WHITTIER TRUST CO

Filed: 1/26/2026ACC: 0001999371-26-001643

📋 What this filing means

WHITTIER TRUST CO filed this quarterly 13F‑HR report disclosing 1353 equity positions with a total reported market value of $9.23B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

1353

Positions

$9.23B

Total AUM (reported)

51.80M

Total Shares

Allocation by class

COMMON$9.23B99.9%

PREFERRED$6.33M0.1%

Portfolio Concentration

Top 3$1.60B17.4%

4–10$2.07B22.4%

11–25$1.48B16.1%

Rest$4.08B44.2%

Top 3 weight

17.4%

Top 10 weight

39.8%

Voting Authority Distribution

Total shares with voting rights: 51.67M

Sole

Full voting authority

51.66M

% of voting shares100.0%

Shared

Joint voting authority

14.87K

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole1351

Shared0

Other2

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings1353

Rows:

NVIDIA CORP

SOLE

common

Shares3.36M

TypeSH

Market value$629.97M

6.82%

Sole

3.36M

Shared

0.00

None

0.00

ALPHABET INC.

SOLE

common

Shares1.57M

TypeSH

Market value$492.66M

5.34%

Sole

1.56M

Shared

0.00

None

0.00

APPLE COMPUTER

SOLE

common

Shares1.83M

TypeSH

Market value$480.93M

5.21%

Sole

1.83M

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

common

Shares990.13K

TypeSH

Market value$473.79M

5.13%

Sole

986.80K

Shared

0.00

None

0.00

AMAZON.COM

SOLE

common

Shares1.34M

TypeSH

Market value$321.76M

3.48%

Sole

1.34M

Shared

0.00

None

0.00

ISHARES S&P 500

SOLE

common

Shares428K

TypeSH

Market value$297.41M

3.22%

Sole

427.56K

Shared

0.00

None

0.00

SPDR S&P 500

SOLE

common

Shares425.18K

TypeSH

Market value$294.15M

3.19%

Sole

423.87K

Shared

0.00

None

0.00

BROADCOM INC

SOLE

common

Shares795.03K

TypeSH

Market value$273.31M

2.96%

Sole

795.03K

Shared

0.00

None

0.00

JP MORGAN CHASE

SOLE

common

Shares656.81K

TypeSH

Market value$219.78M

2.38%

Sole

654.43K

Shared

0.00

None

0.00

LILLY ELI & CO

SOLE

common

Shares176.63K

TypeSH

Market value$187.94M

2.04%

Sole

176.62K

Shared

0.00

None

0.00

META PLATFORMS INC

SOLE

common

Shares241.57K

TypeSH

Market value$159.58M

1.73%

Sole

241.51K

Shared

0.00

None

0.00

VISA INC

SOLE

common

Shares435.98K

TypeSH

Market value$155.89M

1.69%

Sole

435.86K

Shared

0.00

None

0.00

I SHARES S&P MID 400

SOLE

common

Shares1.82M

TypeSH

Market value$125.17M

1.36%

Sole

1.82M

Shared

0.00

None

0.00

BERKSHIRE CLB

SOLE

common

Shares231.64K

TypeSH

Market value$115.60M

1.25%

Sole

231.04K

Shared

0.00

None

0.00

GOLDMAN SACHS

SOLE

common

Shares102.27K

TypeSH

Market value$97.72M

1.06%

Sole

102.24K

Shared

0.00

None

0.00

TESLA MOTORS INC

SOLE

common

Shares204.84K

TypeSH

Market value$88.69M

0.96%

Sole

204.81K

Shared

0.00

None

0.00

TJX COMPANIES

SOLE

common

Shares575K

TypeSH

Market value$88.50M

0.96%

Sole

573.97K

Shared

0.00

None

0.00

VANGUARD FTSE INTL

SOLE

common

Shares1.36M

TypeSH

Market value$87.41M

0.95%

Sole

1.35M

Shared

0.00

None

0.00

ISHARES S&PSMCAP 600

SOLE

common

Shares695.19K

TypeSH

Market value$86.70M

0.94%

Sole

693K

Shared

1.72K

None

0.00

APPLIED MATERIALS

SOLE

common

Shares288.19K

TypeSH

Market value$85.31M

0.92%

Sole

288.19K

Shared

0.00

None

0.00

RAYTHEON TECHNOLOGIE

SOLE

common

Shares427.46K

TypeSH

Market value$81.39M

0.88%

Sole

427.46K

Shared

0.00

None

0.00

ALPHABET INC

SOLE

common

Shares257.87K

TypeSH

Market value$81.06M

0.88%

Sole

255.01K

Shared

0.00

None

0.00

MIDCAP SPDR

SOLE

common

Shares127.98K

TypeSH

Market value$80.40M

0.87%

Sole

122.98K

Shared

569.00

None

0.00

THERMO FISHER CORP

SOLE

common

Shares127.69K

TypeSH

Market value$79.26M

0.86%

Sole

127.66K

Shared

0.00

None

0.00

ISHARES RUSL 2000

SOLE

common

Shares273.88K

TypeSH

Market value$70.14M

0.76%

Sole

273.88K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared
NVIDIA CORPSOLE	common	3.36M	SH	$629.97M 6.82%	3.36M	0.00
ALPHABET INC.SOLE	common	1.57M	SH	$492.66M 5.34%	1.56M	0.00
APPLE COMPUTERSOLE	common	1.83M	SH	$480.93M 5.21%	1.83M	0.00
MICROSOFT CORPSOLE	common	990.13K	SH	$473.79M 5.13%	986.80K	0.00
AMAZON.COMSOLE	common	1.34M	SH	$321.76M 3.48%	1.34M	0.00
ISHARES S&P 500SOLE	common	428K	SH	$297.41M 3.22%	427.56K	0.00
SPDR S&P 500SOLE	common	425.18K	SH	$294.15M 3.19%	423.87K	0.00
BROADCOM INCSOLE	common	795.03K	SH	$273.31M 2.96%	795.03K	0.00
JP MORGAN CHASESOLE	common	656.81K	SH	$219.78M 2.38%	654.43K	0.00
LILLY ELI & COSOLE	common	176.63K	SH	$187.94M 2.04%	176.62K	0.00
META PLATFORMS INCSOLE	common	241.57K	SH	$159.58M 1.73%	241.51K	0.00
VISA INCSOLE	common	435.98K	SH	$155.89M 1.69%	435.86K	0.00
I SHARES S&P MID 400SOLE	common	1.82M	SH	$125.17M 1.36%	1.82M	0.00
BERKSHIRE CLBSOLE	common	231.64K	SH	$115.60M 1.25%	231.04K	0.00
GOLDMAN SACHSSOLE	common	102.27K	SH	$97.72M 1.06%	102.24K	0.00
TESLA MOTORS INCSOLE	common	204.84K	SH	$88.69M 0.96%	204.81K	0.00
TJX COMPANIESSOLE	common	575K	SH	$88.50M 0.96%	573.97K	0.00
VANGUARD FTSE INTLSOLE	common	1.36M	SH	$87.41M 0.95%	1.35M	0.00
ISHARES S&PSMCAP 600SOLE	common	695.19K	SH	$86.70M 0.94%	693K	1.72K
APPLIED MATERIALSSOLE	common	288.19K	SH	$85.31M 0.92%	288.19K	0.00
RAYTHEON TECHNOLOGIESOLE	common	427.46K	SH	$81.39M 0.88%	427.46K	0.00
ALPHABET INCSOLE	common	257.87K	SH	$81.06M 0.88%	255.01K	0.00
MIDCAP SPDRSOLE	common	127.98K	SH	$80.40M 0.87%	122.98K	569.00
THERMO FISHER CORPSOLE	common	127.69K	SH	$79.26M 0.86%	127.66K	0.00
ISHARES RUSL 2000SOLE	common	273.88K	SH	$70.14M 0.76%	273.88K	0.00

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