Whittier Trust Co.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Whittier Trust Co. reported 1,343 stock positions worth $9.2 billion. Its top holding was Nvidia (NVDA) at 6.8% of the portfolio, followed by Alphabet Class C (GOOG, 5.3%) and Apple (AAPL, 5.2%). Compared with Q3 2025, it opened 55 new positions, sold out of 88, added to 240 and reduced 360. The biggest buy was Alphabet Class C (GOOG, shares +2%) and the biggest sale ServiceNow (NOW, shares −53%).
- Most Recent 13F
- Q2 2026
- Location
- SOUTH PASADENA, CA
- CIK
- 0001137881
- Portfolio Value
- $9.2B (Q4 2025)
- SEC Filing
- 0001999371-26-001643 ↗ filed Jan 26, 2026
Holdings Value
Holdings 1,343 stocks · $9.2B
| NVDA Nvidia Corp. | 6.83% | 3,364,486 | $630.0M | Add +0.5% |
| GOOG Alphabet Inc. Class C | 5.34% | 1,566,242 | $492.7M | Add +2.3% |
| AAPL Apple Inc. | 5.21% | 1,833,094 | $480.9M | Add +2.7% |
| MSFT Microsoft Corp. | 5.13% | 990,128 | $473.8M | Add +1.6% |
| AMZN Amazon.com Inc. | 3.49% | 1,335,511 | $321.8M | Add +0.6% |
| IVV iShares Core S&P 500 ETF | 3.22% | 428,003 | $297.4M | Add +0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.19% | 425,183 | $294.1M | Add +1.5% |
| AVGO Broadcom Inc. | 2.96% | 795,026 | $273.3M | Add +2.3% |
| JPM JPMorgan Chase & Co. | 2.38% | 656,811 | $219.8M | Add +1.9% |
| LLY Eli Lilly & Co. | 2.04% | 176,625 | $187.9M | Add +26.6% |
| META Meta Platforms Inc. Class A | 1.73% | 241,566 | $159.6M | Add +2.0% |
| V Visa Inc. Class A | 1.69% | 435,980 | $155.9M | Add +4.2% |
| IJH iShares Core S&P Midcap ETF | 1.36% | 1,820,410 | $125.2M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.25% | 231,642 | $115.6M | Add +1.8% |
| GS Goldman Sachs Group Inc. | 1.06% | 102,271 | $97.7M | Add +1.4% |
| TSLA Tesla Inc. | 0.96% | 204,841 | $88.7M | Add +28.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.96% | 574,995 | $88.5M | Add +2.7% |
| VEA Vanguard Ftse Developed ETF | 0.95% | 1,362,811 | $87.4M | Reduce -0.8% |
| IJR iShares Core S&P Small-Cap E | 0.94% | 695,194 | $86.7M | Add +3.4% |
| AMAT Applied Materials Inc. | 0.92% | 288,194 | $85.3M | Reduce -12.5% |
| RTX RTX Corp. | 0.88% | 427,462 | $81.4M | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 0.88% | 257,874 | $81.1M | Add +1.6% |
| MDY State Street SPDR S&P Midcap | 0.87% | 127,976 | $80.4M | Reduce -0.6% |
| TMO Thermo Fisher Scientific Inc. | 0.86% | 127,685 | $79.3M | Add +6.8% |
| IWM iShares Russell 2000 ETF | 0.76% | 273,881 | $70.1M | Add +5.9% |
| DHR Danaher Corp. | 0.75% | 292,894 | $69.3M | Add +12.2% |
| CVX Chevron Corp. | 0.73% | 432,891 | $67.8M | Add +1.3% |
| APH Amphenol Corp. Class A | 0.69% | 451,494 | $63.8M | Add +60.8% |
| IEMG iShares Core MSCI Emerging | 0.68% | 899,452 | $63.2M | Add +3.7% |
| NET Cloudflare Inc. Class A | 0.67% | 312,245 | $61.8M | Add +30.9% |
| ISRG Intuitive Surgical Inc. | 0.67% | 104,066 | $61.7M | Add +4.0% |
| VWO Vanguard Ftse Emerging Marke | 0.66% | 1,098,258 | $61.1M | Add +0.3% |
| MRK Merck & Co. Inc. | 0.66% | 557,983 | $60.7M | Add +3.4% |
| HON Honeywell International Inc. | 0.65% | 293,770 | $60.2M | Add +2.3% |
| NSC Norfolk Southern Corp. | 0.64% | 204,281 | $59.5M | Add +2.9% |
| PM Philip Morris International | 0.64% | 380,288 | $59.0M | Add +2.2% |
| BX Blackstone Inc. | 0.62% | 354,189 | $57.6M | Add +2.3% |
| COST Costco Wholesale Corp. | 0.62% | 64,616 | $57.5M | Add +1.2% |
| URI United Rentals Inc. | 0.59% | 61,408 | $54.8M | Add +2.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.58% | 117,762 | $54.0M | Add +36.7% |
| ABBV Abbvie Inc. | 0.58% | 237,225 | $53.1M | Add +0.7% |
| WMT Walmart Inc. | 0.57% | 457,124 | $52.3M | Add +13.8% |
| ABT Abbott Laboratories | 0.56% | 404,634 | $51.7M | Add +0.6% |
| PNC PNC Financial Services Group | 0.56% | 236,210 | $51.5M | Add +3.3% |
| MPWR Monolithic Power Systems Inc. | 0.48% | 44,252 | $44.5M | Add +0.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.46% | 459,859 | $42.1M | Add +5.1% |
| PG The Procter & Gamble Co. | 0.45% | 294,267 | $41.2M | Add +1.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.43% | 53 | $39.6M | Reduce -1.9% |
| SPGI S&P Global Inc. | 0.42% | 71,429 | $38.5M | Add +2.6% |
| SCHW Schwab (charles) Corp. | 0.42% | 370,343 | $38.4M | Reduce -1.0% |
| IWN iShares Russell 2000 Value E | 0.41% | 201,966 | $38.0M | Reduce -34.3% |
| VLO Valero Energy Corp. | 0.41% | 212,104 | $37.8M | Add +2.8% |
| JNJ Johnson & Johnson | 0.41% | 184,155 | $37.7M | Reduce -0.1% |
| CW Curtiss-Wright Corp. | 0.40% | 62,778 | $37.2M | Add +0.1% |
| ORLY O'reilly Automotive Inc. | 0.39% | 399,850 | $36.1M | Add +3.2% |
| NOW ServiceNow Inc. | 0.39% | 241,959 | $36.0M | Reduce -53.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.39% | 311,893 | $35.7M | Reduce -11.7% |
| PLTR Palantir Technologies Inc. Class A | 0.38% | 195,242 | $35.1M | Add +52.8% |
| CEG Constellation Energy | 0.38% | 98,487 | $34.9M | Add +4.0% |
| MRSH Marsh & McLennan Cos | 0.36% | 178,471 | $33.1M | Add +2.3% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.35% | 264,511 | $32.5M | Add +8.8% |
| IWB iShares Russell 1000 ETF | 0.35% | 85,261 | $32.4M | Add +2.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.35% | 106,789 | $32.0M | Add +7.8% |
| EQT Eqt Corp. | 0.34% | 587,172 | $31.4M | Add +2.3% |
| MCK McKesson Corp. | 0.32% | 35,841 | $29.6M | Add +2.7% |
| COP Conocophillips | 0.32% | 302,645 | $29.4M | Add +1.3% |
| XBI SS SPDR S&P Biotech ETF | 0.31% | 237,935 | $29.0M | Add +2.3% |
| RBC RBC Bearings Inc. | 0.31% | 60,472 | $28.8M | Add +0.1% |
| EWBC East West Bancorp Inc. | 0.31% | 243,909 | $28.7M | Reduce -0.8% |
| CAT Caterpillar Inc. | 0.31% | 45,508 | $28.4M | Reduce -3.4% |
| KKR KKR & Co. Inc. | 0.29% | 198,237 | $26.9M | Add +43.8% |
| COF Capital One Financial Corp. | 0.29% | 103,584 | $26.7M | Add +3.5% |
| HD Home Depot Inc. | 0.28% | 72,655 | $25.4M | Add +5.0% |
| AXP American Express Co. | 0.27% | 65,924 | $25.3M | Reduce -2.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.27% | 333,495 | $25.3M | Reduce -1.2% |
| VRT Vertiv Holdings Co. Class A | 0.27% | 142,030 | $24.8M | Add +0.1% |
| ECL Ecolab Inc. | 0.26% | 88,922 | $24.1M | Add +4.3% |
| ORCL Oracle Corp. | 0.24% | 115,351 | $22.3M | Reduce -2.5% |
| BXP BXP Inc. | 0.22% | 301,875 | $20.6M | Add +2.9% |
| CPRT Copart Inc. | 0.22% | 526,199 | $20.5M | Reduce -0.5% |
| BOOT Boot Barn Holdings Inc. | 0.22% | 104,331 | $20.4M | Add +0.1% |
| MCD McDonald's Corp. | 0.22% | 66,173 | $20.0M | Reduce -1.9% |
| NEE Nextera Energy Inc. | 0.22% | 245,307 | $19.9M | Add +8.6% |
| IWC iShares Micro-Cap ETF | 0.21% | 120,509 | $19.6M | New |
| U Unity Software Inc. | 0.21% | 417,520 | $19.0M | No change |
| TDY Teledyne Technologies Inc. | 0.20% | 35,262 | $18.8M | Reduce -0.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.20% | 29,996 | $18.7M | Add +1.9% |
| XOM Exxon Mobil Corp. | 0.20% | 153,336 | $18.6M | Reduce -1.9% |
| BLD Topbuild Corp. | 0.20% | 41,307 | $18.4M | Add +0.1% |
| IWR iShares Russell Mid-Cap ETF | 0.20% | 183,549 | $18.3M | Reduce -0.1% |
| MA Mastercard Inc. Class A | 0.20% | 31,453 | $18.3M | Reduce -1.0% |
| FICO Fair Isaac Corp. | 0.19% | 10,822 | $17.3M | Reduce -3.0% |
| RDNT Radnet Inc. | 0.18% | 219,293 | $17.0M | Add +0.2% |
| ODFL Old Dominion Freight Line | 0.18% | 99,713 | $16.8M | Reduce -0.5% |
| LOW Lowe's Cos Inc. | 0.18% | 68,279 | $16.8M | Reduce -2.1% |
| CASY Casey's General Stores Inc. | 0.18% | 29,771 | $16.8M | Add +0.4% |
| FCNCA First Citizens Bcshs Class A | 0.18% | 7,664 | $16.8M | Add +4.7% |
| GGG Graco Inc. | 0.18% | 195,334 | $16.5M | Add +0.1% |
| EXP Eagle Materials Inc. | 0.18% | 76,237 | $16.5M | Reduce -0.3% |
| EFA iShares MSCI Eafe ETF | 0.18% | 164,707 | $16.2M | Add +4.2% |
Other holdings (10): bonds, preferreds, convertibles and warrants · $6.5M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| KKR & CO INC (KKR 6.25 03/01/28 D) | 6.25 CON SER D | 88,163 | $4.8M | Add +61.1% |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 488 | $596K | Add +44.8% |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 274 | $345K | Add +297.1% |
| RLJ LODGING TRUST (RLJ 1.95 PERP A) | CUM CONV PFD A | 8,400 | $209K | No change |
| NEXTERA ENERGY INC (NEE 7.299 06/01/27) | UNIT 06/01/2027 | 3,645 | $190K | New |
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | 1,775 | $141K | New |
| ARES MANAGEMENT CORP (ARES 6.75 10/01/27 B) | 6.75 SE B PFD | 2,400 | $130K | New |
| SOUTHERN CO (SO 7.125 12/15/28 A) | UNIT 12/15/2028 | 1,630 | $81K | New |
| MICROCHIP TECHNOLOGY INC (MCHP 7.5 03/15/28) | DEP SHS REPSTG | 490 | $33K | New |
| QXO INC (QXO 5.5 05/15/28 B) | 5.50 DEP PFD | 260 | $17K | New |
Total filed on the 13F, all lines: $9.2B.
Portfolio Sells Q3 2025 → Q4 2025
| NOW ServiceNow Inc. | Reduce -53.0% | 0.39% | −0.68 |
| CMG Chipotle Mexican Grill Inc. | Reduce -88.5% | 0.05% | −0.44 |
| MSI Motorola Solutions Inc. | Reduce -83.7% | 0.04% | −0.27 |
| IWN iShares Russell 2000 Value E | Reduce -34.3% | 0.41% | −0.22 |
| INVH Invitation Homes Inc. | Reduce -88.3% | 0.02% | −0.15 |
| ORCL Oracle Corp. | Reduce -2.5% | 0.24% | −0.14 |
| PGR Progressive Corp. | Reduce -75.2% | 0.03% | −0.10 |
| AMGN Amgen Inc. | Reduce -34.2% | 0.17% | −0.08 |
| VERX Vertex Inc. Class A | Reduce -97.5% | 0.00% | −0.07 |
| DIS The Walt Disney Co. | Reduce -11.7% | 0.39% | −0.06 |
| SH Proshares Short S&P500 | Sold out | 0.00% | −0.06 |
| CPRT Copart Inc. | Reduce -0.5% | 0.22% | −0.05 |
| FICO Fair Isaac Corp. | Reduce -3.0% | 0.19% | −0.05 |
| ELV Elevance Health Inc. | Reduce -38.3% | 0.08% | −0.05 |
| USIO Usio Inc. | Sold out | 0.00% | −0.05 |
| IQV Iqvia Holdings Inc. | Reduce -54.6% | 0.04% | −0.04 |
| BRO Brown & Brown Inc. | Reduce -0.3% | 0.16% | −0.04 |
| GWRE Guidewire Software Inc. | Reduce -0.2% | 0.13% | −0.04 |
| AVTR Avantor Inc. | Reduce -97.5% | 0.00% | −0.04 |
| FTV Fortive Corp. | Reduce -19.8% | 0.17% | −0.03 |
| TDY Teledyne Technologies Inc. | Reduce -0.2% | 0.20% | −0.03 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -1.9% | 0.43% | −0.03 |
| CSX CSX Corp. | Reduce -70.7% | 0.01% | −0.03 |
| SPSC SPS Commerce Inc. | Reduce -97.1% | 0.00% | −0.03 |
| GPK Graphic Packaging Holding Co. | Reduce -2.1% | 0.09% | −0.03 |
| BLDR Builders Firstsource Inc. | Reduce -0.4% | 0.13% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -9.5% | 0.08% | −0.03 |
| STWD Starwood Property Trust Inc. | Reduce -81.0% | 0.01% | −0.03 |
| OLLI Ollie's Bargain Outlet Holdi | Reduce -0.2% | 0.15% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -9.5% | 0.15% | −0.03 |
| AXON Axon Enterprise Inc. | Reduce -0.2% | 0.14% | −0.03 |
| EXP Eagle Materials Inc. | Reduce -0.3% | 0.18% | −0.03 |
| TLN Talen Energy Corp. | Reduce -0.2% | 0.15% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -1.5% | 0.12% | −0.03 |
| HLI Houlihan Lokey Inc. | Reduce -0.2% | 0.14% | −0.02 |
| PEP Pepsico Inc. | Reduce -5.9% | 0.15% | −0.02 |
| BLK BlackRock Inc. | Reduce -1.8% | 0.15% | −0.02 |
| INTU Intuit Inc. | Reduce -16.8% | 0.05% | −0.02 |
| SHW The Sherwin-Williams Co. | Reduce -2.6% | 0.17% | −0.02 |
| RLI Rli Corp. | Reduce -0.2% | 0.13% | −0.02 |
| MO Altria Group Inc. | Reduce -0.1% | 0.06% | −0.01 |
| DINO HF Sinclair Corp. | Reduce -0.6% | 0.10% | −0.01 |
| MCD McDonald's Corp. | Reduce -1.9% | 0.22% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -2.1% | 0.18% | −0.01 |
| ADP Automatic Data Processing | Reduce -2.4% | 0.06% | −0.01 |
| TRV The Travelers Cos Inc. | Reduce -2.7% | 0.16% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -1.0% | 0.20% | −0.01 |
| WDFC WD-40 Co. | Reduce -62.4% | 0.01% | −0.01 |
| MINT PIMCO Enhanced Short Maturit | Reduce -11.1% | 0.06% | −0.01 |
| ITW Illinois Tool Works | Reduce -4.5% | 0.09% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOG Alphabet Inc. Class C | Add +2.3% | 5.34% | +1.04 |
| LLY Eli Lilly & Co. | Add +26.6% | 2.04% | +0.70 |
| APH Amphenol Corp. Class A | Add +60.8% | 0.69% | +0.30 |
| IWC iShares Micro-Cap ETF | New | 0.21% | +0.21 |
| TSLA Tesla Inc. | Add +28.8% | 0.96% | +0.18 |
| GOOGL Alphabet Inc. Class A | Add +1.6% | 0.88% | +0.17 |
| AMZN Amazon.com Inc. | Add +0.6% | 3.49% | +0.17 |
| ISRG Intuitive Surgical Inc. | Add +4.0% | 0.67% | +0.15 |
| GS Goldman Sachs Group Inc. | Add +1.4% | 1.06% | +0.15 |
| SNOW Snowflake Inc. | Add +17351.0% | 0.15% | +0.15 |
| PLTR Palantir Technologies Inc. Class A | Add +52.8% | 0.38% | +0.13 |
| TMO Thermo Fisher Scientific Inc. | Add +6.8% | 0.86% | +0.12 |
| DHR Danaher Corp. | Add +12.2% | 0.75% | +0.11 |
| MRK Merck & Co. Inc. | Add +3.4% | 0.66% | +0.11 |
| JPM JPMorgan Chase & Co. | Add +1.9% | 2.38% | +0.11 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +36.7% | 0.58% | +0.10 |
| WMT Walmart Inc. | Add +13.8% | 0.57% | +0.10 |
| AMH American Homes 4 Rent- A | Add +3765.9% | 0.10% | +0.10 |
| KKR KKR & Co. Inc. | Add +43.8% | 0.29% | +0.09 |
| NET Cloudflare Inc. Class A | Add +30.9% | 0.67% | +0.08 |
| RTX RTX Corp. | Add +1.0% | 0.88% | +0.08 |
| BROS Dutch Bros Inc. Class A | Add +64.2% | 0.14% | +0.07 |
| TTAN Servicetitan Inc. Class A | Add +11668.2% | 0.07% | +0.07 |
| TJX TJX Companies Inc. | Add +2.7% | 0.96% | +0.06 |
| RBC RBC Bearings Inc. | Add +0.1% | 0.31% | +0.05 |
| EWY iShares MSCI South Korea ETF | Add +11203.9% | 0.05% | +0.05 |
| COF Capital One Financial Corp. | Add +3.5% | 0.29% | +0.05 |
| PSQ Proshares Short QQQ | New | 0.04% | +0.04 |
| PNC PNC Financial Services Group | Add +3.3% | 0.56% | +0.04 |
| XBI SS SPDR S&P Biotech ETF | Add +2.3% | 0.31% | +0.04 |
| SPGI S&P Global Inc. | Add +2.6% | 0.42% | +0.04 |
| IWM iShares Russell 2000 ETF | Add +5.9% | 0.76% | +0.04 |
| FCNCA First Citizens Bcshs Class A | Add +4.7% | 0.18% | +0.03 |
| SGOV iShares 0-3 Month Treasury B | New | 0.03% | +0.03 |
| VLO Valero Energy Corp. | Add +2.8% | 0.41% | +0.03 |
| MCK McKesson Corp. | Add +2.7% | 0.32% | +0.03 |
| IEMG iShares Core MSCI Emerging | Add +3.7% | 0.68% | +0.02 |
| V Visa Inc. Class A | Add +4.2% | 1.69% | +0.02 |
| LPLA LPL Financial Holdings Inc. | Add +3.5% | 0.15% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +3.4% | 0.94% | +0.02 |
| MPWR Monolithic Power Systems Inc. | Add +0.1% | 0.48% | +0.02 |
| CW Curtiss-Wright Corp. | Add +0.1% | 0.40% | +0.02 |
| ARCC Ares Capital Corp. | New | 0.02% | +0.02 |
| BOOT Boot Barn Holdings Inc. | Add +0.1% | 0.22% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +5.1% | 0.46% | +0.01 |
| NAC Nuveen Ca QLTY Muni Inc. | Add +119.4% | 0.03% | +0.01 |
| GLD SPDR Gold Shares | Add +3.7% | 0.11% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +7.8% | 0.35% | +0.01 |
| WBS Webster Financial Corp. | Add +3.1% | 0.15% | +0.01 |
| BLD Topbuild Corp. | Add +0.1% | 0.20% | +0.01 |
Notes & Other Activity Q3 2025 → Q4 2025
| KKR & CO INC (KKR 6.25 03/01/28 D) | 6.25 CON SER D | Add +61.1% | 88,163 | $4.8M |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Add +44.8% | 488 | $596K |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Add +297.1% | 274 | $345K |
| NEXTERA ENERGY INC (NEE 7.299 06/01/27) | UNIT 06/01/2027 | New | 3,645 | $190K |
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | New | 1,775 | $141K |
| ARES MANAGEMENT CORP (ARES 6.75 10/01/27 B) | 6.75 SE B PFD | New | 2,400 | $130K |
| SOUTHERN CO (SO 7.125 12/15/28 A) | UNIT 12/15/2028 | New | 1,630 | $81K |
| MICROCHIP TECHNOLOGY INC (MCHP 7.5 03/15/28) | DEP SHS REPSTG | New | 490 | $33K |
| QXO INC (QXO 5.5 05/15/28 B) | 5.50 DEP PFD | New | 260 | $17K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,339 | $10.2B | GOOG, AAPL, NVDA, MSFT, AMZN |
| Q1 2026 | 1,330 | $8.9B | NVDA, AAPL, GOOG, MSFT, AMZN |
| Q4 2025 | 1,343 | $9.2B | NVDA, GOOG, AAPL, MSFT, AMZN |
| Q3 2025 | 1,374 | $8.8B | NVDA, MSFT, AAPL, GOOG, AMZN |
| Q2 2025 | 1,503 | $8.3B | NVDA, MSFT, AAPL, AMZN, GOOG |
| Q1 2025 | 1,484 | $7.2B | AAPL, MSFT, NVDA, SPY, IVV |
| Q4 2024 | 1,541 | $7.6B | NVDA, AAPL, MSFT, GOOG, SPY |
| Q3 2024 | 1,542 | $7.5B | NVDA, AAPL, MSFT, SPY, GOOG |
| Q2 2024 | 1,511 | $7.0B | NVDA, MSFT, AAPL, GOOG, SPY |
| Q1 2024 | 1,504 | $6.9B | MSFT, NVDA, AAPL, SPY, IVV |