Whittier Trust Co.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 28, 2026), Whittier Trust Co. reported 1,330 stock positions worth $8.9 billion. Its top holding was Nvidia (NVDA) at 5.5% of the portfolio, followed by Apple (AAPL, 5.0%) and Alphabet Class C (GOOG, 5.0%). Compared with Q4 2025, it opened 88 new positions, sold out of 101, added to 294 and reduced 410. The biggest buy was Lumentum (LITE, shares +21807%) and the biggest sale Nvidia (NVDA, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- SOUTH PASADENA, CA
- CIK
- 0001137881
- Portfolio Value
- $8.9B (Q1 2026)
- SEC Filing
- 0001999371-26-009263 ↗ filed Apr 28, 2026
Holdings Value
Holdings 1,330 stocks · $8.9B
| NVDA Nvidia Corp. | 5.54% | 2,762,949 | $490.8M | Reduce -17.9% |
| AAPL Apple Inc. | 5.02% | 1,718,238 | $444.8M | Reduce -6.3% |
| GOOG Alphabet Inc. Class C | 5.01% | 1,490,983 | $443.8M | Reduce -4.8% |
| MSFT Microsoft Corp. | 4.10% | 974,500 | $363.4M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 3.35% | 1,392,434 | $296.3M | Add +4.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.26% | 438,139 | $288.7M | Add +3.0% |
| IVV iShares Core S&P 500 ETF | 3.00% | 401,934 | $266.0M | Reduce -6.1% |
| AVGO Broadcom Inc. | 2.98% | 839,540 | $264.0M | Add +5.6% |
| JPM JPMorgan Chase & Co. | 2.24% | 671,640 | $198.4M | Add +2.3% |
| META Meta Platforms Inc. Class A | 1.67% | 257,540 | $147.6M | Add +6.6% |
| LLY Eli Lilly & Co. | 1.55% | 148,096 | $137.3M | Reduce -16.1% |
| V Visa Inc. Class A | 1.55% | 451,573 | $137.0M | Add +3.6% |
| IJH iShares Core S&P Midcap ETF | 1.41% | 1,821,978 | $124.7M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.29% | 239,727 | $114.2M | Add +3.5% |
| AMAT Applied Materials Inc. | 1.16% | 290,399 | $102.4M | Add +0.8% |
| VEA Vanguard Ftse Developed ETF | 1.12% | 1,525,106 | $99.3M | Add +11.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.08% | 589,918 | $95.5M | Add +2.6% |
| RTX RTX Corp. | 1.00% | 444,870 | $88.3M | Add +4.1% |
| IJR iShares Core S&P Small-Cap E | 0.98% | 689,021 | $86.9M | Reduce -0.9% |
| TSLA Tesla Inc. | 0.96% | 241,911 | $85.4M | Add +18.1% |
| MDY State Street SPDR S&P Midcap | 0.94% | 133,073 | $83.2M | Add +4.0% |
| CVX Chevron Corp. | 0.89% | 396,607 | $78.9M | Reduce -8.4% |
| WMT Walmart Inc. | 0.88% | 616,278 | $78.1M | Add +34.8% |
| GS Goldman Sachs Group Inc. | 0.88% | 89,887 | $77.8M | Reduce -12.1% |
| GOOGL Alphabet Inc. Class A | 0.85% | 251,917 | $75.6M | Reduce -2.3% |
| IEMG iShares Core MSCI Emerging | 0.83% | 1,047,404 | $73.5M | Add +16.4% |
| NET Cloudflare Inc. Class A | 0.82% | 340,968 | $72.2M | Add +9.2% |
| MRK Merck & Co. Inc. | 0.80% | 585,422 | $70.7M | Add +4.9% |
| HON Honeywell International Inc. | 0.80% | 308,462 | $70.4M | Add +5.0% |
| COST Costco Wholesale Corp. | 0.77% | 67,317 | $68.6M | Add +4.2% |
| IWM iShares Russell 2000 ETF | 0.77% | 271,231 | $68.4M | Reduce -1.0% |
| TMO Thermo Fisher Scientific Inc. | 0.75% | 135,624 | $66.2M | Add +6.2% |
| VWO Vanguard Ftse Emerging Marke | 0.72% | 1,177,251 | $63.6M | Add +7.2% |
| NSC Norfolk Southern Corp. | 0.70% | 215,176 | $62.0M | Add +5.3% |
| APH Amphenol Corp. Class A | 0.69% | 484,572 | $61.3M | Add +7.3% |
| DHR Danaher Corp. | 0.68% | 314,938 | $60.5M | Add +7.5% |
| LITE Lumentum Holdings Inc. | 0.65% | 74,044 | $57.2M | Add +21806.5% |
| BX Blackstone Inc. | 0.64% | 504,190 | $56.6M | Add +42.4% |
| PNC PNC Financial Services Group | 0.61% | 254,831 | $54.3M | Add +7.9% |
| IWC iShares Micro-Cap ETF | 0.60% | 323,937 | $52.9M | Add +168.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.58% | 129,576 | $51.7M | Add +10.0% |
| ISRG Intuitive Surgical Inc. | 0.57% | 111,103 | $50.3M | Add +6.8% |
| ABBV Abbvie Inc. | 0.57% | 242,308 | $50.1M | Add +2.1% |
| MPWR Monolithic Power Systems Inc. | 0.56% | 42,010 | $49.6M | Reduce -5.1% |
| NFLX Netflix Inc. | 0.56% | 497,717 | $49.2M | Add +1140.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.55% | 532,405 | $48.9M | Add +15.8% |
| VLO Valero Energy Corp. | 0.52% | 186,364 | $45.8M | Reduce -12.1% |
| URI United Rentals Inc. | 0.51% | 61,612 | $45.4M | Add +0.3% |
| PM Philip Morris International | 0.51% | 281,824 | $45.2M | Reduce -25.9% |
| JNJ Johnson & Johnson | 0.49% | 181,167 | $43.7M | Reduce -1.6% |
| COP Conocophillips | 0.49% | 331,133 | $43.6M | Add +9.4% |
| CBRE CBRE Group Inc. Class A | 0.49% | 316,975 | $43.2M | Add +628.2% |
| CW Curtiss-Wright Corp. | 0.48% | 61,260 | $42.8M | Reduce -2.4% |
| VRT Vertiv Holdings Co. Class A | 0.46% | 156,256 | $40.4M | Add +10.0% |
| PLTR Palantir Technologies Inc. Class A | 0.46% | 273,176 | $40.4M | Add +39.9% |
| ORLY O'reilly Automotive Inc. | 0.44% | 426,076 | $39.3M | Add +6.6% |
| EQT Eqt Corp. | 0.44% | 643,321 | $38.9M | Add +9.6% |
| IWN iShares Russell 2000 Value E | 0.43% | 199,452 | $38.5M | Reduce -1.2% |
| LRCX Lam Research Corp. | 0.43% | 170,604 | $37.6M | Add +202.4% |
| SCHW Schwab (charles) Corp. | 0.40% | 384,881 | $35.8M | Add +3.9% |
| KKR KKR & Co. Inc. | 0.40% | 388,667 | $35.4M | Add +96.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.38% | 47 | $33.7M | Reduce -11.3% |
| XBI SS SPDR S&P Biotech ETF | 0.37% | 257,702 | $33.2M | Add +8.3% |
| CAT Caterpillar Inc. | 0.37% | 45,686 | $33.0M | Add +0.4% |
| MRSH Marsh & McLennan Cos | 0.37% | 186,166 | $32.5M | Add +4.3% |
| SPGI S&P Global Inc. | 0.37% | 74,773 | $32.5M | Add +4.7% |
| RBC RBC Bearings Inc. | 0.36% | 57,528 | $31.8M | Reduce -4.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.35% | 107,478 | $31.3M | Add +0.7% |
| MCK McKesson Corp. | 0.35% | 36,162 | $31.0M | Add +0.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.35% | 319,972 | $30.8M | Add +2.6% |
| MU Micron Technology Inc. | 0.34% | 79,682 | $30.1M | Add +1536.5% |
| IWB iShares Russell 1000 ETF | 0.34% | 82,482 | $29.8M | Reduce -3.3% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.33% | 227,245 | $29.1M | Reduce -14.1% |
| EWBC East West Bancorp Inc. | 0.33% | 264,173 | $29.0M | Add +8.3% |
| CEG Constellation Energy | 0.32% | 104,493 | $28.8M | Add +6.1% |
| PG The Procter & Gamble Co. | 0.31% | 194,135 | $27.7M | Reduce -34.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.29% | 341,669 | $26.0M | Add +2.5% |
| ECL Ecolab Inc. | 0.28% | 94,113 | $25.1M | Add +5.8% |
| XOM Exxon Mobil Corp. | 0.28% | 152,645 | $24.9M | Reduce -0.5% |
| CASY Casey's General Stores Inc. | 0.28% | 32,745 | $24.5M | Add +10.0% |
| TDY Teledyne Technologies Inc. | 0.27% | 38,441 | $24.3M | Add +9.0% |
| NEE Nextera Energy Inc. | 0.27% | 261,408 | $24.2M | Add +6.6% |
| HD Home Depot Inc. | 0.27% | 72,565 | $23.7M | Reduce -0.1% |
| ODFL Old Dominion Freight Line | 0.25% | 108,136 | $21.9M | Add +8.4% |
| UBER Uber Technologies Inc. | 0.24% | 293,735 | $21.2M | Add +2012.1% |
| COF Capital One Financial Corp. | 0.24% | 114,335 | $21.1M | Add +10.4% |
| BSX Boston Scientific Corp. | 0.23% | 328,226 | $20.5M | Add +5311.8% |
| MCD McDonald's Corp. | 0.23% | 65,441 | $20.3M | Reduce -1.1% |
| AXP American Express Co. | 0.23% | 66,201 | $20.2M | Add +0.4% |
| ABT Abbott Laboratories | 0.22% | 187,804 | $19.2M | Reduce -53.6% |
| IWR iShares Russell Mid-Cap ETF | 0.20% | 182,218 | $18.0M | Reduce -0.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.20% | 30,102 | $17.7M | Add +0.3% |
| MNST Monster Beverage Corp. | 0.19% | 231,852 | $17.2M | Add +2304.8% |
| LOW Lowe's Cos Inc. | 0.19% | 71,746 | $16.9M | Add +5.1% |
| SSD Simpson Manufacturing Co. Inc. | 0.18% | 97,529 | $16.3M | Add +10.0% |
| BLD Topbuild Corp. | 0.18% | 45,316 | $16.3M | Add +9.7% |
| EFA iShares MSCI Eafe ETF | 0.18% | 164,072 | $16.2M | Reduce -0.4% |
| MA Mastercard Inc. Class A | 0.18% | 31,608 | $15.9M | Add +0.5% |
| KO The Coca-Cola Co. | 0.18% | 203,772 | $15.7M | Reduce -0.3% |
| EXP Eagle Materials Inc. | 0.18% | 83,822 | $15.6M | Add +9.9% |
Other holdings (13): bonds, preferreds, convertibles and warrants · $8.8M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| KKR & CO INC (KKR 6.25 03/01/28 D) | 6.25 CON SER D | 161,428 | $6.4M | Add +83.1% |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 914 | $1.1M | Add +87.3% |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 319 | $379K | Add +16.4% |
| RLJ LODGING TRUST (RLJ 1.95 PERP A) | CUM CONV PFD A | 8,450 | $207K | Add +0.6% |
| NEXTERA ENERGY INC (NEE 7.299 06/01/27) | UNIT 06/01/2027 | 3,645 | $205K | No change |
| SOUTHERN CO (SO 7.125 12/15/28 A) | UNIT 12/15/2028 | 3,800 | $197K | Add +133.1% |
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | 1,775 | $100K | No change |
| ARES MANAGEMENT CORP (ARES 6.75 10/01/27 B) | 6.75 SE B PFD | 2,400 | $84K | No change |
| PPL CORPORATION (PPL 7 02/15/29) | UNIT 02/15/2029 | 1,000 | $51K | New |
| ORACLE CORP (ORCL 6.5 01/15/29 D) | 6.5 DEP CUM SR D | 825 | $37K | New |
| QXO INC (QXO 5.5 05/15/28 B) | 5.50 DEP PFD | 580 | $31K | Add +123.1% |
| MICROCHIP TECHNOLOGY INC (MCHP 7.5 03/15/28) | DEP SHS REPSTG | 490 | $29K | No change |
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | 310 | $21K | New |
Total filed on the 13F, all lines: $8.9B.
Portfolio Sells Q4 2025 → Q1 2026
| NVDA Nvidia Corp. | Reduce -17.9% | 5.54% | −1.28 |
| MSFT Microsoft Corp. | Reduce -1.6% | 4.10% | −1.03 |
| LLY Eli Lilly & Co. | Reduce -16.1% | 1.55% | −0.49 |
| ABT Abbott Laboratories | Reduce -53.6% | 0.22% | −0.34 |
| GOOG Alphabet Inc. Class C | Reduce -4.8% | 5.01% | −0.33 |
| NOW ServiceNow Inc. | Reduce -72.8% | 0.08% | −0.31 |
| IVV iShares Core S&P 500 ETF | Reduce -6.1% | 3.00% | −0.22 |
| AAPL Apple Inc. | Reduce -6.3% | 5.02% | −0.19 |
| GS Goldman Sachs Group Inc. | Reduce -12.1% | 0.88% | −0.18 |
| GGG Graco Inc. | Reduce -89.4% | 0.02% | −0.16 |
| FCNCA First Citizens Bcshs Class A | Reduce -84.2% | 0.03% | −0.16 |
| WBS Webster Financial Corp. | Reduce -97.7% | 0.00% | −0.15 |
| BXP BXP Inc. | Reduce -57.6% | 0.07% | −0.15 |
| SPG Simon Property Group Inc. | Reduce -87.0% | 0.02% | −0.14 |
| FTV Fortive Corp. | Reduce -80.2% | 0.04% | −0.14 |
| PG The Procter & Gamble Co. | Reduce -34.0% | 0.31% | −0.13 |
| CPRT Copart Inc. | Reduce -52.5% | 0.09% | −0.13 |
| REXR Rexford Industrial Realty Inc. | Reduce -72.5% | 0.04% | −0.13 |
| PM Philip Morris International | Reduce -25.9% | 0.51% | −0.13 |
| RLI Rli Corp. | Reduce -97.0% | 0.00% | −0.12 |
| U Unity Software Inc. | Reduce -1.3% | 0.10% | −0.10 |
| TBBK The Bancorp Inc. | Reduce -98.0% | 0.00% | −0.10 |
| AMH American Homes 4 Rent- A | Reduce -91.3% | 0.01% | −0.09 |
| FICO Fair Isaac Corp. | Reduce -28.1% | 0.10% | −0.09 |
| GPK Graphic Packaging Holding Co. | Reduce -98.5% | 0.00% | −0.09 |
| WST West Pharmaceutical Services | Reduce -56.0% | 0.06% | −0.08 |
| ORCL Oracle Corp. | Reduce -10.9% | 0.17% | −0.07 |
| TMHC Taylor Morrison Home Corp. | Reduce -99.1% | 0.00% | −0.07 |
| BOOT Boot Barn Holdings Inc. | Reduce -11.1% | 0.16% | −0.07 |
| BLDR Builders Firstsource Inc. | Reduce -25.1% | 0.08% | −0.06 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -11.3% | 0.38% | −0.05 |
| PSQ Proshares Short QQQ | Sold out | 0.00% | −0.04 |
| COIN Coinbase Global Inc. Class A | Reduce -1.7% | 0.10% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -10.0% | 0.11% | −0.04 |
| CRM Salesforce Inc. | Reduce -14.8% | 0.05% | −0.03 |
| ELV Elevance Health Inc. | Reduce -27.7% | 0.05% | −0.03 |
| CMG Chipotle Mexican Grill Inc. | Reduce -48.5% | 0.02% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -2.3% | 0.85% | −0.02 |
| IQV Iqvia Holdings Inc. | Reduce -40.0% | 0.02% | −0.02 |
| SUI Sun Communities Inc. | Reduce -14.1% | 0.33% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -13.4% | 0.04% | −0.02 |
| BLK BlackRock Inc. | Reduce -5.4% | 0.13% | −0.02 |
| SOLS Solstice Adv Materials Inc. | Reduce -74.5% | 0.02% | −0.02 |
| INTU Intuit Inc. | Reduce -8.0% | 0.03% | −0.02 |
| NUMG Nuveen ESG Mid-Cap Grow ETF | Reduce -49.8% | 0.01% | −0.02 |
| SGOV iShares 0-3 Month Treasury B | Reduce -53.8% | 0.02% | −0.02 |
| AMGN Amgen Inc. | Reduce -16.9% | 0.15% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -4.5% | 0.09% | −0.02 |
| ADP Automatic Data Processing | Reduce -8.9% | 0.05% | −0.02 |
| FSLR First Solar Inc. | Reduce -68.6% | 0.00% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| LITE Lumentum Holdings Inc. | Add +21806.5% | 0.65% | +0.64 |
| NFLX Netflix Inc. | Add +1140.2% | 0.56% | +0.52 |
| CBRE CBRE Group Inc. Class A | Add +628.2% | 0.49% | +0.41 |
| IWC iShares Micro-Cap ETF | Add +168.8% | 0.60% | +0.39 |
| MU Micron Technology Inc. | Add +1536.5% | 0.34% | +0.32 |
| WMT Walmart Inc. | Add +34.8% | 0.88% | +0.32 |
| LRCX Lam Research Corp. | Add +202.4% | 0.43% | +0.30 |
| AMAT Applied Materials Inc. | Add +0.8% | 1.16% | +0.23 |
| UBER Uber Technologies Inc. | Add +2012.1% | 0.24% | +0.23 |
| BSX Boston Scientific Corp. | Add +5311.8% | 0.23% | +0.23 |
| VRT Vertiv Holdings Co. Class A | Add +10.0% | 0.46% | +0.19 |
| MNST Monster Beverage Corp. | Add +2304.8% | 0.19% | +0.19 |
| VEA Vanguard Ftse Developed ETF | Add +11.9% | 1.12% | +0.17 |
| COP Conocophillips | Add +9.4% | 0.49% | +0.17 |
| COST Costco Wholesale Corp. | Add +4.2% | 0.77% | +0.15 |
| NET Cloudflare Inc. Class A | Add +9.2% | 0.82% | +0.15 |
| IEMG iShares Core MSCI Emerging | Add +16.4% | 0.83% | +0.15 |
| HON Honeywell International Inc. | Add +5.0% | 0.80% | +0.14 |
| MRK Merck & Co. Inc. | Add +4.9% | 0.80% | +0.14 |
| FIX Comfort Systems USA Inc. | New | 0.14% | +0.14 |
| TJX TJX Companies Inc. | Add +2.6% | 1.08% | +0.12 |
| RTX RTX Corp. | Add +4.1% | 1.00% | +0.12 |
| KKR KKR & Co. Inc. | Add +96.1% | 0.40% | +0.11 |
| BE Bloom Energy Corp. Class A | Add +9617.4% | 0.11% | +0.11 |
| EQT Eqt Corp. | Add +9.6% | 0.44% | +0.10 |
| MDB Mongodb Inc. | Add +3586.0% | 0.10% | +0.10 |
| ARM Arm Holdings PLC-ADR | New | 0.10% | +0.10 |
| IEFA iShares Core MSCI Eafe ETF | Add +15.8% | 0.55% | +0.10 |
| CASY Casey's General Stores Inc. | Add +10.0% | 0.28% | +0.09 |
| ARES Ares Management Corp. Class A | Add +3195.8% | 0.09% | +0.08 |
| TOL Toll Brothers Inc. | New | 0.08% | +0.08 |
| PLTR Palantir Technologies Inc. Class A | Add +39.9% | 0.46% | +0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.0% | 3.26% | +0.07 |
| TDY Teledyne Technologies Inc. | Add +9.0% | 0.27% | +0.07 |
| MDY State Street SPDR S&P Midcap | Add +4.0% | 0.94% | +0.07 |
| PR Permian Resources Corp. Class A | Add +13.1% | 0.14% | +0.07 |
| CAT Caterpillar Inc. | Add +0.4% | 0.37% | +0.06 |
| ECG Everus Construction Group | New | 0.06% | +0.06 |
| ODFL Old Dominion Freight Line | Add +8.4% | 0.25% | +0.06 |
| XBI SS SPDR S&P Biotech ETF | Add +8.3% | 0.37% | +0.06 |
| NEE Nextera Energy Inc. | Add +6.6% | 0.27% | +0.06 |
| VWO Vanguard Ftse Emerging Marke | Add +7.2% | 0.72% | +0.06 |
| NSC Norfolk Southern Corp. | Add +5.3% | 0.70% | +0.06 |
| PNC PNC Financial Services Group | Add +7.9% | 0.61% | +0.06 |
| IJH iShares Core S&P Midcap ETF | Add +0.1% | 1.41% | +0.05 |
| ORLY O'reilly Automotive Inc. | Add +6.6% | 0.44% | +0.05 |
| TPR Tapestry Inc. | Add +6568.8% | 0.05% | +0.05 |
| DINO HF Sinclair Corp. | Add +10.1% | 0.15% | +0.05 |
| DOCS Doximity Inc. Class A | Add +84669.6% | 0.05% | +0.05 |
| IWV iShares Russell 3000 ETF | Add +52.2% | 0.14% | +0.05 |
Notes & Other Activity Q4 2025 → Q1 2026
| KKR & CO INC (KKR 6.25 03/01/28 D) | 6.25 CON SER D | Add +83.1% | 161,428 | $6.4M |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Add +87.3% | 914 | $1.1M |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Add +16.4% | 319 | $379K |
| RLJ LODGING TRUST (RLJ 1.95 PERP A) | CUM CONV PFD A | Add +0.6% | 8,450 | $207K |
| SOUTHERN CO (SO 7.125 12/15/28 A) | UNIT 12/15/2028 | Add +133.1% | 3,800 | $197K |
| PPL CORPORATION (PPL 7 02/15/29) | UNIT 02/15/2029 | New | 1,000 | $51K |
| ORACLE CORP (ORCL 6.5 01/15/29 D) | 6.5 DEP CUM SR D | New | 825 | $37K |
| QXO INC (QXO 5.5 05/15/28 B) | 5.50 DEP PFD | Add +123.1% | 580 | $31K |
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | New | 310 | $21K |
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 |