Filed: 2/11/2025ACC: 0001839882-25-008236
📋 What this filing means
WHITTIER TRUST CO OF NEVADA INC filed this quarterly 13F‑HR report disclosing 1349 equity positions with a total reported market value of $4.07B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1349
Positions
$4.07B
Total AUM (reported)
28.92M
Total Shares
Allocation by class
US LARGE-CAP EQUITIES$2.46B60.4%
ETF EQUITY$966.03M23.7%
US MID-CAP EQUITIES$277.56M6.8%
US SMALL-CAP EQUITIES$201.28M4.9%
NON-US EQUITY (DEVELOPED)$56.75M1.4%
REIT'S$36.06M0.9%
FIXED INCOME TAXABLE$16.32M0.4%
Portfolio Concentration
Top 3$743.95M18.3%
4–10$696.36M17.1%
11–25$607.45M14.9%
Rest$2.02B49.7%
Top 3 weight
18.3%
Top 10 weight
35.4%
Voting Authority Distribution
Total shares with voting rights: 28.92M
Sole
Full voting authority
28.15M
shares
% of voting shares97.4%
Shared
Joint voting authority
660.81K
shares
% of voting shares2.3%
None
No voting authority
105.32K
shares
% of voting shares0.4%
Investment Discretion (by position count)
Sole1321
Shared0
Other28
Dominant voting typeSole · 97.4% of voting shares
Institutional Holdings1349
Rows:
APPLE COMPUTER INC COM
SOLEShares1.12M
TypeSH
Market value$279.82M
6.87%
Sole
1.06M
Shared
58.92K
None
2.20K
MICROSOFT CORP COM
SOLEShares619.02K
TypeSH
Market value$260.92M
6.41%
Sole
587.42K
Shared
28.55K
None
3.05K
NVIDIA CORP COM
SOLEShares1.51M
TypeSH
Market value$203.21M
4.99%
Sole
1.50M
Shared
17.98K
None
0.00
SPDR TR S&P 500
SOLEShares239.60K
TypeSH
Market value$140.43M
3.45%
Sole
237.56K
Shared
1.74K
None
300.00
AMAZON COM INC COM
SOLEShares581.69K
TypeSH
Market value$127.62M
3.13%
Sole
568.85K
Shared
9.84K
None
3K
ALPHABET INC CL C
SOLEShares643.42K
TypeSH
Market value$122.53M
3.01%
Sole
634.46K
Shared
6.96K
None
2K
ISHARES S&P 500 INDEX
SOLEShares158.66K
TypeSH
Market value$93.40M
2.29%
Sole
157.84K
Shared
696.00
None
125.00
JP MORGAN CHASE & CO COM
SOLEShares306.56K
TypeSH
Market value$73.49M
1.80%
Sole
296.84K
Shared
9.72K
None
0.00
VISA INC COM CL A
SOLEShares221.22K
TypeSH
Market value$69.91M
1.72%
Sole
217.89K
Shared
3.33K
None
0.00
BROADCOM INC
SOLEShares297.57K
TypeSH
Market value$68.99M
1.69%
Sole
296.71K
Shared
860.00
None
0.00
ISHARES S&P MIDCAP 400 INDEX
SOLEShares990.29K
TypeSH
Market value$61.70M
1.52%
Sole
971.05K
Shared
16.75K
None
2.50K
ISHARES INC CORE MSCI EMKT
SOLEShares1M
TypeSH
Market value$52.30M
1.28%
Sole
993.20K
Shared
6.30K
None
1.95K
VANGUARD EMERGING MARKET EQUITY ETF
SOLEShares1.16M
TypeSH
Market value$51.05M
1.25%
Sole
1.14M
Shared
15.84K
None
3.04K
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares107.64K
TypeSH
Market value$48.79M
1.20%
Sole
103K
Shared
4.44K
None
200.00
META PLATFORMS INC CL A
SOLEShares77K
TypeSH
Market value$45.08M
1.11%
Sole
76.05K
Shared
950.00
None
0.00
VANGUARD FTSE DEVELOPED MARKETS
SOLEShares942.73K
TypeSH
Market value$45.07M
1.11%
Sole
920.96K
Shared
19.61K
None
2.16K
MIDCAP SPDR TR UNIT SER 1
SOLEShares66.43K
TypeSH
Market value$37.84M
0.93%
Sole
63.15K
Shared
3.28K
None
0.00
CHEVRON CORP COM
SOLEShares244.67K
TypeSH
Market value$35.44M
0.87%
Sole
241.09K
Shared
3.08K
None
500.00
EATON CORP PLC SHS
SOLEShares105.96K
TypeSH
Market value$35.16M
0.86%
Sole
103.01K
Shared
2.95K
None
0.00
ISHARES TR RUSSELL 1000
SOLEShares105.51K
TypeSH
Market value$33.99M
0.83%
Sole
105.51K
Shared
0.00
None
0.00
SERVICENOW INC COM
SOLEShares31.98K
TypeSH
Market value$33.90M
0.83%
Sole
31.87K
Shared
114.00
None
0.00
ISHARES TR CORE MSCI EAFE
SOLEShares477.19K
TypeSH
Market value$33.54M
0.82%
Sole
476.30K
Shared
888.00
None
0.00
ALPHABET INC CL A
SOLEShares167.68K
TypeSH
Market value$31.74M
0.78%
Sole
161.98K
Shared
4.70K
None
1K
INVESCO QQQ TR SER 1
SOLEShares61.55K
TypeSH
Market value$31.46M
0.77%
Sole
57.80K
Shared
3.25K
None
500.00
TJX COS INC
SOLEShares251.44K
TypeSH
Market value$30.38M
0.75%
Sole
249.16K
Shared
2.28K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE COMPUTER INC COMSOLE | US LARGE-CAP EQUITIES | 1.12M | SH | $279.82M 6.87% | 1.06M | 58.92K | 2.20K |
MICROSOFT CORP COMSOLE | US LARGE-CAP EQUITIES | 619.02K | SH | $260.92M 6.41% | 587.42K | 28.55K | 3.05K |
NVIDIA CORP COMSOLE | US LARGE-CAP EQUITIES | 1.51M | SH | $203.21M 4.99% | 1.50M | 17.98K | 0.00 |
SPDR TR S&P 500SOLE | ETF EQUITY | 239.60K | SH | $140.43M 3.45% | 237.56K | 1.74K | 300.00 |
AMAZON COM INC COMSOLE | US LARGE-CAP EQUITIES | 581.69K | SH | $127.62M 3.13% | 568.85K | 9.84K | 3K |
ALPHABET INC CL CSOLE | US LARGE-CAP EQUITIES | 643.42K | SH | $122.53M 3.01% | 634.46K | 6.96K | 2K |
ISHARES S&P 500 INDEXSOLE | ETF EQUITY | 158.66K | SH | $93.40M 2.29% | 157.84K | 696.00 | 125.00 |
JP MORGAN CHASE & CO COMSOLE | US LARGE-CAP EQUITIES | 306.56K | SH | $73.49M 1.80% | 296.84K | 9.72K | 0.00 |
VISA INC COM CL ASOLE | US LARGE-CAP EQUITIES | 221.22K | SH | $69.91M 1.72% | 217.89K | 3.33K | 0.00 |
BROADCOM INCSOLE | US LARGE-CAP EQUITIES | 297.57K | SH | $68.99M 1.69% | 296.71K | 860.00 | 0.00 |
ISHARES S&P MIDCAP 400 INDEXSOLE | ETF EQUITY | 990.29K | SH | $61.70M 1.52% | 971.05K | 16.75K | 2.50K |
ISHARES INC CORE MSCI EMKTSOLE | ETF EQUITY | 1M | SH | $52.30M 1.28% | 993.20K | 6.30K | 1.95K |
VANGUARD EMERGING MARKET EQUITY ETFSOLE | ETF EQUITY | 1.16M | SH | $51.05M 1.25% | 1.14M | 15.84K | 3.04K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | US LARGE-CAP EQUITIES | 107.64K | SH | $48.79M 1.20% | 103K | 4.44K | 200.00 |
META PLATFORMS INC CL ASOLE | US LARGE-CAP EQUITIES | 77K | SH | $45.08M 1.11% | 76.05K | 950.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETSSOLE | ETF EQUITY | 942.73K | SH | $45.07M 1.11% | 920.96K | 19.61K | 2.16K |
MIDCAP SPDR TR UNIT SER 1SOLE | ETF EQUITY | 66.43K | SH | $37.84M 0.93% | 63.15K | 3.28K | 0.00 |
CHEVRON CORP COMSOLE | US LARGE-CAP EQUITIES | 244.67K | SH | $35.44M 0.87% | 241.09K | 3.08K | 500.00 |
EATON CORP PLC SHSSOLE | US LARGE-CAP EQUITIES | 105.96K | SH | $35.16M 0.86% | 103.01K | 2.95K | 0.00 |
ISHARES TR RUSSELL 1000SOLE | ETF EQUITY | 105.51K | SH | $33.99M 0.83% | 105.51K | 0.00 | 0.00 |
SERVICENOW INC COMSOLE | US MID-CAP EQUITIES | 31.98K | SH | $33.90M 0.83% | 31.87K | 114.00 | 0.00 |
ISHARES TR CORE MSCI EAFESOLE | ETF EQUITY | 477.19K | SH | $33.54M 0.82% | 476.30K | 888.00 | 0.00 |
ALPHABET INC CL ASOLE | US LARGE-CAP EQUITIES | 167.68K | SH | $31.74M 0.78% | 161.98K | 4.70K | 1K |
INVESCO QQQ TR SER 1SOLE | ETF EQUITY | 61.55K | SH | $31.46M 0.77% | 57.80K | 3.25K | 500.00 |
TJX COS INCSOLE | US LARGE-CAP EQUITIES | 251.44K | SH | $30.38M 0.75% | 249.16K | 2.28K | 0.00 |
Page 1 of 54
…