WHITTIER TRUST CO
CIK 1137881 · Holdings on Sep 30, 2023 · First reported Oct 27, 2023
Top ten holdings
Q3 2023- AAPL5.03%
- MSFT4.71%
- SPY3.57%
- IVV3.20%
- GOOG3.06%
- NVDA3.03%
- BRK.A2.42%
- AMZN2.27%
- V1.80%
- IJH1.64%
Share classes counted separately30.73%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INCUS LARGE-CAP EQUITIES View history and evidence | $282.93M | 5.03% | 1.65M shares | — | ↗▾ | |
| 02 | MSFTMICROSOFT CORPUS LARGE-CAP EQUITIES View history and evidence | $264.77M | 4.71% | 838.54K shares | — | ↗▾ | |
| 03 | SPYSS SPDR S&P 500 ETF TRUST-USETF EQUITY View history and evidence | $201.15M | 3.57% | 470.56K shares | — | ↗▾ | |
| 04 | IVVISHARES CORE S&P 500 ETFETF EQUITY View history and evidence | $180.31M | 3.20% | 419.90K shares | — | ↗▾ | |
| 05 | GOOGALPHABET INC-CL CUS LARGE-CAP EQUITIES View history and evidence | $172.30M | 3.06% | 1.31M shares | — | ↗▾ | |
| 06 | NVDANVIDIA CORPUS LARGE-CAP EQUITIES View history and evidence | $170.25M | 3.03% | 391.39K shares | — | ↗▾ | |
| 07 | BRK.ABERKSHIRE HATHAWAY INC-CL AUS LARGE-CAP EQUITIES View history and evidence | $136.06M | 2.42% | 256 shares | — | ↗▾ | |
| 08 | AMZNAMAZON.COM INCUS LARGE-CAP EQUITIES View history and evidence | $127.75M | 2.27% | 1.00M shares | — | ↗▾ | |
| 09 | VVISA INC-CLASS A SHARESUS LARGE-CAP EQUITIES View history and evidence | $101.13M | 1.80% | 439.68K shares | — | ↗▾ | |
| 10 | IJHISHARES CORE S&P MIDCAP ETFETF EQUITY View history and evidence | $92.46M | 1.64% | 370.80K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 53
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AJRD AEROJET ROCKETDYNE HOLDINGS | Non-derivative | — | — | SEC filing ↗ | |
| RWAY RUNWAY GROWTH FINANCE CORP | Non-derivative | — | — | SEC filing ↗ | |
| BCML BAYCOM CORP | Non-derivative | — | — | SEC filing ↗ |
3 / 53 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1137881 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-27
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 5626750866
}Research all 1,674 reported holdings.
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