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 (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	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	3.2%	3.0%	686,384	+0.2%	$168.8M
SPYState Str Spdr S&p 500 ETF T	3.0%	3.0%	213,059	-2.7%	$159.3M
IVVIshares Tr	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 Inc	1.7%	1.7%	1,170,597	+1.5%	$93.4M
VEAVanguard Ftse Developed Markets Index Fu	1.5%	1.5%	1,119,310	+1.4%	$79.2M
VVisa Inc	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	1.2%	1.2%	101,468	-1.7%	$62.5M
GOOGLAlphabet Inc	1.2%	1.1%	169,997	-1.3%	$62.4M
LLYEli Lilly & Co	1.1%	0.9%	48,915	-0.6%	$60.4M
IEFAIshares Tr	1.1%	1.1%	596,260	+3.0%	$57.8M
IJRIshares Tr	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 Tr	0.8%	0.8%	104,962	-0.5%	$43.0M
MDYState Str Spdr S&p Midcap 40	0.8%	0.8%	62,245	-2.0%	$42.8M
RTXRtx Corporation	0.8%	0.9%	209,354	-0.7%	$42.0M
TSLATesla Inc	0.8%	0.7%	102,016	+0.5%	$41.1M
TJXTjx Cos Inc New	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 Micro-Cap ETF	0.7%	0.6%	177,475	+7.7%	$34.8M
CVXChevron Corporation	0.6%	0.8%	193,583	-3.9%	$33.7M
JNJJohnson & Johnson	0.6%	0.6%	123,348	-3.8%	$33.0M
VOOVanguard Index Fds	0.6%	0.6%	46,724	+0.0%	$32.1M
DHRDanaher Corp Del	0.6%	0.5%	162,832	+21.7%	$31.6M
LRCXLam Research Corp	0.6%	—	95,284	—	$31.1M
CATCaterpillar Inc	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 Tr	0.5%	—	131,921	—	$29.0M
COSTCostco Wholesale Corporation	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 Tr	0.5%	0.6%	92,767	-24.2%	$27.5M
ARMArm Holdings PLC	0.5%	—	91,308	—	$27.4M
ISRGIntuitive Surgical Inc	0.5%	0.5%	61,877	+21.4%	$26.4M
MPWRMonolithic Pwr Sys Inc	0.5%	0.5%	20,303	+0.4%	$25.8M
URIUnited Rentals Inc	0.5%	—	24,220	—	$25.6M
INTCIntel Corp	0.5%	—	228,193	—	$25.2M
IWRIshares Tr	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, 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	$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 (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 (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 Corp Del (DHR) (+21.7% shares), Intuitive Surgical Inc (ISRG) (+21.4% shares) and Ishares Tr Micro-Cap ETF (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 (PM), cut from its top 50 Amphenol Corp (APH), cut from its top 50 Norfolk Southn Corporation (NSC), Ishares Tr (IWM) (-24.2% shares), Broadcom Inc (AVGO) (-16.9% shares) and Costco Wholesale Corporation (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.