Whittier Trust

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

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Portfolio Holdings for Whittier Trust

Whittier Trust holds 1674 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Whittier Trust has 1674 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) 5.0 $283M 1.7M 171.21
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Microsoft Corp Us Large-cap Equities (MSFT) 4.7 $265M +4% 839k 315.75
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SPDR TR S&P 500 Etf Equity (SPY) 3.6 $201M 471k 427.47
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Ishares S&p 500 Index Etf Equity (IVV) 3.2 $180M 420k 429.42
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Alphabet Inc Cl C Us Large-cap Equities (GOOG) 3.1 $172M 1.3M 131.85
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Nvidia Corp Us Large-cap Equities (NVDA) 3.0 $170M 391k 434.98
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Berkshire Hathaway Inc Del Cl A Us Large-cap Equities (BRK.A) 2.4 $136M 256.00 531477.00
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Amazon Us Large-cap Equities (AMZN) 2.3 $128M 1.0M 127.12
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Visa Inc Com Cl A Us Large-cap Equities (V) 1.8 $101M 440k 230.01
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Ishares S&p Midcap 400 Index Etf Equity (IJH) 1.6 $93M +4% 371k 249.35
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J P Morgan Chase & Co Us Large-cap Equities (JPM) 1.6 $91M 626k 145.02
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Midcap Spdr Tr Unit Ser 1 Etf Equity (MDY) 1.2 $66M 145k 456.64
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Berkshire Hathaway Inc Del Cl B Us Large-cap Equities (BRK.B) 1.2 $66M 189k 350.29
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Ishares S&p Small Cap 600 Etf Equity (IJR) 1.2 $65M +2% 691k 94.33
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Vanguard Ftse Developed Markets Etf Equity (VEA) 1.1 $64M +5% 1.5M 43.72
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Chevron Corp Us Large-cap Equities (CVX) 1.1 $62M +2% 370k 168.62
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Johnson & Johnson Us Large-cap Equities (JNJ) 1.0 $59M 376k 155.75
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Applied Matls Us Large-cap Equities (AMAT) 1.0 $56M 406k 138.45
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Meta Platforms Inc Cl A Us Large-cap Equities (META) 0.9 $52M 172k 300.20
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Eaton Corp Us Large-cap Equities (ETN) 0.9 $50M 236k 213.28
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Broadcom Us Large-cap Equities (AVGO) 0.9 $50M +4% 60k 830.57
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Honeywell Intl Us Large-cap Equities (HON) 0.9 $50M +5% 269k 184.74
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Ishares Russell 2000 Index Etf Equity (IWM) 0.9 $49M -3% 280k 176.74
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Tjx Cos Us Large-cap Equities (TJX) 0.9 $48M 545k 88.88
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Ishares Inc Core Msci Emkt Etf Equity (IEMG) 0.8 $47M +4% 982k 47.59
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Linde Non-us Equity (developed) (LIN) 0.8 $46M +27% 123k 372.34
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Merck & Co Us Large-cap Equities (MRK) 0.8 $46M 444k 102.95
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Unitedhealth Group Us Large-cap Equities (UNH) 0.8 $44M +2% 87k 504.19
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Thermo Fisher Scientific Inccom Us Large-cap Equities (TMO) 0.8 $43M +2% 84k 506.15
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Pepsico Us Large-cap Equities (PEP) 0.7 $41M 241k 169.44
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Elevance Health Us Large-cap Equities (ELV) 0.7 $40M 92k 435.40
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Ishares Russell 2000 Value Etf Equity (IWN) 0.7 $39M -6% 290k 135.55
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Procter & Gamble Us Large-cap Equities (PG) 0.7 $39M +7% 266k 145.86
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Vanguard Emerging Market Equity Etf Etf Equity (VWO) 0.7 $38M -5% 974k 39.20
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Abbott Labs Us Large-cap Equities (ABT) 0.6 $36M 373k 96.85
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Chipotle Mexican Grill Us Mid-cap Equities (CMG) 0.6 $35M +43% 19k 1831.81
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Nike Inc Cl B Us Large-cap Equities (NKE) 0.6 $34M -18% 350k 95.62
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Norfolk Southern Corp Us Large-cap Equities (NSC) 0.6 $33M +3% 165k 196.93
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Costco Whsl Corp Us Large-cap Equities (COST) 0.6 $33M 58k 564.94
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Alphabet Inc Cl A Us Large-cap Equities (GOOGL) 0.6 $32M +5% 247k 130.86
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Lilly Eli & Co Us Large-cap Equities (LLY) 0.6 $32M 60k 537.13
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Blackstone Us Large-cap Equities (BX) 0.6 $32M +2% 297k 107.14
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Tesla Mtrs Us Large-cap Equities (TSLA) 0.6 $32M +2% 126k 250.22
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Accenture Plc Ireland Shs Class A Us Large-cap Equities (ACN) 0.5 $30M 98k 307.10
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Danaher Corp Del Us Large-cap Equities (DHR) 0.5 $29M +2% 119k 248.10
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Marsh & Mclennan Cos Us Large-cap Equities (MMC) 0.5 $27M +2% 144k 190.30
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Raytheon Technologies Corp Us Large-cap Equities (RTX) 0.5 $27M +29% 374k 71.97
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Disney Walt Co Com Disney Us Large-cap Equities (DIS) 0.5 $27M 329k 81.05
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Eog Res Us Large-cap Equities (EOG) 0.5 $26M +2% 206k 126.76
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Valero Energy Corp Us Large-cap Equities (VLO) 0.5 $26M 180k 141.71
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Adobe Sys Us Large-cap Equities (ADBE) 0.5 $25M +2% 50k 509.88
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Abbvie Us Large-cap Equities (ABBV) 0.5 $25M 170k 149.06
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Ishares Tr Core Msci Eafe Etf Equity (IEFA) 0.4 $25M +4% 384k 64.35
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Servicenow Us Large-cap Equities (NOW) 0.4 $25M +30% 44k 558.94
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Fortive Corp Us Large-cap Equities (FTV) 0.4 $23M 311k 74.15
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Home Depot Us Large-cap Equities (HD) 0.4 $23M +2% 76k 302.15
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United Rentals Us Mid-cap Equities (URI) 0.4 $23M -21% 51k 444.56
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Goldman Sachs Group Us Large-cap Equities (GS) 0.4 $23M 70k 323.57
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Ishares Tr Russell 1000 Etf Equity (IWB) 0.4 $22M 93k 234.91
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Vanguard Index Fds Mid Cap Etf Etf Equity (VO) 0.4 $22M 104k 208.24
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Philip Morris Intl Us Large-cap Equities (PM) 0.4 $22M +2% 234k 92.58
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Sun Communities Reit's (SUI) 0.4 $22M +2% 182k 118.34
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Mcdonalds Corp Us Large-cap Equities (MCD) 0.4 $21M 81k 263.44
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Pimco Etf Tr Enhan Shrt Mat Fixed Income Taxable (MINT) 0.4 $21M 208k 100.14
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S&p Global Us Large-cap Equities (SPGI) 0.4 $21M +2% 56k 365.39
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Mondelez Intl Inc Cl A Us Large-cap Equities (MDLZ) 0.4 $20M 294k 69.40
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Salesforce Us Large-cap Equities (CRM) 0.4 $20M 99k 202.78
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Spdr Series Trust S&p Biotech Etf Equity (XBI) 0.4 $20M +3% 275k 73.02
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Asml Holding N V N Y Registry Non-us Equity (developed) (ASML) 0.3 $19M +2% 32k 588.64
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Intuit Us Large-cap Equities (INTU) 0.3 $19M +2% 37k 510.93
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Vgrd Ftse All World Etf Etf Equity (VEU) 0.3 $19M 361k 51.86
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Monolithic Pwr Sys Us Small-cap Equities (MPWR) 0.3 $18M +2% 39k 462.00
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Copart Us Mid-cap Equities (CPRT) 0.3 $18M +105% 414k 43.09
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Wal Mart Stores Us Large-cap Equities (WMT) 0.3 $18M 111k 159.93
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Cisco Sys Us Large-cap Equities (CSCO) 0.3 $18M +2% 328k 53.75
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Comcast Corp Us Large-cap Equities (CMCSA) 0.3 $18M 396k 44.34
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Pfizer Us Large-cap Equities (PFE) 0.3 $17M 516k 33.16
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Airbnb Inc Com Cl A Us Large-cap Equities (ABNB) 0.3 $17M +4% 121k 137.21
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Exxon Mobil Corp Us Large-cap Equities (XOM) 0.3 $17M 140k 117.58
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Iqvia Hldgs Us Large-cap Equities (IQV) 0.3 $17M +2% 84k 196.75
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Old Dominion Fght Lines Us Mid-cap Equities (ODFL) 0.3 $16M 40k 409.14
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Blackrock Inc Cl A Us Large-cap Equities (BLK) 0.3 $16M 25k 646.46
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O Reilly Automotive Us Large-cap Equities (ORLY) 0.3 $16M +3% 18k 908.83
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Lowe's Cos Us Large-cap Equities (LOW) 0.3 $16M 76k 207.84
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Oracle Corp Us Large-cap Equities (ORCL) 0.3 $16M 147k 105.92
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American Tower Corp Reit's (AMT) 0.3 $14M 86k 164.44
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Caterpillar Inc Del Us Large-cap Equities (CAT) 0.3 $14M 52k 273.00
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Vanguard Interm Corp Fixed Income Taxable (VCIT) 0.3 $14M -20% 186k 75.97
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Advanced Micro Devices Us Mid-cap Equities (AMD) 0.2 $14M +3% 133k 102.82
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West Pharmaceutical Svsc Inccom Us Mid-cap Equities (WST) 0.2 $13M +2% 36k 375.20
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Builders Firstsource Us Small-cap Equities (BLDR) 0.2 $13M +2% 108k 124.49
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Rbc Bearings Us Small-cap Equities (RBC) 0.2 $13M +2% 57k 234.13
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Schwab Charles Corp Us Large-cap Equities (SCHW) 0.2 $13M -2% 241k 54.90
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Vanguard Index Fds Small Cp Etf Etf Equity (VB) 0.2 $13M 67k 189.07
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Albemarle Corp Us Mid-cap Equities (ALB) 0.2 $13M +14047% 74k 170.04
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Vanguard Shrt-term Corp Fixed Income Taxable (VCSH) 0.2 $13M +9% 167k 75.15
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Simpson Manufacturing Co Inccom Us Small-cap Equities (SSD) 0.2 $13M +3% 83k 149.81
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Invesco Qqq Tr Unit Ser 1 Etf Equity (QQQ) 0.2 $12M +2% 35k 358.26
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Mastercard Inc Cl A Us Large-cap Equities (MA) 0.2 $12M 31k 395.90
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Constellation Brands Us Large-cap Equities (STZ) 0.2 $12M 48k 251.33
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Sherwin Williams Us Large-cap Equities (SHW) 0.2 $12M -65% 47k 255.05
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Ishares Msci Eafe Index Fund Etf Equity (EFA) 0.2 $12M 172k 68.92
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Cme Group Us Large-cap Equities (CME) 0.2 $12M 58k 200.21
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Fair Isaac & Co Us Small-cap Equities (FICO) 0.2 $12M +3% 13k 868.52
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Teledyne Technologies Us Small-cap Equities (TDY) 0.2 $12M +3% 28k 408.56
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Coca Cola Us Large-cap Equities (KO) 0.2 $12M 206k 55.97
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Graco Us Mid-cap Equities (GGG) 0.2 $11M +3% 154k 72.88
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Mongodb Inc Cl A Us Mid-cap Equities (MDB) 0.2 $11M +2% 32k 345.85
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Boeing Us Large-cap Equities (BA) 0.2 $11M -3% 57k 191.68
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American Express Us Large-cap Equities (AXP) 0.2 $11M 73k 149.19
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Cvs Corp Us Large-cap Equities (CVS) 0.2 $11M 154k 69.81
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Vanguard Dividend Appreciation Etf Etf Equity (VIG) 0.2 $11M -2% 69k 155.38
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Ishares Russell Midcap Index Etf Equity (IWR) 0.2 $11M +11% 152k 69.25
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Emerson Elec Us Large-cap Equities (EMR) 0.2 $11M 109k 96.57
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Unity Software Us Large-cap Equities (U) 0.2 $11M 334k 31.38
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Truist Finl Corp Us Large-cap Equities (TFC) 0.2 $10M 364k 28.61
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Motorola Solutions Us Mid-cap Equities (MSI) 0.2 $10M +6% 38k 272.22
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Stryker Corp Us Large-cap Equities (SYK) 0.2 $10M 38k 273.26
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East West Bancorp Us Mid-cap Equities (EWBC) 0.2 $10M +3% 195k 52.70
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Rli Corp Us Small-cap Equities (RLI) 0.2 $10M +4% 74k 135.89
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Brown & Brown Us Mid-cap Equities (BRO) 0.2 $10M +2% 145k 69.84
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Amgen Us Large-cap Equities (AMGN) 0.2 $10M 38k 268.76
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Steris Plc Shs Usd Us Mid-cap Equities (STE) 0.2 $10M +3% 46k 219.42
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Amphenol Corp New Cl A Us Large-cap Equities (APH) 0.2 $10M 120k 83.99
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Ollies Bargain Outlt Hldgs Icom Us Small-cap Equities (OLLI) 0.2 $10M +4% 131k 77.18
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Travelers Companies Us Large-cap Equities (TRV) 0.2 $10M -2% 61k 163.31
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Curtiss Wright Corp Us Small-cap Equities (CW) 0.2 $9.8M +3% 50k 195.63
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Lauder Estee Cos Inc Cl A Us Large-cap Equities (EL) 0.2 $9.8M 68k 144.54
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Eqt Corp Us Mid-cap Equities (EQT) 0.2 $9.6M +4% 236k 40.57
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Kinder Morgan Inc Del Us Large-cap Equities (KMI) 0.2 $9.5M 575k 16.57
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Illinois Tool Wks Us Large-cap Equities (ITW) 0.2 $9.5M 41k 230.31
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Aes Corp Us Mid-cap Equities (AES) 0.2 $9.3M +2% 614k 15.20
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Deere & Co Us Large-cap Equities (DE) 0.2 $9.1M 24k 377.38
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Sector Spdr Tr Technology Etf Equity (XLK) 0.2 $9.0M 55k 163.93
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Eagle Materials Us Small-cap Equities (EXP) 0.2 $8.9M +4% 54k 166.52
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Ishares Lehman Aggregate Bonds Etf Fixed Income (AGG) 0.2 $8.9M +51% 95k 94.04
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Texas Instrs Us Large-cap Equities (TXN) 0.2 $8.9M -55% 56k 159.01
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American Wtr Wks Us Mid-cap Equities (AWK) 0.2 $8.8M -3% 71k 123.83
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Diamonds Tr Unit Ser 1 Etf Equity (DIA) 0.2 $8.5M 26k 334.95
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Henry Jack & Assoc Us Mid-cap Equities (JKHY) 0.2 $8.4M +4% 56k 151.14
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Starbucks Corp Us Large-cap Equities (SBUX) 0.1 $8.4M -4% 92k 91.27
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Ishares Short-term Corporatebond Etf Etf Fixed Income (IGSB) 0.1 $8.3M -7% 167k 49.83
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Invitation Homes Us Mid-cap Equities (INVH) 0.1 $8.2M +2% 260k 31.68
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Vanguard Whitehall Fds Inc High Div Yld Etf Equity (VYM) 0.1 $8.2M -7% 79k 103.32
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Topbuild Corp Us Small-cap Equities (BLD) 0.1 $8.0M +3% 32k 251.60
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Brown-forman Corp Us Large-cap Equities (BF.B) 0.1 $8.0M 139k 57.68
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Verizon Communications Us Large-cap Equities (VZ) 0.1 $8.0M -11% 247k 32.40
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Ishares Non-us Stocks Etf Equity (ACWX) 0.1 $7.9M +27% 167k 47.00
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Ishares Russell 1000 Growth Etf Equity (IWF) 0.1 $7.7M -2% 29k 265.98
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Bonanza Creek Energy Us Small-cap Equities (CIVI) 0.1 $7.6M +5% 93k 80.87
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WD-40 Us Small-cap Equities (WDFC) 0.1 $7.5M +4% 37k 203.24
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Boot Barn Hldgs Us Mid-cap Equities (BOOT) 0.1 $7.5M +4% 93k 81.19
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Coinbase Global Inc Com Cl A Us Large-cap Equities (COIN) 0.1 $7.3M +9% 97k 75.08
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Bjs Whsl Club Hldgs Us Small-cap Equities (BJ) 0.1 $7.3M +3% 102k 71.36
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Simon Ppty Group Reit's (SPG) 0.1 $7.2M +2% 66k 108.03
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Spdr Msci Acwi X U.s. Etf Equity (CWI) 0.1 $7.1M 286k 24.88
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Spdr Ser Tr S&p Divid Etf Etf Equity (SDY) 0.1 $7.1M -2% 62k 115.01
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Factset Resh Sys Us Mid-cap Equities (FDS) 0.1 $7.0M +3% 16k 437.25
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Vanguard Index Fds Reit Etf Etf Reit (VNQ) 0.1 $6.9M -5% 91k 75.65
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American Elec Pwr Us Large-cap Equities (AEP) 0.1 $6.7M 89k 75.22
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Automatic Data Processing Income Us Large-cap Equities (ADP) 0.1 $6.6M 28k 240.58
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Graphic Packaging Hldg Us Small-cap Equities (GPK) 0.1 $6.6M +3% 298k 22.27
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Union Pac Corp Us Large-cap Equities (UNP) 0.1 $6.5M +5% 32k 203.63
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Mckesson Corp Us Large-cap Equities (MCK) 0.1 $6.5M 15k 434.84
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Ishares Russell 2000 Growth Etf Equity (IWO) 0.1 $6.4M 29k 224.15
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International Business Machscom Us Large-cap Equities (IBM) 0.1 $6.3M 45k 140.30
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Vanguard Index Fds S&p 500 Etf Etf Equity (VOO) 0.1 $6.3M -2% 16k 392.70
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Bristol Myers Squibb Us Large-cap Equities (BMY) 0.1 $6.3M 108k 58.04
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Caseys Gen Stores Us Small-cap Equities (CASY) 0.1 $6.1M +4% 23k 271.50
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Houlihan Lokey Inc Cl A Us Small-cap Equities (HLI) 0.1 $5.9M +4% 55k 107.12
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Dominos Pizza Us Mid-cap Equities (DPZ) 0.1 $5.8M +3% 15k 378.77
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United Parcel Service Inc Cl B Us Large-cap Equities (UPS) 0.1 $5.7M 37k 155.87
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Alexandria Real Estate Eq Incom Reit's (ARE) 0.1 $5.5M +3% 55k 100.10
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Invesco Exch Traded Fd Tr Iivar Rate P Fixed Income Taxable (VRP) 0.1 $5.4M -13% 242k 22.36
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Ishares Russell 1000 Value Etf Equity (IWD) 0.1 $5.4M 36k 151.82
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Vanguard Short-term Treasury Etf Fixed Income Taxable (VGSH) 0.1 $5.3M 92k 57.59
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Otter Tail Corp Us Small-cap Equities (OTTR) 0.1 $5.3M +4% 69k 75.92
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Prologis Reit's (PLD) 0.1 $5.2M 47k 112.21
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Ishares Tr Russell 3000 Etf Equity (IWV) 0.1 $5.2M -15% 21k 245.06
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Hyatt Hotels Corp Com Cl A Us Mid-cap Equities (H) 0.1 $5.2M +3% 49k 106.08
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Dimensional Etf Trust Us Small Cap Etf Etf Equity (DFAS) 0.1 $5.1M 98k 52.49
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Pool Corporation Us Small-cap Equities (POOL) 0.1 $5.0M +3% 14k 356.08
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Ishares Msci Emerging Mkts Etf Equity (EEM) 0.1 $5.0M 132k 37.95
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Teradyne Us Mid-cap Equities (TER) 0.1 $5.0M +3% 49k 100.46
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Intel Corp Us Large-cap Equities (INTC) 0.1 $4.9M 138k 35.54
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Wells Fargo & Co Us Large-cap Equities (WFC) 0.1 $4.9M 120k 40.86
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Gentex Corp Us Mid-cap Equities (GNTX) 0.1 $4.9M +3% 150k 32.54
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Novartis A G Non-us Equity (developed) (NVS) 0.1 $4.9M 48k 101.86
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Vanguard Index Fds Large Cap Etf Etf Equity (VV) 0.1 $4.7M 24k 195.69
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Fox Factory Hldg Corp Us Small-cap Equities (FOXF) 0.1 $4.6M +3% 46k 99.08
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Ishares Tr Intrm Gov Cr Etf Fixed Income Taxable (GVI) 0.1 $4.6M 45k 101.33
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Target Corp Us Large-cap Equities (TGT) 0.1 $4.5M 41k 110.57
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Altria Group Us Large-cap Equities (MO) 0.1 $4.5M 107k 42.04
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Datadog Inc Cl A Us Large-cap Equities (DDOG) 0.1 $4.5M +2% 49k 91.09
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3M Us Large-cap Equities (MMM) 0.1 $4.4M -19% 47k 93.62
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Amn Healthcare Services Us Small-cap Equities (AMN) 0.1 $4.4M +4% 52k 85.18
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Hess Corp Us Large-cap Equities (HES) 0.1 $4.4M 29k 153.00
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Guidewire Software Us Small-cap Equities (GWRE) 0.1 $4.4M +3% 49k 90.00
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Nextera Energy Us Large-cap Equities (NEE) 0.1 $4.3M +7% 75k 57.29
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Bancorp Inc Del Us Small-cap Equities (TBBK) 0.1 $4.3M +4% 125k 34.50
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Dollar Gen Corp Us Large-cap Equities (DG) 0.1 $4.3M +1688% 41k 105.80
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Ishares Tr 3 7 Yr Treas Bd Fixed Income Taxable (IEI) 0.1 $4.3M -6% 38k 113.16
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Qualcomm Us Large-cap Equities (QCOM) 0.1 $4.3M +7% 39k 111.06
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Interpublic Group Cos Us Mid-cap Equities (IPG) 0.1 $4.3M +4% 149k 28.65
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Spdr Health Care Sel Etf Equity (XLV) 0.1 $4.2M +6% 33k 128.74
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Hf Sinclair Corp Us Mid-cap Equities (DINO) 0.1 $4.2M +4% 73k 56.93
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Progress Software Corp Us Small-cap Equities (PRGS) 0.1 $4.1M +3% 79k 52.58
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Wingstop Us Small-cap Equities (WING) 0.1 $4.1M +4% 23k 179.83
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Dimensional Etf Trust Internatnal Val Etf Equity (DFIV) 0.1 $3.9M 121k 32.61
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Vanguard Index Fds Sm Cp Val Etf Etf Equity (VBR) 0.1 $3.9M -2% 25k 159.49
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Gilead Sciences Us Large-cap Equities (GILD) 0.1 $3.8M 51k 74.94
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Northrop Grumman Corp Us Large-cap Equities (NOC) 0.1 $3.8M 8.7k 440.19
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Lam Research Corp Us Large-cap Equities (LRCX) 0.1 $3.8M 6.1k 626.77
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Avantor Us Mid-cap Equities (AVTR) 0.1 $3.8M +4% 178k 21.07
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Nushares Etf Tr Nuveen Esg Midcp Etf Equity (NUMG) 0.1 $3.7M -7% 102k 36.65
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Portland Gen Elec Us Small-cap Equities (POR) 0.1 $3.6M +3% 90k 40.47
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Roblox Corp Cl A Us Large-cap Equities (RBLX) 0.1 $3.5M 122k 28.95
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Ishares S&p Cal Amt-free Munis Etf Fixed Income (CMF) 0.1 $3.5M 65k 54.84
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Rpm International Us Mid-cap Equities (RPM) 0.1 $3.5M +3% 37k 94.81
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Sps Comm Us Small-cap Equities (SPSC) 0.1 $3.5M +4% 20k 170.60
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Vanguard Bd Index Fd Inc Short Trm Bond Etf Fixed Income (BSV) 0.1 $3.5M -4% 46k 75.17
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Ishares Msci Eafe Value Indx Etf Equity (EFV) 0.1 $3.5M -5% 71k 48.93
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Bowlero Corp Cl A Us Small-cap Equities (BOWL) 0.1 $3.4M +4% 358k 9.62
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Chubb Us Large-cap Equities (CB) 0.1 $3.4M +3% 16k 208.18
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Nxp Semiconductors N V Us Large-cap Equities (NXPI) 0.1 $3.3M 17k 199.92
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Csx Corp Us Large-cap Equities (CSX) 0.1 $3.3M 108k 30.75
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Novo-nordisk A S Non-us Equity (developed) (NVO) 0.1 $3.3M +105% 36k 90.94
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Select Sector Spdr Tr Sbi Cons Discr Etf Equity (XLY) 0.1 $3.3M +4% 20k 160.98
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Taiwan Semiconductor Mfg Non-us Equity (emerging) (TSM) 0.1 $3.1M 36k 86.90
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Colgate Palmolive Us Large-cap Equities (CL) 0.1 $3.1M 44k 71.11
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Starwood Ppty Tr Reit's (STWD) 0.1 $3.1M 160k 19.34
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Spdr Gold Trust Gold Etf Alternative (GLD) 0.1 $3.1M -4% 18k 171.45
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Citigroup Us Large-cap Equities (C) 0.1 $3.0M -6% 74k 41.13
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Bank Of America Corporation Us Large-cap Equities (BAC) 0.1 $3.0M -2% 110k 27.37
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Inmode Non-us Equity (developed) (INMD) 0.1 $3.0M +4% 98k 30.45
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Renaissancere Hldgs Us Mid-cap Equities (RNR) 0.1 $3.0M +3% 15k 197.91
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Genuine Parts Us Mid-cap Equities (GPC) 0.1 $3.0M 21k 144.38
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Etf S&p 500 Growth Etf Equity (IVW) 0.1 $3.0M 43k 68.42
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Gallagher Arthur J & Co Us Mid-cap Equities (AJG) 0.1 $2.9M -10% 13k 227.93
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Aptiv Us Large-cap Equities (APTV) 0.0 $2.8M -3% 28k 98.59
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Ishares Global Intermediate Credit Index Etf Fixed Income (IGIB) 0.0 $2.6M -11% 54k 48.65
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Ishares Gold Tr Ishares Alternative-public (IAU) 0.0 $2.6M 75k 34.98
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Intuitive Surgical Us Large-cap Equities (ISRG) 0.0 $2.6M 9.0k 292.28
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Ishr S&p U.s. Prd Stk Preferred Stock (PFF) 0.0 $2.6M -3% 87k 30.14
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Spdr Series Trust Barc Captl Etf Etf Fixed Income (SPSB) 0.0 $2.6M -2% 88k 29.31
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Nushares Etf Tr Nuveen Esg Smlcp Etf Equity (NUSC) 0.0 $2.6M -7% 74k 34.81
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Lockheed Martin Corp Us Large-cap Equities (LMT) 0.0 $2.5M 6.2k 408.94
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Equinix Inc Com Par $0.001 Reit's (EQIX) 0.0 $2.5M 3.5k 726.26
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Select Sector Spdr Tr Communication Us Large-cap Equities (XLC) 0.0 $2.4M 37k 65.56
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Nuveen Ca Qualty Mun Income Fixed Income Tax Exempt (NAC) 0.0 $2.4M -4% 252k 9.65
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Past Filings by Whittier Trust

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

View all past filings