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
GOOGL
AAPL
MSFT
NVDA6.8%
GOOGL5.3%
AAPL5.2%
MSFT5.1%
AMZN3.5%
IVV3.2%
SPY3.2%
AVGO3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other35.7%
Technology30.5%
Financial7.0%
ETF6.8%
Consumer6.8%
Healthcare6.5%
Industrial2.3%
Energy1.8%
🚪 Exited Positionssold since Q3 2025
+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 2023Q3 2023Q2 2023Q1 2023Q4 2022