Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

WHITTIER TRUST CO

•CIK: 1137881•Filing: Q4 2025

Whittier Trust Co., with $9.2 billion in assets under management, is known for its concentrated tech-heavy portfolio, prominently featuring NVDA, GOOG, and AAPL. Recently, the fund has made notable shifts by adding NAC and BROS, while significantly cutting positions in VERX and AVTR, reflecting a strategic pivot towards growth-oriented tech and biotech sectors.

Total AUM

$9.2B

QoQ Performance

+5.1%

Positions

1,330

Top 10 Concentration

41.9%

Latest Filing

Q4 2025

Top Holdings Allocation

NVDA

GOOG

AAPL

MSFT

NVDA6.8%

GOOG5.3%

AAPL5.2%

MSFT5.1%

AMZN3.5%

IVV3.2%

SPY3.2%

AVGO3.0%

📈 Biggest Buys

LILLY ELI & CO

+26.6%

2.0% of portfolio

AMPHENOL CORP

+60.8%

0.7% of portfolio

SERVICENOW INC

+135.1%

0.4% of portfolio

TESLA MOTORS INC

+28.8%

1.0% of portfolio

ISHR RUSSELL MICR ID

NEW

0.2% of portfolio

📉 Biggest Sells

ISHARES RUSL2000 VAL

-34.3%

0.4% of portfolio

APPLIED MATERIALS

-12.5%

0.9% of portfolio

AMGEN INC

-34.2%

0.2% of portfolio

DISNEY WALT CO

-11.7%

0.4% of portfolio

ELEVANCE HEALTH INC

-38.3%

0.1% of portfolio

Sector Breakdown

Other35.5%

Technology30.5%

Financial8.8%

ETF6.8%

Consumer6.8%

Healthcare6.5%

Industrial2.3%

Energy1.0%

🚪 Exited Positionssold since Q3 2025

CHIPOTLE MEXICAN GRILL INC

SOLD

$43.2M

MOTOROLA SOLUTIONS INC

SOLD

$26.9M

INVITATION HOMES INC

SOLD

$14.8M

PROGRESSIVE CORP

SOLD

$11.6M

ROBLOX CORP

SOLD

$7.7M

+1174 more exited positions

Changes from Q3 2025

NEW1 new position

↑112 increased

↓83 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

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