WHITTIER TRUST CO OF NEVADA INC

Filed: 10/31/2025ACC: 0001999371-25-016646

📋 What this filing means

WHITTIER TRUST CO OF NEVADA INC filed this quarterly 13F‑HR report disclosing 1275 equity positions with a total reported market value of $4.69B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

1275

Positions

$4.69B

Total AUM (reported)

29.67M

Total Shares

Allocation by class

COMMON$4.69B100.0%

PREFERRED$790.5K0.0%

Portfolio Concentration

Top 3$853.00M18.2%

4–10$864.87M18.4%

11–25$766.18M16.3%

Rest$2.21B47.1%

Top 3 weight

18.2%

Top 10 weight

36.6%

Voting Authority Distribution

Total shares with voting rights: 29.58M

Sole

Full voting authority

28.95M

% of voting shares97.9%

Shared

Joint voting authority

631.58K

% of voting shares2.1%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole1252

Shared0

Other23

Dominant voting typeSole · 97.9% of voting shares

Institutional Holdings1275

Rows:

MICROSOFT CORP

SOLE

common

Shares621.45K

TypeSH

Market value$321.51M

6.85%

Sole

590.97K

Shared

28.04K

None

0.00

APPLE INC

SOLE

common

Shares1.10M

TypeSH

Market value$284.30M

6.06%

Sole

1.04M

Shared

57.71K

None

0.00

NVIDIA CORPORATION

SOLE

common

Shares1.32M

TypeSH

Market value$247.20M

5.27%

Sole

1.30M

Shared

15.41K

None

0.00

ALPHABET INC

SOLE

common

Shares689.18K

TypeSH

Market value$169.85M

3.62%

Sole

680.52K

Shared

6.66K

None

0.00

SPDR S&P 500 ETF TR

SOLE

common

Shares235.58K

TypeSH

Market value$157.66M

3.36%

Sole

233.54K

Shared

1.74K

None

0.00

AMAZON COM INC

SOLE

common

Shares677.94K

TypeSH

Market value$148.81M

3.17%

Sole

665.12K

Shared

9.82K

None

0.00

BROADCOM INC

SOLE

common

Shares323.59K

TypeSH

Market value$109.49M

2.33%

Sole

322.78K

Shared

809.00

None

0.00

ISHARES TR

SOLE

common

Shares155.97K

TypeSH

Market value$104.88M

2.23%

Sole

155.15K

Shared

696.00

None

0.00

JPMORGAN CHASE & CO.

SOLE

common

Shares316.07K

TypeSH

Market value$97.99M

2.09%

Sole

306.38K

Shared

9.69K

None

0.00

ISHARES TR

SOLE

common

Shares1.16M

TypeSH

Market value$76.19M

1.62%

Sole

1.14M

Shared

16.75K

None

0.00

ISHARES INC

SOLE

common

Shares1.10M

TypeSH

Market value$73.76M

1.57%

Sole

1.09M

Shared

6.99K

None

0.00

VISA INC

SOLE

common

Shares210.20K

TypeSH

Market value$73.54M

1.57%

Sole

206.99K

Shared

3.22K

None

0.00

META PLATFORMS INC

SOLE

common

Shares99.13K

TypeSH

Market value$70.44M

1.50%

Sole

98.15K

Shared

984.00

None

0.00

VANGUARD TAX-MANAGED FDS

SOLE

common

Shares1.03M

TypeSH

Market value$62.62M

1.33%

Sole

1.01M

Shared

17.67K

None

0.00

VANGUARD INTL EQUITY INDEX F

SOLE

common

Shares1.13M

TypeSH

Market value$61.77M

1.32%

Sole

1.11M

Shared

15.84K

None

0.00

BERKSHIRE HATHAWAY INC DEL

SOLE

common

Shares114.81K

TypeSH

Market value$57.26M

1.22%

Sole

110.19K

Shared

4.43K

None

0.00

CHEVRON CORP NEW

SOLE

common

Shares302.18K

TypeSH

Market value$46.40M

0.99%

Sole

298.62K

Shared

3.06K

None

0.00

ISHARES TR

SOLE

common

Shares520.38K

TypeSH

Market value$46.23M

0.99%

Sole

519.50K

Shared

888.00

None

0.00

ALPHABET INC

SOLE

common

Shares170.88K

TypeSH

Market value$41.92M

0.89%

Sole

165.18K

Shared

4.70K

None

0.00

SPDR S&P MIDCAP 400 ETF TR

SOLE

common

Shares67.86K

TypeSH

Market value$40.76M

0.87%

Sole

64.53K

Shared

3.32K

None

0.00

ELI LILLY & CO

SOLE

common

Shares47.44K

TypeSH

Market value$39.84M

0.85%

Sole

46.95K

Shared

492.00

None

0.00

ISHARES TR

SOLE

common

Shares105.49K

TypeSH

Market value$38.77M

0.83%

Sole

105.49K

Shared

0.00

None

0.00

SERVICENOW INC

SOLE

common

Shares42.27K

TypeSH

Market value$38.56M

0.82%

Sole

42.14K

Shared

131.00

None

0.00

INVESCO QQQ TR

SOLE

common

Shares61.91K

TypeSH

Market value$37.34M

0.80%

Sole

58.15K

Shared

3.26K

None

0.00

GOLDMAN SACHS GROUP INC

SOLE

common

Shares46.79K

TypeSH

Market value$36.96M

0.79%

Sole

46.10K

Shared

682.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared
MICROSOFT CORPSOLE	common	621.45K	SH	$321.51M 6.85%	590.97K	28.04K
APPLE INCSOLE	common	1.10M	SH	$284.30M 6.06%	1.04M	57.71K
NVIDIA CORPORATIONSOLE	common	1.32M	SH	$247.20M 5.27%	1.30M	15.41K
ALPHABET INCSOLE	common	689.18K	SH	$169.85M 3.62%	680.52K	6.66K
SPDR S&P 500 ETF TRSOLE	common	235.58K	SH	$157.66M 3.36%	233.54K	1.74K
AMAZON COM INCSOLE	common	677.94K	SH	$148.81M 3.17%	665.12K	9.82K
BROADCOM INCSOLE	common	323.59K	SH	$109.49M 2.33%	322.78K	809.00
ISHARES TRSOLE	common	155.97K	SH	$104.88M 2.23%	155.15K	696.00
JPMORGAN CHASE & CO.SOLE	common	316.07K	SH	$97.99M 2.09%	306.38K	9.69K
ISHARES TRSOLE	common	1.16M	SH	$76.19M 1.62%	1.14M	16.75K
ISHARES INCSOLE	common	1.10M	SH	$73.76M 1.57%	1.09M	6.99K
VISA INCSOLE	common	210.20K	SH	$73.54M 1.57%	206.99K	3.22K
META PLATFORMS INCSOLE	common	99.13K	SH	$70.44M 1.50%	98.15K	984.00
VANGUARD TAX-MANAGED FDSSOLE	common	1.03M	SH	$62.62M 1.33%	1.01M	17.67K
VANGUARD INTL EQUITY INDEX FSOLE	common	1.13M	SH	$61.77M 1.32%	1.11M	15.84K
BERKSHIRE HATHAWAY INC DELSOLE	common	114.81K	SH	$57.26M 1.22%	110.19K	4.43K
CHEVRON CORP NEWSOLE	common	302.18K	SH	$46.40M 0.99%	298.62K	3.06K
ISHARES TRSOLE	common	520.38K	SH	$46.23M 0.99%	519.50K	888.00
ALPHABET INCSOLE	common	170.88K	SH	$41.92M 0.89%	165.18K	4.70K
SPDR S&P MIDCAP 400 ETF TRSOLE	common	67.86K	SH	$40.76M 0.87%	64.53K	3.32K
ELI LILLY & COSOLE	common	47.44K	SH	$39.84M 0.85%	46.95K	492.00
ISHARES TRSOLE	common	105.49K	SH	$38.77M 0.83%	105.49K	0.00
SERVICENOW INCSOLE	common	42.27K	SH	$38.56M 0.82%	42.14K	131.00
INVESCO QQQ TRSOLE	common	61.91K	SH	$37.34M 0.80%	58.15K	3.26K
GOLDMAN SACHS GROUP INCSOLE	common	46.79K	SH	$36.96M 0.79%	46.10K	682.00

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