Q2 2026 13F · SEC CIK 1137881

Whittier Trust Co

Bank & trustFiled 2026-07-28 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $10.2B
Reported positions: 1,354
Top holdings a year, 3 yrs: +25.5%
Average holding period: 10.7 yrs

Whittier Trust Co is a bank & trust that reported 1,354 positions worth $10.2B in its Q2 2026 13F, filed 2026-07-28. Its largest holdings were Alphabet Inc (GOOG, 5.3%), Apple Inc (AAPL, 5.3%), Nvidia Corporation (NVDA, 5.3%). A portfolio copying its top holdings returned 25.5% a year over the last 3 years, against 20.4% for the S&P 500.

Whittier Trust Co holdings largest 50 of 1,354 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Whittier Trust Co 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GOOGAlphabet Inc	5.3%	5.0%	1,484,982	-0.4%	$541.9M
AAPLApple Inc	5.3%	5.0%	1,731,482	+0.8%	$541.4M
NVDANvidia Corporation	5.3%	5.5%	2,757,409	-0.2%	$539.2M
MSFTMicrosoft Corp	3.6%	4.1%	949,837	-2.5%	$367.3M
AMZNAmazon Com Inc	3.3%	3.3%	1,393,100	+0.0%	$340.1M
SPYState Str Spdr S&p 500 ETF T	3.2%	3.3%	433,705	-1.0%	$325.8M
IVVIshares Tr	2.9%	3.0%	397,105	-1.2%	$299.7M
AVGOBroadcom Inc	2.6%	3.0%	706,685	-15.8%	$264.2M
JPMJpmorgan Chase & Co	2.2%	2.2%	676,814	+0.8%	$228.6M
LLYEli Lilly & Co	1.7%	1.5%	147,564	-0.4%	$177.1M
AMATApplied Matls Inc	1.7%	1.2%	289,640	-0.3%	$171.7M
VVisa Inc	1.6%	1.5%	451,402	-0.0%	$161.3M
METAMeta Platforms Inc	1.5%	1.7%	259,511	+0.8%	$155.8M
IJHIshares Tr	1.4%	1.4%	1,898,589	+4.2%	$145.1M
BRK-BBerkshire Hathaway Inc Del	1.2%	1.3%	237,942	-0.7%	$120.5M
VEAVanguard Ftse Developed Markets Index Fu	1.2%	1.1%	1,670,862	+9.6%	$120.1M
IJRIshares Tr	1.0%	1.0%	719,520	+4.4%	$105.6M
TSLATesla Inc	1.0%	1.0%	242,999	+0.4%	$102.0M
MUMicron Technology Inc	0.9%	—	97,000	—	$95.5M
IEMGIshares Inc	0.9%	0.8%	1,154,121	+10.2%	$94.6M
GSGoldman Sachs Group Inc	0.9%	0.9%	88,836	-1.2%	$93.7M
MDYState Str Spdr S&p Midcap 40	0.9%	0.9%	131,409	-1.3%	$91.5M
RTXRtx Corporation	0.9%	1.0%	445,056	+0.0%	$89.6M
IWMIshares Tr	0.9%	0.8%	298,623	+10.1%	$89.3M
TJXTjx Cos Inc New	0.9%	1.1%	588,652	-0.2%	$89.1M
GOOGLAlphabet Inc	0.9%	0.9%	242,631	-3.7%	$88.9M
NETCloudflare Inc	0.8%	0.8%	344,815	+1.1%	$85.4M
LRCXLam Research Corp	0.8%	—	237,081	—	$83.0M
DHRDanaher Corp Del	0.8%	0.7%	395,485	+25.6%	$76.6M
MRKMerck & Co Inc	0.7%	0.8%	592,471	+1.2%	$75.1M
ARMArm Holdings PLC	0.7%	—	217,837	—	$70.2M
NSCNorfolk Southn Corporation	0.7%	0.7%	215,878	+0.3%	$69.5M
VWOVanguard Intl Equity Index F	0.7%	0.7%	1,154,238	-2.0%	$69.3M
IWCIshares Tr Micro-Cap ETF	0.7%	0.6%	347,840	+7.4%	$69.1M
WMTWalmart Inc	0.7%	0.9%	620,381	+0.7%	$68.6M
URIUnited Rentals Inc	0.7%	0.5%	61,337	-0.4%	$67.5M
CVXChevron Corporation	0.7%	0.9%	394,824	-0.4%	$66.4M
PNCPnc Finl Svcs Group Inc	0.6%	0.6%	260,344	+2.2%	$65.9M
BXBlackstone Inc	0.6%	0.6%	520,954	+3.3%	$64.3M
ABBVAbbvie Inc	0.6%	0.6%	240,790	-0.6%	$61.3M
ISRGIntuitive Surgical Inc	0.6%	0.6%	136,977	+23.3%	$59.3M
MPWRMonolithic Pwr Sys Inc	0.6%	0.6%	41,902	-0.3%	$56.4M
IEFAIshares Tr	0.6%	0.6%	571,060	+7.3%	$56.1M
LITELumentum Hldgs Inc	0.5%	0.6%	76,222	+2.9%	$55.7M
IWNIshares Tr	0.5%	—	240,327	—	$53.3M
COSTCostco Wholesale Corporation	0.5%	0.8%	55,870	-17.0%	$53.1M
BRK-ABerkshire Hathaway Inc Del	0.5%	—	67	—	$50.7M
VLOValero Energy Corp	0.5%	0.5%	185,983	-0.2%	$50.3M
CWCurtiss Wright Corp	0.5%	—	62,916	—	$49.9M
VRTVertiv Holdings Co	0.5%	—	155,964	—	$49.7M

What Whittier Trust Co bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.6% /yr; S&P 500 +20.1%
3 years: +25.5% /yr; S&P 500 +20.4%
5 years: +14.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$10.2B	1,354
Q1 2026	$8.9B	1,343
Q4 2025	$9.2B	1,353
Q3 2025	$8.8B	1,378
Q2 2025	$8.3B	1,508
Q1 2025	$7.2B	1,491
Q4 2024	$7.6B	1,546
Q3 2024	$7.5B	1,547
Q2 2024	$7.0B	1,516
Q1 2024	$6.9B	1,509
Q4 2023	$6.2B	1,505
Q3 2023	$5.6B	1,674

Questions about Whittier Trust Co's portfolio

What stocks does Whittier Trust Co own?

Whittier Trust Co's latest 13F, for Q2 2026 and filed Jul 28, 2026, lists 1,354 positions worth $10.2B. The largest are Alphabet Inc (GOOG) at 5.3%, Apple Inc (AAPL) at 5.3%, Nvidia Corporation (NVDA) at 5.3%, Microsoft Corp (MSFT) at 3.6% and Amazon Com Inc (AMZN) at 3.3%.

What did Whittier Trust Co buy last quarter?

In Q2 2026, Whittier Trust Co added Danaher Corp Del (DHR) (+25.6% shares), Intuitive Surgical Inc (ISRG) (+23.3% shares) and Ishares Inc (IEMG) (+10.2% shares), compared with its Q1 2026 filing.

What did Whittier Trust Co sell last quarter?

In Q2 2026, Whittier Trust Co cut from its top 50 Honeywell Intl. Inc (HON), cut from its top 50 Thermo Fisher Scientific Inc (TMO), cut from its top 50 Amphenol Corp (APH), cut from its top 50 Crowdstrike Hldgs Inc (CRWD), cut from its top 50 Netflix Inc. (NFLX), Costco Wholesale Corporation (COST) (-17.0% shares) and Broadcom Inc (AVGO) (-15.8% shares), compared with its Q1 2026 filing.

How has Whittier Trust Co's portfolio performed?

A portfolio copying Whittier Trust Co's 20 largest 13F holdings each quarter, from the day each filing was public, returned +25.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +20.6% against +20.1%. Over 5 years: +14.8% a year against +11.6%.

When is Whittier Trust Co's next 13F filing due?

13F filings are due 45 days after each quarter ends. Whittier Trust Co's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.