Arkolith/Funds/Whittier Trust Co Of Nevada Inc

Whittier Trust Co Of Nevada Inc

CIK 1263548Bank / broker
Holdings as of Jun 30, 2026·disclosed Jul 28, 2026·~28-day 13F lag·13F-HR
Active Filer

Whittier Trust Co Of Nevada Inc holds a diversified book of 1423 stocks worth $5.3B as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Honeywell Aerospace Inc. and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 8% of the equity book.

Opened
130
bought for the first time
  • Honeywell Aerospace Inc.
  • Honeywell International Inc.
  • Legence Corp-CL A
  • +127 more · largest first
Added to
265
already held, bought more
Trimmed
507
sold some, still holds it
Sold out
62
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
26%
Top 10 holdings
37%
Top 20 holdings
49%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

73% mapped to company sectors

Information Technology
34%
ETF / fund or unclassified
27%
Financials
11%
Consumer Discretionary
8%
Industrials
6%
Health Care
5%
Energy
2%
Consumer Staples
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Whittier Trust Co Of Nevada Inc

Manager / fundShared namesTheir $ in those
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC80 / 80$18.9B
BLAIR WILLIAM & CO/IL80 / 80$17.4B
MML INVESTORS SERVICES, LLC80 / 80$14.6B
ASSETMARK, INC80 / 80$14.3B
Lido Advisors, LLC80 / 80$11.9B
NewEdge Advisors, LLC80 / 80$11.6B
Kestra Advisory Services, LLC80 / 80$8.8B
O'SHAUGHNESSY ASSET MANAGEMENT, LLC80 / 80$7.8B

Ranked by the share of each fund's own book sitting in the names it shares with Whittier Trust Co Of Nevada Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,423 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corp
common
$409.4M2.08M
7.7%
▼−0.3%
Reduced · −7K sh
2Apple Computer
common
$316.3M1.02M
5.9%
▼−2.5%
Reduced · −26K sh
3Alphabet Inc.
common
$241.3M663.7K
4.5%
▼−0.1%
Reduced · −985 sh
4Microsoft Corp
common
$240.5M618.5K
4.5%
▼−3.7%
Reduced · −24K sh
5Amazon.com
common
$168.8M686.4K
3.2%
▲+0.2%
Added · +1K sh
6SPDR S&P 500
common
$159.3M213.1K
3.0%
▼−2.6%
Reduced · −6K sh
7Ishares S&P 500
common
$131.7M175.4K
2.5%
▲+2.8%
Added · +5K sh
8JP Morgan Chase
common
$110.4M325.5K
2.1%
▼−0.8%
Reduced · −3K sh
9Broadcom Inc
common
$103.4M279.0K
1.9%
▼−17%
Reduced · −57K sh
10I Shares S&P Mid 400
common
$94.4M1.25M
1.8%
▲+1.9%
Added · +23K sh
11Ishares Emerg-Iemg
common
$93.4M1.17M
1.7%
▲+1.4%
Added · +17K sh
12Vanguard Ftse Intl
common
$79.2M1.12M
1.5%
▲+1.4%
Added · +16K sh
13Visa Inc
common
$73.8M209.4K
1.4%
▼−1.5%
Reduced · −3K sh
14Vang Emerg MKT ETF
common
$68.4M1.16M
1.3%
▲+0.1%
Added · +650 sh
15Berkshire CLB
common
$63.9M126.8K
1.2%
▲+0.1%
Added · +184 sh
16Meta Platforms Inc
common
$62.5M101.5K
1.2%
▼−1.7%
Reduced · −2K sh
17Alphabet Inc
common
$62.4M170.0K
1.2%
▼−1.3%
Reduced · −2K sh
18Lilly Eli & Co
common
$60.4M48.9K
1.1%
▼−0.6%
Reduced · −271 sh
19Ishares Eafe-Iefa
common
$57.8M596.3K
1.1%
▲+3.0%
Added · +17K sh
20Ishares S&psmcap 600
common
$48.6M334.6K
0.9%
▲+2.5%
Added · +8K sh
21Invesco QQQ Trust
common
$43.6M61.4K
0.8%
▼−3.6%
Reduced · −2K sh
22Goldman Sachs
common
$43.2M41.4K
0.8%
▼−0.8%
Reduced · −316 sh
23Ishr Russell 1000
common
$43.0M105.0K
0.8%
▼−0.5%
Reduced · −530 sh
24Midcap SPDR
common
$42.8M62.2K
0.8%
▼−2.0%
Reduced · −1K sh
25Raytheon Technologie
common
$42.0M209.4K
0.8%
▼−0.7%
Reduced · −1K sh
26Tesla Motors Inc
common
$41.1M102.0K
0.8%
▲+0.5%
Added · +466 sh
27TJX Companies
common
$38.7M251.0K
0.7%
▼−1.2%
Reduced · −3K sh
28Cloudflare Inc
common
$38.1M141.8K
0.7%
▲+1.5%
Added · +2K sh
29Micron Tech
common
$37.6M40.1K
0.7%
▲+27%
Added · +9K sh
30Merck & Co
common
$35.6M276.4K
0.7%
▼−1.3%
Reduced · −4K sh
31Ishr Russell Micr Id
common
$34.8M177.5K
0.7%
▲+7.7%
Added · +13K sh
32Chevron
common
$33.7M193.6K
0.6%
▼−3.9%
Reduced · −8K sh
33Johnson & Johnson
common
$33.0M123.3K
0.6%
▼−3.8%
Reduced · −5K sh
34Vanguard S&P
common
$32.1M46.7K
0.6%
—Held
35Danaher Corp
common
$31.6M162.8K
0.6%
▲+22%
Added · +29K sh
36Lam Research Corp
common
$31.1M95.3K
0.6%
▲+43%
Added · +29K sh
37Caterpillar Inc
common
$30.7M32.6K
0.6%
▼−2.5%
Reduced · −832 sh
38Berkshire Hathaway
common
$29.5M39
0.6%
—Held
39Ishares Rusl2000 Val
common
$29.0M131.9K
0.5%
▲+19%
Added · +21K sh
40Costco Wholesale
common
$28.9M30.5K
0.5%
▼−15%
Reduced · −5K sh
41Wal Mart Stores
common
$28.7M257.3K
0.5%
▼−0.7%
Reduced · −2K sh
42PNC Financial
common
$28.4M111.8K
0.5%
▲+2.4%
Added · +3K sh
43Abbvie Inc
common
$27.5M107.9K
0.5%
▼−0.3%
Reduced · −336 sh
44Ishares Rusl 2000
common
$27.5M92.8K
0.5%
▼−24%
Reduced · −30K sh
45Arm Holdings PLC
common
$27.4M91.3K
0.5%
▲+278%
Added · +67K sh
46Intuitive Surgical
common
$26.4M61.9K
0.5%
▲+21%
Added · +11K sh
47Monolithic
common
$25.8M20.3K
0.5%
▲+0.4%
Added · +76 sh
48United Rentals
common
$25.6M24.2K
0.5%
▼~0%
Reduced · −1 sh
49Intel Corp
common
$25.2M228.2K
0.5%
▲+64%
Added · +89K sh
50Ishares Rusl Midcap
common
$24.8M225.7K
0.5%
▲+6.8%
Added · +14K sh
Showing 50 of 1,423 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 28, 20261,727$5.3B13F-HR
Q1 2026Mar 31, 2026Apr 28, 20261,723$4.9B13F-HR
Q4 2025Dec 31, 2025Jan 26, 20261,576$4.8B13F-HR
Q3 2025Sep 30, 2025Oct 31, 20251,579$4.7B13F-HR
Q2 2025Jun 30, 2025Jul 30, 20251,768$4.4B13F-HR
Q1 2025Mar 31, 2025May 2, 20251,743$4.0B13F-HR
Q4 2024Dec 31, 2024Feb 11, 20251,681$4.1B13F-HR
Q3 2024Sep 30, 2024Oct 21, 20241,675$3.9B13F-HR
Q2 2024Jun 30, 2024Jul 29, 20241,601$3.6B13F-HR
Q1 2024Mar 31, 2024May 2, 20241,542$3.5B13F-HR
Q4 2023Dec 31, 2023Jan 11, 20241,529$3.1B13F-HR
Q3 2023Sep 30, 2023Oct 27, 20231,504$2.8B13F-HR
Q2 2023Jun 30, 2023Jul 24, 20231,533$3.0B13F-HR
Q1 2023Mar 31, 2023Apr 21, 20231,522$2.7B13F-HR
Q4 2022Dec 31, 2022Jan 25, 20231,534$2.5B13F-HR
Q3 2022Sep 30, 2022Oct 21, 20221,483$2.3B13F-HR
Q2 2022Jun 30, 2022Jul 28, 20221,522$2.4B13F-HR
Q1 2022Mar 31, 2022Apr 29, 20221,472$2.8B13F-HR
Q4 2021Dec 31, 2021Jan 19, 20221,422$2.7B13F-HR
Q3 2021Sep 30, 2021Nov 1, 20211,470$2.4B13F-HR
Q2 2021Jun 30, 2021Jul 29, 20211,343$2.4B13F-HR
Q1 2021Mar 31, 2021Apr 26, 20211,346$2.2B13F-HR
Q4 2020Dec 31, 2020Jan 29, 20211,324$2.0B13F-HR
Q3 2020Sep 30, 2020Oct 30, 20201,328$1.7B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.