WHITTIER TRUST CO OF NEVADA INC

Filed: 7/30/2025ACC: 0001999371-25-010245

📋 What this filing means

WHITTIER TRUST CO OF NEVADA INC filed this quarterly 13F‑HR report disclosing 1442 equity positions with a total reported market value of $4.41B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

1442

Positions

$4.41B

Total AUM (reported)

30.03M

Total Shares

Allocation by class

US LARGE-CAP EQUITIES$2.66B60.2%

ETF EQUITY$1.02B23.2%

US MID-CAP EQUITIES$309.03M7.0%

US SMALL-CAP EQUITIES$226.26M5.1%

NON-US EQUITY (DEVELOPED)$72.97M1.7%

REIT'S$41.20M0.9%

NON-US EQUITY (EMERGING)$19.21M0.4%

Portfolio Concentration

Top 3$743.76M16.9%

4–10$757.72M17.2%

11–25$701.99M15.9%

Rest$2.21B50.0%

Top 3 weight

16.9%

Top 10 weight

34.0%

Voting Authority Distribution

Total shares with voting rights: 30.03M

Sole

Full voting authority

29.29M

% of voting shares97.5%

Shared

Joint voting authority

651.06K

% of voting shares2.2%

None

No voting authority

91.92K

% of voting shares0.3%

Investment Discretion (by position count)

Sole1417

Shared0

Other25

Dominant voting typeSole · 97.5% of voting shares

Institutional Holdings1442

Rows:

MICROSOFT CORP COM

SOLE

US LARGE-CAP EQUITIES

Shares633.25K

TypeSH

Market value$314.98M

7.14%

Sole

602.13K

Shared

28.41K

None

2.70K

APPLE COMPUTER INC COM

SOLE

US LARGE-CAP EQUITIES

Shares1.09M

TypeSH

Market value$223.96M

5.08%

Sole

1.03M

Shared

58.11K

None

2.20K

NVIDIA CORP COM

SOLE

US LARGE-CAP EQUITIES

Shares1.30M

TypeSH

Market value$204.82M

4.64%

Sole

1.28M

Shared

16.71K

None

0.00

SPDR TR S&P 500

SOLE

ETF EQUITY

Shares239.11K

TypeSH

Market value$147.73M

3.35%

Sole

237.07K

Shared

1.74K

None

300.00

AMAZON COM INC COM

SOLE

US LARGE-CAP EQUITIES

Shares659.67K

TypeSH

Market value$144.72M

3.28%

Sole

646.74K

Shared

9.92K

None

ALPHABET INC CL C

SOLE

US LARGE-CAP EQUITIES

Shares673.03K

TypeSH

Market value$119.39M

2.71%

Sole

664.17K

Shared

6.86K

None

ISHARES S&P 500 INDEX

SOLE

ETF EQUITY

Shares154.62K

TypeSH

Market value$96.00M

2.18%

Sole

153.80K

Shared

696.00

None

125.00

JP MORGAN CHASE & CO COM

SOLE

US LARGE-CAP EQUITIES

Shares311.27K

TypeSH

Market value$90.24M

2.05%

Sole

301.58K

Shared

9.69K

None

0.00

BROADCOM INC

SOLE

US LARGE-CAP EQUITIES

Shares312.80K

TypeSH

Market value$86.22M

1.95%

Sole

311.99K

Shared

809.00

None

0.00

VISA INC COM CL A

SOLE

US LARGE-CAP EQUITIES

Shares206.78K

TypeSH

Market value$73.41M

1.66%

Sole

203.56K

Shared

3.22K

None

0.00

META PLATFORMS INC CL A

SOLE

US LARGE-CAP EQUITIES

Shares94.60K

TypeSH

Market value$69.82M

1.58%

Sole

93.61K

Shared

984.00

None

0.00

ISHARES S&P MIDCAP 400 INDEX

SOLE

ETF EQUITY

Shares1M

TypeSH

Market value$62.29M

1.41%

Sole

985.18K

Shared

16.75K

None

2.50K

ISHARES INC CORE MSCI EMKT

SOLE

ETF EQUITY

Shares1M

TypeSH

Market value$60.31M

1.37%

Sole

995.85K

Shared

6.99K

None

1.95K

BERKSHIRE HATHAWAY INC DEL CL B NEW

SOLE

US LARGE-CAP EQUITIES

Shares112.01K

TypeSH

Market value$54.41M

1.23%

Sole

107.38K

Shared

4.43K

None

200.00

VANGUARD EMERGING MARKET EQUITY ETF

SOLE

ETF EQUITY

Shares1.10M

TypeSH

Market value$54.26M

1.23%

Sole

1.08M

Shared

15.84K

None

3.04K

VANGUARD FTSE DEVELOPED MARKETS

SOLE

ETF EQUITY

Shares936.98K

TypeSH

Market value$53.42M

1.21%

Sole

917.15K

Shared

17.67K

None

2.16K

CHEVRON CORP COM

SOLE

US LARGE-CAP EQUITIES

Shares318.55K

TypeSH

Market value$45.61M

1.03%

Sole

314.99K

Shared

3.06K

None

500.00

SERVICENOW INC COM

SOLE

US MID-CAP EQUITIES

Shares40.56K

TypeSH

Market value$41.70M

0.95%

Sole

40.43K

Shared

131.00

None

0.00

ISHARES TR CORE MSCI EAFE

SOLE

ETF EQUITY

Shares499.52K

TypeSH

Market value$41.69M

0.95%

Sole

498.63K

Shared

888.00

None

0.00

EATON CORP PLC SHS

SOLE

US LARGE-CAP EQUITIES

Shares111.86K

TypeSH

Market value$39.93M

0.91%

Sole

109.03K

Shared

2.83K

None

0.00

MIDCAP SPDR TR UNIT SER 1

SOLE

ETF EQUITY

Shares68.07K

TypeSH

Market value$38.56M

0.87%

Sole

64.74K

Shared

3.32K

None

0.00

ISHARES TR RUSSELL 1000

SOLE

ETF EQUITY

Shares105.49K

TypeSH

Market value$35.82M

0.81%

Sole

105.49K

Shared

0.00

None

0.00

LILLY ELI & CO COM

SOLE

US LARGE-CAP EQUITIES

Shares44.92K

TypeSH

Market value$35.01M

0.79%

Sole

44.42K

Shared

492.00

None

0.00

PHILIP MORRIS INTL INC COM

SOLE

US LARGE-CAP EQUITIES

Shares191.52K

TypeSH

Market value$34.88M

0.79%

Sole

182.14K

Shared

9.38K

None

0.00

INVESCO QQQ TR SER 1

SOLE

ETF EQUITY

Shares62.13K

TypeSH

Market value$34.27M

0.78%

Sole

58.37K

Shared

3.26K

None

500.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
MICROSOFT CORP COMSOLE	US LARGE-CAP EQUITIES	633.25K	SH	$314.98M 7.14%	602.13K	28.41K	2.70K
APPLE COMPUTER INC COMSOLE	US LARGE-CAP EQUITIES	1.09M	SH	$223.96M 5.08%	1.03M	58.11K	2.20K
NVIDIA CORP COMSOLE	US LARGE-CAP EQUITIES	1.30M	SH	$204.82M 4.64%	1.28M	16.71K	0.00
SPDR TR S&P 500SOLE	ETF EQUITY	239.11K	SH	$147.73M 3.35%	237.07K	1.74K	300.00
AMAZON COM INC COMSOLE	US LARGE-CAP EQUITIES	659.67K	SH	$144.72M 3.28%	646.74K	9.92K	3K
ALPHABET INC CL CSOLE	US LARGE-CAP EQUITIES	673.03K	SH	$119.39M 2.71%	664.17K	6.86K	2K
ISHARES S&P 500 INDEXSOLE	ETF EQUITY	154.62K	SH	$96.00M 2.18%	153.80K	696.00	125.00
JP MORGAN CHASE & CO COMSOLE	US LARGE-CAP EQUITIES	311.27K	SH	$90.24M 2.05%	301.58K	9.69K	0.00
BROADCOM INCSOLE	US LARGE-CAP EQUITIES	312.80K	SH	$86.22M 1.95%	311.99K	809.00	0.00
VISA INC COM CL ASOLE	US LARGE-CAP EQUITIES	206.78K	SH	$73.41M 1.66%	203.56K	3.22K	0.00
META PLATFORMS INC CL ASOLE	US LARGE-CAP EQUITIES	94.60K	SH	$69.82M 1.58%	93.61K	984.00	0.00
ISHARES S&P MIDCAP 400 INDEXSOLE	ETF EQUITY	1M	SH	$62.29M 1.41%	985.18K	16.75K	2.50K
ISHARES INC CORE MSCI EMKTSOLE	ETF EQUITY	1M	SH	$60.31M 1.37%	995.85K	6.99K	1.95K
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE	US LARGE-CAP EQUITIES	112.01K	SH	$54.41M 1.23%	107.38K	4.43K	200.00
VANGUARD EMERGING MARKET EQUITY ETFSOLE	ETF EQUITY	1.10M	SH	$54.26M 1.23%	1.08M	15.84K	3.04K
VANGUARD FTSE DEVELOPED MARKETSSOLE	ETF EQUITY	936.98K	SH	$53.42M 1.21%	917.15K	17.67K	2.16K
CHEVRON CORP COMSOLE	US LARGE-CAP EQUITIES	318.55K	SH	$45.61M 1.03%	314.99K	3.06K	500.00
SERVICENOW INC COMSOLE	US MID-CAP EQUITIES	40.56K	SH	$41.70M 0.95%	40.43K	131.00	0.00
ISHARES TR CORE MSCI EAFESOLE	ETF EQUITY	499.52K	SH	$41.69M 0.95%	498.63K	888.00	0.00
EATON CORP PLC SHSSOLE	US LARGE-CAP EQUITIES	111.86K	SH	$39.93M 0.91%	109.03K	2.83K	0.00
MIDCAP SPDR TR UNIT SER 1SOLE	ETF EQUITY	68.07K	SH	$38.56M 0.87%	64.74K	3.32K	0.00
ISHARES TR RUSSELL 1000SOLE	ETF EQUITY	105.49K	SH	$35.82M 0.81%	105.49K	0.00	0.00
LILLY ELI & CO COMSOLE	US LARGE-CAP EQUITIES	44.92K	SH	$35.01M 0.79%	44.42K	492.00	0.00
PHILIP MORRIS INTL INC COMSOLE	US LARGE-CAP EQUITIES	191.52K	SH	$34.88M 0.79%	182.14K	9.38K	0.00
INVESCO QQQ TR SER 1SOLE	ETF EQUITY	62.13K	SH	$34.27M 0.78%	58.37K	3.26K	500.00

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