common (BLD) | 0.2 | $18M | 41k | 444.86 |
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| Ishares Rusl Midcap common (IWR) | 0.2 | $18M | 184k | 99.84 |
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| Master Card common (MA) | 0.2 | $18M | 32k | 580.34 |
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| Fair Issac common (FICO) | 0.2 | $17M | -2% | 11k | 1599.96 |
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| Radnet common (RDNT) | 0.2 | $17M | 219k | 77.36 |
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| Old Dominion common (ODFL) | 0.2 | $17M | 100k | 168.88 |
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| Lowes Cos common (LOW) | 0.2 | $17M | -2% | 68k | 246.49 |
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| Casey's Gene common (CASY) | 0.2 | $17M | 30k | 563.84 |
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| First Citizens Bc common (FCNCA) | 0.2 | $17M | +4% | 7.7k | 2190.19 |
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| Graco common (GGG) | 0.2 | $17M | 195k | 84.72 |
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| Eagle Material common (EXP) | 0.2 | $17M | 76k | 216.73 |
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| Ishares Msci Eafe common (EFA) | 0.2 | $16M | +4% | 165k | 98.30 |
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| Fortive Corp common (FTV) | 0.2 | $16M | -19% | 290k | 55.45 |
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| Amgen common (AMGN) | 0.2 | $16M | -34% | 48k | 330.17 |
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| Rexford Industrial common (REXR) | 0.2 | $16M | +5% | 404k | 38.82 |
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| Dollar General common (DG) | 0.2 | $16M | 108k | 144.69 |
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| Sherwin Williams common (SHW) | 0.2 | $15M | -2% | 45k | 340.09 |
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| Simpson Manufactur common (SSD) | 0.2 | $15M | 89k | 170.21 |
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| Simon Ppty common (SPG) | 0.2 | $15M | 81k | 186.30 |
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| Travelers common (TRV) | 0.2 | $15M | -2% | 52k | 285.19 |
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| Brown & Brown common (BRO) | 0.2 | $14M | 180k | 80.27 |
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| Datadog common (DDOG) | 0.2 | $14M | 105k | 137.10 |
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| Vanguard Div App-vig common (VIG) | 0.2 | $14M | 63k | 224.07 |
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| Webster Financial common (WBS) | 0.2 | $14M | +3% | 215k | 65.70 |
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| Coca Cola common (KO) | 0.2 | $14M | +11% | 204k | 67.84 |
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| Blackrock common (BLK) | 0.1 | $14M | 12k | 1112.28 |
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| Lpl Financial Hldgs common (LPLA) | 0.1 | $14M | +3% | 36k | 376.56 |
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| Ollie's Bargain common (OLLI) | 0.1 | $14M | 118k | 115.59 |
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| Snowflake common (SNOW) | 0.1 | $14M | +17351% | 58k | 234.53 |
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| Pepsico common (PEP) | 0.1 | $14M | -5% | 97k | 138.96 |
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| United Health common (UNH) | 0.1 | $13M | -9% | 39k | 348.97 |
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| Talen Energy Corp common (TLN) | 0.1 | $13M | 34k | 393.18 |
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| Emerson Electric common (EMR) | 0.1 | $13M | 91k | 145.62 |
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| Coinbase Global common (COIN) | 0.1 | $13M | 53k | 250.56 |
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| Houlihan Lokey common (HLI) | 0.1 | $13M | 71k | 185.03 |
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| Axon Enterprise common (AXON) | 0.1 | $13M | 21k | 626.65 |
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| Martin Marietta common (MLM) | 0.1 | $13M | +3% | 20k | 646.24 |
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| Vanguard Small - Cap common (VB) | 0.1 | $13M | 48k | 269.41 |
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| Ishares Rusl1000 Grw common (IWF) | 0.1 | $13M | 27k | 475.74 |
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| Dutch Bros common (BROS) | 0.1 | $13M | +64% | 202k | 63.26 |
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| West Pharmaceutical common (WST) | 0.1 | $13M | 46k | 280.83 |
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| Cisco Sys common (CSCO) | 0.1 | $13M | -3% | 170k | 75.23 |
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| Builders First common (BLDR) | 0.1 | $12M | 111k | 111.26 |
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| Ishares Non-us common (ACWX) | 0.1 | $12M | +3% | 177k | 69.14 |
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| Guidewire Software common (GWRE) | 0.1 | $12M | 63k | 187.98 |
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| Ge Healthcare Tech common (GEHC) | 0.1 | $12M | 135k | 86.73 |
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| R L I Corp common (RLI) | 0.1 | $12M | 192k | 60.72 |
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| Lam Research Corp common (LRCX) | 0.1 | $12M | -6% | 56k | 206.96 |
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| Vang Lg-cap common (VV) | 0.1 | $12M | 37k | 319.25 |
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| Planet Fitness Inc-a common (PLNT) | 0.1 | $12M | 109k | 105.53 |
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| Comcast Cl A common (CMCSA) | 0.1 | $11M | 416k | 27.42 |
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| American Elect Power common (AEP) | 0.1 | $11M | +3% | 96k | 115.04 |
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| Deere & Co common (DE) | 0.1 | $11M | 22k | 485.98 |
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| Hyatt Hotels common (H) | 0.1 | $11M | 63k | 167.62 |
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| I.b.m common (IBM) | 0.1 | $11M | +5% | 35k | 302.47 |
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| Spdr Msci Acwi X Us common (CWI) | 0.1 | $10M | +4% | 276k | 36.99 |
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| Spdr Gold common (GLD) | 0.1 | $10M | +3% | 25k | 413.18 |
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| Pure Storage common (PSTG) | 0.1 | $9.9M | 143k | 69.03 |
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| Vanguard Corp Vcit common (VCIT) | 0.1 | $9.8M | 117k | 83.94 |
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| Wells Fargo common (WFC) | 0.1 | $9.8M | -4% | 101k | 96.39 |
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| Hf Sinclair Corp common (DINO) | 0.1 | $9.7M | 201k | 48.16 |
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| Bancorp Inc/the common (TBBK) | 0.1 | $9.6M | 138k | 69.46 |
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| Schwb Us Scap-scha common (SCHA) | 0.1 | $9.5M | 320k | 29.70 |
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| Boeing common (BA) | 0.1 | $9.4M | 41k | 229.84 |
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| American Homes 4 Ren common (AMH) | 0.1 | $9.3M | +3765% | 288k | 32.40 |
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| Spdr Djia Trust common (DIA) | 0.1 | $9.1M | 18k | 494.61 |
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| Cullen/frost common (CFR) | 0.1 | $9.0M | 67k | 135.04 |
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| Schwab Mid Cap-schm common (SCHM) | 0.1 | $8.9M | 283k | 31.40 |
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| Ishares Russell common (IWV) | 0.1 | $8.4M | +12% | 21k | 393.50 |
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| Graphic Packaging common (GPK) | 0.1 | $8.2M | -2% | 525k | 15.63 |
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| Vanguard Small common (VBR) | 0.1 | $8.0M | 36k | 220.01 |
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| Salesforce.com common (CRM) | 0.1 | $7.9M | -11% | 30k | 262.90 |
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| Union Pacific common (UNP) | 0.1 | $7.9M | +9% | 34k | 233.62 |
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| Ishares Rusl2000 Grw common (IWO) | 0.1 | $7.8M | 23k | 337.35 |
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| Illinois Tool Wks common (ITW) | 0.1 | $7.8M | -4% | 31k | 254.15 |
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| Vanguard S&p common (VOO) | 0.1 | $7.8M | +15% | 12k | 636.21 |
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| Vanguard High Dvd common (VYM) | 0.1 | $7.5M | 51k | 146.76 |
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| Otter Tail Corp common (OTTR) | 0.1 | $7.4M | 90k | 81.90 |
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| Permian Resources common (PR) | 0.1 | $7.3M | +10% | 537k | 13.62 |
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| Cb Richard common (CBRE) | 0.1 | $7.3M | 44k | 166.92 |
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| Live Oak Bancshares common (LOB) | 0.1 | $7.2M | +11% | 199k | 36.37 |
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| Elevance Health common (ELV) | 0.1 | $7.1M | -38% | 19k | 371.36 |
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| Mondelez Intl common (MDLZ) | 0.1 | $7.1M | -9% | 134k | 52.73 |
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| Ishares Rusl1000 Val common (IWD) | 0.1 | $6.9M | +2% | 32k | 216.57 |
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| Constell common (STZ) | 0.1 | $6.8M | 47k | 143.65 |
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| Ishares Emergng Mkts common (EEM) | 0.1 | $6.5M | +9% | 114k | 57.28 |
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| Texas Instruments common (TXN) | 0.1 | $6.4M | -4% | 33k | 192.10 |
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| Ishares Agg Bonds common (AGG) | 0.1 | $6.2M | 62k | 100.02 |
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| Servicetitan Inc Cl common (TTAN) | 0.1 | $6.2M | +11668% | 61k | 101.78 |
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| Taylor Morrison Home Corp common (TMHC) | 0.1 | $6.1M | +10% | 104k | 59.09 |
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| Wingstop common (WING) | 0.1 | $6.1M | 23k | 268.86 |
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| Dimensional Intl Va common (DFIV) | 0.1 | $6.0M | 119k | 50.61 |
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| Murphy Usa common (MUSA) | 0.1 | $6.0M | +2% | 14k | 426.02 |
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| Automatic Data Proc common (ADP) | 0.1 | $5.8M | -2% | 22k | 261.12 |
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| Pimco Enhanced Short common (MINT) | 0.1 | $5.7M | -11% | 57k | 100.39 |
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| Bank Of America common (BAC) | 0.1 | $5.7M | +4% | 99k | 57.25 |
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| Qualcomm common (QCOM) | 0.1 | $5.6M | -7% | 31k | 182.45 |
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| Vang St Corp Bd-vcsh common (VCSH) | 0.1 | $5.5M | -9% | 69k | 79.84 |
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| Ishares Gold Trust common (IAU) | 0.1 | $5.5M | 65k | 84.62 |
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| Vanguard Reit common (VNQ) | 0.1 | $5.3M | 60k | 89.37 |
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| Vanguard Index common (VTI) | 0.1 | $5.3M | 15k | 341.20 |
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| Spdr S&p Div Sdy common (SDY) | 0.1 | $5.2M | -3% | 37k | 142.25 |
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| Altria Group common (MO) | 0.1 | $5.2M | 95k | 55.16 |
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| Sector Spdr Tr common (XLK) | 0.1 | $5.2M | +88% | 36k | 146.65 |
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| Ishrs Interm Gov Gvi common (GVI) | 0.1 | $5.2M | 48k | 107.42 |
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| Rpm Inter common (RPM) | 0.1 | $5.1M | 48k | 107.21 |
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| American Wtr Works common (AWK) | 0.1 | $5.1M | 40k | 128.97 |
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| Mercadolibre common (MELI) | 0.1 | $5.0M | -5% | 2.3k | 2187.04 |
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| Starbucks Corp common (SBUX) | 0.1 | $4.9M | -6% | 54k | 89.46 |
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| Intuit common (INTU) | 0.1 | $4.8M | -16% | 7.4k | 647.17 |
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| Kkr & Co Inc P preferred (KKR.PD) | 0.1 | $4.8M | +61% | 88k | 54.21 |
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| Vanguard St Gov-vgsh common (VGSH) | 0.1 | $4.8M | -4% | 81k | 58.77 |
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| Roblox Corp -cl A common (RBLX) | 0.1 | $4.7M | 63k | 75.83 |
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| Ishares S Korea common (EWY) | 0.1 | $4.7M | +11203% | 44k | 107.61 |
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| Prologis common (PLD) | 0.1 | $4.7M | 37k | 127.46 |
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| Chipotle Mexican common (CMG) | 0.0 | $4.6M | -88% | 119k | 38.62 |
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| Northrop common (NOC) | 0.0 | $4.6M | +2% | 7.5k | 610.61 |
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| Advanc Micro Device common (AMD) | 0.0 | $4.3M | -5% | 20k | 214.35 |
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| Gilead Sciences common (GILD) | 0.0 | $4.2M | -4% | 35k | 121.36 |
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| Iqvia Holdings common (IQV) | 0.0 | $4.0M | -54% | 17k | 240.53 |
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| ProShares Trust common (PSQ) | 0.0 | $4.0M | NEW | 135k | 29.77 |
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| General Dynamics common (GD) | 0.0 | $3.9M | 11k | 360.71 |
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| Motorola Solutions common (MSI) | 0.0 | $3.7M | -83% | 9.7k | 381.07 |
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| Ishares Emerg Ex-chn common (EMXC) | 0.0 | $3.7M | +7% | 48k | 76.22 |
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| Netflix common (NFLX) | 0.0 | $3.6M | +920% | 40k | 90.65 |
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| Invesco Variable common (VRP) | 0.0 | $3.6M | 149k | 24.41 |
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| Brown - Forman common (BF.B) | 0.0 | $3.6M | 139k | 26.10 |
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| General Electric common (GE) | 0.0 | $3.6M | -2% | 11k | 327.56 |
|
| Msci Eafe Value Idx common (EFV) | 0.0 | $3.5M | 49k | 72.40 |
|
|
| Lockheed Martin Corp common (LMT) | 0.0 | $3.5M | 6.7k | 522.04 |
|
|
| Pfizer common (PFE) | 0.0 | $3.5M | -5% | 138k | 25.43 |
|
| Vanguard Esg Us Stk common (ESGV) | 0.0 | $3.5M | 29k | 122.75 |
|
|
| Solstice Advanced Materials common (SOLS) | 0.0 | $3.5M | NEW | 71k | 49.73 |
|
| Booking Holdings common (BKNG) | 0.0 | $3.4M | 642.00 | 5348.39 |
|
|
| Morgan Stanley Dean common (MS) | 0.0 | $3.3M | 17k | 187.75 |
|
|
| Nike common (NKE) | 0.0 | $3.2M | -8% | 50k | 65.35 |
|
| Kla Instruments common (KLAC) | 0.0 | $3.2M | +6% | 2.3k | 1395.00 |
|
| Spdr Barc Stcor Scpb common (SPSB) | 0.0 | $3.2M | -2% | 106k | 30.23 |
|
| Waste Management common (WM) | 0.0 | $3.1M | 14k | 219.08 |
|
|
| iShares Trust common (SGOV) | 0.0 | $3.1M | NEW | 31k | 100.43 |
|
| Verizon Comm common (VZ) | 0.0 | $3.1M | -8% | 77k | 40.30 |
|
| Etf Ca Amt - Free common (CMF) | 0.0 | $3.1M | 54k | 57.62 |
|
|
| Nushares Esg Midcap common (NUMG) | 0.0 | $3.1M | 63k | 49.42 |
|
|
| Franklin Ftse India common (FLIN) | 0.0 | $3.0M | +6% | 79k | 38.53 |
|
| Bristol-myers Squibb common (BMY) | 0.0 | $3.0M | -10% | 56k | 54.42 |
|
| Parker Hannifin common (PH) | 0.0 | $3.0M | -12% | 3.3k | 928.76 |
|
| 3M common (MMM) | 0.0 | $3.0M | -5% | 18k | 166.21 |
|
| Cme Group common (CME) | 0.0 | $3.0M | -4% | 11k | 269.15 |
|
| Ishare Corp Bond Etf common (IGSB) | 0.0 | $3.0M | 56k | 52.94 |
|
|
| Ishs Us Aero/def-ita common (ITA) | 0.0 | $2.9M | 13k | 230.21 |
|
|
| Etf S&p 500 Growth common (IVW) | 0.0 | $2.9M | +29% | 23k | 124.46 |
|
| Vanguard Info Tech common (VGT) | 0.0 | $2.8M | -4% | 3.7k | 766.40 |
|
| Ishares Rusl Mid Val common (IWS) | 0.0 | $2.8M | +14% | 19k | 146.24 |
|
| Palo Alto Networks common (PANW) | 0.0 | $2.8M | +2% | 15k | 185.86 |
|
| Gallagher common (AJG) | 0.0 | $2.8M | -3% | 11k | 262.77 |
|
| Willdan Group common (WLDN) | 0.0 | $2.7M | +4% | 24k | 113.90 |
|
| Colgate - Palmolive common (CL) | 0.0 | $2.7M | 34k | 77.20 |
|
|
| Quanta Svcs common (PWR) | 0.0 | $2.6M | +9% | 6.0k | 438.22 |
|
| Invesco S&p 500 common (RSP) | 0.0 | $2.6M | 13k | 197.00 |
|
|
| Vanguard Growth common (VUG) | 0.0 | $2.6M | -4% | 5.2k | 490.21 |
|
| Marriot Intl common (MAR) | 0.0 | $2.5M | -4% | 7.9k | 321.85 |
|
| Nushares Esg Sm Cap common (NUSC) | 0.0 | $2.5M | -4% | 54k | 46.48 |
|
Past Filings by Whittier Trust
SEC 13F filings are viewable for Whittier Trust going back to 2011
- Whittier Trust 2025 Q4 filed Jan. 26, 2026
- 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