WHITTIER TRUST CO portfolio
Managed by . 1,343 reported positions worth $8.9B as of 2026-03-31, filed with the SEC on 2026-04-28. Parsed from the filing itself, not a reseller.
Every position on this page is a snapshot of 2026-03-31. It was already 28 days old on 2026-04-28, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| FIX | COMFORT SYS | $12.1M | 8,458 | 0.14% |
| ARM | Arm Holdings PLC | $8.7M | 58,793 | 0.10% |
| TOL | Toll Brothers Inc. | $6.8M | 49,166 | 0.08% |
| ECG | Everus Construction Group Inc. | $5.7M | 47,557 | 0.06% |
| USIO | USIO INC | $3.2M | 2,713,852 | 0.04% |
| FIGR | Figure Technology Solutions Inc. | $2.3M | 71,797 | 0.03% |
| KRMN | Karman Holdings Inc. | $2.2M | 25,030 | 0.02% |
| KEP | Korea Electric Power Corp. | $618,998 | 44,920 | 0.01% |
| HGER | Harbor ETF Trust | $521,664 | 16,640 | 0.01% |
| BAR | GRANITESHARES GOLD | $244,839 | 5,340 | 0.00% |
| MUC | BLACKROCK COM STK USD0.10 | $140,743 | 13,533 | 0.00% |
| PNFP | Pinnacle Financial Partners Inc. | $138,080 | 1,565 | 0.00% |
| SUSA | ISHARES KLD SOCIAL | $134,050 | 1,000 | 0.00% |
| DSCO | DoubleLine ETF Trust | $112,148 | 4,523 | 0.00% |
| PL | Planet Labs Pbc | $83,208 | 2,376 | 0.00% |
| CZA | Invesco Exchange-Traded Fund Trust | $65,102 | 582 | 0.00% |
| PPL 7 02/15/29 | PPL CORPORATION $3.50 | $51,460 | 1,000 | 0.00% |
| ECHO | ECHOSTAR HLD | $50,780 | 400 | 0.00% |
| MDLN | Medline Inc. | $49,453 | 1,127 | 0.00% |
| COHR | COHERENT CORP | $40,515 | 160 | 0.00% |
| ORCL 6.5 01/15/29 D | Oracle Corp. $0.065 Ser D | $37,142 | 825 | 0.00% |
| PIO | PSHS GLOBAL WTR-PIO | $30,774 | 700 | 0.00% |
| FLTR | VanEck ETF Trust | $24,882 | 980 | 0.00% |
| ALB 7.25 03/01/27 | Albemarle Corp $0.0725 | $21,443 | 310 | 0.00% |
| USLM | United States Lime & Minerals Inc. | $20,040 | 152 | 0.00% |
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| PSQ | ProShares Trust | $4.0M | 135,227 | 0.00% |
| VCEB | VANGUARD ESG US CORP | $854,884 | 13,411 | 0.00% |
| SUSB | ISHARES ESG 1-5 YEAR | $511,590 | 20,261 | 0.00% |
| MWA | MUELLER WATER PROD | $339,763 | 13,750 | 0.00% |
| LMUB | ISHARES TR | $282,789 | 5,607 | 0.00% |
| IEV | ISHS S&P EURO350 IEV | $176,362 | 2,513 | 0.00% |
| NMFC | NEW MOUNTAIN FINANCE | $150,054 | 16,222 | 0.00% |
| PINNACLE FINANCIAL | PINNACLE FINANCIAL | $145,119 | 1,521 | 0.00% |
| COLM | COLUMBIA SPORTSWEAR | $88,858 | 1,554 | 0.00% |
| NSA* | NATIONAL STORAGE | $88,290 | 3,000 | 0.00% |
| FSTA | FIDELITY CON STAPLES | $69,224 | 1,409 | 0.00% |
| NMIH | NMI HOLDINGS INC - A | $61,887 | 1,533 | 0.00% |
| 9HI | HILLENBRAND INC. | $60,515 | 1,900 | 0.00% |
| SIGI | SELECT | $52,631 | 625 | 0.00% |
| TTD | TRADE DESK INC - A | $48,244 | 1,214 | 0.00% |
| DBC | INVESCO DB COMMODITY | $44,825 | 1,966 | 0.00% |
| OC | OWENS CORNING | $44,044 | 379 | 0.00% |
| IT | GARTNER GROUP CLA | $43,816 | 179 | 0.00% |
| FUTY | FIDELITY US UTILITY | $43,662 | 785 | 0.00% |
| EXLS | EXLSERVICE HOLDINGS | $40,294 | 951 | 0.00% |
| CADE | CADENCE BANK | $37,730 | 834 | 0.00% |
| 62C | PIPER JAFFRAY | $33,824 | 92 | 0.00% |
| SYU1 | SYNOVUS FINANCIAL | $33,333 | 666 | 0.00% |
| HXL | HEXCEL CORP | $30,737 | 392 | 0.00% |
| FUN | SIX FLAGS ENTERTAIN | $28,788 | 1,884 | 0.00% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AMZN | AMAZON.COM | $296.3M | 1,392,434 | 3.34% | +4% |
| SPY | SPDR S&P 500 | $288.7M | 438,139 | 3.26% | +3% |
| AVGO | BROADCOM INC | $264.0M | 839,540 | 2.98% | +6% |
| JPM | JP MORGAN CHASE | $198.4M | 671,640 | 2.24% | +2% |
| META | META PLATFORMS INC | $147.6M | 257,540 | 1.67% | +7% |
| V | VISA INC | $137.0M | 451,573 | 1.55% | +4% |
| BRK/B | BERKSHIRE CLB | $114.2M | 239,727 | 1.29% | +3% |
| VEA | VANGUARD FTSE INTL | $99.3M | 1,525,106 | 1.12% | +12% |
| TJX | TJX COMPANIES | $95.5M | 589,918 | 1.08% | +3% |
| RTX | RAYTHEON TECHNOLOGIE | $88.3M | 444,870 | 1.00% | +4% |
| TSLA | TESLA MOTORS INC | $85.4M | 241,911 | 0.96% | +18% |
| MDY | MIDCAP SPDR | $83.2M | 133,073 | 0.94% | +4% |
| WMT | WAL MART STORES | $78.1M | 616,278 | 0.88% | +35% |
| IEMG | ISHARES EMERG-IEMG | $73.5M | 1,047,404 | 0.83% | +16% |
| NET | CLOUDFLARE INC | $72.2M | 340,968 | 0.81% | +9% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| TMHC* | Taylor Morrison Home Corp | $54,908 | 937 | 0.00% | -99% |
| GPK | GRAPHIC PACKAGING | $76,474 | 7,966 | 0.00% | -98% |
| TBBK | BANCORP INC/THE | $158,287 | 2,818 | 0.00% | -98% |
| TDC | Teradata Corp | $156 | 6 | 0.00% | -98% |
| WBS | WEBSTER FINANCIAL | $341,059 | 4,857 | 0.00% | -98% |
| WWD | WOODWARD GOVERNOR CO | $17,050 | 45 | 0.00% | -98% |
| RLI | R L I CORP | $337,561 | 5,817 | 0.00% | -97% |
| IGV | ISHR S&P GSTI SFT | $25,747 | 320 | 0.00% | -96% |
| LRN | STRIDE INC | $447 | 5 | 0.00% | -95% |
| VT | VANGUARD WORLD ETF | $15,828 | 113 | 0.00% | -95% |
| UAMY | UNITED STATES ANTI | $12,420 | 1,500 | 0.00% | -95% |
| TTEK | TETRA TECH | $59,729 | 1,915 | 0.00% | -94% |
| VCR | VANGUARD CONS | $27,374 | 76 | 0.00% | -91% |
| OMF | ONEMAIN HOLDINGS INC | $3,848 | 70 | 0.00% | -91% |
| AMH | AMERICAN HOMES 4 REN | $731,981 | 25,154 | 0.01% | -91% |
Largest 150 of 1,343 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | $490.8M | 2,762,949 | 5.54% | — |
| AAPL | APPLE COMPUTER | $444.8M | 1,718,238 | 5.02% | — |
| GOOG | ALPHABET INC. | $443.8M | 1,490,983 | 5.01% | — |
| MSFT | MICROSOFT CORP | $363.4M | 974,500 | 4.10% | — |
| AMZN | AMAZON.COM | $296.3M | 1,392,434 | 3.34% | — |
| SPY | SPDR S&P 500 | $288.7M | 438,139 | 3.26% | — |
| IVV | ISHARES S&P 500 | $266.0M | 401,934 | 3.00% | — |
| AVGO | BROADCOM INC | $264.0M | 839,540 | 2.98% | — |
| JPM | JP MORGAN CHASE | $198.4M | 671,640 | 2.24% | — |
| META | META PLATFORMS INC | $147.6M | 257,540 | 1.67% | — |
| LLY | LILLY ELI & CO | $137.3M | 148,096 | 1.55% | — |
| V | VISA INC | $137.0M | 451,573 | 1.55% | — |
| IJH | I SHARES S&P MID 400 | $124.7M | 1,821,978 | 1.41% | — |
| BRK/B | BERKSHIRE CLB | $114.2M | 239,727 | 1.29% | — |
| AMAT | APPLIED MATERIALS | $102.4M | 290,399 | 1.16% | — |
| VEA | VANGUARD FTSE INTL | $99.3M | 1,525,106 | 1.12% | — |
| TJX | TJX COMPANIES | $95.5M | 589,918 | 1.08% | — |
| RTX | RAYTHEON TECHNOLOGIE | $88.3M | 444,870 | 1.00% | — |
| IJR | ISHARES S&PSMCAP 600 | $86.9M | 689,021 | 0.98% | — |
| TSLA | TESLA MOTORS INC | $85.4M | 241,911 | 0.96% | — |
| MDY | MIDCAP SPDR | $83.2M | 133,073 | 0.94% | — |
| CVX | CHEVRON | $78.9M | 396,607 | 0.89% | — |
| WMT | WAL MART STORES | $78.1M | 616,278 | 0.88% | — |
| GS | GOLDMAN SACHS | $77.8M | 89,887 | 0.88% | — |
| GOOGL | ALPHABET INC | $75.6M | 251,917 | 0.85% | — |
| IEMG | ISHARES EMERG-IEMG | $73.5M | 1,047,404 | 0.83% | — |
| NET | CLOUDFLARE INC | $72.2M | 340,968 | 0.81% | — |
| MRK | MERCK & CO | $70.7M | 585,422 | 0.80% | — |
| HONGBP | HONEYWELL INTL | $70.4M | 308,462 | 0.79% | — |
| COST | COSTCO WHOLESALE | $68.6M | 67,317 | 0.77% | — |
| IWM | ISHARES RUSL 2000 | $68.4M | 271,231 | 0.77% | — |
| TMO | THERMO FISHER CORP | $66.2M | 135,624 | 0.75% | — |
| VWO | VANG EMERG MKT ETF | $63.6M | 1,177,251 | 0.72% | — |
| NSC | NORFOLK SOUTHN | $62.0M | 215,176 | 0.70% | — |
| APH | AMPHENOL CORP | $61.3M | 484,572 | 0.69% | — |
| DHR | DANAHER CORP | $60.5M | 314,938 | 0.68% | — |
| LITE | LUMENTUM HOLDINGS | $57.2M | 74,044 | 0.65% | — |
| BX | THE BLACKSTONE GROUP | $56.6M | 504,190 | 0.64% | — |
| PNC | PNC FINANCIAL | $54.3M | 254,831 | 0.61% | — |
| IWC | ISHR RUSSELL MICR ID | $52.9M | 323,937 | 0.60% | — |
| CRWD | CROWDSTRIKE HLDGS IN | $51.7M | 129,576 | 0.58% | — |
| ISRG | INTUITIVE SURGICAL | $50.3M | 111,103 | 0.57% | — |
| ABBV | ABBVIE INC | $50.1M | 242,308 | 0.57% | — |
| MPWR | MONOLITHIC | $49.6M | 42,010 | 0.56% | — |
| NFLX | NETFLIX | $49.2M | 497,717 | 0.56% | — |
| IEFA | ISHARES EAFE-IEFA | $48.9M | 532,405 | 0.55% | — |
| VLO | VALERO ENERGY | $45.8M | 186,364 | 0.52% | — |
| URI | UNITED RENTALS | $45.4M | 61,612 | 0.51% | — |
| PM | PHILIP MORRIS INTL | $45.2M | 281,824 | 0.51% | — |
| JNJ | JOHNSON & JOHNSON | $43.7M | 181,167 | 0.49% | — |
| COP | CONOCOPHILLIP | $43.6M | 331,133 | 0.49% | — |
| CBRE | CB RICHARD | $43.2M | 316,975 | 0.49% | — |
| CW | CURTISS-WRIGHT | $42.8M | 61,260 | 0.48% | — |
| VRT | VERTIV HOLDINGS CO-A | $40.4M | 156,256 | 0.46% | — |
| PLTR | PALANTIR TECHNOLOGIE | $40.4M | 273,176 | 0.46% | — |
| ORLY | O'REILLY AUTOMOTIVE | $39.3M | 426,076 | 0.44% | — |
| EQT | EQT CORP COM. | $38.9M | 643,321 | 0.44% | — |
| IWN | ISHARES RUSL2000 VAL | $38.5M | 199,452 | 0.43% | — |
| LRCX | LAM RESEARCH CORP | $37.6M | 170,604 | 0.42% | — |
| SCHW | CHARLES SCHWAB | $35.8M | 384,881 | 0.40% | — |
| KKR | KKR & CO INC - A | $35.4M | 388,667 | 0.40% | — |
| BRK/A | BERKSHIRE HATHAWAY | $33.7M | 47 | 0.38% | — |
| XBI | SPDR BIOTECH - XBI | $33.2M | 257,702 | 0.37% | — |
| CAT | CATERPILLAR INC | $33.0M | 45,686 | 0.37% | — |
| MRSH | MARSH & MCLENNAN | $32.5M | 186,166 | 0.37% | — |
| SPGI | S&P GLOBAL INC. | $32.5M | 74,773 | 0.37% | — |
| RBC | RBC BEARINGS INC | $31.8M | 57,528 | 0.36% | — |
| VO | VANGUARD MID - CAP | $31.3M | 107,478 | 0.35% | — |
| MCK | MCKESSON HBOC INC | $31.0M | 36,162 | 0.35% | — |
| DIS | DISNEY WALT CO | $30.8M | 319,972 | 0.35% | — |
| MU | MICRON TECH | $30.1M | 79,682 | 0.34% | — |
| IWB | ISHR RUSSELL 1000 | $29.8M | 82,482 | 0.34% | — |
| SUI | SUN CMNTYS | $29.1M | 227,245 | 0.33% | — |
| EWBC | EAST WEST BANC | $29.0M | 264,173 | 0.33% | — |
| CEG | CONSTELLATION ENERGY | $28.8M | 104,493 | 0.32% | — |
| PG | PROCTER & GAMBLE | $27.7M | 194,135 | 0.31% | — |
| VEU | VGRD ALL WORLD EX-US | $26.0M | 341,669 | 0.29% | — |
| ECL | ECOLAB INC | $25.1M | 94,113 | 0.28% | — |
| EXMOC | EXXON-MOBIL | $24.9M | 152,645 | 0.28% | — |
| CASY | CASEY'S GENE | $24.5M | 32,745 | 0.28% | — |
| TDY | TELEDYNE TECH | $24.3M | 38,441 | 0.27% | — |
| NEE | NEXTERA ENERGY INC | $24.2M | 261,408 | 0.27% | — |
| HD | HOME DEPOT | $23.7M | 72,565 | 0.27% | — |
| ODFL | OLD DOMINION | $21.9M | 108,136 | 0.25% | — |
| UBER | UBER TECHNOLOGIES | $21.2M | 293,735 | 0.24% | — |
| COF | CAPITAL ONE | $21.1M | 114,335 | 0.24% | — |
| BSX | BOSTON SCIENTIFIC | $20.5M | 328,226 | 0.23% | — |
| MCD | MCDONALDS CORP | $20.3M | 65,441 | 0.23% | — |
| AXP | AMERICAN EXPRESS | $20.2M | 66,201 | 0.23% | — |
| ABT | ABBOTT LABS | $19.2M | 187,804 | 0.22% | — |
| IWR | ISHARES RUSL MIDCAP | $18.0M | 182,218 | 0.20% | — |
| QQQ | INVESCO QQQ TRUST | $17.7M | 30,102 | 0.20% | — |
| MNST | MONSTER BEVERAGE | $17.2M | 231,852 | 0.19% | — |
| LOW | LOWES COS | $16.9M | 71,746 | 0.19% | — |
| SSD | SIMPSON MANUFACTUR | $16.3M | 97,529 | 0.18% | — |
| BLD* | TOPBUILD CORP | $16.3M | 45,316 | 0.18% | — |
| EFA | ISHARES MSCI EAFE | $16.2M | 164,072 | 0.18% | — |
| MA | MASTER CARD INC. | $15.9M | 31,608 | 0.18% | — |
| KO | COCA COLA CO | $15.7M | 203,772 | 0.18% | — |
| EXP | EAGLE MATERIAL | $15.6M | 83,822 | 0.18% | — |
| TRV | TRAVELERS | $15.3M | 51,840 | 0.17% | — |
| ORCL | ORACLE SYSTEMS | $15.0M | 102,745 | 0.17% | — |
| DG | DOLLAR GENERAL | $14.9M | 119,182 | 0.17% | — |
| ACWX | ISHARES NON-US STOCK | $14.9M | 214,958 | 0.17% | — |
| PEP | PEPSICO INC | $14.8M | 94,504 | 0.17% | — |
| SHW | SHERWIN WILLIAMS | $14.0M | 44,318 | 0.16% | — |
| BOOT | BOOT BARN HOLDINGS | $13.8M | 92,768 | 0.16% | — |
| VIG | VANGUARD DIV APP-VIG | $13.7M | 62,982 | 0.15% | — |
| AMGN | AMGEN INC | $13.6M | 39,709 | 0.15% | — |
| DINO | HF SINCLAIR CORP | $13.5M | 220,804 | 0.15% | — |
| AEP | AMERICAN ELECT POWER | $13.4M | 101,251 | 0.15% | — |
| RDNT | RADNET INC | $13.3M | 241,509 | 0.15% | — |
| DDOG | DATADOG INC | $13.2M | 113,316 | 0.15% | — |
| BRO | BROWN & BROWN INC | $13.1M | 196,182 | 0.15% | — |
| MLM | MARTIN MARIETTA | $13.0M | 21,748 | 0.15% | — |
| CSCO | CISCO SYS INC | $12.9M | 160,152 | 0.15% | — |
| PR | PERMIAN RESOURCES | $12.8M | 606,927 | 0.14% | — |
| OLLI | OLLIE'S BARGAIN | $12.6M | 129,915 | 0.14% | — |
| VB | VANGUARD SMALL - CAP | $12.3M | 46,416 | 0.14% | — |
| DE | DEERE & CO | $12.3M | 21,344 | 0.14% | — |
| IWV | ISHARES RUSSELL | $12.3M | 32,643 | 0.14% | — |
| TLN | TALEN ENERGY CORP | $12.2M | 37,600 | 0.14% | — |
| FIX | COMFORT SYS | $12.1M | 8,458 | 0.14% | — |
| CMCSA | COMCAST CL A | $12.1M | 437,262 | 0.14% | — |
| IWF | ISHARES RUSL1000 GRW | $12.0M | 27,721 | 0.14% | — |
| LPLA | LPL FINANCIAL HLDGS | $11.9M | 40,451 | 0.13% | — |
| BROS | DUTCH BROS INC | $11.9M | 224,183 | 0.13% | — |
| EMR | EMERSON ELECTRIC | $11.4M | 86,247 | 0.13% | — |
| BLK | BLACKROCK INC | $11.3M | 11,752 | 0.13% | — |
| HLI | HOULIHAN LOKEY INC | $11.0M | 78,222 | 0.12% | — |
| GEHC | GE HEALTHCARE TECH | $10.5M | 148,659 | 0.12% | — |
| GLD | SPDR GOLD | $10.5M | 24,456 | 0.12% | — |
| CFR | CULLEN/FROST | $10.3M | 73,835 | 0.12% | — |
| VV | VANG LG-CAP | $10.3M | 34,081 | 0.12% | — |
| GWRE | GUIDEWIRE SOFTWARE | $10.3M | 69,638 | 0.12% | — |
| CWI | SPDR MSCI ACWI X US | $10.2M | 275,790 | 0.12% | — |
| H | HYATT HOTELS | $10.1M | 69,131 | 0.11% | — |
| SNOW | SNOWFLAKE INC | $10.0M | 66,871 | 0.11% | — |
| VCIT | VANGUARD CORP VCIT | $9.8M | 118,700 | 0.11% | — |
| UNH | UNITED HEALTH | $9.7M | 34,615 | 0.11% | — |
| P | PURE STORAGE INC | $9.7M | 157,961 | 0.11% | — |
| BE | BLOOM ENERGY CORP A | $9.6M | 71,034 | 0.11% | — |
| SCHA | SCHWB US SCAP-SCHA | $9.4M | 318,634 | 0.11% | — |
| AXON | AXON ENTERPRISE INC | $9.4M | 22,834 | 0.11% | — |
| MDB | MONGODB INC | $9.2M | 35,975 | 0.10% | — |
| COIN | COINBASE GLOBAL INC | $9.1M | 52,082 | 0.10% | — |
| U | UNITY SOFTWARE INC | $9.1M | 412,187 | 0.10% | — |
| IBM | I.B.M | $9.0M | 36,311 | 0.10% | — |
| PLNT | PLANET FITNESS INC-A | $8.8M | 119,832 | 0.10% | — |
| OTTR | OTTER TAIL CORP | $8.8M | 99,012 | 0.10% | — |
This table is the 150 largest positions by value, out of 1,343 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
This page was built from one document: the 2026-03-31 Form 13F info table filed by WHITTIER TRUST CO (CIK 1137881, accession 0001999371-26-009263). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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