WHITTIER TRUST CO OF NEVADA INC

Filed: 1/26/2026ACC: 0001999371-26-001647

📋 What this filing means

WHITTIER TRUST CO OF NEVADA INC filed this quarterly 13F‑HR report disclosing 1276 equity positions with a total reported market value of $4.82B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

1276

Positions

$4.82B

Total AUM (reported)

29.11M

Total Shares

Allocation by class

COMMON$4.82B100.0%

PREFERRED$1.05M0.0%

Portfolio Concentration

Top 3$826.02M17.1%

4–10$941.22M19.5%

11–25$800.42M16.6%

Rest$2.25B46.7%

Top 3 weight

17.1%

Top 10 weight

36.7%

Voting Authority Distribution

Total shares with voting rights: 29.03M

Sole

Full voting authority

28.40M

% of voting shares97.8%

Shared

Joint voting authority

633.33K

% of voting shares2.2%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole1251

Shared0

Other25

Dominant voting typeSole · 97.8% of voting shares

Institutional Holdings1276

Rows:

MICROSOFT CORP

SOLE

common

Shares618.45K

TypeSH

Market value$295.93M

6.14%

Sole

588.26K

Shared

27.97K

None

0.00

APPLE COMPUTER

SOLE

common

Shares1.09M

TypeSH

Market value$285.40M

5.92%

Sole

1.03M

Shared

57.71K

None

0.00

NVIDIA CORP

SOLE

common

Shares1.31M

TypeSH

Market value$244.69M

5.08%

Sole

1.29M

Shared

15.41K

None

0.00

ALPHABET INC.

SOLE

common

Shares688.15K

TypeSH

Market value$216.46M

4.49%

Sole

679.50K

Shared

6.66K

None

0.00

SPDR S&P 500

SOLE

common

Shares232.64K

TypeSH

Market value$160.94M

3.34%

Sole

230.60K

Shared

1.74K

None

0.00

AMAZON.COM

SOLE

common

Shares656.29K

TypeSH

Market value$158.12M

3.28%

Sole

643.52K

Shared

9.77K

None

0.00

ISHARES S&P 500

SOLE

common

Shares159.79K

TypeSH

Market value$111.04M

2.31%

Sole

158.97K

Shared

696.00

None

0.00

BROADCOM INC

SOLE

common

Shares318.90K

TypeSH

Market value$109.63M

2.28%

Sole

318.09K

Shared

809.00

None

0.00

JP MORGAN CHASE

SOLE

common

Shares313.80K

TypeSH

Market value$105.00M

2.18%

Sole

304.11K

Shared

9.69K

None

0.00

I SHARES S&P MID 400

SOLE

common

Shares1.16M

TypeSH

Market value$80.03M

1.66%

Sole

1.14M

Shared

16.75K

None

0.00

ISHARES EMERG-IEMG

SOLE

common

Shares1.10M

TypeSH

Market value$77.47M

1.61%

Sole

1.09M

Shared

6.99K

None

0.00

VISA INC

SOLE

common

Shares205.21K

TypeSH

Market value$73.38M

1.52%

Sole

202K

Shared

3.22K

None

0.00

VANGUARD FTSE INTL

SOLE

common

Shares1.05M

TypeSH

Market value$67.54M

1.40%

Sole

1.03M

Shared

17.67K

None

0.00

META PLATFORMS INC

SOLE

common

Shares95.40K

TypeSH

Market value$63.03M

1.31%

Sole

94.42K

Shared

984.00

None

0.00

VANG EMERG MKT ETF

SOLE

common

Shares1.12M

TypeSH

Market value$62.21M

1.29%

Sole

1.10M

Shared

15.84K

None

0.00

BERKSHIRE CLB

SOLE

common

Shares119.40K

TypeSH

Market value$59.59M

1.24%

Sole

114.77K

Shared

4.43K

None

0.00

ALPHABET INC

SOLE

common

Shares167.59K

TypeSH

Market value$52.68M

1.09%

Sole

162.08K

Shared

4.51K

None

0.00

LILLY ELI & CO

SOLE

common

Shares46.60K

TypeSH

Market value$49.59M

1.03%

Sole

46.11K

Shared

492.00

None

0.00

ISHARES EAFE-IEFA

SOLE

common

Shares526.34K

TypeSH

Market value$48.19M

1.00%

Sole

525.45K

Shared

888.00

None

0.00

GOLDMAN SACHS

SOLE

common

Shares46.58K

TypeSH

Market value$44.51M

0.92%

Sole

45.90K

Shared

682.00

None

0.00

MIDCAP SPDR

SOLE

common

Shares67.83K

TypeSH

Market value$42.62M

0.88%

Sole

64.51K

Shared

3.32K

None

0.00

CHEVRON

SOLE

common

Shares261.47K

TypeSH

Market value$40.93M

0.85%

Sole

257.91K

Shared

3.06K

None

0.00

ISHR RUSSELL 1000

SOLE

common

Shares105.49K

TypeSH

Market value$40.03M

0.83%

Sole

105.49K

Shared

0.00

None

0.00

INVESCO QQQ TRUST

SOLE

common

Shares63.84K

TypeSH

Market value$39.80M

0.83%

Sole

60.13K

Shared

3.21K

None

0.00

TESLA MOTORS INC

SOLE

common

Shares89.76K

TypeSH

Market value$38.86M

0.81%

Sole

89.48K

Shared

276.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared
MICROSOFT CORPSOLE	common	618.45K	SH	$295.93M 6.14%	588.26K	27.97K
APPLE COMPUTERSOLE	common	1.09M	SH	$285.40M 5.92%	1.03M	57.71K
NVIDIA CORPSOLE	common	1.31M	SH	$244.69M 5.08%	1.29M	15.41K
ALPHABET INC.SOLE	common	688.15K	SH	$216.46M 4.49%	679.50K	6.66K
SPDR S&P 500SOLE	common	232.64K	SH	$160.94M 3.34%	230.60K	1.74K
AMAZON.COMSOLE	common	656.29K	SH	$158.12M 3.28%	643.52K	9.77K
ISHARES S&P 500SOLE	common	159.79K	SH	$111.04M 2.31%	158.97K	696.00
BROADCOM INCSOLE	common	318.90K	SH	$109.63M 2.28%	318.09K	809.00
JP MORGAN CHASESOLE	common	313.80K	SH	$105.00M 2.18%	304.11K	9.69K
I SHARES S&P MID 400SOLE	common	1.16M	SH	$80.03M 1.66%	1.14M	16.75K
ISHARES EMERG-IEMGSOLE	common	1.10M	SH	$77.47M 1.61%	1.09M	6.99K
VISA INCSOLE	common	205.21K	SH	$73.38M 1.52%	202K	3.22K
VANGUARD FTSE INTLSOLE	common	1.05M	SH	$67.54M 1.40%	1.03M	17.67K
META PLATFORMS INCSOLE	common	95.40K	SH	$63.03M 1.31%	94.42K	984.00
VANG EMERG MKT ETFSOLE	common	1.12M	SH	$62.21M 1.29%	1.10M	15.84K
BERKSHIRE CLBSOLE	common	119.40K	SH	$59.59M 1.24%	114.77K	4.43K
ALPHABET INCSOLE	common	167.59K	SH	$52.68M 1.09%	162.08K	4.51K
LILLY ELI & COSOLE	common	46.60K	SH	$49.59M 1.03%	46.11K	492.00
ISHARES EAFE-IEFASOLE	common	526.34K	SH	$48.19M 1.00%	525.45K	888.00
GOLDMAN SACHSSOLE	common	46.58K	SH	$44.51M 0.92%	45.90K	682.00
MIDCAP SPDRSOLE	common	67.83K	SH	$42.62M 0.88%	64.51K	3.32K
CHEVRONSOLE	common	261.47K	SH	$40.93M 0.85%	257.91K	3.06K
ISHR RUSSELL 1000SOLE	common	105.49K	SH	$40.03M 0.83%	105.49K	0.00
INVESCO QQQ TRUSTSOLE	common	63.84K	SH	$39.80M 0.83%	60.13K	3.21K
TESLA MOTORS INCSOLE	common	89.76K	SH	$38.86M 0.81%	89.48K	276.00

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