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WHITTIER TRUST CO OF NEVADA INC — 13F Holdings & Portfolio

CIK 1263548 · latest 13F-HR filed 2026-07-28

Backtest portfolio

WHITTIER TRUST CO OF NEVADA INC manages $5.35B in 13F-reported U.S. long-equity assets across 1,727 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (7.59%), AAPL (5.31%), GOOG (4.29%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 74 new positions and exited 62; 712 existing positions rose in reported value and 350 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$5.35B

Long-equity book

Holdings
1,727

Distinct positions

Period
2026-06-30

Filed 2026-07-28

Q/Q Activity
+74 / −62 / ↑712 / ↓350

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
NVDA7.7% · -0%AAPL5.9% · -2%GOOG4.5% · -0%MSFT4.5% · -4%AMZN3.2% · +0%SPY3.0% · -3%IVV2.5% · +3%JPM2.1% · -1%AVGO1.9% · -17%IJH1.8% · +2%IEMG1.7% · +2%VEA1.5% · +1%V1.4% · -2%VWO1.3% · +0%BRK.B1.2% · +0%META1.2% · -2%GOOGL1.2% · -1%LLY1.1% · -1%IEFA1.1% · +3%IJR0.9% · +2%QQQ0.8% · -4%GS0.8% · -1%IWB0.8% · -0%MDY0.8% · -2%RTX0.8% · -1%TSLA0.8% · +0%TJX0.7% · -1%NET0.7% · +2%MU0.7% · +27%MRK0.7% · -1%IWC0.7% · +8%CVX0.6% · -4%JNJ0.6% · -4%VOO0.6% · 0%DHR0.6% · +22%LRCX0.6% · +43%CAT0.6% · -2%BRK.A0.6% · 0%IWN0.5% · +19%COST0.5% · -15%WMT0.5% · -1%PNC0.5% · +2%ABBV0.5% · -0%IWM0.5% · -24%ARM0.5% · +278%ISRG0.5% · +21%MPWR0.5% · +0%URI0.5% · -0%INTC0.5% · +64%IWR0.5% · +7%PM0.5% · -18%VRT0.5% · +1%MCK0.4% · +32%VO0.4% · +300%BX0.4% · +1%LITE0.4% · +4%XBI0.4% · -0%CW0.4% · +2%VV0.4% · -3%VLO0.4% · -2%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 37%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 712 →

Top Trims

Show all 350 →

New Positions

Show all 74 →

Exited Positions

Show all 62 →

WHITTIER TRUST CO OF NEVADA INC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORP NVDA 67066G104 $405.8M 7.59% 2,060,799 SH
2 APPLE COMPUTER AAPL 037833100 $283.9M 5.31% 913,709 SH
3 ALPHABET INC. GOOG 02079K107 $229.2M 4.29% 630,319 SH
4 MICROSOFT CORP MSFT 594918104 $217.7M 4.07% 559,931 SH
5 AMAZON.COM AMZN 023135106 $158.2M 2.96% 643,200 SH
6 SPDR S&P 500 SPY 78462F103 $150.6M 2.82% 201,391 SH
7 ISHARES S&P 500 IVV 464287200 $129.0M 2.41% 171,715 SH
8 JP MORGAN CHASE JPM 46625H100 $102.7M 1.92% 302,828 SH
9 BROADCOM INC AVGO 11135F101 $102.5M 1.92% 276,507 SH
10 I SHARES S&P MID 400 IJH 464287507 $90.8M 1.70% 1,202,995 SH
11 ISHARES EMERG-IEMG IEMG 46434G103 $89.1M 1.67% 1,116,214 SH
12 VANGUARD FTSE INTL VEA 921943858 $77.3M 1.45% 1,092,461 SH
13 VISA INC V 92826C839 $70.9M 1.33% 201,226 SH
14 VANG EMERG MKT ETF VWO 922042858 $67.0M 1.25% 1,138,279 SH
15 META PLATFORMS INC META 30303M102 $61.3M 1.15% 99,658 SH
16 BERKSHIRE CLB BRK.B 084670702 $60.2M 1.13% 119,361 SH
17 LILLY ELI & CO LLY 532457108 $58.5M 1.09% 47,329 SH
18 ISHARES EAFE-IEFA IEFA 46432F842 $57.2M 1.07% 589,744 SH
19 ALPHABET INC GOOGL 02079K305 $55.9M 1.05% 152,248 SH
20 ISHARES S&PSMCAP 600 IJR 464287804 $47.2M 0.88% 324,313 SH
21 GOLDMAN SACHS GS 38141G104 $41.9M 0.78% 40,207 SH
22 INVESCO QQQ TRUST QQQ 46090E103 $41.0M 0.77% 57,754 SH
23 TESLA MOTORS INC TSLA 88160R101 $40.7M 0.76% 101,033 SH
24 RAYTHEON TECHNOLOGIE RTX 75513E101 $39.5M 0.74% 196,786 SH
25 CLOUDFLARE INC NET 18915M107 $37.7M 0.70% 140,173 SH
26 TJX COMPANIES TJX 872540109 $37.3M 0.70% 241,889 SH
27 MICRON TECH MU 595112103 $37.2M 0.70% 39,642 SH
28 ISHR RUSSELL 1000 IWB 464287622 $36.0M 0.67% 87,986 SH
29 ISHR RUSSELL MICR ID IWC 464288869 $34.6M 0.65% 176,377 SH
30 MIDCAP SPDR MDY 78467Y107 $34.4M 0.64% 49,978 SH
31 MERCK & CO MRK 58933Y105 $33.8M 0.63% 262,409 SH
32 APPLE COMPUTER AAPL 037833100 $32.4M 0.61% 104,325 SH
33 VANGUARD S&P VOO 922908363 $32.0M 0.60% 46,512 SH
34 CHEVRON CVX 166764100 $31.3M 0.59% 179,980 SH
35 DANAHER CORP DHR 235851102 $30.7M 0.58% 158,334 SH
36 CATERPILLAR INC CAT 149123101 $30.3M 0.57% 32,209 SH
37 LAM RESEARCH CORP LRCX 512807306 $29.8M 0.56% 91,229 SH
38 PNC FINANCIAL PNC 693475105 $28.0M 0.52% 110,353 SH
39 ISHARES RUSL2000 VAL IWN 464287630 $27.8M 0.52% 126,159 SH
40 WAL MART STORES WMT 931142103 $27.8M 0.52% 249,009 SH
41 Arm Holdings PLC ARM 042068205 $27.1M 0.51% 90,201 SH
42 JOHNSON & JOHNSON JNJ 478160104 $27.1M 0.51% 101,245 SH
43 COSTCO WHOLESALE COST 22160K105 $25.7M 0.48% 27,144 SH
44 MONOLITHIC MPWR 609839105 $25.7M 0.48% 20,167 SH
45 ABBVIE INC ABBV 00287Y109 $25.5M 0.48% 100,191 SH
46 UNITED RENTALS URI 911363109 $25.3M 0.47% 23,998 SH
47 INTUITIVE SURGICAL ISRG 46120E602 $24.7M 0.46% 57,711 SH
48 ISHARES RUSL MIDCAP IWR 464287499 $24.1M 0.45% 219,138 SH
49 VERTIV HOLDINGS CO-A VRT 92537N108 $23.9M 0.45% 78,190 SH
50 ISHARES RUSL 2000 IWM 464287655 $23.6M 0.44% 79,811 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-28 $5.35B 1,727 0001999371-26-016069
2026-03-31 2026-04-28 $4.87B 1,723 0001999371-26-009264
2025-12-31 2026-01-26 $4.82B 1,576 0001999371-26-001647
Filer Information
Address
100 W LIBERTY STREET
SUITE 890
RENO, NV 89501-1952
Phone
(626) 441-5111
Filing Manager
WHITTIER TRUST CO OF NEVADA INC
RENO, NV
Signatory
Steve Anderson
Vice President