1y return+17.7%S&P 500 +20.9%
3y return+57.5%S&P 500 +68.5%
5y return+59.9%S&P 500 +74.5%
10y return+203.5%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: $304 against $357 in the S&P 500.2
Whittier Trust Co Of Nevada IncS&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 |
|---|---|---|---|
| NVDANvidia Corp | $409.4M | 7.7% | |
| AAPLApple Computer | $316.3M | 5.9% | −2.5% |
| GOOGAlphabet Inc. | $241.3M | 4.5% | |
| MSFTMicrosoft Corp | $240.5M | 4.5% | −3.7% |
| AMZNAmazon.com | $168.8M | 3.2% | |
| SPYSpdr S&p 500 | $159.3M | 3.0% | −2.7% |
| IVVIshares S&p 500 | $131.7M | 2.5% | +2.8% |
| JPMJp Morgan Chase | $110.4M | 2.1% | |
| AVGOBroadcom Inc | $103.4M | 1.9% | −16.9% |
| IJHI Shares S&p Mid 400 | $94.4M | 1.8% | +1.9% |
| IEMGIshares Emerg-iemg | $93.4M | 1.7% | +1.5% |
| VEAVanguard Ftse Intl | $79.2M | 1.5% | +1.4% |
| VVisa Inc | $73.8M | 1.4% | −1.5% |
| VWOVang Emerg Mkt Etf | $68.4M | 1.3% | |
| BRK/BBerkshire Clb | $63.9M | 1.2% | |
| METAMeta Platforms Inc | $62.5M | 1.2% | −1.7% |
| GOOGLAlphabet Inc | $62.4M | 1.2% | −1.3% |
| LLYLilly Eli & Co | $60.4M | 1.1% | |
| IEFAIshares Eafe-iefa | $57.8M | 1.1% | +3.0% |
| IJRIshares S&psmcap 600 | $48.6M | 0.9% | +2.5% |
| QQQInvesco Qqq Trust | $43.6M | 0.8% | −3.6% |
| GSGoldman Sachs | $43.2M | 0.8% | |
| IWBIshr Russell 1000 | $43.0M | 0.8% | |
| MDYMidcap Spdr | $42.8M | 0.8% | −2.0% |
| RTXRaytheon Technologie | $42.0M | 0.8% |
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% | $409.4M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $103.4M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $30.7M |
| LLYLilly Eli & Co | June 30, 2020 | +630.6% | $60.4M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $31.1M |
| NETCloudflare Inc | June 30, 2022 | +460.7% | $38.1M |
| GSGoldman Sachs | June 30, 2020 | +411.8% | $43.2M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $62.4M |
| GOOGAlphabet Inc. | June 30, 2020 | +399.9% | $241.3M |
| JPMJp Morgan Chase | June 30, 2020 | +248.0% | $110.4M |
Sold off last quarter
- Honeywell IntlCUSIP 438516106 was $29.3M
- Exxon-mobilCUSIP 30231G102 was $22.6M
- SUNBSunbelt Rentals Holdings Inc. was $829K
- GELGenesis Energy was $706K
- Heritage CommerceCUSIP 426927109 was $622K
- Dupont De NemoursCUSIP 26614N102 was $576K
- SBSCompanhia de Saneamento Basico do Estado was $534K
- KEPKorea Electric Power Corp. was $404K
- JBGSJbg Smith Properties was $365K
- VDEEtf Vanguard Egy Vde was $220K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.6% | +14.8% |
| March 31, 2026 | −4.2% | −4.6% |
| December 31, 2025 | +2.4% | +2.4% |
| September 30, 2025 | +7.6% | +7.8% |
| June 30, 2025 | +9.6% | +10.5% |
| March 31, 2025 | −4.6% | −4.6% |
| December 31, 2024 | +0.9% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | +2.9% | +4.0% |
| March 31, 2024 | +9.3% | +10.0% |
| December 31, 2023 | +11.3% | +11.2% |
| September 30, 2023 | −3.8% | −3.6% |
| June 30, 2023 | +8.1% | +8.3% |
| March 31, 2023 | +7.1% | +7.0% |
| December 31, 2022 | +8.0% | +7.1% |
| September 30, 2022 | −6.0% | −5.3% |
| June 30, 2022 | −15.8% | −16.5% |
| March 31, 2022 | −5.9% | −4.9% |
| December 31, 2021 | +9.1% | +10.7% |
| September 30, 2021 | −0.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Whittier Trust Co Of Nevada Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1263548&type=13F-HR&dateb=&owner=include&count=40CIK 1263548
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1263548/000199937126016069/Filed July 28, 2026 · accession 0001999371-26-016069