WHITTIER TRUST CO

Q2 2025 13F-HR Holdings

Location
South Pasadena, CA
Holdings as of
6/30/2025
Date filed
7/30/2025
Form type
13F-HR
Num holdings
1,511
Total value ($000)
$8,293,457
Net value change ($000)
+1,114,939 (15.5%)
New positions
69
Sold out positions
49
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/2/2025 Next filing: 10/31/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 180,949 53.3%
MSFT 133,706 39.1%
AVGO 92,191 77.9%
AMZN 71,866 33.8%
META 47,131 38.1%
GOOGL 45,479 20.5%
NET 44,711 65751.5%
JPM 35,226 23.4%
CRWD 33,056 370.0%
NOW 29,242 39.9%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -35,393 -8.9%
UNH -33,225 -70.0%
CRM -21,895 -67.2%
MDLZ -14,018 -56.8%
XBI -7,390 -27.9%
TMO -6,575 -14.9%
CVX -6,529 -10.2%
PG -6,086 -11.6%
VZ -6,063 -61.2%
FTV -5,826 -24.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type