WHITTIER TRUST CO OF NEVADA INC

data from 30/09/2025

Capitalization

$ 4.693 B 6.42 %

Average holding period

23 ans

Performance

$ 2.485 B 126.90 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in WHITTIER TRUST CO OF NEVADA INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 6.85% 321.506 M $ 621448 2013/06/30 13.007 M $ 4.13 %
2025/09/30 AAPL APPLE INC 6.06% 284.296 M $ 1101836 2013/06/30 53.991 M $ 24.11 %
2025/09/30 NVDA NVIDIA CORPORATION 5.27% 247.196 M $ 1317537 2013/06/30 37.065 M $ 18.10 %
2025/09/30 GOOG ALPHABET INC 3.62% 169.849 M $ 689182 2015/12/31 44.527 M $ 37.30 %
2025/09/30 SPY SPDR S&P 500 ETF TR 3.36% 157.655 M $ 235584 2013/06/30 11.556 M $ 7.82 %
2025/09/30 AMZN AMAZON COM INC 3.17% 148.814 M $ 677938 2013/06/30 118.739 K $ 0.08 %
2025/09/30 AVGO BROADCOM INC 2.33% 109.492 M $ 323587 2018/06/30 16.973 M $ 19.69 %
2025/09/30 IVV ISHARES TR 2.23% 104.879 M $ 155973 2013/06/30 7.484 M $ 7.80 %
2025/09/30 JPM JPMORGAN CHASE & CO. 2.09% 97.991 M $ 316069 2013/06/30 7.944 M $ 8.80 %
2025/09/30 IJH ISHARES TR 1.62% 76.193 M $ 1158479 2013/06/30 3.254 M $ 5.22 %
2025/09/30 IEMG ISHARES INC 1.57% 73.757 M $ 1102007 2013/06/30 5.918 M $ 9.81 %
2025/09/30 V VISA INC 1.57% 73.537 M $ 210202 2013/06/30 -2.827 M $ -3.85 %
2025/09/30 META META PLATFORMS INC 1.50% 70.441 M $ 99134 2015/03/31 -350.951 K $ -0.50 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 1.33% 62.618 M $ 1025510 2013/09/30 2.727 M $ 5.10 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 1.32% 61.771 M $ 1127411 2013/06/30 5.179 M $ 9.55 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 1.22% 57.262 M $ 114811 2013/06/30 1.901 M $ 3.49 %
2025/09/30 CVX CHEVRON CORP NEW 0.99% 46.399 M $ 302178 2013/06/30 3.854 M $ 8.45 %
2025/09/30 IEFA ISHARES TR 0.99% 46.231 M $ 520384 2013/09/30 1.913 M $ 4.59 %
2025/09/30 GOOGL ALPHABET INC 0.89% 41.924 M $ 170875 2015/12/31 11.390 M $ 37.94 %
2025/09/30 MDY SPDR S&P MIDCAP 400 ETF TR 0.87% 40.762 M $ 67859 2013/06/30 2.011 M $ 5.22 %
2025/09/30 LLY ELI LILLY & CO 0.85% 39.843 M $ 47440 2013/06/30 -742.461 K $ -2.12 %
2025/09/30 IWB ISHARES TR 0.83% 38.765 M $ 105492 2013/06/30 2.733 M $ 7.63 %
2025/09/30 NOW SERVICENOW INC 0.82% 38.564 M $ 42268 2017/09/30 -4.372 M $ -10.49 %
2025/09/30 QQQ INVESCO QQQ TR 0.80% 37.342 M $ 61909 2018/06/30 3.028 M $ 8.83 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.79% 36.960 M $ 46786 2013/06/30 4.066 M $ 12.52 %
2025/09/30 IJR ISHARES TR 0.77% 35.951 M $ 299392 2013/06/30 2.225 M $ 8.73 %
2025/09/30 TJX TJX COS INC NEW 0.74% 34.873 M $ 246749 2013/06/30 5.298 M $ 17.05 %
2025/09/30 RTX RTX CORPORATION 0.74% 34.765 M $ 208701 2020/06/30 4.260 M $ 14.59 %
2025/09/30 IWM ISHARES TR 0.72% 33.800 M $ 137492 2013/06/30 3.568 M $ 12.13 %
2025/09/30 IWN ISHARES TR 0.66% 30.796 M $ 171625 2013/06/30 3.251 M $ 12.08 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.65% 30.673 M $ 33508 2013/06/30 -2.118 M $ -6.50 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.64% 30.243 M $ 55663 2013/06/30 3.322 M $ 19.62 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 0.64% 30.023 M $ 40 2013/06/30 1.016 M $ 3.49 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.64% 29.981 M $ 195609 2013/06/30 -3.817 M $ -10.94 %
2025/09/30 TSLA TESLA INC 0.61% 28.441 M $ 66168 2013/06/30 7.689 M $ 40.00 %
2025/09/30 DHR DANAHER CORPORATION 0.59% 27.598 M $ 128368 2013/06/30 45.811 K $ 0.36 %
2025/09/30 VOO VANGUARD INDEX FDS 0.57% 26.847 M $ 43632 2013/12/31 1.933 M $ 7.81 %
2025/09/30 HON HONEYWELL INTL INC 0.56% 26.211 M $ 125383 2013/06/30 -2.760 M $ -9.61 %
2025/09/30 VO VANGUARD INDEX FDS 0.55% 25.959 M $ 87934 2013/06/30 1.217 M $ 4.97 %
2025/09/30 ABT ABBOTT LABS 0.55% 25.828 M $ 191900 2013/06/30 -394.933 K $ -1.52 %
2025/09/30 URI UNITED RENTALS INC 0.53% 24.838 M $ 25324 2020/03/31 4.898 M $ 26.71 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.53% 24.724 M $ 131064 2013/06/30 4.419 M $ 21.39 %
2025/09/30 ABBV ABBVIE INC 0.52% 24.414 M $ 104375 2013/06/30 4.707 M $ 24.74 %
2025/09/30 MRK MERCK & CO INC 0.52% 24.317 M $ 272642 2013/06/30 1.289 M $ 6.03 %
2025/09/30 NSC NORFOLK SOUTHN CORP 0.51% 23.968 M $ 79854 2013/06/30 3.453 M $ 17.36 %
2025/09/30 BX BLACKSTONE INC 0.50% 23.644 M $ 140363 2019/09/30 2.889 M $ 14.22 %
2025/09/30 NET CLOUDFLARE INC 0.48% 22.574 M $ 104186 2022/06/30 1.873 M $ 9.58 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.47% 22.207 M $ 49093 2013/06/30 -4.341 M $ -17.70 %
2025/09/30 WMT WALMART INC 0.46% 21.467 M $ 210314 2013/06/30 1.096 M $ 5.40 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.45% 21.064 M $ 138335 2013/06/30 -782.505 K $ -3.56 %
2025/09/30 IWV ISHARES TR 0.45% 21.021 M $ 55207 2013/06/30 1.553 M $ 7.96 %
2025/09/30 PNC PNC FINL SVCS GROUP INC 0.44% 20.877 M $ 105197 2013/06/30 1.456 M $ 7.78 %
2025/09/30 MPWR MONOLITHIC PWR SYS INC 0.44% 20.769 M $ 22604 2013/06/30 4.254 M $ 25.88 %
2025/09/30 DIS DISNEY WALT CO 0.42% 19.912 M $ 177042 2013/06/30 -1.663 M $ -7.67 %
2025/09/30 ORCL ORACLE CORP 0.42% 19.802 M $ 69203 2013/06/30 4.350 M $ 28.64 %
2025/09/30 IWR ISHARES TR 0.42% 19.707 M $ 202682 2013/06/30 939.449 K $ 4.98 %
2025/09/30 VV VANGUARD INDEX FDS 0.41% 19.228 M $ 62177 2014/09/30 1.466 M $ 7.91 %
2025/09/30 XOM EXXON MOBIL CORP 0.39% 18.130 M $ 160076 2013/06/30 783.080 K $ 4.59 %
2025/09/30 CMG CHIPOTLE MEXICAN GRILL INC 0.38% 18.061 M $ 432500 2015/12/31 -7.664 M $ -30.21 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.38% 17.748 M $ 36229 2021/09/30 -656.435 K $ -3.72 %
2025/09/30 CAT CATERPILLAR INC 0.36% 17.044 M $ 34236 2013/06/30 3.035 M $ 22.91 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 0.36% 16.687 M $ 159240 2013/06/30 2.314 M $ 19.62 %
2025/09/30 VB VANGUARD INDEX FDS 0.35% 16.601 M $ 64381 2013/06/30 1.114 M $ 7.30 %
2025/09/30 MCD MCDONALDS CORP 0.34% 16.187 M $ 53781 2013/06/30 637.462 K $ 4.01 %
2025/09/30 EQT EQT CORP 0.34% 16.029 M $ 286080 2016/09/30 -634.816 K $ -6.67 %
2025/09/30 CEG CONSTELLATION ENERGY CORP 0.33% 15.326 M $ 42571 2022/03/31 256.583 K $ 1.96 %
2025/09/30 CW CURTISS WRIGHT CORP 0.32% 15.068 M $ 28006 2013/06/30 1.514 M $ 11.13 %
2025/09/30 TRGP TARGA RES CORP 0.32% 15.038 M $ 92657 2024/12/31 -606.133 K $ -3.76 %
2025/09/30 HD HOME DEPOT INC 0.32% 14.941 M $ 37820 2013/06/30 1.475 M $ 10.51 %
2025/09/30 MCK MCKESSON CORP 0.31% 14.673 M $ 19881 2013/06/30 780.329 K $ 5.43 %
2025/09/30 VLO VALERO ENERGY CORP 0.30% 14.112 M $ 87983 2013/06/30 3.074 M $ 26.66 %
2025/09/30 EFA ISHARES TR 0.30% 14.107 M $ 148373 2013/06/30 579.647 K $ 4.45 %
2025/09/30 APH AMPHENOL CORP NEW 0.30% 13.855 M $ 113365 2017/09/30 2.763 M $ 25.32 %
2025/09/30 MMC MARSH & MCLENNAN COS INC 0.29% 13.653 M $ 67878 2013/06/30 -1.137 M $ -7.83 %
2025/09/30 SUI SUN CMNTYS INC 0.28% 13.163 M $ 101147 2020/03/31 284.287 K $ 1.98 %
2025/09/30 COP CONOCOPHILLIPS 0.28% 13.107 M $ 139197 2013/06/30 648.270 K $ 5.40 %
2025/09/30 SPGI S&P GLOBAL INC 0.28% 13.043 M $ 27183 2016/06/30 -1.070 M $ -7.70 %
2025/09/30 EWBC EAST WEST BANCORP INC 0.27% 12.786 M $ 120042 2015/12/31 746.053 K $ 5.42 %
2025/09/30 XBI SPDR SERIES TRUST 0.27% 12.722 M $ 122804 2018/03/31 2.116 M $ 20.83 %
2025/09/30 IWO ISHARES TR 0.27% 12.623 M $ 38784 2013/06/30 1.315 M $ 11.96 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.26% 12.169 M $ 36850 2013/06/30 486.289 K $ 4.13 %
2025/09/30 VRT VERTIV HOLDINGS CO 0.26% 11.984 M $ 74809 2024/03/31 1.644 M $ 17.48 %
2025/09/30 CPRT COPART INC 0.25% 11.936 M $ 264596 2016/06/30 -1.078 M $ -8.36 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.25% 11.836 M $ 54347 2013/06/30 606.818 K $ 5.43 %
2025/09/30 DIA SPDR DOW JONES INDL AVERAGE 0.25% 11.707 M $ 25042 2013/06/30 587.686 K $ 5.24 %
2025/09/30 RBC RBC BEARINGS INC 0.25% 11.669 M $ 31201 2013/06/30 170.299 K $ 1.43 %
2025/09/30 PEP PEPSICO INC 0.25% 11.552 M $ 81366 2013/06/30 720.501 K $ 6.36 %
2025/09/30 MSI MOTOROLA SOLUTIONS INC 0.24% 11.448 M $ 25278 2022/12/31 1.172 M $ 8.76 %
2025/09/30 SCHW SCHWAB CHARLES CORP 0.24% 11.394 M $ 121113 2015/06/30 498.573 K $ 4.64 %
2025/09/30 GE GE AEROSPACE 0.24% 11.242 M $ 37851 2021/09/30 1.637 M $ 16.87 %
2025/09/30 CSCO CISCO SYS INC 0.24% 11.139 M $ 163997 2013/06/30 -158.519 K $ -1.38 %
2025/09/30 SCHM SCHWAB STRATEGIC TR 0.23% 10.698 M $ 356122 2018/03/31 576.966 K $ 5.67 %
2025/09/30 VEU VANGUARD INTL EQUITY INDEX F 0.23% 10.593 M $ 145852 2013/06/30 611.149 K $ 6.17 %
2025/09/30 BXP BXP INC 0.23% 10.558 M $ 139634 2013/06/30 937.823 K $ 10.18 %
2025/09/30 FICO FAIR ISAAC CORP 0.21% 9.942 M $ 5372 2020/09/30 -2.370 M $ -18.13 %
2025/09/30 BLDR BUILDERS FIRSTSOURCE INC 0.20% 9.531 M $ 74145 2020/12/31 339.765 K $ 3.91 %
2025/09/30 TDY TELEDYNE TECHNOLOGIES INC 0.20% 9.496 M $ 16160 2013/06/30 1.187 M $ 14.39 %
2025/09/30 EXP EAGLE MATLS INC 0.20% 9.354 M $ 39871 2013/06/30 1.226 M $ 15.30 %
2025/09/30 BLK BLACKROCK INC 0.20% 9.172 M $ 7902 2024/12/31 841.413 K $ 11.11 %
2025/09/30 CASY CASEYS GEN STORES INC 0.19% 9.147 M $ 16118 2023/03/31 876.616 K $ 10.79 %