1y return+18.5%S&P 500 +20.9%
3y return+61.8%S&P 500 +68.5%
5y return+64.8%S&P 500 +74.5%
10y return+212.3%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $312 against $357 in the S&P 500.2
Whittier Trust CoS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GOOGAlphabet Inc. | $541.9M | 5.3% | |
| AAPLApple Computer | $541.4M | 5.3% | |
| NVDANvidia Corp | $539.2M | 5.3% | |
| MSFTMicrosoft Corp | $367.3M | 3.6% | −2.5% |
| AMZNAmazon.com | $340.1M | 3.3% | |
| SPYSpdr S&p 500 | $325.8M | 3.2% | −1.0% |
| IVVIshares S&p 500 | $299.7M | 2.9% | −1.2% |
| AVGOBroadcom Inc | $264.2M | 2.6% | −15.8% |
| JPMJp Morgan Chase | $228.6M | 2.2% | |
| LLYLilly Eli & Co | $177.1M | 1.7% | |
| AMATApplied Materials | $171.7M | 1.7% | |
| VVisa Inc | $161.3M | 1.6% | |
| METAMeta Platforms Inc | $155.8M | 1.5% | |
| IJHI Shares S&p Mid 400 | $145.1M | 1.4% | +4.2% |
| BRK/BBerkshire Clb | $120.5M | 1.2% | |
| VEAVanguard Ftse Intl | $120.1M | 1.2% | +9.6% |
| IJRIshares S&psmcap 600 | $105.6M | 1.0% | +4.4% |
| TSLATesla Motors Inc | $102.0M | 1.0% | |
| MUMicron Tech | $95.5M | 0.9% | +21.7% |
| IEMGIshares Emerg-iemg | $94.6M | 0.9% | +10.2% |
| GSGoldman Sachs | $93.7M | 0.9% | −1.2% |
| MDYMidcap Spdr | $91.5M | 0.9% | −1.3% |
| RTXRaytheon Technologie | $89.6M | 0.9% | |
| IWMIshares Rusl 2000 | $89.3M | 0.9% | +10.1% |
| TJXTjx Companies | $89.1M | 0.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | June 30, 2020 | +2006.7% | $539.2M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $264.2M |
| AMATApplied Materials | June 30, 2020 | +1096.1% | $171.7M |
| URIUnited Rentals | June 30, 2020 | +660.3% | $67.5M |
| LLYLilly Eli & Co | June 30, 2020 | +630.6% | $177.1M |
| NETCloudflare Inc | June 30, 2020 | +582.3% | $85.4M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $83.0M |
| GSGoldman Sachs | June 30, 2020 | +411.8% | $93.7M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $88.9M |
| GOOGAlphabet Inc. | June 30, 2020 | +399.9% | $541.9M |
Sold off last quarter
- Honeywell IntlCUSIP 438516106 was $70.4M
- SBSCompanhia de Saneamento Basico do Estado was $887K
- SSUSStrategy Shares was $287K
- Dupont De NemoursCUSIP 26614N102 was $270K
- FBTCFidelity Wise Origin was $243K
- JQUAJpmorgan Us Qlty Etf was $216K
- SECTNorthern Lights Fund Trust IV was $216K
- Masi UsCUSIP 574795100 was $202K
- FBNDFidelity Merrimack Street Trust was $122K
- Grayscale Coindesk Crypto 5 EtfCUSIP G40705108 was $118K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.7% | +14.8% |
| March 31, 2026 | −4.9% | −4.6% |
| December 31, 2025 | +2.6% | +2.4% |
| September 30, 2025 | +7.8% | +7.8% |
| June 30, 2025 | +10.6% | +10.5% |
| March 31, 2025 | −5.4% | −4.6% |
| December 31, 2024 | +1.3% | +2.1% |
| September 30, 2024 | +5.0% | +5.4% |
| June 30, 2024 | +3.1% | +4.0% |
| March 31, 2024 | +10.7% | +10.0% |
| December 31, 2023 | +11.3% | +11.2% |
| September 30, 2023 | −3.3% | −3.6% |
| June 30, 2023 | +8.4% | +8.3% |
| March 31, 2023 | +6.6% | +7.0% |
| December 31, 2022 | +8.5% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
| June 30, 2022 | −16.1% | −16.5% |
| March 31, 2022 | −6.0% | −4.9% |
| December 31, 2021 | +9.4% | +10.7% |
| September 30, 2021 | −0.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Whittier Trust Co Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1137881&type=13F-HR&dateb=&owner=include&count=40CIK 1137881
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1137881/000199937126016070/Filed July 28, 2026 · accession 0001999371-26-016070