Whittier Trust
Latest statistics and disclosures from Whittier Trust's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, GOOG, MSFT, AMZN, and represent 23.01% of Whittier Trust's stock portfolio.
- Added to shares of these 10 stocks: LITE (+$57M), NFLX (+$45M), CBRE (+$37M), IWC (+$33M), MU (+$28M), LRCX (+$25M), UBER (+$20M), WMT (+$20M), BSX (+$20M), KKR (+$17M).
- Started 91 new stock positions in NTES, DASH, PNFP, NTRA, IP, DGII, NCNO, FIGR, SATS, CVNA.
- Reduced shares in these 10 stocks: NVDA (-$107M), AAPL (-$30M), LLY (-$26M), GOOG (-$22M), ABT (-$22M), NOW (-$18M), IVV (-$17M), PM (-$16M), WBS (-$15M), GGG (-$15M).
- Sold out of its positions in AGCO, ARKG, Air Lease Corp, AMRC, ANAB, ARMK, ARWR, BCML, BLKB, HIMU.
- Whittier Trust was a net buyer of stock by $139M.
- Whittier Trust has $8.9B in assets under management (AUM), dropping by -4.04%.
- Central Index Key (CIK): 0001137881
Tip: Access up to 7 years of quarterly data
Positions held by Whittier Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Whittier Trust
Whittier Trust holds 1343 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Whittier Trust has 1343 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Whittier Trust March 31, 2026 positions
- Download the Whittier Trust March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Nvidia Corp common (NVDA) | 5.5 | $491M | -17% | 2.8M | 177.64 |
|
| Apple Computer common (AAPL) | 5.0 | $445M | -6% | 1.7M | 258.86 |
|
| Alphabet common (GOOG) | 5.0 | $444M | -4% | 1.5M | 297.66 |
|
| Microsoft Corp common (MSFT) | 4.1 | $363M | 975k | 372.88 |
|
|
| Amazon.com common (AMZN) | 3.3 | $296M | +4% | 1.4M | 212.79 |
|
| SPDR S&P 500 common (SPY) | 3.3 | $289M | +3% | 438k | 658.93 |
|
| Ishares S&p 500 common (IVV) | 3.0 | $266M | -6% | 402k | 661.86 |
|
| Broadcom common (AVGO) | 3.0 | $264M | +5% | 840k | 314.43 |
|
| Jp Morgan Chase common (JPM) | 2.2 | $198M | +2% | 672k | 295.45 |
|
| Meta Platforms common (META) | 1.7 | $148M | +6% | 258k | 573.02 |
|
| Lilly Eli & Co common (LLY) | 1.5 | $137M | -16% | 148k | 927.06 |
|
| Visa common (V) | 1.5 | $137M | +3% | 452k | 303.33 |
|
| I Shares S&p Mid 400 common (IJH) | 1.4 | $125M | 1.8M | 68.46 |
|
|
| Berkshire Clb common (BRK.B) | 1.3 | $114M | +3% | 240k | 476.38 |
|
| Applied Materials common (AMAT) | 1.2 | $102M | 290k | 352.62 |
|
|
| Vanguard Ftse Intl common (VEA) | 1.1 | $99M | +11% | 1.5M | 65.12 |
|
| Tjx Companies common (TJX) | 1.1 | $96M | +2% | 590k | 161.82 |
|
| Raytheon Technologie common (RTX) | 1.0 | $88M | +4% | 445k | 198.41 |
|
| Ishares S&psmcap 600 common (IJR) | 1.0 | $87M | 689k | 126.11 |
|
|
| Tesla Motors common (TSLA) | 1.0 | $85M | +18% | 242k | 352.82 |
|
| Midcap Spdr common (MDY) | 0.9 | $83M | +3% | 133k | 625.20 |
|
| Chevron common (CVX) | 0.9 | $79M | -8% | 397k | 198.86 |
|
| Wal Mart Stores common (WMT) | 0.9 | $78M | +34% | 616k | 126.79 |
|
| Goldman Sachs common (GS) | 0.9 | $78M | -12% | 90k | 866.05 |
|
| Alphabet common (GOOGL) | 0.9 | $76M | -2% | 252k | 299.99 |
|
| Ishares Emerg-iemg common (IEMG) | 0.8 | $74M | +16% | 1.0M | 70.14 |
|
| Cloudflare common (NET) | 0.8 | $72M | +9% | 341k | 211.78 |
|
| Merck & Co common (MRK) | 0.8 | $71M | +4% | 585k | 120.85 |
|
| Honeywell Intl common (HON) | 0.8 | $70M | +5% | 309k | 228.21 |
|
| Costco Wholesale common (COST) | 0.8 | $69M | +4% | 67k | 1018.55 |
|
| Ishares Rusl 2000 common (IWM) | 0.8 | $68M | 271k | 252.36 |
|
|
| Thermo Fisher Corp common (TMO) | 0.7 | $66M | +6% | 136k | 488.19 |
|
| Vang Emerg Mkt Etf common (VWO) | 0.7 | $64M | +7% | 1.2M | 54.01 |
|
| Norfolk Southn common (NSC) | 0.7 | $62M | +5% | 215k | 288.05 |
|
| Amphenol Corp common (APH) | 0.7 | $61M | +7% | 485k | 126.49 |
|
| Danaher Corp common (DHR) | 0.7 | $61M | +7% | 315k | 192.12 |
|
| Lumentum Holdings common (LITE) | 0.6 | $57M | +21806% | 74k | 772.28 |
|
| The Blackstone Group common (BX) | 0.6 | $57M | +42% | 504k | 112.24 |
|
| Pnc Financial common (PNC) | 0.6 | $54M | +7% | 255k | 213.14 |
|
| Ishr Russell Micr Id common (IWC) | 0.6 | $53M | +168% | 324k | 163.30 |
|
| Crowdstrike Hldgs In common (CRWD) | 0.6 | $52M | +10% | 130k | 398.61 |
|
| Intuitive Surgical common (ISRG) | 0.6 | $50M | +6% | 111k | 452.58 |
|
| Abbvie common (ABBV) | 0.6 | $50M | +2% | 242k | 206.69 |
|
| Monolithic common (MPWR) | 0.6 | $50M | -5% | 42k | 1180.03 |
|
| Netflix common (NFLX) | 0.6 | $49M | +1140% | 498k | 98.93 |
|
| Ishares Eafe-iefa common (IEFA) | 0.6 | $49M | +15% | 532k | 91.89 |
|
| Valero Energy common (VLO) | 0.5 | $46M | -12% | 186k | 245.58 |
|
| United Rentals common (URI) | 0.5 | $45M | 62k | 736.49 |
|
|
| Philip Morris Intl common (PM) | 0.5 | $45M | -25% | 282k | 160.34 |
|
| Johnson & Johnson common (JNJ) | 0.5 | $44M | 181k | 240.97 |
|
|
| Conocophillip common (COP) | 0.5 | $44M | +9% | 331k | 131.64 |
|
| Cb Richard common (CBRE) | 0.5 | $43M | +628% | 317k | 136.19 |
|
| Curtiss-wright common (CW) | 0.5 | $43M | -2% | 61k | 699.12 |
|
| Vertiv Holdings Co-a common (VRT) | 0.5 | $40M | +10% | 156k | 258.73 |
|
| Palantir Technologie common (PLTR) | 0.5 | $40M | +39% | 273k | 147.93 |
|
| O'reilly Automotive common (ORLY) | 0.4 | $39M | +6% | 426k | 92.13 |
|
| Eqt Corp common (EQT) | 0.4 | $39M | +9% | 643k | 60.40 |
|
| Ishares Rusl2000 Val common (IWN) | 0.4 | $39M | 200k | 192.89 |
|
|
| Lam Research Corp common (LRCX) | 0.4 | $38M | +202% | 171k | 220.65 |
|
| Charles Schwab common (SCHW) | 0.4 | $36M | +3% | 385k | 92.99 |
|
| Kkr & Co Inc - A common (KKR) | 0.4 | $35M | +96% | 389k | 91.05 |
|
| Berkshire Hathaway common (BRK.A) | 0.4 | $34M | -11% | 47.00 | 716500.00 |
|
| Spdr Biotech - Xbi common (XBI) | 0.4 | $33M | +8% | 258k | 128.80 |
|
| Caterpillar common (CAT) | 0.4 | $33M | 46k | 721.24 |
|
|
| Marsh & Mclennan common (MRSH) | 0.4 | $33M | +4% | 186k | 174.82 |
|
| S&p Global common (SPGI) | 0.4 | $33M | +4% | 75k | 434.11 |
|
| Rbc Bearings common (RBC) | 0.4 | $32M | -4% | 58k | 552.40 |
|
| Vanguard Mid - Cap common (VO) | 0.4 | $31M | 108k | 291.38 |
|
|
| Mckesson Hboc common (MCK) | 0.3 | $31M | 36k | 856.77 |
|
|
| Disney Walt common (DIS) | 0.3 | $31M | +2% | 320k | 96.28 |
|
| Micron Tech common (MU) | 0.3 | $30M | +1536% | 80k | 377.76 |
|
| Ishr Russell 1000 common (IWB) | 0.3 | $30M | -3% | 83k | 361.46 |
|
| Sun Cmntys common (SUI) | 0.3 | $29M | -14% | 227k | 127.84 |
|
| East West Banc common (EWBC) | 0.3 | $29M | +8% | 264k | 109.95 |
|
| Constellation Energy common (CEG) | 0.3 | $29M | +6% | 105k | 275.16 |
|
| Procter & Gamble common (PG) | 0.3 | $28M | -34% | 194k | 142.77 |
|
| Vgrd All World Ex-us common (VEU) | 0.3 | $26M | +2% | 342k | 75.98 |
|
| Ecolab common (ECL) | 0.3 | $25M | +5% | 94k | 267.03 |
|
| Exxon-mobil common (XOM) | 0.3 | $25M | 153k | 163.37 |
|
|
| Casey's Gene common (CASY) | 0.3 | $25M | +9% | 33k | 747.77 |
|
| Teledyne Tech common (TDY) | 0.3 | $24M | +9% | 38k | 632.01 |
|
| Nextera Energy common (NEE) | 0.3 | $24M | +6% | 261k | 92.73 |
|
| Home Depot common (HD) | 0.3 | $24M | 73k | 326.65 |
|
|
| Old Dominion common (ODFL) | 0.2 | $22M | +8% | 108k | 202.18 |
|
| Uber Technologies common (UBER) | 0.2 | $21M | +2012% | 294k | 72.17 |
|
| Capital One common (COF) | 0.2 | $21M | +10% | 114k | 184.21 |
|
| Boston Scientific common (BSX) | 0.2 | $21M | +5311% | 328k | 62.59 |
|
| Mcdonalds Corp common (MCD) | 0.2 | $20M | 65k | 309.76 |
|
|
| American Express common (AXP) | 0.2 | $20M | 66k | 305.73 |
|
|
| Abbott Labs common (ABT) | 0.2 | $19M | -53% | 188k | 102.30 |
|
| Ishares Rusl Midcap common (IWR) | 0.2 | $18M | 182k | 98.75 |
|
|
| Invesco Qqq Trust common (QQQ) | 0.2 | $18M | 30k | 588.50 |
|
|
| Monster Beverage common (MNST) | 0.2 | $17M | +2304% | 232k | 74.16 |
|
| Lowes Cos common (LOW) | 0.2 | $17M | +5% | 72k | 235.20 |
|
| Simpson Manufactur common (SSD) | 0.2 | $16M | +10% | 98k | 167.61 |
|
| Topbuild Corp common (BLD) | 0.2 | $16M | +9% | 45k | 360.67 |
|
| Ishares Msci Eafe common (EFA) | 0.2 | $16M | 164k | 98.49 |
|
|
| Master Card common (MA) | 0.2 | $16M | 32k | 501.50 |
|
|
| Coca Cola common (KO) | 0.2 | $16M | 204k | 77.22 |
|
|
| Eagle Material common (EXP) | 0.2 | $16M | +9% | 84k | 185.66 |
|
| Travelers common (TRV) | 0.2 | $15M | 52k | 295.55 |
|
|
| Oracle Systems common (ORCL) | 0.2 | $15M | -10% | 103k | 145.54 |
|
| Dollar General common (DG) | 0.2 | $15M | +10% | 119k | 125.01 |
|
| Ishares Non-us common (ACWX) | 0.2 | $15M | +21% | 215k | 69.30 |
|
| Pepsico common (PEP) | 0.2 | $15M | -2% | 95k | 156.73 |
|
| Sherwin Williams common (SHW) | 0.2 | $14M | 44k | 316.39 |
|
|
| Boot Barn Holdings common (BOOT) | 0.2 | $14M | -11% | 93k | 149.03 |
|
| Vanguard Div App-vig common (VIG) | 0.2 | $14M | 63k | 216.82 |
|
|
| Amgen common (AMGN) | 0.2 | $14M | -16% | 40k | 342.57 |
|
| Hf Sinclair Corp common (DINO) | 0.2 | $14M | +10% | 221k | 61.18 |
|
| American Elect Power common (AEP) | 0.2 | $13M | +5% | 101k | 132.36 |
|
| Radnet common (RDNT) | 0.2 | $13M | +10% | 242k | 55.06 |
|
| Datadog common (DDOG) | 0.1 | $13M | +8% | 113k | 116.50 |
|
| Brown & Brown common (BRO) | 0.1 | $13M | +9% | 196k | 66.52 |
|
| Martin Marietta common (MLM) | 0.1 | $13M | +8% | 22k | 598.48 |
|
| Cisco Sys common (CSCO) | 0.1 | $13M | -5% | 160k | 80.43 |
|
| Permian Resources common (PR) | 0.1 | $13M | +13% | 607k | 21.13 |
|
| Ollie's Bargain common (OLLI) | 0.1 | $13M | +10% | 130k | 97.21 |
|
| Vanguard Small - Cap common (VB) | 0.1 | $12M | -2% | 46k | 265.51 |
|
| Deere & Co common (DE) | 0.1 | $12M | -2% | 21k | 575.09 |
|
| Ishares Russell common (IWV) | 0.1 | $12M | +52% | 33k | 375.43 |
|
| Talen Energy Corp common (TLN) | 0.1 | $12M | +10% | 38k | 324.09 |
|
| Comfort Sys common (FIX) | 0.1 | $12M | NEW | 8.5k | 1434.09 |
|
| Comcast Cl A common (CMCSA) | 0.1 | $12M | +5% | 437k | 27.66 |
|
| Ishares Rusl1000 Grw common (IWF) | 0.1 | $12M | +2% | 28k | 431.74 |
|
| Lpl Financial Hldgs common (LPLA) | 0.1 | $12M | +11% | 41k | 294.46 |
|
| Dutch Bros common (BROS) | 0.1 | $12M | +10% | 224k | 53.03 |
|
| Emerson Electric common (EMR) | 0.1 | $11M | -5% | 86k | 132.66 |
|
| Blackrock common (BLK) | 0.1 | $11M | -5% | 12k | 959.45 |
|
| Houlihan Lokey common (HLI) | 0.1 | $11M | +10% | 78k | 140.76 |
|
| Ge Healthcare Tech common (GEHC) | 0.1 | $11M | +10% | 149k | 70.40 |
|
| Spdr Gold common (GLD) | 0.1 | $11M | 25k | 427.65 |
|
|
| Cullen/frost common (CFR) | 0.1 | $10M | +10% | 74k | 139.94 |
|
| Vang Lg-cap common (VV) | 0.1 | $10M | -6% | 34k | 302.75 |
|
| Guidewire Software common (GWRE) | 0.1 | $10M | +9% | 70k | 147.83 |
|
| Spdr Msci Acwi X Us common (CWI) | 0.1 | $10M | 276k | 37.08 |
|
|
| Hyatt Hotels common (H) | 0.1 | $10M | +9% | 69k | 145.99 |
|
| Snowflake common (SNOW) | 0.1 | $10M | +15% | 67k | 149.38 |
|
| Vanguard Corp Vcit common (VCIT) | 0.1 | $9.8M | 119k | 82.60 |
|
|
| United Health common (UNH) | 0.1 | $9.7M | -10% | 35k | 281.36 |
|
| Pure Storage common (PSTG) | 0.1 | $9.7M | +10% | 158k | 61.17 |
|
| Bloom Energy Corp A common (BE) | 0.1 | $9.6M | +9617% | 71k | 135.00 |
|
| Schwb Us Scap-scha common (SCHA) | 0.1 | $9.4M | 319k | 29.64 |
|
|
| Axon Enterprise common (AXON) | 0.1 | $9.4M | +9% | 23k | 413.07 |
|
| Mongodb common (MDB) | 0.1 | $9.2M | +3585% | 36k | 255.01 |
|
| Coinbase Global common (COIN) | 0.1 | $9.1M | 52k | 174.79 |
|
|
| Unity Software common (U) | 0.1 | $9.1M | 412k | 21.99 |
|
|
| I.b.m common (IBM) | 0.1 | $9.0M | +4% | 36k | 246.74 |
|
| Planet Fitness Inc-a common (PLNT) | 0.1 | $8.8M | +10% | 120k | 73.48 |
|
| Otter Tail Corp common (OTTR) | 0.1 | $8.8M | +9% | 99k | 88.54 |
|
| Arm Holdings common (ARM) | 0.1 | $8.7M | NEW | 59k | 148.77 |
|
| Boeing common (BA) | 0.1 | $8.7M | 41k | 212.30 |
|
|
| Fair Issac common (FICO) | 0.1 | $8.5M | -28% | 7.8k | 1094.32 |
|
| Union Pacific common (UNP) | 0.1 | $8.3M | 34k | 245.54 |
|
|
| Copart common (CPRT) | 0.1 | $8.2M | -52% | 250k | 32.84 |
|
| Spdr Djia Trust common (DIA) | 0.1 | $8.1M | -6% | 17k | 466.77 |
|
| Murphy Usa common (MUSA) | 0.1 | $8.0M | +12% | 16k | 507.56 |
|
| Vanguard Small common (VBR) | 0.1 | $7.9M | 36k | 219.40 |
|
|
| Wells Fargo common (WFC) | 0.1 | $7.9M | -4% | 97k | 81.85 |
|
| Illinois Tool Wks common (ITW) | 0.1 | $7.9M | 31k | 258.48 |
|
|
| Ares Management Corp common (ARES) | 0.1 | $7.7M | +3195% | 75k | 102.83 |
|
| Mondelez Intl common (MDLZ) | 0.1 | $7.7M | 132k | 58.38 |
|
|
| Live Oak Bancshares common (LOB) | 0.1 | $7.6M | +13% | 226k | 33.81 |
|
| Schwab Mid Cap-schm common (SCHM) | 0.1 | $7.5M | -15% | 238k | 31.47 |
|
| Ishares Rusl2000 Grw common (IWO) | 0.1 | $7.4M | 23k | 319.69 |
|
|
| Constell common (STZ) | 0.1 | $7.3M | 47k | 155.25 |
|
|
| Vanguard S&p common (VOO) | 0.1 | $7.2M | -2% | 12k | 605.67 |
|
| Vanguard High Dvd common (VYM) | 0.1 | $7.2M | -5% | 48k | 148.69 |
|
| Ishares Emergng Mkts common (EEM) | 0.1 | $7.1M | +9% | 125k | 57.11 |
|
| Ishares Rusl1000 Val common (IWD) | 0.1 | $6.9M | 32k | 216.61 |
|
|
| Builders First common (BLDR) | 0.1 | $6.8M | -25% | 83k | 82.06 |
|
| Servicetitan Inc Cl common (TTAN) | 0.1 | $6.8M | +77% | 108k | 63.01 |
|
| Toll Brothers common (TOL) | 0.1 | $6.8M | NEW | 49k | 137.81 |
|
| Servicenow common (NOW) | 0.1 | $6.7M | -72% | 66k | 102.42 |
|
| Boston Pptys common (BXP) | 0.1 | $6.6M | -57% | 128k | 51.90 |
|
| Kkr & Co Inc P preferred (KKR.PD) | 0.1 | $6.4M | +83% | 161k | 39.71 |
|
| Dimensional Intl Va common (DFIV) | 0.1 | $6.4M | 119k | 53.46 |
|
|
| Altria Group common (MO) | 0.1 | $6.4M | 96k | 66.55 |
|
|
| Texas Instruments common (TXN) | 0.1 | $6.2M | -6% | 31k | 199.42 |
|
| Ishares Agg Bonds common (AGG) | 0.1 | $6.2M | 62k | 99.05 |
|
|
| Ishares S Korea common (EWY) | 0.1 | $6.0M | +7% | 47k | 125.94 |
|
| Vang St Corp Bd-vcsh common (VCSH) | 0.1 | $5.8M | +6% | 74k | 79.03 |
|
| Everus Construction Group common (ECG) | 0.1 | $5.7M | NEW | 48k | 120.64 |
|
| Pimco Enhanced Short common (MINT) | 0.1 | $5.5M | -4% | 55k | 100.38 |
|
| Sector Spdr Tr common (XLK) | 0.1 | $5.3M | +9% | 39k | 136.78 |
|
| Vanguard Reit common (VNQ) | 0.1 | $5.2M | -4% | 57k | 90.36 |
|
| Rpm Inter common (RPM) | 0.1 | $5.1M | +10% | 53k | 97.26 |
|
| Starbucks Corp common (SBUX) | 0.1 | $5.1M | 54k | 94.78 |
|
|
| West Pharmaceutical common (WST) | 0.1 | $5.1M | -56% | 20k | 256.85 |
|
| American Wtr Works common (AWK) | 0.1 | $5.1M | -7% | 37k | 137.91 |
|
| Ishrs Interm Gov Gvi common (GVI) | 0.1 | $5.0M | -2% | 47k | 106.33 |
|
| Vanguard Index common (VTI) | 0.1 | $5.0M | 15k | 325.20 |
|
|
| Ishares Gold Trust common (IAU) | 0.1 | $5.0M | -11% | 57k | 87.61 |
|
| Prologis common (PLD) | 0.1 | $4.9M | 37k | 132.35 |
|
|
| Gilead Sciences common (GILD) | 0.1 | $4.9M | 35k | 140.13 |
|
|
| Vanguard St Gov-vgsh common (VGSH) | 0.1 | $4.9M | +3% | 83k | 58.32 |
|
| Northrop common (NOC) | 0.1 | $4.8M | -7% | 7.0k | 695.79 |
|
| Bank Of America common (BAC) | 0.1 | $4.8M | -3% | 96k | 50.06 |
|
| Spdr S&p Div Sdy common (SDY) | 0.1 | $4.8M | -11% | 33k | 146.29 |
|
| Salesforce.com common (CRM) | 0.1 | $4.7M | -14% | 26k | 185.03 |
|
| Tapestry common (TPR) | 0.1 | $4.6M | +6568% | 32k | 143.70 |
|
| Advanc Micro Device common (AMD) | 0.0 | $4.4M | 20k | 220.18 |
|
|
| Doximity common (DOCS) | 0.0 | $4.2M | +84669% | 184k | 23.06 |
|
| Lockheed Martin Corp common (LMT) | 0.0 | $4.2M | 6.6k | 637.90 |
|
|
| Mercadolibre common (MELI) | 0.0 | $4.2M | +7% | 2.5k | 1710.37 |
|
| Elevance Health common (ELV) | 0.0 | $4.2M | -27% | 14k | 302.60 |
|
| Automatic Data Proc common (ADP) | 0.0 | $4.2M | -8% | 20k | 204.34 |
|
| Wingstop common (WING) | 0.0 | $4.1M | +10% | 25k | 164.83 |
|
| Brown - Forman common (BF.B) | 0.0 | $3.7M | 139k | 26.73 |
|
|
| Msci Eafe Value Idx common (EFV) | 0.0 | $3.7M | 49k | 75.39 |
|
|
| Kla Instruments common (KLAC) | 0.0 | $3.7M | +2% | 2.4k | 1540.06 |
|
| Evercore Partners common (EVR) | 0.0 | $3.7M | +1238% | 12k | 304.79 |
|
| Rexford Industrial common (REXR) | 0.0 | $3.6M | -72% | 111k | 32.53 |
|
| Roblox Corp -cl A common (RBLX) | 0.0 | $3.6M | 63k | 57.20 |
|
|
| Invesco Variable common (VRP) | 0.0 | $3.5M | -3% | 144k | 24.11 |
|
| General Dynamics common (GD) | 0.0 | $3.4M | -10% | 9.8k | 351.39 |
|
| Bristol-myers Squibb common (BMY) | 0.0 | $3.4M | +2% | 57k | 59.33 |
|
| Waste Management common (WM) | 0.0 | $3.4M | +2% | 15k | 233.80 |
|
| Qualcomm common (QCOM) | 0.0 | $3.3M | -13% | 27k | 125.73 |
|
| Ishares Emerg Ex-chn common (EMXC) | 0.0 | $3.3M | -12% | 42k | 79.39 |
|
| Pfizer common (PFE) | 0.0 | $3.3M | -13% | 120k | 27.83 |
|
| Cme Group common (CME) | 0.0 | $3.3M | -3% | 11k | 308.57 |
|
| Verizon Comm common (VZ) | 0.0 | $3.3M | -13% | 67k | 49.15 |
|
| Vanguard Esg Us Stk common (ESGV) | 0.0 | $3.3M | 29k | 113.99 |
|
|
| Fortive Corp common (FTV) | 0.0 | $3.2M | -80% | 57k | 56.71 |
|
| Usio common (USIO) | 0.0 | $3.2M | NEW | 2.7M | 1.18 |
|
| Spdr Barc Stcor Scpb common (SPSB) | 0.0 | $3.2M | 106k | 29.98 |
|
|
| Morgan Stanley Dean common (MS) | 0.0 | $3.1M | +7% | 19k | 166.55 |
|
| Etf Ca Amt - Free common (CMF) | 0.0 | $3.1M | 54k | 56.94 |
|
|
| General Electric common (GE) | 0.0 | $3.1M | -3% | 11k | 288.71 |
|
| Ishares Russell 2500 common (SMMD) | 0.0 | $3.0M | +151% | 39k | 77.81 |
|
| Ishare Corp Bond Etf common (IGSB) | 0.0 | $2.9M | 56k | 52.39 |
|
|
| Parker Hannifin common (PH) | 0.0 | $2.9M | 3.2k | 912.10 |
|
|
| Ishs Us Aero/def-ita common (ITA) | 0.0 | $2.9M | 13k | 225.20 |
|
|
| Colgate - Palmolive common (CL) | 0.0 | $2.9M | 34k | 84.53 |
|
|
| Intuit common (INTU) | 0.0 | $2.8M | -7% | 6.8k | 417.36 |
|
| Invesco S&p 500 common (RSP) | 0.0 | $2.8M | +11% | 15k | 193.92 |
|
| Marriot Intl common (MAR) | 0.0 | $2.8M | +5% | 8.3k | 338.00 |
|
| Franklin Ftse India common (FLIN) | 0.0 | $2.8M | +3% | 82k | 33.68 |
|
| 3M common (MMM) | 0.0 | $2.7M | +4% | 19k | 144.50 |
|
| Etf S&p 500 Growth common (IVW) | 0.0 | $2.7M | 23k | 115.15 |
|
|
| Corning common (GLW) | 0.0 | $2.7M | -14% | 18k | 146.50 |
|
| Eog Resources common (EOG) | 0.0 | $2.6M | -9% | 18k | 143.05 |
|
| Ishares Rusl Mid Val common (IWS) | 0.0 | $2.6M | -7% | 18k | 148.04 |
|
| Motorola Solutions common (MSI) | 0.0 | $2.6M | -39% | 5.8k | 441.42 |
|
| Palo Alto Networks common (PANW) | 0.0 | $2.5M | +3% | 16k | 161.95 |
|
| Atmos Energy common (ATO) | 0.0 | $2.5M | -3% | 13k | 187.81 |
|
| Nuveen Ca Mun common (NAC) | 0.0 | $2.4M | +5% | 211k | 11.56 |
|
| Ishrs Msci Min Vol common (USMV) | 0.0 | $2.3M | 25k | 93.42 |
|
|
| First Citizens Bc common (FCNCA) | 0.0 | $2.3M | -84% | 1.2k | 1928.10 |
|
Past Filings by Whittier Trust
SEC 13F filings are viewable for Whittier Trust going back to 2011
- Whittier Trust 2026 Q1 filed April 28, 2026
- 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