Whittier Trust Co. of Nevada Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), Whittier Trust Co. of Nevada Inc. reported 1,420 stock positions worth $5.3 billion. Its top holding was Nvidia (NVDA) at 7.7% of the portfolio, followed by Apple (AAPL, 5.9%) and Alphabet Class C (GOOG, 4.5%). Compared with Q1 2026, it opened 69 new positions, sold out of 59, added to 257 and reduced 515. The biggest buy was Micron Technology (MU, shares +27%) and the biggest sale Thermo Fisher Scientific (TMO, shares −80%).
- Most Recent 13F
- Q2 2026
- Location
- RENO, NV
- CIK
- 0001263548
- Portfolio Value
- $5.3B (Q2 2026)
- SEC Filing
- 0001999371-26-016069 ↗ filed Jul 28, 2026
Holdings Value
Holdings 1,420 stocks · $5.3B
| NVDA Nvidia Corp. | 7.66% | 2,079,076 | $409.4M | Reduce -0.3% |
| AAPL Apple Inc. | 5.92% | 1,018,034 | $316.3M | Reduce -2.5% |
| GOOG Alphabet Inc. Class C | 4.52% | 663,668 | $241.3M | Reduce -0.1% |
| MSFT Microsoft Corp. | 4.50% | 618,487 | $240.5M | Reduce -3.7% |
| AMZN Amazon.com Inc. | 3.16% | 686,384 | $168.8M | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.98% | 213,059 | $159.3M | Reduce -2.7% |
| IVV iShares Core S&P 500 ETF | 2.47% | 175,396 | $131.7M | Add +2.8% |
| JPM JPMorgan Chase & Co. | 2.07% | 325,514 | $110.4M | Reduce -0.9% |
| AVGO Broadcom Inc. | 1.94% | 278,987 | $103.4M | Reduce -16.9% |
| IJH iShares Core S&P Midcap ETF | 1.77% | 1,251,021 | $94.4M | Add +1.9% |
| IEMG iShares Core MSCI Emerging | 1.75% | 1,170,597 | $93.4M | Add +1.4% |
| VEA Vanguard Ftse Developed ETF | 1.48% | 1,119,310 | $79.2M | Add +1.4% |
| V Visa Inc. Class A | 1.38% | 209,428 | $73.8M | Reduce -1.5% |
| VWO Vanguard Ftse Emerging Marke | 1.28% | 1,161,929 | $68.4M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.20% | 126,759 | $63.9M | Add +0.1% |
| META Meta Platforms Inc. Class A | 1.17% | 101,468 | $62.5M | Reduce -1.7% |
| GOOGL Alphabet Inc. Class A | 1.17% | 169,997 | $62.4M | Reduce -1.3% |
| LLY Eli Lilly & Co. | 1.13% | 48,915 | $60.4M | Reduce -0.6% |
| IEFA iShares Core MSCI Eafe ETF | 1.08% | 596,260 | $57.8M | Add +3.0% |
| IJR iShares Core S&P Small-Cap E | 0.91% | 334,571 | $48.6M | Add +2.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.82% | 61,443 | $43.6M | Reduce -3.6% |
| GS Goldman Sachs Group Inc. | 0.81% | 41,410 | $43.2M | Reduce -0.8% |
| IWB iShares Russell 1000 ETF | 0.80% | 104,962 | $43.0M | Reduce -0.5% |
| MDY State Street SPDR S&P Midcap | 0.80% | 62,245 | $42.8M | Reduce -2.0% |
| RTX RTX Corp. | 0.79% | 209,354 | $42.0M | Reduce -0.7% |
| TSLA Tesla Inc. | 0.77% | 102,016 | $41.1M | Add +0.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.72% | 250,955 | $38.7M | Reduce -1.2% |
| NET Cloudflare Inc. Class A | 0.71% | 141,764 | $38.1M | Add +1.5% |
| MU Micron Technology Inc. | 0.70% | 40,101 | $37.6M | Add +27.4% |
| MRK Merck & Co. Inc. | 0.67% | 276,423 | $35.6M | Reduce -1.3% |
| IWC iShares Micro-Cap ETF | 0.65% | 177,475 | $34.8M | Add +7.7% |
| CVX Chevron Corp. | 0.63% | 193,583 | $33.7M | Reduce -3.9% |
| JNJ Johnson & Johnson | 0.62% | 123,348 | $33.0M | Reduce -3.8% |
| VOO Vanguard S&P 500 ETF | 0.60% | 46,724 | $32.1M | No change |
| DHR Danaher Corp. | 0.59% | 162,832 | $31.6M | Add +21.7% |
| LRCX Lam Research Corp. | 0.58% | 95,284 | $31.1M | Add +43.1% |
| CAT Caterpillar Inc. | 0.57% | 32,644 | $30.7M | Reduce -2.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.55% | 39 | $29.5M | No change |
| IWN iShares Russell 2000 Value E | 0.54% | 131,921 | $29.0M | Add +19.3% |
| COST Costco Wholesale Corp. | 0.54% | 30,479 | $28.9M | Reduce -14.7% |
| WMT Walmart Inc. | 0.54% | 257,264 | $28.7M | Reduce -0.7% |
| PNC PNC Financial Services Group | 0.53% | 111,761 | $28.4M | Add +2.4% |
| ABBV Abbvie Inc. | 0.51% | 107,921 | $27.5M | Reduce -0.3% |
| IWM iShares Russell 2000 ETF | 0.51% | 92,767 | $27.5M | Reduce -24.3% |
| ARM Arm Holdings PLC-ADR | 0.51% | 91,308 | $27.4M | Add +278.5% |
| ISRG Intuitive Surgical Inc. | 0.49% | 61,877 | $26.4M | Add +21.4% |
| MPWR Monolithic Power Systems Inc. | 0.48% | 20,303 | $25.8M | Add +0.4% |
| URI United Rentals Inc. | 0.48% | 24,220 | $25.6M | Reduce 0.0% |
| INTC Intel Corp. | 0.47% | 228,193 | $25.2M | Add +64.0% |
| IWR iShares Russell Mid-Cap ETF | 0.46% | 225,738 | $24.8M | Add +6.8% |
| PM Philip Morris International | 0.46% | 130,331 | $24.5M | Reduce -18.2% |
| VRT Vertiv Holdings Co. Class A | 0.45% | 78,853 | $24.1M | Add +1.1% |
| MCK McKesson Corp. | 0.45% | 29,546 | $23.9M | Add +31.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.44% | 294,808 | $23.8M | No change |
| BX Blackstone Inc. | 0.44% | 194,465 | $23.5M | Add +0.7% |
| LITE Lumentum Holdings Inc. | 0.41% | 31,536 | $22.0M | Add +4.3% |
| XBI SS SPDR S&P Biotech ETF | 0.39% | 125,833 | $20.6M | Reduce -0.5% |
| CW Curtiss-Wright Corp. | 0.38% | 26,541 | $20.3M | Add +1.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.38% | 59,000 | $20.3M | Reduce -2.7% |
| VLO Valero Energy Corp. | 0.37% | 74,928 | $19.9M | Reduce -1.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.35% | 63,557 | $19.0M | Reduce -0.3% |
| NSC Norfolk Southern Corp. | 0.35% | 58,345 | $18.8M | Reduce -30.7% |
| CASY Casey's General Stores Inc. | 0.35% | 23,031 | $18.5M | Add +36.3% |
| CSCO Cisco Systems Inc. | 0.33% | 159,731 | $17.9M | Reduce -5.2% |
| UBER Uber Technologies Inc. | 0.32% | 233,394 | $17.3M | Add +89.9% |
| RBC RBC Bearings Inc. | 0.31% | 27,976 | $16.8M | Add +0.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.31% | 85,933 | $16.7M | Add +66.6% |
| EWBC East West Bancorp Inc. | 0.30% | 124,739 | $16.3M | Add +0.2% |
| NFLX Netflix Inc. | 0.30% | 210,393 | $16.0M | Add +1.2% |
| COP Conocophillips | 0.30% | 147,347 | $16.0M | Reduce -0.3% |
| CBRE CBRE Group Inc. Class A | 0.30% | 110,333 | $15.9M | Add +4.0% |
| GE General Electric filed as GE AEROSPACE | 0.29% | 42,514 | $15.6M | Reduce -0.0% |
| EQT Eqt Corp. | 0.29% | 299,224 | $15.5M | Reduce -1.0% |
| IWO iShares Russell 2000 Growth | 0.29% | 39,839 | $15.4M | Reduce -0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.29% | 156,275 | $15.2M | Add +1.3% |
| HONA Honeywell Aerospace Inc. | 0.28% | 63,874 | $15.2M | Reduce -0.6% |
| ORLY O'reilly Automotive Inc. | 0.28% | 175,513 | $15.2M | Add +5.5% |
| MCD McDonald's Corp. | 0.28% | 53,145 | $15.0M | Reduce -2.4% |
| EFA iShares MSCI Eafe ETF | 0.28% | 142,338 | $14.8M | Reduce -2.8% |
| MNST Monster Beverage Corp. | 0.28% | 152,605 | $14.8M | Add +59.7% |
| AXP American Express Co. | 0.27% | 41,754 | $14.6M | Add +6.3% |
| KKR KKR & Co. Inc. | 0.27% | 152,294 | $14.5M | Reduce -0.7% |
| HON Honeywell International Inc. | 0.27% | 63,864 | $14.4M | Reduce -0.6% |
| PG The Procter & Gamble Co. | 0.26% | 91,901 | $14.0M | Reduce -8.5% |
| SCHM Schwab US Mid Cap ETF | 0.26% | 393,352 | $14.0M | Reduce -0.5% |
| UNH Unitedhealth Group Inc. | 0.26% | 32,198 | $13.8M | Add +76.7% |
| HD Home Depot Inc. | 0.25% | 38,909 | $13.4M | Reduce -0.3% |
| VIG Vanguard Dividend Apprec ETF | 0.25% | 55,529 | $13.3M | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.24% | 24,678 | $13.0M | Reduce -1.5% |
| PLTR Palantir Technologies Inc. Class A | 0.24% | 94,308 | $12.7M | Reduce -2.0% |
| DDOG Datadog Inc. Class A | 0.24% | 48,963 | $12.6M | Add +0.2% |
| MRSH Marsh & McLennan Cos | 0.23% | 69,175 | $12.3M | Reduce -2.1% |
| SCHW Schwab (charles) Corp. | 0.23% | 120,385 | $12.3M | Reduce -2.5% |
| SPGI S&P Global Inc. | 0.23% | 27,390 | $12.1M | Reduce -0.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.22% | 144,647 | $12.0M | Reduce -0.2% |
| IWV iShares Russell 3000 ETF | 0.22% | 27,962 | $11.9M | Reduce -26.4% |
| TDY Teledyne Technologies Inc. | 0.22% | 17,988 | $11.5M | Add +0.2% |
| ODFL Old Dominion Freight Line | 0.22% | 53,497 | $11.5M | Add +0.1% |
| PEP Pepsico Inc. | 0.21% | 77,671 | $11.3M | Reduce -2.8% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.20% | 88,249 | $10.8M | Reduce -2.8% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $2.3M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 1,298 | $1.5M | Add +14.5% |
| KKR & CO INC (KKR 6.25 03/01/28 D) | 6.25 CON SER D | 17,750 | $728K | No change |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 3 | $4K | No change |
Total filed on the 13F, all lines: $5.3B.
Portfolio Sells Q1 2026 → Q2 2026
| TMO Thermo Fisher Scientific Inc. | Reduce -79.7% | 0.11% | −0.47 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.46 |
| MSFT Microsoft Corp. | Reduce -3.7% | 4.50% | −0.42 |
| APH Amphenol Corp. Class A | Reduce -84.9% | 0.09% | −0.41 |
| TRGP Targa Resources Corp. | Reduce -75.8% | 0.11% | −0.35 |
| HON Honeywell International Inc. | Reduce -0.6% | 0.27% | −0.33 |
| AVGO Broadcom Inc. | Reduce -16.9% | 1.94% | −0.23 |
| COST Costco Wholesale Corp. | Reduce -14.7% | 0.54% | −0.21 |
| CVX Chevron Corp. | Reduce -3.9% | 0.63% | −0.19 |
| BSX Boston Scientific Corp. | Reduce -93.7% | 0.01% | −0.16 |
| BLD Topbuild Corp. | Reduce -97.8% | 0.00% | −0.16 |
| DG Dollar General Corp. | Reduce -84.3% | 0.02% | −0.15 |
| NSC Norfolk Southern Corp. | Reduce -30.7% | 0.35% | −0.15 |
| WMT Walmart Inc. | Reduce -0.7% | 0.54% | −0.14 |
| OLLI Ollie's Bargain Outlet Holdi | Reduce -98.4% | 0.00% | −0.13 |
| IWM iShares Russell 2000 ETF | Reduce -24.3% | 0.51% | −0.12 |
| TJX TJX Companies Inc. | Reduce -1.2% | 0.72% | −0.12 |
| COP Conocophillips | Reduce -0.3% | 0.30% | −0.10 |
| ET Energy Transfer LP | Reduce -96.2% | 0.00% | −0.10 |
| EQT Eqt Corp. | Reduce -1.0% | 0.29% | −0.08 |
| SNOW Snowflake Inc. | Reduce -96.6% | 0.00% | −0.08 |
| RTX RTX Corp. | Reduce -0.7% | 0.79% | −0.07 |
| IWV iShares Russell 3000 ETF | Reduce -26.4% | 0.22% | −0.07 |
| PM Philip Morris International | Reduce -18.2% | 0.46% | −0.07 |
| SUN Sunoco LP | Reduce -98.6% | 0.00% | −0.07 |
| MCD McDonald's Corp. | Reduce -2.4% | 0.28% | −0.07 |
| BLDR Builders Firstsource Inc. | Reduce -84.6% | 0.01% | −0.06 |
| ABT Abbott Laboratories | Reduce -15.7% | 0.16% | −0.06 |
| PLTR Palantir Technologies Inc. Class A | Reduce -2.0% | 0.24% | −0.06 |
| CEG Constellation Energy | Reduce -2.0% | 0.19% | −0.05 |
| PEP Pepsico Inc. | Reduce -2.8% | 0.21% | −0.05 |
| KMI Kinder Morgan Inc. | Reduce -63.8% | 0.02% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -1.7% | 1.17% | −0.05 |
| WING Wingstop Inc. | Reduce -96.7% | 0.00% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -14.0% | 0.11% | −0.04 |
| SUI Sun Communities Inc. | Reduce -2.8% | 0.20% | −0.04 |
| PLNT Planet Fitness Inc. Class A | Reduce -3.2% | 0.06% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -8.5% | 0.26% | −0.03 |
| ORCL Oracle Corp. | Reduce -4.5% | 0.18% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -4.6% | 0.08% | −0.03 |
| HONA Honeywell Aerospace Inc. | Reduce -0.6% | 0.28% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -1.3% | 0.67% | −0.03 |
| SSD Simpson Manufacturing Co. Inc. | Reduce -19.5% | 0.15% | −0.03 |
| T AT&T Inc. | Reduce -32.4% | 0.02% | −0.03 |
| WES Western Midstream Partners L | Reduce -99.2% | 0.00% | −0.03 |
| PR Permian Resources Corp. Class A | Reduce -0.1% | 0.11% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -7.3% | 0.06% | −0.02 |
| MRSH Marsh & McLennan Cos | Reduce -2.1% | 0.23% | −0.02 |
| GEHC GE Healthcare Technology | Reduce -2.4% | 0.10% | −0.02 |
| MINT PIMCO Enhanced Short Maturit | Reduce -65.1% | 0.01% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | Add +27.4% | 0.70% | +0.46 |
| ARM Arm Holdings PLC-ADR | Add +278.5% | 0.51% | +0.44 |
| INTC Intel Corp. | Add +64.0% | 0.47% | +0.33 |
| LRCX Lam Research Corp. | Add +43.1% | 0.58% | +0.28 |
| AMZN Amazon.com Inc. | Add +0.2% | 3.16% | +0.17 |
| UNH Unitedhealth Group Inc. | Add +76.7% | 0.26% | +0.15 |
| IVV iShares Core S&P 500 ETF | Add +2.8% | 2.47% | +0.15 |
| UBER Uber Technologies Inc. | Add +89.9% | 0.32% | +0.14 |
| DOCN Digitalocean Holdings Inc. | Add +6034.1% | 0.14% | +0.14 |
| MNST Monster Beverage Corp. | Add +59.7% | 0.28% | +0.13 |
| DDOG Datadog Inc. Class A | Add +0.2% | 0.24% | +0.12 |
| IHI iShares U.S. Medical Devices | Add +30358.5% | 0.12% | +0.11 |
| NET Cloudflare Inc. Class A | Add +1.5% | 0.71% | +0.11 |
| IWN iShares Russell 2000 Value E | Add +19.3% | 0.54% | +0.11 |
| IWC iShares Micro-Cap ETF | Add +7.7% | 0.65% | +0.10 |
| CELH Celsius Holdings Inc. | Add +12739.9% | 0.10% | +0.09 |
| CASY Casey's General Stores Inc. | Add +36.3% | 0.35% | +0.09 |
| IEMG iShares Core MSCI Emerging | Add +1.4% | 1.75% | +0.09 |
| BE Bloom Energy Corp. Class A | Add +0.4% | 0.18% | +0.08 |
| LGN Legence Corp. Class A | New | 0.07% | +0.07 |
| IJR iShares Core S&P Small-Cap E | Add +2.5% | 0.91% | +0.07 |
| DHR Danaher Corp. | Add +21.7% | 0.59% | +0.06 |
| TSCO Tractor Supply Company | Add +7258.8% | 0.06% | +0.06 |
| BROS Dutch Bros Inc. Class A | Add +27.5% | 0.18% | +0.06 |
| PNC PNC Financial Services Group | Add +2.4% | 0.53% | +0.05 |
| MCK McKesson Corp. | Add +31.6% | 0.45% | +0.05 |
| IJH iShares Core S&P Midcap ETF | Add +1.9% | 1.77% | +0.04 |
| VRT Vertiv Holdings Co. Class A | Add +1.1% | 0.45% | +0.04 |
| IWR iShares Russell Mid-Cap ETF | Add +6.8% | 0.46% | +0.04 |
| BNY Bank of New York Mellon Corp. | Add +90.4% | 0.07% | +0.04 |
| TSLA Tesla Inc. | Add +0.5% | 0.77% | +0.03 |
| AME Ametek Inc. | Add +188.2% | 0.05% | +0.03 |
| PANW Palo Alto Networks Inc. | Add +0.8% | 0.06% | +0.03 |
| EWY iShares MSCI South Korea ETF | Add +1.2% | 0.11% | +0.03 |
| MSGS Madison Square Garden Sports | New | 0.03% | +0.03 |
| AXP American Express Co. | Add +6.3% | 0.27% | +0.03 |
| DE Deere & Co. | Add +25.9% | 0.14% | +0.02 |
| EWBC East West Bancorp Inc. | Add +0.2% | 0.30% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +21.4% | 0.49% | +0.02 |
| TPR Tapestry Inc. | Add +56.0% | 0.07% | +0.02 |
| H Hyatt Hotels Corp. Class A | Add +0.2% | 0.12% | +0.02 |
| KRMN Karman Holdings Inc. | Add +241.6% | 0.04% | +0.02 |
| TXT Textron Inc. | Add +324.2% | 0.03% | +0.02 |
| CR Crane Co. | Add +265.9% | 0.03% | +0.02 |
| GATX Gatx Corp. | New | 0.02% | +0.02 |
| NFG National Fuel Gas Co. | New | 0.02% | +0.02 |
| NEM Newmont Corp. | Add +178.6% | 0.03% | +0.02 |
| FCX Freeport-McMoran Inc. | Add +255.9% | 0.03% | +0.02 |
| MLI Mueller Industries Inc. | Add +24449.3% | 0.02% | +0.02 |
| RDNT Radnet Inc. | Add +0.3% | 0.15% | +0.02 |
Notes & Other Activity Q1 2026 → Q2 2026
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Add +14.5% | 1,298 | $1.5M |
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 | 1,420 | $5.3B | NVDA, AAPL, GOOG, MSFT, AMZN |
| Q1 2026 | 1,408 | $4.9B | NVDA, AAPL, MSFT, GOOG, AMZN |
| Q4 2025 | 1,273 | $4.8B | MSFT, AAPL, NVDA, GOOG, SPY |
| Q3 2025 | 1,272 | $4.7B | MSFT, AAPL, NVDA, GOOG, SPY |
| Q2 2025 | 1,438 | $4.4B | MSFT, AAPL, NVDA, SPY, AMZN |
| Q1 2025 | 1,414 | $4.0B | AAPL, MSFT, NVDA, SPY, AMZN |
| Q4 2024 | 1,347 | $4.1B | AAPL, MSFT, NVDA, SPY, AMZN |
| Q3 2024 | 1,343 | $3.9B | MSFT, AAPL, NVDA, SPY, AMZN |
| Q2 2024 | 1,274 | $3.6B | MSFT, AAPL, NVDA, SPY, GOOG |
| Q1 2024 | 1,218 | $3.5B | MSFT, AAPL, NVDA, SPY, AMZN |