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Whittier Trust

Latest statistics and disclosures from Whittier Trust's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, AAPL, MSFT, GOOG, SPY, and represent 24.42% of Whittier Trust's stock portfolio.
Added to shares of these 10 stocks: CEG (+$17M), TSLA (+$17M), BLK (+$14M), ISRG (+$11M), GS (+$11M), NEE (+$9.6M), PGR (+$9.2M), ARIS (+$8.4M), TLN (+$6.5M), DDOG (+$6.1M).
Started 81 new stock positions in Grayscale Bitcoin Mini Trust Etf, IBDR, IYE, AIZ, LRCX, TLK, AU, IBHE, STIP, PPL.
Reduced shares in these 10 stocks: ASML (-$19M), JNJ (-$17M), ABNB (-$16M), AMD (-$15M), , PEP (-$8.6M), ARE (-$8.2M), LLY (-$8.0M), AES (-$7.0M), MDB (-$6.6M).
Sold out of its positions in GOLF, ALLY, APLS, ANET, APAM, AXNX, RILY, BCH, BHC, BHE.
Whittier Trust was a net buyer of stock by $34M.
Whittier Trust has $7.6B in assets under management (AUM), dropping by 1.58%.
Central Index Key (CIK): 0001137881

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Portfolio Holdings for Whittier Trust

Whittier Trust holds 1547 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Whittier Trust has 1547 total positions. Only the first 250 positions are shown.

Sign up to view all of the Whittier Trust Dec. 31, 2024 positions
Download the Whittier Trust December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Nvidia Corp Us Large-cap Equities (NVDA)	6.6	$498M		3.7M	134.29	View chart
Apple Computer Us Large-cap Equities (AAPL)	5.9	$450M		1.8M	250.42	View chart
Microsoft Corp Us Large-cap Equities (MSFT)	5.0	$383M		909k	421.50	View chart
Alphabet Inc Cl C Us Large-cap Equities (GOOG)	3.5	$268M		1.4M	190.44	View chart
SPDR TR S&P 500 Etf Equity (SPY)	3.3	$254M		434k	586.08	View chart
Amazon Us Large-cap Equities (AMZN)	3.2	$243M		1.1M	219.39	View chart
Ishares S&p 500 Index Etf Equity (IVV)	3.1	$234M		397k	588.67	View chart
Broadcom Us Large-cap Equities (AVGO)	2.2	$164M	+2%	707k	231.84	View chart
J P Morgan Chase & Co Us Large-cap Equities (JPM)	1.9	$146M		610k	239.71	View chart
Visa Inc Com Cl A Us Large-cap Equities (V)	1.8	$137M		434k	316.03	View chart
Meta Platforms Inc Cl A Us Large-cap Equities (META)	1.5	$112M	+2%	191k	585.51	View chart
Ishares S&p Midcap 400 Index Etf Equity (IJH)	1.4	$107M		1.7M	62.31	View chart
Berkshire Hathaway Inc Del Cl B Us Large-cap Equities (BRK.B)	1.3	$96M	+2%	211k	453.27	View chart
Eaton Corp Us Large-cap Equities (ETN)	1.1	$84M		254k	331.86	View chart
Servicenow Us Large-cap Equities (NOW)	1.1	$81M		76k	1060.10	View chart
Midcap Spdr Tr Unit Ser 1 Etf Equity (MDY)	1.0	$79M		138k	569.58	View chart
Lilly Eli & Co Us Large-cap Equities (LLY)	1.0	$72M	-9%	94k	772.00	View chart
Ishares S&p Small Cap 600 Etf Equity (IJR)	0.9	$72M		625k	115.22	View chart
Tjx Cos Us Large-cap Equities (TJX)	0.9	$69M		572k	120.81	View chart
Vanguard Ftse Developed Markets Etf Equity (VEA)	0.9	$66M	-5%	1.4M	47.81	View chart
Honeywell Intl Us Large-cap Equities (HON)	0.8	$60M		267k	225.89	View chart
Ishares Russell 2000 Index Etf Equity (IWM)	0.8	$59M		267k	220.96	View chart
Chipotle Mexican Grill Us Mid-cap Equities (CMG)	0.8	$59M		970k	60.29	View chart
Blackstone Us Large-cap Equities (BX)	0.7	$56M		322k	172.42	View chart
Costco Whsl Corp Us Large-cap Equities (COST)	0.7	$55M		60k	916.26	View chart
Chevron Corp Us Large-cap Equities (CVX)	0.7	$55M		378k	144.84	View chart
Applied Matls Us Large-cap Equities (AMAT)	0.7	$54M	-7%	333k	162.63	View chart
Goldman Sachs Group Us Large-cap Equities (GS)	0.7	$52M	+26%	91k	572.60	View chart
Ishares Russell 2000 Value Etf Equity (IWN)	0.7	$52M	+2%	317k	164.17	View chart
Procter & Gamble Us Large-cap Equities (PG)	0.7	$52M	+7%	310k	167.65	View chart
Merck & Co Us Large-cap Equities (MRK)	0.7	$51M		508k	99.48	View chart
Alphabet Inc Cl A Us Large-cap Equities (GOOGL)	0.6	$49M		260k	189.30	View chart
Vanguard Emerging Market Equity Etf Etf Equity (VWO)	0.6	$49M		1.1M	44.04	View chart
Linde Non-us Equity (developed) (LIN)	0.6	$48M		114k	418.65	View chart
Unitedhealth Group Us Large-cap Equities (UNH)	0.6	$46M		91k	505.85	View chart
Thermo Fisher Scientific Inccom Us Large-cap Equities (TMO)	0.6	$46M		88k	520.21	View chart
Raytheon Technologies Corp Us Large-cap Equities (RTX)	0.6	$45M		388k	115.72	View chart
Abbott Labs Us Large-cap Equities (ABT)	0.6	$44M		386k	113.11	View chart
Berkshire Hathaway Inc Del Cl A Us Large-cap Equities (BRK.A)	0.6	$44M		64.00	680920.00	View chart
Abbvie Us Large-cap Equities (ABBV)	0.6	$44M		245k	177.70	View chart
Ishares Inc Core Msci Emkt Etf Equity (IEMG)	0.6	$43M	-5%	820k	52.22	View chart
Norfolk Southern Corp Us Large-cap Equities (NSC)	0.5	$42M		177k	234.70	View chart
Philip Morris Intl Us Large-cap Equities (PM)	0.5	$41M		338k	120.35	View chart
Salesforce Us Large-cap Equities (CRM)	0.5	$40M	+11%	120k	334.32	View chart
United Rentals Us Mid-cap Equities (URI)	0.5	$38M		55k	704.43	View chart
Disney Walt Co Com Disney Us Large-cap Equities (DIS)	0.5	$37M		331k	111.35	View chart
Marsh & Mclennan Cos Us Large-cap Equities (MMC)	0.4	$33M		157k	212.41	View chart
Intuitive Surgical Us Large-cap Equities (ISRG)	0.4	$33M	+49%	64k	521.94	View chart
S&p Global Us Large-cap Equities (SPGI)	0.4	$31M	+2%	63k	498.01	View chart
Johnson & Johnson Us Large-cap Equities (JNJ)	0.4	$31M	-35%	217k	144.62	View chart
Elevance Health Us Large-cap Equities (ELV)	0.4	$31M	-3%	85k	368.88	View chart
Pnc Finl Svcs Group Us Large-cap Equities (PNC)	0.4	$31M		161k	192.85	View chart
Tesla Mtrs Us Large-cap Equities (TSLA)	0.4	$30M	+123%	75k	403.82	View chart
Motorola Solutions Us Mid-cap Equities (MSI)	0.4	$30M	+2%	66k	462.21	View chart
Spdr Series Trust S&p Biotech Etf Equity (XBI)	0.4	$29M	+3%	321k	90.06	View chart
Danaher Corp Del Us Large-cap Equities (DHR)	0.4	$29M		125k	229.55	View chart
Copart Us Mid-cap Equities (CPRT)	0.4	$28M	+3%	496k	57.38	View chart
Ishares Tr Russell 1000 Etf Equity (IWB)	0.4	$28M	-14%	86k	322.15	View chart
Eog Res Us Large-cap Equities (EOG)	0.4	$28M		227k	122.58	View chart
Ishares Tr Core Msci Eafe Etf Equity (IEFA)	0.4	$28M	-3%	393k	70.28	View chart
Home Depot Us Large-cap Equities (HD)	0.4	$28M		71k	388.98	View chart
Fair Isaac & Co Us Small-cap Equities (FICO)	0.4	$27M	+3%	14k	1990.91	View chart
Sun Communities Reit's (SUI)	0.4	$27M	+2%	216k	122.97	View chart
Vanguard Index Fds Mid Cap Etf Etf Equity (VO)	0.3	$26M	-4%	97k	264.13	View chart
East West Bancorp Us Mid-cap Equities (EWBC)	0.3	$25M	+3%	260k	95.76	View chart
O Reilly Automotive Us Large-cap Equities (ORLY)	0.3	$25M		21k	1185.76	View chart
Fortive Corp Us Large-cap Equities (FTV)	0.3	$25M		330k	75.00	View chart
Monolithic Pwr Sys Us Small-cap Equities (MPWR)	0.3	$25M	+3%	42k	591.70	View chart
Wal Mart Stores Us Large-cap Equities (WMT)	0.3	$24M	+3%	266k	90.35	View chart
Iqvia Hldgs Us Large-cap Equities (IQV)	0.3	$23M		119k	196.51	View chart
Intuit Us Large-cap Equities (INTU)	0.3	$23M	-7%	37k	628.49	View chart
Valero Energy Corp Us Large-cap Equities (VLO)	0.3	$23M		187k	122.59	View chart
Boston Properties Reit's (BXP)	0.3	$23M	+3%	307k	74.36	View chart
Oracle Corp Us Large-cap Equities (ORCL)	0.3	$22M	-9%	130k	166.64	View chart
Mondelez Intl Inc Cl A Us Large-cap Equities (MDLZ)	0.3	$22M	+20%	361k	59.72	View chart
Mcdonalds Corp Us Large-cap Equities (MCD)	0.3	$21M		73k	289.88	View chart
Curtiss Wright Corp Us Small-cap Equities (CW)	0.3	$21M	+3%	59k	354.86	View chart
Pepsico Us Large-cap Equities (PEP)	0.3	$20M	-29%	134k	152.06	View chart
American Express Us Large-cap Equities (AXP)	0.3	$20M		68k	296.78	View chart
Vgrd Ftse All World Etf Etf Equity (VEU)	0.3	$20M	+9%	346k	57.40	View chart
Brown & Brown Us Mid-cap Equities (BRO)	0.3	$19M	+3%	187k	102.02	View chart
Coinbase Global Inc Com Cl A Us Large-cap Equities (COIN)	0.2	$19M	-6%	75k	248.30	View chart
Caterpillar Inc Del Us Large-cap Equities (CAT)	0.2	$18M		50k	362.76	View chart
Amphenol Corp New Cl A Us Large-cap Equities (APH)	0.2	$18M	+2%	257k	69.45	View chart
Eagle Materials Us Small-cap Equities (EXP)	0.2	$18M	+3%	72k	246.76	View chart
Constellation Energy Corp Us Large-cap Equities (CEG)	0.2	$18M	+2192%	79k	223.70	View chart
Kkr & Co Us Large-cap Equities (KKR)	0.2	$18M	+3%	119k	147.91	View chart
Lowe's Cos Us Large-cap Equities (LOW)	0.2	$18M	-2%	71k	246.80	View chart
Mastercard Inc Cl A Us Large-cap Equities (MA)	0.2	$17M	+2%	32k	526.57	View chart
Rbc Bearings Us Small-cap Equities (RBC)	0.2	$17M	+3%	57k	299.13	View chart
Old Dominion Fght Lines Us Mid-cap Equities (ODFL)	0.2	$17M	+3%	95k	176.40	View chart
Ecolab Us Large-cap Equities (ECL)	0.2	$17M	+7%	71k	234.32	View chart
Ishares Russell Midcap Index Etf Equity (IWR)	0.2	$17M		188k	88.40	View chart
Exxon Mobil Corp Us Large-cap Equities (XOM)	0.2	$16M		152k	107.57	View chart
Invesco Qqq Tr Unit Ser 1 Etf Equity (QQQ)	0.2	$16M		31k	511.22	View chart
Comcast Corp Us Large-cap Equities (CMCSA)	0.2	$16M		423k	37.52	View chart
Graco Us Mid-cap Equities (GGG)	0.2	$16M	+3%	184k	84.29	View chart
Teledyne Technologies Us Small-cap Equities (TDY)	0.2	$16M	+3%	33k	464.12	View chart
Vertiv Holdings Co Com Cl A Us Large-cap Equities (VRT)	0.2	$15M	+4%	133k	113.61	View chart
Sherwin Williams Us Large-cap Equities (SHW)	0.2	$15M	+4%	44k	339.92	View chart
Builders Firstsource Us Small-cap Equities (BLDR)	0.2	$15M	-10%	105k	142.93	View chart
Rli Corp Us Small-cap Equities (RLI)	0.2	$15M	+3%	91k	164.83	View chart
Schwab Charles Corp Us Large-cap Equities (SCHW)	0.2	$15M	-4%	201k	74.01	View chart
Boot Barn Hldgs Us Mid-cap Equities (BOOT)	0.2	$15M	+3%	98k	151.82	View chart
Radnet Us Small-cap Equities (RDNT)	0.2	$14M	+4%	207k	69.84	View chart
Nextera Energy Us Large-cap Equities (NEE)	0.2	$14M	+212%	198k	71.69	View chart
West Pharmaceutical Svsc Inccom Us Mid-cap Equities (WST)	0.2	$14M	+3%	43k	327.55	View chart
Datadog Inc Cl A Us Large-cap Equities (DDOG)	0.2	$14M	+77%	98k	142.89	View chart
Simpson Manufacturing Co Inccom Us Small-cap Equities (SSD)	0.2	$14M	+3%	84k	165.83	View chart
Blackrock Us Large-cap Equities (BLK)	0.2	$14M	NEW	13k	1025.09	View chart
Travelers Companies Us Large-cap Equities (TRV)	0.2	$14M		56k	240.89	View chart
Eqt Corp Us Mid-cap Equities (EQT)	0.2	$13M	+4%	289k	46.11	View chart
Simon Ppty Group Reit's (SPG)	0.2	$13M	+3%	77k	172.21	View chart
Vanguard Dividend Appreciation Etf Etf Equity (VIG)	0.2	$13M	-2%	68k	195.83	View chart
Vertex Inc Cl A Us Small-cap Equities (VERX)	0.2	$13M	+54%	248k	53.34	View chart
Cheniere Energy Us Mid-cap Equities (LNG)	0.2	$13M	+3%	60k	214.86	View chart
Ishares Msci Eafe Index Fund Etf Equity (EFA)	0.2	$13M	+13%	169k	75.61	View chart
Vanguard Index Fds Small Cp Etf Etf Equity (VB)	0.2	$13M	-9%	53k	240.28	View chart
First Ctzns Bancshares Inc Ncl A Us Mid-cap Equities (FCNCA)	0.2	$13M	+6%	6.0k	2113.01	View chart
Emerson Elec Us Large-cap Equities (EMR)	0.2	$12M		99k	123.93	View chart
Ollies Bargain Outlt Hldgs Icom Us Small-cap Equities (OLLI)	0.2	$12M	+3%	111k	109.73	View chart
Topbuild Corp Us Small-cap Equities (BLD)	0.2	$12M	+3%	39k	311.32	View chart
Coca Cola Us Large-cap Equities (KO)	0.2	$12M		192k	62.26	View chart
Axon Enterprise Us Small-cap Equities (AXON)	0.2	$12M	+23%	20k	594.31	View chart
Houlihan Lokey Inc Cl A Us Small-cap Equities (HLI)	0.2	$12M	+4%	67k	173.66	View chart
Cisco Sys Us Large-cap Equities (CSCO)	0.1	$11M		191k	59.20	View chart
Pimco Etf Tr Enhan Shrt Mat Fixed Income Taxable (MINT)	0.1	$11M	-8%	112k	100.34	View chart
Caseys Gen Stores Us Small-cap Equities (CASY)	0.1	$11M	+4%	28k	396.21	View chart
Vanguard Index Fds S&p 500 Etf Etf Equity (VOO)	0.1	$11M	-3%	20k	538.80	View chart
WD-40 Us Small-cap Equities (WDFC)	0.1	$11M	+3%	45k	242.68	View chart
Ishares Russell 1000 Growth Etf Equity (IWF)	0.1	$11M	-28%	27k	401.57	View chart
Constellation Brands Us Large-cap Equities (STZ)	0.1	$11M		48k	221.00	View chart
Progressive Corp Ohio Us Large-cap Equities (PGR)	0.1	$10M	+888%	43k	239.60	View chart
Planet Fitness Inc Cl A Us Small-cap Equities (PLNT)	0.1	$10M	+4%	102k	98.87	View chart
Lululemon Athletica Us Mid-cap Equities (LULU)	0.1	$10M	+4%	26k	382.39	View chart
Guidewire Software Us Small-cap Equities (GWRE)	0.1	$10M	+3%	59k	168.58	View chart
Invitation Homes Us Mid-cap Equities (INVH)	0.1	$10M		313k	31.96	View chart
Deere & Co Us Large-cap Equities (DE)	0.1	$10M		24k	423.70	View chart
Ge Healthcare Technologies I Us Large-cap Equities (GEHC)	0.1	$9.9M	+4%	127k	78.18	View chart
Graphic Packaging Hldg Us Small-cap Equities (GPK)	0.1	$9.8M	+3%	361k	27.15	View chart
Taiwan Semiconductor Mfg Non-us Equity (emerging) (TSM)	0.1	$9.8M	+16%	50k	197.49	View chart
Unity Software Us Large-cap Equities (U)	0.1	$9.5M		425k	22.46	View chart
Factset Resh Sys Us Mid-cap Equities (FDS)	0.1	$9.4M	+3%	20k	480.26	View chart
Hyatt Hotels Corp Com Cl A Us Mid-cap Equities (H)	0.1	$9.3M	+3%	59k	156.98	View chart
Amgen Us Large-cap Equities (AMGN)	0.1	$9.2M		35k	260.63	View chart
Vanguard Index Fds Large Cap Etf Etf Equity (VV)	0.1	$9.0M		34k	269.69	View chart
Vanguard Interm Corp Fixed Income Taxable (VCIT)	0.1	$9.0M		112k	80.27	View chart
Illinois Tool Wks Us Large-cap Equities (ITW)	0.1	$8.8M	-10%	35k	253.56	View chart
Verizon Communications Us Large-cap Equities (VZ)	0.1	$8.7M		219k	39.98	View chart
Mckesson Corp Us Large-cap Equities (MCK)	0.1	$8.5M		15k	569.90	View chart
International Business Machscom Us Large-cap Equities (IBM)	0.1	$8.4M		38k	219.83	View chart
Cullen Frost Bankers Us Mid-cap Equities (CFR)	0.1	$8.4M	+4%	63k	134.25	View chart
Crowdstrike Hldgs Inc Cl A Us Large-cap Equities (CRWD)	0.1	$8.4M	+11%	25k	342.14	View chart
Aris Water Solutions Inc Class A Us Small-cap Equities (ARIS)	0.1	$8.4M	+70079%	350k	23.95	View chart
Diamonds Tr Unit Ser 1 Etf Equity (DIA)	0.1	$8.4M	-5%	20k	425.50	View chart
Pure Storage Inc Cl A Us Small-cap Equities (PSTG)	0.1	$8.1M	+123%	133k	61.43	View chart
Ishares Non-us Stocks Etf Equity (ACWX)	0.1	$8.1M		156k	52.15	View chart
Martin Marietta Matls Us Large-cap Equities (MLM)	0.1	$8.1M	+6%	16k	516.49	View chart
Schwab Strategic Tr Us Sml Cap Etf Etf Equity (SCHA)	0.1	$8.1M	+97%	312k	25.86	View chart
Webster Finl Corp Conn Us Small-cap Equities (WBS)	0.1	$8.0M	+4%	145k	55.22	View chart
Accenture Plc Ireland Shs Class A Us Large-cap Equities (ACN)	0.1	$8.0M	-4%	23k	351.78	View chart
Wells Fargo & Co Us Large-cap Equities (WFC)	0.1	$8.0M	+12%	114k	70.24	View chart
Lpl Finl Hldgs Us Mid-cap Equities (LPLA)	0.1	$7.8M	+4%	24k	326.50	View chart
American Elec Pwr Us Large-cap Equities (AEP)	0.1	$7.7M		84k	92.23	View chart
Dominos Pizza Us Mid-cap Equities (DPZ)	0.1	$7.6M	+2%	18k	419.75	View chart
Dollar Gen Corp Us Large-cap Equities (DG)	0.1	$7.6M		101k	75.81	View chart
Spdr Msci Acwi X U.s. Etf Equity (CWI)	0.1	$7.6M		271k	27.93	View chart
Vanguard Whitehall Fds Inc High Div Yld Etf Equity (VYM)	0.1	$7.6M		59k	127.59	View chart
Texas Instrs Us Large-cap Equities (TXN)	0.1	$7.6M	-12%	40k	187.51	View chart
Union Pac Corp Us Large-cap Equities (UNP)	0.1	$7.5M	+3%	33k	228.04	View chart
Boeing Us Large-cap Equities (BA)	0.1	$7.5M	-7%	42k	177.00	View chart
Vanguard Index Fds Sm Cp Val Etf Etf Equity (VBR)	0.1	$7.2M	+11%	36k	198.18	View chart
Automatic Data Processing Income Us Large-cap Equities (ADP)	0.1	$7.2M		25k	292.72	View chart
Ishares Russell 2000 Growth Etf Equity (IWO)	0.1	$7.0M		24k	287.82	View chart
Starbucks Corp Us Large-cap Equities (SBUX)	0.1	$6.8M	+4%	75k	91.25	View chart
Bancorp Inc Del Us Small-cap Equities (TBBK)	0.1	$6.8M	+4%	129k	52.63	View chart
Schwab Strategic Tr Us Mid-cap Etf Etf Equity (SCHM)	0.1	$6.6M	+200%	240k	27.70	View chart
Talen Energy Corp Us Mid-cap Equities (TLN)	0.1	$6.5M	+61069%	32k	201.46	View chart
Roblox Corp Cl A Us Large-cap Equities (RBLX)	0.1	$6.5M	-9%	113k	57.86	View chart
Ishares Lehman Aggregate Bonds Etf Fixed Income (AGG)	0.1	$6.5M		67k	96.90	View chart
Asml Holding N V N Y Registry Non-us Equity (developed) (ASML)	0.1	$6.5M	-74%	9.3k	693.07	View chart
Hf Sinclair Corp Us Mid-cap Equities (DINO)	0.1	$6.5M		184k	35.04	View chart
Renaissancere Hldgs Us Mid-cap Equities (RNR)	0.1	$6.4M	+4%	26k	248.80	View chart
Ishares Tr Russell 3000 Etf Equity (IWV)	0.1	$6.3M		19k	334.25	View chart
Otter Tail Corp Us Small-cap Equities (OTTR)	0.1	$6.3M	+3%	85k	73.84	View chart
Spdr Ser Tr S&p Divid Etf Etf Equity (SDY)	0.1	$6.3M	-4%	47k	132.10	View chart
Ishares Russell 1000 Value Etf Equity (IWD)	0.1	$6.2M	-3%	34k	185.13	View chart
Vanguard Shrt-term Corp Fixed Income Taxable (VCSH)	0.1	$6.2M	-6%	79k	78.01	View chart
Wingstop Us Small-cap Equities (WING)	0.1	$6.1M	+2%	22k	284.18	View chart
Nike Inc Cl B Us Large-cap Equities (NKE)	0.1	$5.8M	-17%	76k	75.67	View chart
American Wtr Wks Us Mid-cap Equities (AWK)	0.1	$5.7M	-31%	46k	124.49	View chart
Vanguard Index Fds Reit Etf Etf Reit (VNQ)	0.1	$5.7M	+4%	64k	89.08	View chart
Rpm International Us Mid-cap Equities (RPM)	0.1	$5.5M	+3%	45k	123.06	View chart
Ishares Tr Intrm Gov Cr Etf Fixed Income Taxable (GVI)	0.1	$5.3M	+9%	51k	104.23	View chart
Brown-forman Corp Us Large-cap Equities (BF.B)	0.1	$5.3M		139k	37.97	View chart
Qualcomm Us Large-cap Equities (QCOM)	0.1	$5.3M	-4%	34k	153.62	View chart
Vanguard Short-term Treasury Etf Fixed Income Taxable (VGSH)	0.1	$5.1M	-3%	88k	58.18	View chart
Novartis A G Non-us Equity (developed) (NVS)	0.1	$5.1M	+10%	53k	97.31	View chart
Pfizer Us Large-cap Equities (PFE)	0.1	$5.1M	-6%	193k	26.52	View chart
Novo-nordisk A S Non-us Equity (developed) (NVO)	0.1	$5.1M	+29%	59k	86.02	View chart
Altria Group Us Large-cap Equities (MO)	0.1	$5.0M		95k	52.29	View chart
Spdr Gold Trust Gold Etf Alternative (GLD)	0.1	$4.7M	+7%	20k	242.13	View chart
Chubb Us Large-cap Equities (CB)	0.1	$4.7M	-3%	17k	276.29	View chart
Cb Richard Ellis Group Us Mid-cap Equities (CBRE)	0.1	$4.6M		35k	131.29	View chart
Sps Comm Us Small-cap Equities (SPSC)	0.1	$4.6M	+3%	25k	183.98	View chart
Lam Research Corp Us Large-cap Equities (LRCX)	0.1	$4.5M	NEW	63k	72.22	View chart
Vanguard Index Fds Stk Mrk Etf Etf Equity (VTI)	0.1	$4.5M		16k	289.80	View chart
Sector Spdr Tr Technology Etf Equity (XLK)	0.1	$4.5M	-28%	19k	232.52	View chart
Avantor Us Mid-cap Equities (AVTR)	0.1	$4.5M	+2%	214k	21.06	View chart
Prologis Reit's (PLD)	0.1	$4.5M	-6%	43k	105.70	View chart
Bank Of America Corporation Us Large-cap Equities (BAC)	0.1	$4.4M	+3%	100k	43.95	View chart
Ishares Msci Emerging Mkts Etf Equity (EEM)	0.1	$4.4M	-4%	104k	41.81	View chart
Bristol Myers Squibb Us Large-cap Equities (BMY)	0.1	$4.2M		75k	56.56	View chart
Target Corp Us Large-cap Equities (TGT)	0.1	$4.2M	-17%	31k	135.18	View chart
Dimensional Etf Trust Internatnal Val Etf Equity (DFIV)	0.1	$4.2M		119k	35.47	View chart
Invesco Exch Traded Fd Tr Iivar Rate P Fixed Income Taxable (VRP)	0.1	$4.2M	-3%	173k	24.18	View chart
Usio Us Small-cap Equities (USIO)	0.1	$4.1M		2.8M	1.46	View chart
Palantir Technologies Inc Cl A Us Large-cap Equities (PLTR)	0.1	$4.0M	-7%	53k	75.63	View chart
Ftai Aviation Non-us Equity (emerging) (FTAI)	0.1	$4.0M	-2%	28k	144.04	View chart
Ishares S&p Cal Amt-free Munis Etf Fixed Income (CMF)	0.0	$3.8M		66k	57.27	View chart
United Parcel Service Inc Cl B Us Large-cap Equities (UPS)	0.0	$3.7M	-5%	29k	126.10	View chart
Gilead Sciences Us Large-cap Equities (GILD)	0.0	$3.7M		40k	92.37	View chart
Netflix Us Large-cap Equities (NFLX)	0.0	$3.6M		4.0k	891.32	View chart
Csx Corp Us Large-cap Equities (CSX)	0.0	$3.5M	-2%	108k	32.27	View chart
Paychex Us Large-cap Equities (PAYX)	0.0	$3.5M	+52%	25k	140.22	View chart
Northrop Grumman Corp Us Large-cap Equities (NOC)	0.0	$3.5M		7.4k	469.28	View chart
Colgate Palmolive Us Large-cap Equities (CL)	0.0	$3.5M	-3%	38k	90.90	View chart
Adobe Sys Us Large-cap Equities (ADBE)	0.0	$3.4M	-6%	7.7k	444.66	View chart
Hess Corp Us Large-cap Equities (HES)	0.0	$3.4M	-5%	26k	133.01	View chart
Spdr Series Trust Barc Captl Etf Etf Fixed Income (SPSB)	0.0	$3.4M		114k	29.86	View chart
Lockheed Martin Corp Us Large-cap Equities (LMT)	0.0	$3.4M	+7%	7.0k	485.94	View chart
Gallagher Arthur J & Co Us Mid-cap Equities (AJG)	0.0	$3.3M		12k	283.84	View chart
Ishares Short-term Corporatebond Etf Etf Fixed Income (IGSB)	0.0	$3.3M	-14%	64k	51.70	View chart
Nushares Etf Tr Nuveen Esg Midcp Etf Equity (NUMG)	0.0	$3.3M	-23%	69k	47.38	View chart
American Tower Corp Reit's (AMT)	0.0	$3.2M	-7%	18k	183.41	View chart
Advanced Micro Devices Us Mid-cap Equities (AMD)	0.0	$3.2M	-82%	27k	120.79	View chart
Vanguard World Fd Esg Us Stk Etf Etf Equity (ESGV)	0.0	$3.1M		29k	104.89	View chart
Starwood Ppty Tr Reit's (STWD)	0.0	$3.0M		161k	18.94	View chart
Ishares Gold Tr Ishares Alternative-public (IAU)	0.0	$3.0M	-12%	61k	49.50	View chart
Booking Holdings Us Large-cap Equities (BKNG)	0.0	$3.0M	+2%	604.00	4968.37	View chart
Cme Group Us Large-cap Equities (CME)	0.0	$2.9M	-6%	13k	232.22	View chart
Citigroup Us Large-cap Equities (C)	0.0	$2.9M	+14%	41k	70.38	View chart
General Dynamics Corp Us Large-cap Equities (GD)	0.0	$2.9M		11k	263.48	View chart
Waste Mgmt Inc Del Us Large-cap Equities (WM)	0.0	$2.9M		14k	201.79	View chart
Broadridge Finl Solutions Incom Us Mid-cap Equities (BR)	0.0	$2.8M		13k	226.09	View chart
Airbnb Inc Com Cl A Us Large-cap Equities (ABNB)	0.0	$2.8M	-84%	21k	131.41	View chart
Palo Alto Networks Us Mid-cap Equities (PANW)	0.0	$2.7M	+130%	15k	181.96	View chart
Mercadolibre Non-us Equity (emerging) (MELI)	0.0	$2.7M	+23%	1.6k	1700.42	View chart
3M Us Large-cap Equities (MMM)	0.0	$2.7M	-6%	21k	129.09	View chart
Vanguard World Fds Inf Tech Etf Etf Equity (VGT)	0.0	$2.6M		4.2k	621.79	View chart

Past Filings by Whittier Trust

SEC 13F filings are viewable for Whittier Trust going back to 2011

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
Whittier Trust 2021 Q3 filed Nov. 1, 2021
Whittier Trust 2021 Q2 filed July 29, 2021
Whittier Trust 2021 Q1 filed April 26, 2021

View all past filings

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