WHITTIER TRUST CO OF NEVADA INC

Q2 2025 13F-HR Holdings

Location
Reno, NV
Holdings as of
6/30/2025
Date filed
7/30/2025
Form type
13F-HR
Num holdings
1,442
Total value ($000)
$4,410,375
Net value change ($000)
+449,993 (11.4%)
New positions
69
Sold out positions
45
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)
MSFT 79,396 33.7%
NVDA 67,714 49.4%
AVGO 35,077 68.6%
AMZN 30,878 27.1%
NET 19,294 7364.1%
META 17,048 32.3%
GOOGL 15,717 15.2%
JPM 13,978 18.3%
CRWD 13,848 363.2%
SPY 13,452 10.0%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -27,241 -10.8%
UNH -17,538 -73.3%
CRM -10,004 -65.4%
CVX -7,275 -13.8%
MDLZ -6,697 -50.5%
TRGP -4,579 -22.1%
BRK-B -4,500 -7.6%
LULU -3,852 -99.3%
PG -3,745 -14.6%
TMO -3,564 -17.4%
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