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

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

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, exited 62, added to 712, and trimmed 350.

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.

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
Loading holdings…
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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • APPLE COMPUTER$46.0M +17.0%
  • ALPHABET INC.$43.5M +22.0%
  • NVIDIA CORP$38.9M +10.5%
  • MICRON TECH$25.7M +216.6%
  • Arm Holdings PLC$23.8M +664.3%
Show all 712

Top Trims

  • THERMO FISHER CORP-$22.2M -78.5%
  • AMPHENOL CORP-$19.7M -81.1%
  • TARGA RESOURCES CORP-$16.3M -73.0%
  • BOSTON SCIENTIFIC-$7.8M -95.4%
  • TOPBUILD CORP-$7.8M -97.8%
Show all 350

New Positions

  • Honeywell Aerospace Inc.$15.2M
  • Honeywell International Inc.$14.4M
  • Legence Corp.$3.9M
  • MADISON SQUARE$1.4M
  • GATX CORP$998.7K
Show all 74

Exited Positions

  • HONEYWELL INTL$29.3M
  • EXXON-MOBIL$22.6M
  • Sunbelt Rentals Holdings Inc.$829.5K
  • GENESIS ENERGY$705.6K
  • HERITAGE COMMERCE$622.0K
Show all 62
All Holdings

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