Filed: 5/2/2025ACC: 0001999371-25-005290
📋 What this filing means
WHITTIER TRUST CO OF NEVADA INC filed this quarterly 13F‑HR report disclosing 1418 equity positions with a total reported market value of $3.96B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1418
Positions
$3.96B
Total AUM (reported)
29.73M
Total Shares
Allocation by class
US LARGE-CAP EQUITIES$2.36B59.7%
ETF EQUITY$943.35M23.8%
US MID-CAP EQUITIES$268.87M6.8%
US SMALL-CAP EQUITIES$198.96M5.0%
NON-US EQUITY (DEVELOPED)$63.32M1.6%
REIT'S$40.90M1.0%
FIXED INCOME TAXABLE$17.01M0.4%
Portfolio Concentration
Top 3$623.89M15.8%
4–10$647.69M16.4%
11–25$629.93M15.9%
Rest$2.06B52.0%
Top 3 weight
15.8%
Top 10 weight
32.1%
Voting Authority Distribution
Total shares with voting rights: 29.73M
Sole
Full voting authority
28.98M
shares
% of voting shares97.5%
Shared
Joint voting authority
660.51K
shares
% of voting shares2.2%
None
No voting authority
91.92K
shares
% of voting shares0.3%
Investment Discretion (by position count)
Sole1390
Shared0
Other28
Dominant voting typeSole · 97.5% of voting shares
Institutional Holdings1418
Rows:
APPLE COMPUTER INC COM
SOLEShares1.13M
TypeSH
Market value$251.20M
6.34%
Sole
1.07M
Shared
58.92K
None
2.20K
MICROSOFT CORP COM
SOLEShares627.58K
TypeSH
Market value$235.58M
5.95%
Sole
596.41K
Shared
28.47K
None
2.70K
NVIDIA CORP COM
SOLEShares1.27M
TypeSH
Market value$137.11M
3.46%
Sole
1.25M
Shared
16.89K
None
0.00
SPDR TR S&P 500
SOLEShares240.05K
TypeSH
Market value$134.28M
3.39%
Sole
238.01K
Shared
1.74K
None
300.00
AMAZON COM INC COM
SOLEShares598.37K
TypeSH
Market value$113.85M
2.87%
Sole
585.54K
Shared
9.84K
None
3K
ALPHABET INC CL C
SOLEShares663.58K
TypeSH
Market value$103.67M
2.62%
Sole
654.62K
Shared
6.96K
None
2K
ISHARES S&P 500 INDEX
SOLEShares159.16K
TypeSH
Market value$89.43M
2.26%
Sole
158.33K
Shared
696.00
None
125.00
JP MORGAN CHASE & CO COM
SOLEShares310.88K
TypeSH
Market value$76.26M
1.93%
Sole
301.16K
Shared
9.72K
None
0.00
VISA INC COM CL A
SOLEShares203.45K
TypeSH
Market value$71.30M
1.80%
Sole
200.21K
Shared
3.24K
None
0.00
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares110.61K
TypeSH
Market value$58.91M
1.49%
Sole
105.97K
Shared
4.44K
None
200.00
ISHARES S&P MIDCAP 400 INDEX
SOLEShares989.13K
TypeSH
Market value$57.71M
1.46%
Sole
969.88K
Shared
16.75K
None
2.50K
ISHARES INC CORE MSCI EMKT
SOLEShares1M
TypeSH
Market value$54.04M
1.36%
Sole
992.50K
Shared
6.83K
None
1.95K
CHEVRON CORP COM
SOLEShares316.15K
TypeSH
Market value$52.89M
1.34%
Sole
312.57K
Shared
3.08K
None
500.00
META PLATFORMS INC CL A
SOLEShares91.56K
TypeSH
Market value$52.77M
1.33%
Sole
90.56K
Shared
1K
None
0.00
BROADCOM INC
SOLEShares305.46K
TypeSH
Market value$51.14M
1.29%
Sole
304.60K
Shared
860.00
None
0.00
VANGUARD EMERGING MARKET EQUITY ETF
SOLEShares1.11M
TypeSH
Market value$50.19M
1.27%
Sole
1.09M
Shared
15.84K
None
3.04K
VANGUARD FTSE DEVELOPED MARKETS
SOLEShares940.97K
TypeSH
Market value$47.83M
1.21%
Sole
919.20K
Shared
19.61K
None
2.16K
ISHARES TR CORE MSCI EAFE
SOLEShares485.37K
TypeSH
Market value$36.72M
0.93%
Sole
484.48K
Shared
888.00
None
0.00
MIDCAP SPDR TR UNIT SER 1
SOLEShares67.73K
TypeSH
Market value$36.13M
0.91%
Sole
64.41K
Shared
3.32K
None
0.00
LILLY ELI & CO COM
SOLEShares39.21K
TypeSH
Market value$32.39M
0.82%
Sole
38.73K
Shared
483.00
None
0.00
ISHARES TR RUSSELL 1000
SOLEShares105.51K
TypeSH
Market value$32.36M
0.82%
Sole
105.51K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL A
SOLEShares40.00
TypeSH
Market value$31.94M
0.81%
Sole
40.00
Shared
0.00
None
0.00
TJX COS INC
SOLEShares260.04K
TypeSH
Market value$31.67M
0.80%
Sole
257.76K
Shared
2.28K
None
0.00
SERVICENOW INC COM
SOLEShares39.38K
TypeSH
Market value$31.35M
0.79%
Sole
39.24K
Shared
139.00
None
0.00
COSTCO WHSL CORP NEW COM
SOLEShares32.57K
TypeSH
Market value$30.80M
0.78%
Sole
31.22K
Shared
1.35K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE COMPUTER INC COMSOLE | US LARGE-CAP EQUITIES | 1.13M | SH | $251.20M 6.34% | 1.07M | 58.92K | 2.20K |
MICROSOFT CORP COMSOLE | US LARGE-CAP EQUITIES | 627.58K | SH | $235.58M 5.95% | 596.41K | 28.47K | 2.70K |
NVIDIA CORP COMSOLE | US LARGE-CAP EQUITIES | 1.27M | SH | $137.11M 3.46% | 1.25M | 16.89K | 0.00 |
SPDR TR S&P 500SOLE | ETF EQUITY | 240.05K | SH | $134.28M 3.39% | 238.01K | 1.74K | 300.00 |
AMAZON COM INC COMSOLE | US LARGE-CAP EQUITIES | 598.37K | SH | $113.85M 2.87% | 585.54K | 9.84K | 3K |
ALPHABET INC CL CSOLE | US LARGE-CAP EQUITIES | 663.58K | SH | $103.67M 2.62% | 654.62K | 6.96K | 2K |
ISHARES S&P 500 INDEXSOLE | ETF EQUITY | 159.16K | SH | $89.43M 2.26% | 158.33K | 696.00 | 125.00 |
JP MORGAN CHASE & CO COMSOLE | US LARGE-CAP EQUITIES | 310.88K | SH | $76.26M 1.93% | 301.16K | 9.72K | 0.00 |
VISA INC COM CL ASOLE | US LARGE-CAP EQUITIES | 203.45K | SH | $71.30M 1.80% | 200.21K | 3.24K | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | US LARGE-CAP EQUITIES | 110.61K | SH | $58.91M 1.49% | 105.97K | 4.44K | 200.00 |
ISHARES S&P MIDCAP 400 INDEXSOLE | ETF EQUITY | 989.13K | SH | $57.71M 1.46% | 969.88K | 16.75K | 2.50K |
ISHARES INC CORE MSCI EMKTSOLE | ETF EQUITY | 1M | SH | $54.04M 1.36% | 992.50K | 6.83K | 1.95K |
CHEVRON CORP COMSOLE | US LARGE-CAP EQUITIES | 316.15K | SH | $52.89M 1.34% | 312.57K | 3.08K | 500.00 |
META PLATFORMS INC CL ASOLE | US LARGE-CAP EQUITIES | 91.56K | SH | $52.77M 1.33% | 90.56K | 1K | 0.00 |
BROADCOM INCSOLE | US LARGE-CAP EQUITIES | 305.46K | SH | $51.14M 1.29% | 304.60K | 860.00 | 0.00 |
VANGUARD EMERGING MARKET EQUITY ETFSOLE | ETF EQUITY | 1.11M | SH | $50.19M 1.27% | 1.09M | 15.84K | 3.04K |
VANGUARD FTSE DEVELOPED MARKETSSOLE | ETF EQUITY | 940.97K | SH | $47.83M 1.21% | 919.20K | 19.61K | 2.16K |
ISHARES TR CORE MSCI EAFESOLE | ETF EQUITY | 485.37K | SH | $36.72M 0.93% | 484.48K | 888.00 | 0.00 |
MIDCAP SPDR TR UNIT SER 1SOLE | ETF EQUITY | 67.73K | SH | $36.13M 0.91% | 64.41K | 3.32K | 0.00 |
LILLY ELI & CO COMSOLE | US LARGE-CAP EQUITIES | 39.21K | SH | $32.39M 0.82% | 38.73K | 483.00 | 0.00 |
ISHARES TR RUSSELL 1000SOLE | ETF EQUITY | 105.51K | SH | $32.36M 0.82% | 105.51K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL ASOLE | US LARGE-CAP EQUITIES | 40.00 | SH | $31.94M 0.81% | 40.00 | 0.00 | 0.00 |
TJX COS INCSOLE | US LARGE-CAP EQUITIES | 260.04K | SH | $31.67M 0.80% | 257.76K | 2.28K | 0.00 |
SERVICENOW INC COMSOLE | US MID-CAP EQUITIES | 39.38K | SH | $31.35M 0.79% | 39.24K | 139.00 | 0.00 |
COSTCO WHSL CORP NEW COMSOLE | US LARGE-CAP EQUITIES | 32.57K | SH | $30.80M 0.78% | 31.22K | 1.35K | 0.00 |
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