Filed: 10/31/2025ACC: 0001999371-25-016642
📋 What this filing means
WHITTIER TRUST CO filed this quarterly 13F‑HR report disclosing 1378 equity positions with a total reported market value of $8.79B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1378
Positions
$8.79B
Total AUM (reported)
54.78M
Total Shares
Allocation by class
COMMON$8.78B100.0%
PREFERRED$3.54M0.0%
Portfolio Concentration
Top 3$1.59B18.1%
4–10$1.87B21.2%
11–25$1.33B15.2%
Rest$3.99B45.5%
Top 3 weight
18.1%
Top 10 weight
39.4%
Voting Authority Distribution
Total shares with voting rights: 54.63M
Sole
Full voting authority
54.62M
shares
% of voting shares100.0%
Shared
Joint voting authority
14.55K
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole1374
Shared0
Other4
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1378
Rows:
NVIDIA CORPORATION
SOLEShares3.35M
TypeSH
Market value$628.22M
7.15%
Sole
3.35M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares974.27K
TypeSH
Market value$504.04M
5.74%
Sole
970.61K
Shared
0.00
None
0.00
APPLE INC
SOLEShares1.79M
TypeSH
Market value$460.61M
5.24%
Sole
1.78M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.53M
TypeSH
Market value$377.44M
4.30%
Sole
1.53M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.33M
TypeSH
Market value$291.39M
3.32%
Sole
1.33M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares426.40K
TypeSH
Market value$286.72M
3.26%
Sole
425.96K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares418.82K
TypeSH
Market value$280.28M
3.19%
Sole
417.41K
Shared
97.00
None
0.00
BROADCOM INC
SOLEShares776.92K
TypeSH
Market value$262.89M
2.99%
Sole
776.92K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares644.74K
TypeSH
Market value$199.89M
2.28%
Sole
642.36K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares236.77K
TypeSH
Market value$168.24M
1.91%
Sole
236.72K
Shared
0.00
None
0.00
VISA INC
SOLEShares418.37K
TypeSH
Market value$146.36M
1.67%
Sole
418.24K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.81M
TypeSH
Market value$119.15M
1.36%
Sole
1.81M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares139.52K
TypeSH
Market value$117.18M
1.33%
Sole
139.52K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares227.65K
TypeSH
Market value$113.54M
1.29%
Sole
227.05K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares102.91K
TypeSH
Market value$93.89M
1.07%
Sole
102.90K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares1.37M
TypeSH
Market value$83.93M
0.96%
Sole
1.36M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares672.49K
TypeSH
Market value$80.75M
0.92%
Sole
670.30K
Shared
1.72K
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares100.91K
TypeSH
Market value$79.71M
0.91%
Sole
100.88K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares559.99K
TypeSH
Market value$79.14M
0.90%
Sole
558.97K
Shared
0.00
None
0.00
SPDR S&P MIDCAP 400 ETF TR
SOLEShares128.79K
TypeSH
Market value$77.36M
0.88%
Sole
123.77K
Shared
590.00
None
0.00
APPLIED MATLS INC
SOLEShares329.42K
TypeSH
Market value$71.66M
0.82%
Sole
329.42K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares423.17K
TypeSH
Market value$70.49M
0.80%
Sole
423.17K
Shared
0.00
None
0.00
TESLA INC
SOLEShares159.01K
TypeSH
Market value$68.35M
0.78%
Sole
158.99K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares427.54K
TypeSH
Market value$65.65M
0.75%
Sole
426.71K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares119.52K
TypeSH
Market value$64.94M
0.74%
Sole
119.49K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | common | 3.35M | SH | $628.22M 7.15% | 3.35M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | common | 974.27K | SH | $504.04M 5.74% | 970.61K | 0.00 | 0.00 |
APPLE INCSOLE | common | 1.79M | SH | $460.61M 5.24% | 1.78M | 0.00 | 0.00 |
ALPHABET INCSOLE | common | 1.53M | SH | $377.44M 4.30% | 1.53M | 0.00 | 0.00 |
AMAZON COM INCSOLE | common | 1.33M | SH | $291.39M 3.32% | 1.33M | 0.00 | 0.00 |
ISHARES TRSOLE | common | 426.40K | SH | $286.72M 3.26% | 425.96K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | common | 418.82K | SH | $280.28M 3.19% | 417.41K | 97.00 | 0.00 |
BROADCOM INCSOLE | common | 776.92K | SH | $262.89M 2.99% | 776.92K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | common | 644.74K | SH | $199.89M 2.28% | 642.36K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | common | 236.77K | SH | $168.24M 1.91% | 236.72K | 0.00 | 0.00 |
VISA INCSOLE | common | 418.37K | SH | $146.36M 1.67% | 418.24K | 0.00 | 0.00 |
ISHARES TRSOLE | common | 1.81M | SH | $119.15M 1.36% | 1.81M | 0.00 | 0.00 |
ELI LILLY & COSOLE | common | 139.52K | SH | $117.18M 1.33% | 139.52K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | common | 227.65K | SH | $113.54M 1.29% | 227.05K | 0.00 | 0.00 |
SERVICENOW INCSOLE | common | 102.91K | SH | $93.89M 1.07% | 102.90K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | common | 1.37M | SH | $83.93M 0.96% | 1.36M | 0.00 | 0.00 |
ISHARES TRSOLE | common | 672.49K | SH | $80.75M 0.92% | 670.30K | 1.72K | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | common | 100.91K | SH | $79.71M 0.91% | 100.88K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | common | 559.99K | SH | $79.14M 0.90% | 558.97K | 0.00 | 0.00 |
SPDR S&P MIDCAP 400 ETF TRSOLE | common | 128.79K | SH | $77.36M 0.88% | 123.77K | 590.00 | 0.00 |
APPLIED MATLS INCSOLE | common | 329.42K | SH | $71.66M 0.82% | 329.42K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | common | 423.17K | SH | $70.49M 0.80% | 423.17K | 0.00 | 0.00 |
TESLA INCSOLE | common | 159.01K | SH | $68.35M 0.78% | 158.99K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | common | 427.54K | SH | $65.65M 0.75% | 426.71K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | common | 119.52K | SH | $64.94M 0.74% | 119.49K | 0.00 | 0.00 |
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