Q2 2026 13F · SEC CIK 1263548

Whittier Trust Co of Nevada Inc

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

Reported 13F value: $5.3B
Reported positions: 1,423
Top holdings a year, 3 yrs: +23.5%
Average holding period: 10.8 yrs

Whittier Trust Co of Nevada Inc is a bank & trust that reported 1,423 positions worth $5.3B in its Q2 2026 13F, filed 2026-07-28. Its largest holdings were Nvidia Corporation Com (NVDA, 7.7%), Apple Inc (AAPL, 5.9%), Alphabet Inc (GOOG, 4.5%). A portfolio copying its top holdings returned 23.5% a year over the last 3 years, against 20.4% for the S&P 500.

Whittier Trust Co of Nevada Inc holdings largest 50 of 1,423 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 of Nevada Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	7.7%	7.6%	2,079,076	-0.3%	$409.4M
AAPLApple Inc	5.9%	5.5%	1,018,034	-2.5%	$316.3M
GOOGAlphabet Inc	4.5%	4.1%	663,668	-0.1%	$241.3M
MSFTMicrosoft Corp	4.5%	4.9%	618,487	-3.7%	$240.5M
AMZNAmazon Com Inc Com	3.2%	3.0%	686,384	+0.2%	$168.8M
SPYSpdr S&p 500 ETF Tr	3.0%	3.0%	213,059	-2.7%	$159.3M
IVVIshares Core S&p 500 ETF	2.5%	2.3%	175,396	+2.8%	$131.7M
JPMJpmorgan Chase & Co	2.1%	2.0%	325,514	-0.9%	$110.4M
AVGOBroadcom Inc	1.9%	2.2%	278,987	-16.9%	$103.4M
IJHIshares Tr	1.8%	1.7%	1,251,021	+1.9%	$94.4M
IEMGIshares	1.7%	1.7%	1,170,597	+1.5%	$93.4M
VEAVanguard Tax-Managed Fds	1.5%	1.5%	1,119,310	+1.4%	$79.2M
VVisa Inc Com Cl A	1.4%	1.3%	209,428	-1.5%	$73.8M
VWOVanguard Intl Equity Index F	1.3%	1.3%	1,161,929	+0.1%	$68.4M
BRK-BBerkshire Hathaway Inc Del	1.2%	1.2%	126,759	+0.1%	$63.9M
METAMeta Platforms Inc Class A	1.2%	1.2%	101,468	-1.7%	$62.5M
GOOGLAlphabet Inc	1.2%	1.1%	169,997	-1.3%	$62.4M
LLYLilly Eli & Co	1.1%	0.9%	48,915	-0.6%	$60.4M
IEFAIshares Core Msci Eafe ETF	1.1%	1.1%	596,260	+3.0%	$57.8M
IJRIshares Core S&p Small Cap ETF	0.9%	0.8%	334,571	+2.5%	$48.6M
QQQInvesco Qqq Tr	0.8%	0.8%	61,443	-3.6%	$43.6M
GSGoldman Sachs Group Inc	0.8%	0.7%	41,410	-0.8%	$43.2M
IWBIshares Russell 1000 ETF	0.8%	0.8%	104,962	-0.5%	$43.0M
MDYState Street Spdr S&p Midcap 400 ETF Tru	0.8%	0.8%	62,245	-2.0%	$42.8M
RTXRtx Corporation Com	0.8%	0.9%	209,354	-0.7%	$42.0M
TSLATesla Inc Com	0.8%	0.7%	102,016	+0.5%	$41.1M
TJXTjx Cos Inc New Com	0.7%	0.8%	250,955	-1.2%	$38.7M
NETCloudflare Inc	0.7%	0.6%	141,764	+1.5%	$38.1M
MUMicron Technology Inc	0.7%	—	40,101	—	$37.6M
MRKMerck & Co. Inc	0.7%	0.7%	276,423	-1.3%	$35.6M
IWCIshares Tr	0.7%	0.6%	177,475	+7.7%	$34.8M
CVXChevron Corp New	0.6%	0.8%	193,583	-3.9%	$33.7M
JNJJohnson & Johnson	0.6%	0.6%	123,348	-3.8%	$33.0M
VOOVanguard S&p 500 ETF	0.6%	0.6%	46,724	+0.0%	$32.1M
DHRDanaher Corporation	0.6%	0.5%	162,832	+21.7%	$31.6M
LRCXLam Research Corp	0.6%	—	95,284	—	$31.1M
CATCaterpillar Inc Com	0.6%	0.5%	32,644	-2.5%	$30.7M
BRK-ABerkshire Hathaway Inc Del	0.6%	0.6%	39	+0.0%	$29.5M
IWNIshares Russell 2000 Value ETF	0.5%	—	131,921	—	$29.0M
COSTCostco Whsl Corp New	0.5%	0.7%	30,479	-14.7%	$28.9M
WMTWalmart Inc	0.5%	0.7%	257,264	-0.7%	$28.7M
PNCPnc Finl Svcs Group Inc	0.5%	0.5%	111,761	+2.4%	$28.4M
ABBVAbbvie Inc	0.5%	0.5%	107,921	-0.3%	$27.5M
IWMIshares	0.5%	0.6%	92,767	-24.2%	$27.5M
ARMArm Hldgs PLC Equity A Funsponsored ADR	0.5%	—	91,308	—	$27.4M
ISRGIntuitive Surgical Inc	0.5%	0.5%	61,877	+21.4%	$26.4M
MPWRMonolithic Power Systms Inc	0.5%	0.5%	20,303	+0.4%	$25.8M
URIUnited Rentals Inc Com	0.5%	—	24,220	—	$25.6M
INTCIntel Corp	0.5%	—	228,193	—	$25.2M
IWRIshares Russell Midcap ETF	0.5%	—	225,738	—	$24.8M

What Whittier Trust Co of Nevada Inc 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: +19.8% /yr; S&P 500 +20.1%
3 years: +23.5% /yr; S&P 500 +20.4%
5 years: +12.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 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	$5.3B	1,423
Q1 2026	$4.9B	1,411
Q4 2025	$4.8B	1,276
Q3 2025	$4.7B	1,275
Q2 2025	$4.4B	1,442
Q1 2025	$4.0B	1,418
Q4 2024	$4.1B	1,349
Q3 2024	$3.9B	1,344
Q2 2024	$3.6B	1,276
Q1 2024	$3.5B	1,220
Q4 2023	$3.1B	1,201
Q3 2023	$2.8B	1,157

Questions about Whittier Trust Co of Nevada Inc's portfolio

What stocks does Whittier Trust Co of Nevada Inc own?

Whittier Trust Co of Nevada Inc's latest 13F, for Q2 2026 and filed Jul 28, 2026, lists 1,423 positions worth $5.3B. The largest are Nvidia Corporation Com (NVDA) at 7.7%, Apple Inc (AAPL) at 5.9%, Alphabet Inc (GOOG) at 4.5%, Microsoft Corp (MSFT) at 4.5% and Amazon Com Inc Com (AMZN) at 3.2%.

What did Whittier Trust Co of Nevada Inc buy last quarter?

In Q2 2026, Whittier Trust Co of Nevada Inc added Danaher Corporation (DHR) (+21.7% shares), Intuitive Surgical Inc (ISRG) (+21.4% shares) and Ishares Tr (IWC) (+7.7% shares), compared with its Q1 2026 filing.

What did Whittier Trust Co of Nevada Inc sell last quarter?

In Q2 2026, Whittier Trust Co of Nevada Inc cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Thermo Fisher Scientific Inc (TMO), cut from its top 50 Philip Morris Intl Inc Com (PM), cut from its top 50 Amphenol Corp (APH), cut from its top 50 Norfolk Southn Corp (NSC), Ishares (IWM) (-24.2% shares), Broadcom Inc (AVGO) (-16.9% shares) and Costco Whsl Corp New (COST) (-14.7% shares), compared with its Q1 2026 filing.

How has Whittier Trust Co of Nevada Inc's portfolio performed?

A portfolio copying Whittier Trust Co of Nevada Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.8% against +20.1%. Over 5 years: +12.9% a year against +11.6%.

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

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