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 1713 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Whittier Trust has 1713 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) 4.7 $235M 1.7M 136.72
Microsoft Corp Us Large-cap Equities (MSFT) 4.1 $203M 788k 256.82
SPDR TR S&P 500 Us Large-cap Equities (SPY) 3.9 $192M 509k 377.25
Ishares S&p 500 Index Us Large-cap Equities (IVV) 2.9 $143M 377k 379.14
Alphabet Inc Cl C Us Large-cap Equities (GOOG) 2.7 $136M 62k 2187.44
Berkshire Hathaway Inc Del Cl A Us Large-cap Equities (BRK.A) 2.2 $108M 265.00 408950.94
Amazon Us Large-cap Equities (AMZN) 2.0 $100M +1934% 940k 106.21
Visa Inc Com Cl A Us Large-cap Equities (V) 1.7 $85M 430k 196.89
Ishares S&p Midcap 400 Index Etf Equity (IJH) 1.6 $79M 351k 226.23
Johnson & Johnson Us Large-cap Equities (JNJ) 1.5 $72M 405k 177.51
J P Morgan Chase & Co Us Large-cap Equities (JPM) 1.4 $69M 614k 112.61
Midcap Spdr Tr Unit Ser 1 Etf Equity (MDY) 1.3 $66M 159k 413.48
Nvidia Corp Us Large-cap Equities (NVDA) 1.3 $65M 427k 151.59
Ishares Russell 2000 Index Etf Equity (IWM) 1.2 $58M 342k 169.36

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Ishares S&p Small Cap 600 Etf Equity (IJR) 1.1 $54M 583k 92.40
Berkshire Hathaway Inc Del Cl B Us Large-cap Equities (BRK.B) 1.0 $51M 187k 273.01
Vanguard Ftse Developed Markets Non-us Equity (developed) (VEA) 1.0 $51M 1.2M 40.79
Elevance Health Us Large-cap Equities (ANTM) 1.0 $49M 101k 482.57
Ishares Inc Core Msci Emkt Non-us Equity (emerging) (IEMG) 0.9 $46M 927k 49.06
Chevron Corp Us Large-cap Equities (CVX) 0.9 $45M 312k 144.78
Nike Inc Cl B Us Large-cap Equities (NKE) 0.9 $44M 435k 102.20
Thermo Fisher Scientific Inccom Us Large-cap Equities (TMO) 0.9 $44M 81k 543.27
Abbott Labs Us Large-cap Equities (ABT) 0.9 $44M 403k 108.65
Honeywell Intl Us Large-cap Equities (HON) 0.9 $43M 244k 173.81
Pepsico Us Large-cap Equities (PEP) 0.8 $41M 246k 166.66
Unitedhealth Group Us Large-cap Equities (UNH) 0.8 $41M 80k 513.62
Merck & Co Us Large-cap Equities (MRK) 0.8 $39M 430k 91.17
Applied Matls Us Large-cap Equities (AMAT) 0.8 $38M 421k 90.98
Vanguard Emerging Market Equity Etf Non-us Equity (emerging) (VWO) 0.7 $36M -7% 873k 41.65
Procter & Gamble Us Large-cap Equities (PG) 0.7 $36M 252k 143.79
Norfolk Southern Corp Us Large-cap Equities (NSC) 0.7 $35M 155k 227.28
Stryker Corp Us Large-cap Equities (SYK) 0.7 $34M 171k 198.93
Tjx Cos Us Large-cap Equities (TJX) 0.7 $33M 593k 55.84
Ishares Russell 2000 Value Etf Equity (IWN) 0.6 $32M 236k 136.15
Disney Walt Co Com Disney Us Large-cap Equities (DIS) 0.6 $32M 336k 94.40
Sherwin Williams Us Large-cap Equities (SHW) 0.6 $31M 139k 223.90
Danaher Corp Del Us Large-cap Equities (DHR) 0.6 $31M 121k 253.51
Costco Whsl Corp Us Large-cap Equities (COST) 0.6 $29M 61k 479.26
Eaton Corp Us Large-cap Equities (ETN) 0.6 $29M 230k 125.99
Abbvie Us Large-cap Equities (ABBV) 0.6 $28M 182k 153.16
Accenture Plc Ireland Shs Class A Us Large-cap Equities (ACN) 0.6 $28M 100k 277.64
Raytheon Technologies Corp Us Large-cap Equities (RTX) 0.6 $28M 289k 96.11
Meta Platforms Inc Cl A Us Large-cap Equities (META) 0.6 $28M 173k 161.25
American Tower Corp Reit's (AMT) 0.6 $27M 107k 255.59
Pfizer Us Large-cap Equities (PFE) 0.5 $27M 517k 52.43
Linde Non-us Equity (developed) (LIN) 0.5 $27M 94k 287.52
Broadcom Us Large-cap Equities (AVGO) 0.5 $26M 54k 485.79
Alphabet Inc Cl A Us Large-cap Equities (GOOGL) 0.5 $26M +2% 12k 2179.28
Vanguard Interm Corp Fixed Income Taxable (VCIT) 0.5 $25M +11% 315k 80.02
Valero Energy Corp Us Large-cap Equities (VLO) 0.5 $25M 237k 106.28
Blackstone Us Large-cap Equities (BX) 0.5 $25M +3% 275k 91.23
Vanguard Shrt-term Corp Fixed Income Taxable (VCSH) 0.5 $25M -15% 324k 76.26
Philip Morris Intl Us Large-cap Equities (PM) 0.5 $24M 248k 98.74
Ishares Tr Core Msci Eafe Non-us Equity (developed) (IEFA) 0.5 $23M +9% 395k 58.84
Starbucks Corp Us Large-cap Equities (SBUX) 0.5 $23M 297k 76.38
Mcdonalds Corp Us Large-cap Equities (MCD) 0.4 $22M -6% 89k 246.88
Home Depot Us Large-cap Equities (HD) 0.4 $21M 78k 274.26
Pimco Etf Tr Enhan Shrt Mat Fixed Income Taxable (MINT) 0.4 $21M -15% 212k 99.11
Marsh & Mclennan Cos Us Large-cap Equities (MMC) 0.4 $21M 132k 155.25
Vanguard Index Fds Mid Cap Etf Etf Equity (VO) 0.4 $21M 104k 196.97
Eog Res Us Large-cap Equities (EOG) 0.4 $20M 182k 110.44
Ishares Tr Russell 1000 Us Large-cap Equities (IWB) 0.4 $20M 97k 207.76
Goldman Sachs Group Us Large-cap Equities (GS) 0.4 $20M -2% 67k 297.01
Mondelez Intl Inc Cl A Us Large-cap Equities (MDLZ) 0.4 $19M 301k 62.09
Texas Instrs Us Large-cap Equities (TXN) 0.4 $19M 121k 153.65
Lilly Eli & Co Us Large-cap Equities (LLY) 0.4 $18M 56k 324.22
Monolithic Pwr Sys Us Small-cap Equities (MPWR) 0.4 $18M 47k 384.02
Vgrd Ftse All World Etf Non-us Equity (developed) (VEU) 0.4 $18M -17% 358k 49.95
3M Us Large-cap Equities (MMM) 0.4 $18M -4% 135k 129.41
Adobe Sys Us Large-cap Equities (ADBE) 0.3 $17M 47k 366.04
Iqvia Hldgs Us Large-cap Equities (IQV) 0.3 $17M 78k 216.98
Truist Finl Corp Us Large-cap Equities (TFC) 0.3 $17M 354k 47.43
Lauder Estee Cos Inc Cl A Us Large-cap Equities (EL) 0.3 $17M +22% 65k 254.66
Fortive Corp Us Large-cap Equities (FTV) 0.3 $17M 303k 54.38
Verizon Communications Us Large-cap Equities (VZ) 0.3 $16M 322k 50.75
First Rep Bk San Francisco Ccom Us Large-cap Equities (FRC) 0.3 $16M 113k 144.20
S&p Global Us Large-cap Equities (SPGI) 0.3 $16M +3% 48k 337.04
Cisco Sys Us Large-cap Equities (CSCO) 0.3 $16M 364k 42.63
Citigroup Us Large-cap Equities (C) 0.3 $16M 336k 45.99
Blackrock Inc Cl A Us Large-cap Equities (BLK) 0.3 $15M +9% 25k 609.02
Lowe's Cos Us Large-cap Equities (LOW) 0.3 $15M 87k 174.66
United Rentals Us Mid-cap Equities (URI) 0.3 $15M 61k 242.90
Servicenow Us Large-cap Equities (NOW) 0.3 $15M 30k 475.52
Asml Holding N V N Y Registry Non-us Equity (developed) (ASML) 0.3 $14M 30k 475.86
Comcast Corp Us Large-cap Equities (CMCSA) 0.3 $14M 358k 39.23
Wal Mart Stores Us Large-cap Equities (WMT) 0.3 $14M 114k 121.58
Cvs Corp Us Large-cap Equities (CVS) 0.3 $14M 146k 92.65
Coca Cola Us Large-cap Equities (KO) 0.3 $14M -3% 214k 62.90
Aptiv Us Large-cap Equities (APTV) 0.3 $13M 149k 89.05
Constellation Brands Us Large-cap Equities (STZ) 0.3 $13M 56k 233.05
Intuit Us Large-cap Equities (INTU) 0.3 $13M 33k 385.44
American Wtr Wks Us Mid-cap Equities (AWK) 0.3 $13M 86k 148.77
Exxon Mobil Corp Us Large-cap Equities (XOM) 0.3 $13M 149k 85.64
Vanguard Index Fds Small Cp Etf Etf Equity (VB) 0.3 $13M -2% 72k 176.11
Ishare Biotech Us Large-cap Equities (IBB) 0.3 $13M +1209% 107k 117.63
Unity Software Us Large-cap Equities (U) 0.2 $12M 334k 36.81
Aes Corp Us Mid-cap Equities (AES) 0.2 $12M +2% 585k 21.00
Ishares Lehman Aggregate Bonds Fixed Income Taxable (AGG) 0.2 $12M 120k 101.68
Salesforce Us Large-cap Equities (CRM) 0.2 $12M 73k 165.04
Invesco Qqq Tr Unit Ser 1 Us Large-cap Equities (QQQ) 0.2 $12M +2% 43k 280.26
Ishares Msci Eafe Index Fund Non-us Equity (developed) (EFA) 0.2 $12M -3% 192k 62.49
Old Dominion Fght Lines Us Mid-cap Equities (ODFL) 0.2 $12M -12% 46k 256.28
Travelers Companies Us Large-cap Equities (TRV) 0.2 $12M -3% 69k 169.13
Oracle Corp Us Large-cap Equities (ORCL) 0.2 $12M -2% 167k 69.86
Vanguard Dividend Appreciation Etf Etf Equity (VIG) 0.2 $11M 78k 143.47
Amphenol Corp New Cl A Us Large-cap Equities (APH) 0.2 $11M 170k 64.38
Cme Group Us Large-cap Equities (CME) 0.2 $11M 53k 204.70
Henry Jack & Assoc Us Mid-cap Equities (JKHY) 0.2 $11M 59k 180.02
Caterpillar Inc Del Us Large-cap Equities (CAT) 0.2 $10M -5% 58k 178.75
Emerson Elec Us Large-cap Equities (EMR) 0.2 $10M -6% 129k 79.54
Resmed Us Mid-cap Equities (RMD) 0.2 $10M 48k 209.64
American Express Us Large-cap Equities (AXP) 0.2 $10M -2% 72k 138.61
Qualcomm Us Large-cap Equities (QCOM) 0.2 $10M 78k 127.73
Airbnb Inc Com Cl A Us Large-cap Equities (ABNB) 0.2 $9.9M +2% 112k 89.07
Copart Us Mid-cap Equities (CPRT) 0.2 $9.9M 91k 108.66
Mastercard Inc Cl A Us Large-cap Equities (MA) 0.2 $9.9M -2% 31k 315.45
Amgen Us Large-cap Equities (AMGN) 0.2 $9.8M 40k 243.31
Brown-forman Corp Us Large-cap Equities (BF.B) 0.2 $9.8M 139k 70.15
Spdr Ser Tr S&p Divid Etf Us Large-cap Equities (SDY) 0.2 $9.7M +59% 82k 118.69
Rbc Bearings Us Small-cap Equities (ROLL) 0.2 $9.7M 52k 184.95
Kinder Morgan Inc Del Us Large-cap Equities (KMI) 0.2 $9.5M +2% 565k 16.75
Dominos Pizza Us Mid-cap Equities (DPZ) 0.2 $9.4M 24k 389.69
American Elec Pwr Us Large-cap Equities (AEP) 0.2 $9.3M 97k 95.93
Keysight Technologies Us Mid-cap Equities (KEYS) 0.2 $9.1M 66k 137.85
Teledyne Technologies Us Small-cap Equities (TDY) 0.2 $9.1M 24k 375.09
Ishares Short-term Corporatebond Etf Fixed Income Taxable (IGSB) 0.2 $9.1M -11% 179k 50.54
Simpson Manufacturing Co Inccom Us Small-cap Equities (SSD) 0.2 $9.0M 89k 100.61
West Pharmaceutical Svsc Inccom Us Mid-cap Equities (WST) 0.2 $9.0M 30k 302.37
Svb Financial Group Us Mid-cap Equities (SIVB) 0.2 $8.9M 23k 394.97
O Reilly Automotive Us Large-cap Equities (ORLY) 0.2 $8.8M +2% 14k 631.77
Vanguard Whitehall Fds Inc High Div Yld Etf Equity (VYM) 0.2 $8.8M 86k 101.70
Illinois Tool Wks Us Large-cap Equities (ITW) 0.2 $8.7M -3% 48k 182.24
Continental Resources Us Mid-cap Equities (CLR) 0.2 $8.6M 132k 65.35
Bristol Myers Squibb Us Large-cap Equities (BMY) 0.2 $8.5M 110k 77.00
Diamonds Tr Unit Ser 1 Us Large-cap Equities (DIA) 0.2 $8.3M -7% 27k 307.81
Boeing Us Large-cap Equities (BA) 0.2 $8.2M -13% 60k 136.72
Ishares Tr 3 7 Yr Treas Bd Fixed Income Taxable (IEI) 0.2 $8.0M +8% 67k 119.33
Steris Plc Shs Usd Us Mid-cap Equities (STE) 0.2 $7.9M 39k 206.14
Spdr Series Trust S&p Biotech Etf Equity (XBI) 0.2 $7.9M -60% 107k 74.27
International Business Machscom Us Large-cap Equities (IBM) 0.2 $7.9M 56k 141.20
Graco Us Mid-cap Equities (GGG) 0.2 $7.8M 132k 59.40
Rli Corp Us Small-cap Equities (RLI) 0.2 $7.8M 67k 116.59
Mongodb Inc Cl A Us Mid-cap Equities (MDB) 0.2 $7.5M 29k 259.50
Ii-vi Us Mid-cap Equities (IIVI) 0.2 $7.5M 147k 50.95
Deere & Co Us Large-cap Equities (DE) 0.1 $7.3M 24k 299.44
East West Bancorp Us Mid-cap Equities (EWBC) 0.1 $7.2M 112k 64.79
Spdr Msci Acwi X U.s. Non-us Equity (developed) (CWI) 0.1 $7.2M 304k 23.77
Intel Corp Us Large-cap Equities (INTC) 0.1 $7.0M -5% 187k 37.40
Coinbase Global Inc Com Cl A Us Large-cap Equities (COIN) 0.1 $6.7M -12% 143k 47.02
Ollies Bargain Outlt Hldgs Icom Us Small-cap Equities (OLLI) 0.1 $6.7M 114k 58.75
Invesco Exch Traded Fd Tr Iivar Rate P Fixed Income Taxable (VRP) 0.1 $6.7M -4% 301k 22.18
United Parcel Service Inc Cl B Us Large-cap Equities (UPS) 0.1 $6.6M +2% 36k 182.55
Ishares Russell 1000 Value Us Large-cap Equities (IWD) 0.1 $6.6M +9% 46k 144.97
Automatic Data Processing Income Us Large-cap Equities (ADP) 0.1 $6.5M +3% 31k 210.04
WD-40 Us Small-cap Equities (WDFC) 0.1 $6.5M 32k 201.36
Ishares Russell 1000 Growth Us Large-cap Equities (IWF) 0.1 $6.4M -8% 29k 218.69
Ishares Non-us Stocks Non-us Equity (developed) (ACWX) 0.1 $6.3M 140k 45.00
Ishares Russell Midcap Index Etf Equity (IWR) 0.1 $6.2M +22% 96k 64.65
Nuveen Ca Qualty Mun Income Fixed Income Tax Exempt (NAC) 0.1 $6.1M -15% 495k 12.33
Altria Group Us Large-cap Equities (MO) 0.1 $6.1M 146k 41.77
Willscot Mobile Mini Holding Us Small-cap Equities (WSC) 0.1 $5.9M 184k 32.41
Builders Firstsource Us Small-cap Equities (BLDR) 0.1 $5.9M 110k 53.70
Spdr Ser Tr Portfli High Yld Etf Fixed Income (SPHY) 0.1 $5.8M NEW 257k 22.45
Cigna Corp Us Large-cap Equities (CI) 0.1 $5.8M 22k 263.52
Ishares Msci Emerging Mkts Non-us Equity (emerging) (EEM) 0.1 $5.7M 143k 40.09
Prologis Reit's (PLD) 0.1 $5.7M -2% 49k 117.64
Union Pac Corp Us Large-cap Equities (UNP) 0.1 $5.7M 27k 213.28
Target Corp Us Large-cap Equities (TGT) 0.1 $5.6M -3% 40k 141.23
Boot Barn Hldgs Us Mid-cap Equities (BOOT) 0.1 $5.6M -12% 82k 68.90
Nextera Energy Us Large-cap Equities (NEE) 0.1 $5.6M 72k 77.46
Ishares Tr Russell 3000 Us Large-cap Equities (IWV) 0.1 $5.5M 25k 217.37
Pdc Energy Us Small-cap Equities (PDCE) 0.1 $5.5M 89k 61.61
Simon Ppty Group Reit's (SPG) 0.1 $5.4M -6% 57k 94.92
Mckesson Corp Us Large-cap Equities (MCK) 0.1 $5.4M 17k 326.19
Graphic Packaging Hldg Us Small-cap Equities (GPK) 0.1 $5.3M 261k 20.50
Ishares Russell 2000 Growth Etf Equity (IWO) 0.1 $5.3M +8% 26k 206.32
Vanguard Index Fds Reit Etf Reit's (VNQ) 0.1 $5.3M -8% 58k 91.10
Eagle Materials Us Small-cap Equities (EXP) 0.1 $5.3M 48k 109.93
Wells Fargo & Co Us Large-cap Equities (WFC) 0.1 $5.3M 135k 39.16
Bjs Whsl Club Hldgs Us Small-cap Equities (BJ) 0.1 $5.1M +137800% 81k 62.31
Ishares S&p National Munis Amt-free Fixed Income Tax Exempt (MUB) 0.1 $5.1M +14% 48k 106.37
Brown & Brown Us Mid-cap Equities (BRO) 0.1 $5.0M 86k 58.34
Eqt Corp Us Mid-cap Equities (EQT) 0.1 $4.9M 143k 34.39
Curtiss Wright Corp Us Small-cap Equities (CW) 0.1 $4.9M +2% 37k 132.06
Vanguard Bd Index Fd Inc Short Trm Bond Fixed Income Tax Exempt (BSV) 0.1 $4.9M -5% 63k 76.79
Avantor Us Mid-cap Equities (AVTR) 0.1 $4.9M 156k 31.09
Schwab Charles Corp Us Large-cap Equities (SCHW) 0.1 $4.7M 74k 63.19
Fair Isaac & Co Us Small-cap Equities (FICO) 0.1 $4.6M +3% 12k 400.91
Dimensional Etf Trust Us Small Cap Etf Etf Equity (DFAS) 0.1 $4.6M 96k 48.00
Topbuild Corp Us Small-cap Equities (BLD) 0.1 $4.6M 27k 167.16
Gilead Sciences Us Large-cap Equities (GILD) 0.1 $4.6M -15% 74k 61.80
Colgate Palmolive Us Large-cap Equities (CL) 0.1 $4.4M -2% 55k 80.12
Ishares Tr Intrm Gov Cr Etf Fixed Income Taxable (GVI) 0.1 $4.4M -11% 42k 105.56
Sun Communities Reit's (SUI) 0.1 $4.4M 28k 159.34
Otter Tail Corp Us Small-cap Equities (OTTR) 0.1 $4.2M 63k 67.13
Tesla Mtrs Us Large-cap Equities (TSLA) 0.1 $4.1M +3% 6.1k 673.44
J & J Snack Foods Corp Us Small-cap Equities (JJSF) 0.1 $4.1M 30k 139.65
Pool Corporation Us Small-cap Equities (POOL) 0.1 $4.1M +22475% 12k 351.18
Novartis A G Non-us Equity (developed) (NVS) 0.1 $4.1M 48k 84.53
Bank Of America Corporation Us Large-cap Equities (BAC) 0.1 $4.0M 129k 31.13
Bank Of Hawaii Corp Us Small-cap Equities (BOH) 0.1 $3.9M 53k 74.39
Mercury Sys Us Small-cap Equities (MRCY) 0.1 $3.9M 60k 64.33
Alexandria Real Estate Eq Incom Reit's (ARE) 0.1 $3.8M 26k 145.01
Portland Gen Elec Us Small-cap Equities (POR) 0.1 $3.8M 78k 48.33
Synovus Finl Corp Us Small-cap Equities (SNV) 0.1 $3.7M 104k 36.03
Vanguard Index Fds Sm Cp Val Etf Etf Equity (VBR) 0.1 $3.7M 25k 149.82
Gentex Corp Us Mid-cap Equities (GNTX) 0.1 $3.7M 132k 27.96
Hess Corp Us Large-cap Equities (HES) 0.1 $3.7M 35k 105.94
Ishares Gold Tr Ishares Alternative-public (IAU) 0.1 $3.7M -17% 107k 34.30
Schwab Strategic Tr Us Dividend Eq Us Large-cap Equities (SCHD) 0.1 $3.6M +207% 51k 71.63
Chubb Us Large-cap Equities (CB) 0.1 $3.6M +11% 18k 196.57
Spdr Series Trust Barc Captl Etf Fixed Income Taxable (SPSB) 0.1 $3.6M +321% 120k 29.72
Ishares Dj Select Dividend Index Us Large-cap Equities (DVY) 0.1 $3.5M +17% 30k 117.66
Sector Spdr Tr Technology Us Large-cap Equities (XLK) 0.1 $3.5M +14% 28k 127.13
Nushares Etf Tr Nuveen Esg Midcp Etf Equity (NUMG) 0.1 $3.5M -8% 101k 34.32
Spdr Gold Trust Gold Alternative-public (GLD) 0.1 $3.4M 20k 168.47
Dimensional Etf Trust Internatnal Val Etf Equity (DFIV) 0.1 $3.4M 119k 28.88
Vanguard Index Fds Large Cap Etf Etf Equity (VV) 0.1 $3.4M 20k 172.33
Cable One Us Small-cap Equities (CABO) 0.1 $3.4M 2.7k 1289.36
Starwood Ppty Tr Reit's (STWD) 0.1 $3.4M +59% 161k 20.88
Charles Riv Labs Intl Us Small-cap Equities (CRL) 0.1 $3.4M 16k 213.97
Ishares Msci Eafe Value Indx Non-us Equity (developed) (EFV) 0.1 $3.3M +6224% 76k 43.40
Fox Factory Hldg Corp Us Small-cap Equities (FOXF) 0.1 $3.3M 41k 80.54
Invesco Variable Rate Invest Fixed Income Taxable (VRIG) 0.1 $3.2M +11% 130k 24.64
At&t Us Large-cap Equities (T) 0.1 $3.1M -7% 148k 20.95
Progress Software Corp Us Small-cap Equities (PRGS) 0.1 $3.0M 67k 45.29
Vanguard Short-term Treasury Etf Fixed Income Taxable (VGSH) 0.1 $3.0M +115% 52k 58.86
Ishares Mortgage - Backed Inv. Grade Fixed Income Taxable (MBB) 0.1 $3.0M +30787% 31k 97.48
Spdr Bbg Barc High Yield Bnd Fixed Income Taxable (JNK) 0.1 $3.0M 33k 90.70
Procore Technologies Us Mid-cap Equities (PCOR) 0.1 $3.0M 66k 45.38
Nxp Semiconductors N V Us Large-cap Equities (NXPI) 0.1 $3.0M -2% 20k 148.02
Guidewire Software Us Small-cap Equities (GWRE) 0.1 $3.0M 42k 70.98
Diageo P L C Spnsrd Non-us Equity (developed) (DEO) 0.1 $3.0M +4% 17k 174.13
Hyatt Hotels Corp Com Cl A Us Mid-cap Equities (H) 0.1 $3.0M +2737% 40k 73.89
Csx Corp Us Large-cap Equities (CSX) 0.1 $3.0M 102k 29.05
Kimberly Clark Corp Us Large-cap Equities (KMB) 0.1 $3.0M 22k 135.16
Signature Bank Us Mid-cap Equities (SBNY) 0.1 $2.9M 16k 179.18
Factset Resh Sys Us Mid-cap Equities (FDS) 0.1 $2.9M 7.5k 384.56
Genuine Parts Us Mid-cap Equities (GPC) 0.1 $2.9M 22k 132.99
Lockheed Martin Corp Us Large-cap Equities (LMT) 0.1 $2.8M -8% 6.6k 429.95
Spdr Series Trust Intr Trm Corp Bd Fixed Income Taxable (SPIB) 0.1 $2.7M +740% 84k 32.62
Lam Research Corp Us Large-cap Equities (LRCX) 0.1 $2.7M -7% 6.4k 426.21
Darden Restaurants Us Mid-cap Equities (DRI) 0.1 $2.7M 24k 113.14
Taiwan Semiconductor Mfg Non-us Equity (emerging) (TSM) 0.1 $2.6M 32k 81.74
Rpm International Us Mid-cap Equities (RPM) 0.1 $2.6M 33k 78.71
Etf S&p 500 Growth Us Large-cap Equities (IVW) 0.1 $2.6M +8% 43k 60.35
Block Inc Cl A Us Mid-cap Equities (SQ) 0.0 $2.4M +8% 40k 61.45
Ishares Global Intermediate Credit Index Fixed Income Taxable (IGIB) 0.0 $2.4M -4% 48k 51.05
Nushares Etf Tr Nuveen Esg Smlcp Etf Equity (NUSC) 0.0 $2.4M -4% 73k 32.79
Vanguard Index Fds Growth Etf Etf Equity (VUG) 0.0 $2.4M +4% 11k 222.88

Past Filings by Whittier Trust

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

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