Whittier Trust

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

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Portfolio Holdings for Whittier Trust

Companies in the Whittier Trust portfolio as of the September 2021 quarterly 13F filing

Whittier Trust has 1508 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Computer Us Large-cap Equities (AAPL) 4.3 $235M 1.7M 141.50
SPDR TR S&P 500 Us Large-cap Equities (SPY) 4.2 $231M 537k 429.14
Microsoft Corp Us Large-cap Equities (MSFT) 4.0 $221M 784k 281.91
Alphabet Inc Cl C Us Large-cap Equities (GOOG) 2.9 $158M 59k 2665.30
Amazon Us Large-cap Equities (AMZN) 2.6 $145M 44k 3285.04
Ishares S&p 500 Index Us Large-cap Equities (IVV) 2.5 $140M 324k 430.82
Berkshire Hathaway Inc Del Cl A Us Large-cap Equities (BRK.A) 1.9 $107M 259.00 411378.38
J P Morgan Chase & Co Us Large-cap Equities (JPM) 1.8 $98M 600k 163.69
Visa Inc Com Cl A Us Large-cap Equities (V) 1.8 $98M 439k 222.75
Nvidia Corp Us Large-cap Equities (NVDA) 1.6 $87M +297% 422k 207.16
Ishares S&p Midcap 400 Index Us Mid-cap Equities (IJH) 1.5 $82M +7% 313k 263.07
Midcap Spdr Tr Unit Ser 1 Us Mid-cap Equities (MDY) 1.4 $80M 166k 480.88
Ishares Russell 2000 Index Us Small-cap Equities (IWM) 1.4 $78M 356k 218.75
Johnson & Johnson Us Large-cap Equities (JNJ) 1.2 $64M 398k 161.50

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Nike Inc Cl B Us Large-cap Equities (NKE) 1.1 $61M 419k 145.23
Vanguard Ftse Developed Markets Non-us Equity (developed) (VEA) 1.0 $57M 1.1M 50.49
Facebook Inc Cl A Us Large-cap Equities (FB) 1.0 $56M 165k 339.38
Disney Walt Co Com Disney Us Large-cap Equities (DIS) 1.0 $55M 328k 169.17
Ishares S&p Small Cap 600 Us Small-cap Equities (IJR) 1.0 $54M +6% 494k 109.19
Ishares Inc Core Msci Emkt Non-us Equity (emerging) (IEMG) 1.0 $53M +2% 861k 61.76
Honeywell Intl Us Large-cap Equities (HON) 0.9 $50M -7% 236k 212.28
Berkshire Hathaway Inc Del Cl B Us Large-cap Equities (BRK.B) 0.9 $48M 177k 272.94
Abbott Labs Us Large-cap Equities (ABT) 0.8 $47M 395k 118.13
Stryker Corp Us Large-cap Equities (SYK) 0.8 $45M 171k 263.71
Thermo Fisher Scientific Inccom Us Large-cap Equities (TMO) 0.8 $44M 77k 571.32
Ishares Russell 2000 Value Us Small-cap Equities (IWN) 0.8 $42M +2% 261k 160.23
Vanguard Emerging Market Equity Etf Non-us Equity (emerging) (VWO) 0.7 $39M +3% 772k 50.00
Tjx Cos Us Large-cap Equities (TJX) 0.7 $38M 578k 65.97
Sherwin Williams Us Large-cap Equities (SHW) 0.7 $37M 133k 279.71
Anthem Us Large-cap Equities (ANTM) 0.7 $36M 98k 372.79
Norfolk Southern Corp Us Large-cap Equities (NSC) 0.7 $36M +13% 150k 239.25
Pepsico Us Large-cap Equities (PEP) 0.7 $36M -12% 239k 150.41
Procter & Gamble Us Large-cap Equities (PG) 0.6 $36M -15% 254k 139.80
Spdr Series Trust S&p Biotech Us Small-cap Equities (XBI) 0.6 $35M +2% 279k 125.71
Danaher Corp Del Us Large-cap Equities (DHR) 0.6 $35M -2% 114k 304.44
Pimco Etf Tr Enhan Shrt Mat Fixed Income Taxable (MINT) 0.6 $34M +27% 332k 101.93
Eaton Corp Us Large-cap Equities (ETN) 0.6 $34M 226k 149.31
Vgrd Ftse All World Etf Non-us Equity (developed) (VEU) 0.6 $31M -9% 510k 60.95
Accenture Plc Ireland Shs Class A Us Large-cap Equities (ACN) 0.6 $31M 97k 319.90
Alphabet Inc Cl A Us Large-cap Equities (GOOGL) 0.6 $31M 12k 2673.49
Unitedhealth Group Us Large-cap Equities (UNH) 0.6 $31M +2% 79k 390.73
Vanguard Shrt-term Corp Fixed Income Taxable (VCSH) 0.6 $31M -2% 372k 82.40
Merck & Co Us Large-cap Equities (MRK) 0.6 $30M 405k 75.11
Starbucks Corp Us Large-cap Equities (SBUX) 0.5 $30M +3% 272k 110.31
Coinbase Global Inc Com Cl A Us Large-cap Equities (COIN) 0.5 $30M 131k 227.48
Chevron Corp Us Large-cap Equities (CVX) 0.5 $30M 291k 101.45
Blackstone Us Large-cap Equities (BX) 0.5 $29M 249k 116.34
Linde Non-us Equity (developed) (LIN) 0.5 $28M +3% 94k 293.38
American Tower Corp Reit's (AMT) 0.5 $27M 103k 265.40
Ishares Tr Core Msci Eafe Non-us Equity (developed) (IEFA) 0.5 $26M 353k 74.25
Home Depot Us Large-cap Equities (HD) 0.5 $26M 79k 328.26
Goldman Sachs Group Us Large-cap Equities (GS) 0.5 $26M 68k 378.01
Adobe Sys Us Large-cap Equities (ADBE) 0.5 $26M 45k 575.70
Broadcom Us Large-cap Equities (AVGO) 0.5 $25M 51k 484.91
Vanguard Index Fds Mid Cap Etf Us Mid-cap Equities (VO) 0.4 $25M +5% 104k 236.76
3M Us Large-cap Equities (MMM) 0.4 $24M 138k 175.42
Monolithic Pwr Sys Us Small-cap Equities (MPWR) 0.4 $24M 49k 484.67
Ishares Tr Russell 1000 Us Large-cap Equities (IWB) 0.4 $23M 97k 241.71
Costco Whsl Corp Us Large-cap Equities (COST) 0.4 $23M 52k 449.33
Citigroup Us Large-cap Equities (C) 0.4 $23M 332k 70.18
Unity Software Us Large-cap Equities (U) 0.4 $23M +18% 181k 126.25
Mcdonalds Corp Us Large-cap Equities (MCD) 0.4 $23M 95k 241.10
Philip Morris Intl Us Large-cap Equities (PM) 0.4 $22M +3% 235k 94.79
Texas Instrs Us Large-cap Equities (TXN) 0.4 $22M 116k 192.20
Pfizer Us Large-cap Equities (PFE) 0.4 $21M 498k 43.00
Aptiv Us Large-cap Equities (APTV) 0.4 $21M 142k 148.97
Asml Holding N V N Y Registry Non-us Equity (developed) (ASML) 0.4 $21M 28k 745.08
Fortive Corp Us Large-cap Equities (FTV) 0.4 $21M -2% 292k 70.56
Comcast Corp Us Large-cap Equities (CMCSA) 0.4 $20M 362k 55.93
Salesforce Us Large-cap Equities (CRM) 0.4 $20M +2% 74k 271.21
United Rentals Us Mid-cap Equities (URI) 0.4 $20M 57k 350.92
Raytheon Technologies Corp Us Large-cap Equities (RTX) 0.4 $20M NEW 228k 85.96
Mondelez Intl Inc Cl A Us Large-cap Equities (MDLZ) 0.4 $20M -18% 335k 58.18
First Rep Bk San Francisco Ccom Us Large-cap Equities (FRC) 0.4 $20M +7% 101k 192.88
Abbvie Us Large-cap Equities (ABBV) 0.4 $20M 180k 107.87
Cisco Sys Us Large-cap Equities (CSCO) 0.4 $19M 355k 54.43
Truist Finl Corp Us Large-cap Equities (TFC) 0.4 $19M 328k 58.65
Marsh & Mclennan Cos Us Large-cap Equities (MMC) 0.3 $19M 126k 151.43
Blackrock Inc Cl A Us Large-cap Equities (BLK) 0.3 $19M +3% 23k 838.62
Vanguard Interm Corp Fixed Income Taxable (VCIT) 0.3 $19M +10% 198k 94.40
Lowe's Cos Us Large-cap Equities (LOW) 0.3 $19M 91k 202.86
Old Dominion Fght Lines Us Mid-cap Equities (ODFL) 0.3 $18M -4% 64k 285.97
Servicenow Us Large-cap Equities (NOW) 0.3 $18M 29k 622.28
Iqvia Hldgs Us Large-cap Equities (IQV) 0.3 $18M 75k 239.54
S&p Global Us Large-cap Equities (SPGI) 0.3 $18M +2% 42k 424.87
Intuit Us Large-cap Equities (INTU) 0.3 $17M 32k 539.51
Verizon Communications Us Large-cap Equities (VZ) 0.3 $17M 313k 54.00
Airbnb Inc Com Cl A Us Large-cap Equities (ABNB) 0.3 $17M +1763% 98k 167.75
Vanguard Index Fds Small Cp Etf Us Small-cap Equities (VB) 0.3 $16M -2% 75k 218.66
Mongodb Inc Cl A Us Mid-cap Equities (MDB) 0.3 $16M +3% 35k 471.52
Wal Mart Stores Us Large-cap Equities (WMT) 0.3 $16M 116k 139.38
Valero Energy Corp Us Large-cap Equities (VLO) 0.3 $16M 226k 70.56
Ishares Msci Eafe Index Fund Non-us Equity (developed) (EFA) 0.3 $16M 204k 78.01
Boeing Us Large-cap Equities (BA) 0.3 $16M -3% 72k 219.94
Lauder Estee Cos Inc Cl A Us Large-cap Equities (EL) 0.3 $16M 52k 299.91
American Wtr Wks Us Mid-cap Equities (AWK) 0.3 $15M -6% 89k 169.03
Oracle Corp Us Large-cap Equities (ORCL) 0.3 $15M -3% 168k 87.13
Ishares Lehman Aggregate Bonds Fixed Income Taxable (AGG) 0.2 $14M -3% 119k 114.83
Svb Financial Group Us Mid-cap Equities (SIVB) 0.2 $13M -7% 20k 646.87
Invesco Qqq Tr Unit Ser 1 Us Large-cap Equities (QQQ) 0.2 $13M NEW 36k 357.95
Aes Corp Us Mid-cap Equities (AES) 0.2 $13M +2% 563k 22.82
Resmed Us Mid-cap Equities (RMD) 0.2 $13M 48k 263.54
Amphenol Corp New Cl A Us Large-cap Equities (APH) 0.2 $13M 172k 73.22
American Express Us Large-cap Equities (AXP) 0.2 $13M 75k 167.53
Lilly Eli & Co Us Large-cap Equities (LLY) 0.2 $12M 54k 231.06
Emerson Elec Us Large-cap Equities (EMR) 0.2 $12M -90% 131k 94.20
Cvs Corp Us Large-cap Equities (CVS) 0.2 $12M +2% 142k 84.86
Caterpillar Inc Del Us Large-cap Equities (CAT) 0.2 $12M 61k 191.96
Coca Cola Us Large-cap Equities (KO) 0.2 $12M 222k 52.47
Constellation Brands Us Large-cap Equities (STZ) 0.2 $12M 55k 210.68
Vanguard Dividend Appreciation Etf Us Large-cap Equities (VIG) 0.2 $12M -4% 76k 153.60
Gilead Sciences Us Large-cap Equities (GILD) 0.2 $11M 162k 69.85
Copart Us Mid-cap Equities (CPRT) 0.2 $11M +5% 81k 138.71
West Pharmaceutical Svsc Inccom Us Mid-cap Equities (WST) 0.2 $11M +3% 27k 424.51
Ishares Short-term Corporatebond Etf Fixed Income Taxable (IGSB) 0.2 $11M 200k 54.63
Travelers Companies Us Large-cap Equities (TRV) 0.2 $11M NEW 71k 152.01
At&t Us Large-cap Equities (T) 0.2 $11M -3% 401k 27.00
Eog Res Us Large-cap Equities (EOG) 0.2 $11M -2% 135k 80.27
Mastercard Inc Cl A Us Large-cap Equities (MA) 0.2 $11M 30k 347.67
Dominos Pizza Us Mid-cap Equities (DPZ) 0.2 $10M +5% 22k 476.93
Illinois Tool Wks Us Large-cap Equities (ITW) 0.2 $10M +3% 50k 206.63
Keysight Technologies Us Mid-cap Equities (KEYS) 0.2 $10M 62k 164.29
Qualcomm Us Large-cap Equities (QCOM) 0.2 $10M -3% 79k 128.98
Rbc Bearings Us Small-cap Equities (ROLL) 0.2 $10M +24% 48k 212.21
Intel Corp Us Large-cap Equities (INTC) 0.2 $9.9M -5% 185k 53.27
Diamonds Tr Unit Ser 1 Us Large-cap Equities (DIA) 0.2 $9.8M -4% 29k 338.26
Cme Group Us Large-cap Equities (CME) 0.2 $9.7M +6% 50k 193.36
Teledyne Technologies Us Small-cap Equities (TDY) 0.2 $9.5M +4% 22k 429.55
Vanguard Whitehall Fds Inc High Div Yld Us Large-cap Equities (VYM) 0.2 $9.4M 91k 103.35
Brown-forman Corp Us Large-cap Equities (BF.B) 0.2 $9.4M 140k 67.01
Spdr Msci Acwi X U.s. Non-us Equity (developed) (CWI) 0.2 $9.0M -2% 310k 28.96
Paypal Hldgs Us Large-cap Equities (PYPL) 0.2 $8.9M +2% 34k 260.20
Simpson Manufacturing Co Inccom Us Small-cap Equities (SSD) 0.2 $8.9M +4% 83k 106.97
Ishares Russell 1000 Growth Us Large-cap Equities (IWF) 0.2 $8.9M 32k 274.03
Henry Jack & Assoc Us Mid-cap Equities (JKHY) 0.2 $8.7M +4% 53k 164.06
Ii-vi Us Mid-cap Equities (IIVI) 0.2 $8.7M 147k 59.36
Kinder Morgan Inc Del Us Large-cap Equities (KMI) 0.2 $8.7M 519k 16.72
Nuveen Ca Qualty Mun Income Fixed Income Tax Exempt (NAC) 0.2 $8.6M -22% 547k 15.69
Graco Us Mid-cap Equities (GGG) 0.2 $8.4M +4% 120k 69.97
Boot Barn Hldgs Us Mid-cap Equities (BOOT) 0.2 $8.4M +6% 94k 88.86
Exxon Mobil Corp Us Large-cap Equities (XOM) 0.2 $8.3M -2% 141k 58.81
Amgen Us Large-cap Equities (AMGN) 0.1 $8.1M 38k 212.64
Deere & Co Us Large-cap Equities (DE) 0.1 $8.0M +3% 24k 335.05
Target Corp Us Large-cap Equities (TGT) 0.1 $8.0M NEW 35k 228.77
O Reilly Automotive Us Large-cap Equities (ORLY) 0.1 $8.0M +4% 13k 611.03
East West Bancorp Us Mid-cap Equities (EWBC) 0.1 $7.9M +3% 101k 77.54
Ishares Non-us Stocks Non-us Equity (developed) (ACWX) 0.1 $7.8M -2% 141k 55.40
International Business Machscom Us Large-cap Equities (IBM) 0.1 $7.5M -7% 54k 138.93
Ishares Msci Emerging Mkts Non-us Equity (emerging) (EEM) 0.1 $7.4M 146k 50.38
American Elec Pwr Us Large-cap Equities (AEP) 0.1 $7.3M 90k 81.18
Applied Matls Us Large-cap Equities (AMAT) 0.1 $7.2M +3% 56k 128.72
Steris Plc Shs Usd Us Mid-cap Equities (STE) 0.1 $7.1M +3% 35k 204.27
Cadence Design System Us Mid-cap Equities (CDNS) 0.1 $7.0M +4% 46k 151.45
Invesco Exch Traded Fd Tr Iivar Rate P Fixed Income Taxable (VRP) 0.1 $7.0M +10% 267k 26.21
Vanguard Index Fds Reit Etf Reit's (VNQ) 0.1 $6.8M +5% 67k 101.77
Bristol Myers Squibb Us Large-cap Equities (BMY) 0.1 $6.8M -4% 115k 59.17
WD-40 Us Small-cap Equities (WDFC) 0.1 $6.7M +5% 29k 231.48
Coresite Rlty Corp Reit's (COR) 0.1 $6.6M +4% 48k 138.53
Ishares Tr 0-5yr Hi Yl Cp Fixed Income Taxable (SHYG) 0.1 $6.6M -6% 144k 45.70
Simon Ppty Group Reit's (SPG) 0.1 $6.5M +2% 50k 129.97
United Parcel Service Inc Cl B Us Large-cap Equities (UPS) 0.1 $6.5M 36k 182.11
Ishares Tr Russell 3000 Us Large-cap Equities (IWV) 0.1 $6.5M 25k 254.85
Prologis Reit's (PLD) 0.1 $6.4M 51k 125.43
Wells Fargo & Co Us Large-cap Equities (WFC) 0.1 $6.3M +2% 136k 46.40
Ishares Russell 1000 Value Us Large-cap Equities (IWD) 0.1 $6.3M -2% 40k 156.52
Ollies Bargain Outlt Hldgs Icom Us Small-cap Equities (OLLI) 0.1 $6.2M +5% 103k 60.26
Altria Group Us Large-cap Equities (MO) 0.1 $6.2M 136k 45.52
Ishares Russell Midcap Index Us Mid-cap Equities (IWR) 0.1 $6.1M 78k 78.22
Rli Corp Us Small-cap Equities (RLI) 0.1 $6.0M +4% 60k 100.27
Schwab Charles Corp Us Large-cap Equities (SCHW) 0.1 $6.0M -16% 82k 72.84
Spdr Ser Tr S&p Divid Etf Us Large-cap Equities (SDY) 0.1 $6.0M 51k 117.56
Automatic Data Processing Income Us Large-cap Equities (ADP) 0.1 $5.9M 30k 199.92
Nushares Etf Tr Nuveen Esg Midcp Us Mid-cap Equities (NUMG) 0.1 $5.8M +2% 107k 54.38
Willscot Mobile Mini Holding Us Small-cap Equities (WSC) 0.1 $5.8M 184k 31.71
Nextera Energy Us Large-cap Equities (NEE) 0.1 $5.8M -2% 73k 78.52
Bright Horizons Fam Sol In Dcom Us Small-cap Equities (BFAM) 0.1 $5.8M +5% 41k 139.42
Bank Of America Corporation Us Large-cap Equities (BAC) 0.1 $5.7M -14% 134k 42.45
Vanguard Bd Index Fd Inc Short Trm Bond Fixed Income Tax Exempt (BSV) 0.1 $5.7M -3% 69k 81.93
Charles Riv Labs Intl Us Small-cap Equities (CRL) 0.1 $5.7M 14k 412.65
Eagle Materials Us Small-cap Equities (EXP) 0.1 $5.7M +5% 43k 131.16
Avantor Us Mid-cap Equities (AVTR) 0.1 $5.7M +4% 139k 40.90
Ishares Tr 3 7 Yr Treas Bd Fixed Income Taxable (IEI) 0.1 $5.6M +11% 43k 130.17
Ishares Russell 2000 Growth Us Small-cap Equities (IWO) 0.1 $5.5M -5% 19k 293.56
Dimensional Etf Trust Us Small Cap Etf Us Small-cap Equities (DFAS) 0.1 $5.5M +414% 96k 57.50
Ishares S&p National Munis Amt-free Fixed Income Tax Exempt (MUB) 0.1 $5.5M 47k 116.17
Monarch Casino & Resort Us Small-cap Equities (MCRI) 0.1 $5.4M +5% 81k 66.99
Aspen Technology Us Small-cap Equities (AZPN) 0.1 $5.3M +4% 43k 122.80
Fox Factory Hldg Corp Us Small-cap Equities (FOXF) 0.1 $5.2M +7% 36k 144.53
Union Pac Corp Us Large-cap Equities (UNP) 0.1 $5.1M -2% 26k 195.99
Topbuild Corp Us Small-cap Equities (BLD) 0.1 $5.0M +4% 25k 204.79
Ishares Tr Intrm Gov Cr Etf Fixed Income Taxable (GVI) 0.1 $4.9M -20% 43k 115.12
Cable One Us Small-cap Equities (CABO) 0.1 $4.7M +3% 2.6k 1812.92
Colgate Palmolive Us Large-cap Equities (CL) 0.1 $4.6M 61k 75.59
Guidewire Software Us Small-cap Equities (GWRE) 0.1 $4.5M +4% 38k 118.88
Sun Communities Reit's (SUI) 0.1 $4.5M +3% 24k 185.09
Graphic Packaging Hldg Us Small-cap Equities (GPK) 0.1 $4.5M +5% 234k 19.03
Alexandria Real Estate Eq Incom Reit's (ARE) 0.1 $4.4M +4% 23k 191.06
Brown & Brown Us Mid-cap Equities (BRO) 0.1 $4.4M +2% 80k 55.44
Cigna Corp Us Large-cap Equities (CI) 0.1 $4.4M 22k 200.16
Peloton Interactive Inc Cl A Us Mid-cap Equities (PTON) 0.1 $4.4M +6% 51k 87.05
Lam Research Corp Us Large-cap Equities (LRCX) 0.1 $4.3M 7.6k 569.20
Novartis A G Non-us Equity (developed) (NVS) 0.1 $4.2M 52k 81.78
Curtiss Wright Corp Us Small-cap Equities (CW) 0.1 $4.2M +3% 34k 126.18
Meritage Homes Corp Us Small-cap Equities (MTH) 0.1 $4.1M +101% 43k 97.00
Tyson Foods Inc Cl A Us Large-cap Equities (TSN) 0.1 $4.1M +2% 52k 78.93
J & J Snack Foods Corp Us Small-cap Equities (JJSF) 0.1 $4.1M +5% 27k 152.81
Unilever Non-us Equity (developed) (UL) 0.1 $4.1M -4% 75k 54.22
Synovus Finl Corp Us Small-cap Equities (SNV) 0.1 $4.1M +4% 93k 43.88
Vanguard Index Fds Sm Cp Val Etf Us Small-cap Equities (VBR) 0.1 $4.0M +2% 24k 169.27
Taiwan Semiconductor Mfg Non-us Equity (emerging) (TSM) 0.1 $4.0M 36k 111.66
Fair Isaac & Co Us Small-cap Equities (FICO) 0.1 $4.0M +7% 10k 397.92
Nxp Semiconductors N V Us Large-cap Equities (NXPI) 0.1 $4.0M 20k 195.87
Synchrony Financial Us Large-cap Equities (SYF) 0.1 $4.0M -7% 81k 48.88
Ishares Dj Select Dividend Index Us Large-cap Equities (DVY) 0.1 $4.0M 34k 114.72
Bank Of Hawaii Corp Us Small-cap Equities (BOH) 0.1 $3.9M +3% 48k 82.17
Gentex Corp Us Mid-cap Equities (GNTX) 0.1 $3.9M +3% 119k 32.97
Dimensional Etf Trust Internatnal Val Etf Equity 0.1 $3.9M NEW 119k 32.74
Spdr Bbg Barc High Yield Bnd Fixed Income Taxable (JNK) 0.1 $3.9M 35k 109.36
Signature Bank Us Mid-cap Equities (SBNY) 0.1 $3.9M +4% 14k 272.30
Tesla Mtrs Us Large-cap Equities (TSLA) 0.1 $3.8M +8% 5.0k 775.38
Vanguard Index Fds Large Cap Etf Us Large-cap Equities (VV) 0.1 $3.7M +10% 19k 200.93
Sector Spdr Tr Technology Us Large-cap Equities (XLK) 0.1 $3.7M 25k 149.31
Darden Restaurants Us Mid-cap Equities (DRI) 0.1 $3.5M 23k 151.49
Spdr Gold Trust Gold Alternative-public (GLD) 0.1 $3.5M +2% 21k 164.22
Ishares Global Intermediate Credit Index Fixed Income Taxable (IGIB) 0.1 $3.5M 58k 60.07
Diageo P L C Spnsrd Non-us Equity (developed) (DEO) 0.1 $3.5M 18k 193.02
Mckesson Corp Us Large-cap Equities (MCK) 0.1 $3.3M 17k 199.38
Portland Gen Elec Us Small-cap Equities (POR) 0.1 $3.3M +4% 70k 46.98
Nushares Etf Tr Nuveen Esg Smlcp Us Small-cap Equities (NUSC) 0.1 $3.2M 74k 43.47
Otter Tail Corp Us Small-cap Equities (OTTR) 0.1 $3.1M +5% 56k 55.96
Ishares Tr High Yld Corp Fixed Income Taxable (HYG) 0.1 $3.0M 35k 87.50
Vanguard Index Fds Growth Etf Us Large-cap Equities (VUG) 0.1 $3.0M 11k 290.18
Hess Corp Us Large-cap Equities (HES) 0.1 $3.0M -19% 39k 78.10
Csx Corp Us Large-cap Equities (CSX) 0.1 $3.0M +184% 101k 29.73
Progress Software Corp Us Small-cap Equities (PRGS) 0.1 $3.0M +5% 61k 49.18
Chubb Us Large-cap Equities (CB) 0.1 $2.9M 17k 173.52
Intuitive Surgical Us Large-cap Equities (ISRG) 0.1 $2.9M 2.9k 994.06
Ishr S&p U.s. Prd Stk Preferred Stock (PFF) 0.1 $2.9M 74k 38.81
Etf S&p 500 Growth Us Large-cap Equities (IVW) 0.1 $2.9M 39k 73.89
Activision Blizzard Us Large-cap Equities (ATVI) 0.1 $2.8M -9% 37k 77.39
Genuine Parts Us Mid-cap Equities (GPC) 0.1 $2.8M 23k 121.24
Liberty Broadband Corp Com Ser C Us Large-cap Equities (LBRDK) 0.1 $2.8M 16k 172.70
Sps Comm Us Small-cap Equities (SPSC) 0.1 $2.8M +6% 17k 161.31
Kimberly Clark Corp Us Large-cap Equities (KMB) 0.0 $2.7M +3% 21k 132.46
Ishares Russell Midcap Value Us Mid-cap Equities (IWS) 0.0 $2.7M -8% 24k 113.26
Vanguard Index Fds S&p 500 Etf Us Large-cap Equities (VOO) 0.0 $2.7M -8% 6.7k 394.36
Dow Us Large-cap Equities (DOW) 0.0 $2.7M 46k 57.56
Factset Resh Sys Us Mid-cap Equities (FDS) 0.0 $2.6M +4% 6.7k 394.72
Medtronic Us Large-cap Equities (MDT) 0.0 $2.6M +7% 21k 125.37
Spdr Ser Tr Sht Trm Hgh Yld Fixed Income Taxable (SJNK) 0.0 $2.6M 95k 27.38

Past Filings by Whittier Trust

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

View all past filings