Institutional Fund
Whittier Trust Co
South Pasadena, CACIK 11378815 filings on record
Portfolio Value
$8.86B
Q1 2026
Holdings
1,343
Reported positions
New Buys
91
Opened this quarter
QoQ Change
-4.0%
from $9.23B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation5.5%
- Apple Inc5.0%
- Alphabet Inc5.0%
- Microsoft Corp4.1%
- Amazon Com Inc3.3%
- Spdr S&P 500 ETF Tr3.3%
- Other73.7%
Portfolio Holdings
1,343 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 2.76M | $490.81M | 5.5% | −601.5K | Reduced |
| 2 | Apple Inc | 1.72M | $444.78M | 5.0% | −114.9K | Reduced |
| 3 | Alphabet Inc | 1.49M | $443.81M | 5.0% | −75.3K | Reduced |
| 4 | Microsoft Corp | 974.5K | $363.37M | 4.1% | −15.6K | Reduced |
| 5 | Amazon Com Inc | 1.39M | $296.30M | 3.3% | +56.9K | Added |
| 6 | Spdr S&P 500 ETF Tr | 438.1K | $288.70M | 3.3% | +13.0K | Added |
| 7 | Ishares Tr | 401.9K | $266.02M | 3.0% | −26.1K | Reduced |
| 8 | Broadcom Inc | 839.5K | $263.98M | 3.0% | +44.5K | Added |
| 9 | Jpmorgan Chase & Co. | 671.6K | $198.44M | 2.2% | +14.8K | Added |
| 10 | Meta Platforms Inc | 257.5K | $147.58M | 1.7% | +16.0K | Added |
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