Whittier Trust Co. of Nevada Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 30, 2025), Whittier Trust Co. of Nevada Inc. reported 1,438 stock positions worth $4.4 billion. Its top holding was Microsoft (MSFT) at 7.1% of the portfolio, followed by Apple (AAPL, 5.1%) and Nvidia (NVDA, 4.6%). Compared with Q1 2025, it opened 66 new positions, sold out of 43, added to 431 and reduced 350. The biggest buy was Microsoft (MSFT, shares +1%) and the biggest sale Apple (AAPL, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- RENO, NV
- CIK
- 0001263548
- Portfolio Value
- $4.4B (Q2 2025)
- SEC Filing
- 0001999371-25-010245 ↗ filed Jul 30, 2025
Holdings Value
Holdings 1,438 stocks · $4.4B
| MSFT Microsoft Corp. | 7.14% | 633,245 | $315.0M | Add +0.9% |
| AAPL Apple Inc. | 5.08% | 1,091,605 | $224.0M | Reduce -3.5% |
| NVDA Nvidia Corp. | 4.64% | 1,296,415 | $204.8M | Add +2.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.35% | 239,113 | $147.7M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 3.28% | 659,666 | $144.7M | Add +10.2% |
| GOOG Alphabet Inc. Class C | 2.71% | 673,027 | $119.4M | Add +1.4% |
| IVV iShares Core S&P 500 ETF | 2.18% | 154,622 | $96.0M | Reduce -2.9% |
| JPM JPMorgan Chase & Co. | 2.05% | 311,270 | $90.2M | Add +0.1% |
| AVGO Broadcom Inc. | 1.96% | 312,801 | $86.2M | Add +2.4% |
| V Visa Inc. Class A | 1.66% | 206,779 | $73.4M | Add +1.6% |
| META Meta Platforms Inc. Class A | 1.58% | 94,596 | $69.8M | Add +3.3% |
| IJH iShares Core S&P Midcap ETF | 1.41% | 1,004,429 | $62.3M | Add +1.6% |
| IEMG iShares Core MSCI Emerging | 1.37% | 1,004,794 | $60.3M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.23% | 112,007 | $54.4M | Add +1.3% |
| VWO Vanguard Ftse Emerging Marke | 1.23% | 1,097,310 | $54.3M | Reduce -1.1% |
| VEA Vanguard Ftse Developed ETF | 1.21% | 936,976 | $53.4M | Reduce -0.4% |
| CVX Chevron Corp. | 1.03% | 318,549 | $45.6M | Add +0.8% |
| NOW ServiceNow Inc. | 0.95% | 40,560 | $41.7M | Add +3.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.95% | 499,520 | $41.7M | Add +2.9% |
| ETN Eaton Corp. PLC | 0.91% | 111,861 | $39.9M | Add +2.2% |
| MDY State Street SPDR S&P Midcap | 0.87% | 68,066 | $38.6M | Add +0.5% |
| IWB iShares Russell 1000 ETF | 0.81% | 105,492 | $35.8M | Reduce -0.0% |
| LLY Eli Lilly & Co. | 0.79% | 44,916 | $35.0M | Add +14.5% |
| PM Philip Morris International | 0.79% | 191,522 | $34.9M | Add +2.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.78% | 62,130 | $34.3M | Reduce -0.5% |
| COST Costco Wholesale Corp. | 0.74% | 32,937 | $32.6M | Add +1.1% |
| GS Goldman Sachs Group Inc. | 0.74% | 45,894 | $32.5M | Add +2.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.70% | 251,678 | $31.1M | Reduce -3.2% |
| GOOGL Alphabet Inc. Class A | 0.68% | 170,335 | $30.0M | Reduce -0.3% |
| IWM iShares Russell 2000 ETF | 0.67% | 136,352 | $29.4M | Add +1.2% |
| RTX RTX Corp. | 0.66% | 199,924 | $29.2M | Add +1.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.66% | 40 | $29.2M | No change |
| HON Honeywell International Inc. | 0.65% | 123,310 | $28.7M | Add +2.0% |
| IWN iShares Russell 2000 Value E | 0.61% | 170,671 | $26.9M | Reduce -3.9% |
| ABT Abbott Laboratories | 0.59% | 190,789 | $25.9M | Add +0.9% |
| IJR iShares Core S&P Small-Cap E | 0.58% | 233,242 | $25.5M | Add +1.9% |
| CMG Chipotle Mexican Grill Inc. | 0.58% | 451,887 | $25.4M | Add +3.9% |
| VOO Vanguard S&P 500 ETF | 0.56% | 43,577 | $24.8M | Reduce -0.9% |
| ISRG Intuitive Surgical Inc. | 0.56% | 45,129 | $24.5M | Add +30.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.56% | 87,459 | $24.5M | Reduce -0.4% |
| LIN Linde PLC | 0.55% | 51,555 | $24.2M | Add +4.3% |
| PG The Procter & Gamble Co. | 0.50% | 138,008 | $22.0M | Reduce -8.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.49% | 174,846 | $21.7M | Add +1.0% |
| MRK Merck & Co. Inc. | 0.48% | 270,155 | $21.4M | Add +2.4% |
| JNJ Johnson & Johnson | 0.47% | 135,256 | $20.7M | Reduce -4.4% |
| BX Blackstone Inc. | 0.46% | 135,824 | $20.3M | Add +2.8% |
| WMT Walmart Inc. | 0.46% | 207,647 | $20.3M | Add +41.7% |
| NSC Norfolk Southern Corp. | 0.45% | 77,702 | $19.9M | Add +2.7% |
| NET Cloudflare Inc. Class A | 0.44% | 99,861 | $19.6M | Add +4196.9% |
| IWV iShares Russell 3000 ETF | 0.44% | 55,591 | $19.5M | Reduce -1.8% |
| TSLA Tesla Inc. | 0.44% | 60,518 | $19.2M | Add +113.4% |
| ABBV Abbvie Inc. | 0.43% | 102,505 | $19.0M | Add +1.0% |
| IWR iShares Russell Mid-Cap ETF | 0.43% | 205,120 | $18.9M | Add +0.8% |
| PNC PNC Financial Services Group | 0.42% | 100,372 | $18.7M | Add +3.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.42% | 64,993 | $18.5M | Add +0.3% |
| URI United Rentals Inc. | 0.42% | 24,338 | $18.3M | Add +3.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.40% | 34,677 | $17.7M | Add +220.6% |
| XOM Exxon Mobil Corp. | 0.39% | 158,198 | $17.1M | Add +0.5% |
| TMO Thermo Fisher Scientific Inc. | 0.38% | 41,759 | $16.9M | Add +1.4% |
| MPWR Monolithic Power Systems Inc. | 0.37% | 22,478 | $16.4M | Add +3.5% |
| TRGP Targa Resources Corp. | 0.37% | 92,681 | $16.1M | Reduce -10.3% |
| MCD McDonald's Corp. | 0.36% | 54,391 | $15.9M | Reduce -5.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.35% | 64,382 | $15.3M | Reduce -0.1% |
| ELV Elevance Health Inc. | 0.35% | 39,120 | $15.2M | Add +3.5% |
| ORCL Oracle Corp. | 0.34% | 69,472 | $15.2M | Add +0.2% |
| MRSH Marsh & McLennan Cos | 0.33% | 66,462 | $14.5M | Add +2.8% |
| MCK McKesson Corp. | 0.33% | 19,626 | $14.4M | Add +73.3% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.32% | 113,262 | $14.3M | Add +2.9% |
| HD Home Depot Inc. | 0.32% | 38,267 | $14.0M | Reduce -4.7% |
| SPGI S&P Global Inc. | 0.32% | 26,360 | $13.9M | Add +3.1% |
| EWBC East West Bancorp Inc. | 0.31% | 136,390 | $13.8M | Add +3.3% |
| CW Curtiss-Wright Corp. | 0.31% | 27,831 | $13.6M | Add +3.4% |
| MSI Motorola Solutions Inc. | 0.30% | 31,815 | $13.4M | Add +3.5% |
| CAT Caterpillar Inc. | 0.30% | 34,129 | $13.2M | Reduce -1.3% |
| CEG Constellation Energy | 0.30% | 40,663 | $13.1M | Add +4.8% |
| FICO Fair Isaac Corp. | 0.30% | 7,151 | $13.1M | Add +3.6% |
| EFA iShares MSCI Eafe ETF | 0.30% | 145,640 | $13.0M | Reduce -0.6% |
| CPRT Copart Inc. | 0.29% | 263,037 | $12.9M | Add +3.3% |
| DHR Danaher Corp. | 0.28% | 63,627 | $12.6M | Add +0.9% |
| COP Conocophillips | 0.27% | 133,664 | $12.0M | Add +4.6% |
| RBC RBC Bearings Inc. | 0.27% | 31,020 | $11.9M | Add +3.3% |
| ORLY O'reilly Automotive Inc. | 0.27% | 130,873 | $11.8M | Add +3.3% |
| AXP American Express Co. | 0.27% | 36,896 | $11.8M | Reduce -1.2% |
| VLO Valero Energy Corp. | 0.26% | 85,770 | $11.5M | Add +5.8% |
| CSCO Cisco Systems Inc. | 0.26% | 165,124 | $11.5M | Reduce -1.3% |
| PEP Pepsico Inc. | 0.26% | 85,774 | $11.3M | Reduce -7.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.25% | 25,452 | $11.2M | Add +1.2% |
| VIG Vanguard Dividend Apprec ETF | 0.25% | 54,570 | $11.2M | Reduce -2.9% |
| IWO iShares Russell 2000 Growth | 0.25% | 38,487 | $11.0M | Add +0.6% |
| APH Amphenol Corp. Class A | 0.25% | 110,510 | $10.9M | Add +1.4% |
| SCHW Schwab (charles) Corp. | 0.24% | 117,866 | $10.8M | Add +3.5% |
| SCHM Schwab US Mid Cap ETF | 0.23% | 362,872 | $10.2M | Reduce -5.3% |
| XBI SS SPDR S&P Biotech ETF | 0.23% | 122,518 | $10.2M | Reduce -26.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.22% | 147,265 | $9.9M | Reduce -6.2% |
| BRO Brown & Brown Inc. | 0.22% | 88,246 | $9.8M | Add +3.2% |
| GE General Electric filed as GE AEROSPACE | 0.22% | 37,693 | $9.7M | Add +0.4% |
| EQT Eqt Corp. | 0.22% | 163,192 | $9.5M | Add +3.2% |
| VRT Vertiv Holdings Co. Class A | 0.21% | 73,209 | $9.4M | Add +3.0% |
| BXP BXP Inc. | 0.21% | 136,510 | $9.2M | Add +9.2% |
| AXON Axon Enterprise Inc. | 0.21% | 10,973 | $9.1M | Add +3.3% |
Other holdings (4): bonds, preferreds, convertibles and warrants · $757K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 544 | $639K | No change |
| KKR & CO INC (KKR 6.25 03/01/28 D) | 6.25 CON SER D | 2,100 | $113K | No change |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 3 | $4K | No change |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 90 | $2K | No change |
Total filed on the 13F, all lines: $4.4B.
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -3.5% | 5.08% | −1.27 |
| UNH Unitedhealth Group Inc. | Reduce -55.2% | 0.14% | −0.46 |
| CRM Salesforce Inc. | Reduce -65.9% | 0.12% | −0.27 |
| MDLZ Mondelez International Inc. Class A | Reduce -50.2% | 0.15% | −0.19 |
| TRGP Targa Resources Corp. | Reduce -10.3% | 0.37% | −0.16 |
| PG The Procter & Gamble Co. | Reduce -8.6% | 0.50% | −0.15 |
| JNJ Johnson & Johnson | Reduce -4.4% | 0.47% | −0.12 |
| XBI SS SPDR S&P Biotech ETF | Reduce -26.5% | 0.23% | −0.11 |
| LULU Lululemon Athletica Inc. | Reduce -99.2% | 0.00% | −0.10 |
| TJX TJX Companies Inc. | Reduce -3.2% | 0.70% | −0.10 |
| MCD McDonald's Corp. | Reduce -5.5% | 0.36% | −0.09 |
| PEP Pepsico Inc. | Reduce -7.2% | 0.26% | −0.09 |
| VZ Verizon Communications Inc. | Reduce -41.5% | 0.09% | −0.09 |
| IVV iShares Core S&P 500 ETF | Reduce -2.9% | 2.18% | −0.08 |
| IWN iShares Russell 2000 Value E | Reduce -3.9% | 0.61% | −0.07 |
| ET Energy Transfer LP | Reduce -29.9% | 0.10% | −0.06 |
| SGOV iShares 0-3 Month Treasury B | Reduce -61.8% | 0.03% | −0.06 |
| RAL Ralliant Corp. | Reduce -95.6% | 0.00% | −0.06 |
| HD Home Depot Inc. | Reduce -4.7% | 0.32% | −0.05 |
| SUN Sunoco LP | Reduce -30.2% | 0.06% | −0.04 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.0% | 0.09% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.4% | 3.35% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.1% | 1.23% | −0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -64.8% | 0.02% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -1.7% | 0.17% | −0.03 |
| NKE Nike Inc. Class B | Reduce -34.5% | 0.06% | −0.03 |
| SHW The Sherwin-Williams Co. | Reduce -2.6% | 0.16% | −0.03 |
| SDY SS SPDR S&P Dividend ETF | Reduce -6.9% | 0.14% | −0.03 |
| VCIT Vanguard Int-Term Corporate | Reduce -10.4% | 0.11% | −0.02 |
| SCHM Schwab US Mid Cap ETF | Reduce -5.3% | 0.23% | −0.02 |
| KO The Coca-Cola Co. | Reduce -1.6% | 0.15% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.9% | 0.25% | −0.02 |
| ACN Accenture PLC Class A | Reduce -2.9% | 0.10% | −0.02 |
| SBUX Starbucks Corp. | Reduce -1.3% | 0.10% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.4% | 0.56% | −0.02 |
| CII BlackRock Enhan LRG Cap Core | Reduce -70.9% | 0.01% | −0.02 |
| GLD SPDR Gold Shares | Reduce -9.7% | 0.10% | −0.02 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -6.2% | 0.22% | −0.02 |
| TCOM Trip.com Group Ltd.-ADR | Sold out | 0.00% | −0.02 |
| PFE Pfizer Inc. | Reduce -7.7% | 0.06% | −0.02 |
| MO Altria Group Inc. | Reduce -0.3% | 0.11% | −0.02 |
| AWK American Water Works Co. Inc. | Reduce -5.3% | 0.06% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.1% | 0.35% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -3.0% | 0.12% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -10.3% | 0.07% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -1.8% | 0.09% | −0.01 |
| MMM 3M Co. | Reduce -3.8% | 0.12% | −0.01 |
| TRV The Travelers Cos Inc. | Reduce -0.0% | 0.13% | −0.01 |
| GILD Gilead Sciences Inc. | Reduce -2.4% | 0.09% | −0.01 |
| GIS General Mills Inc. | Reduce -10.4% | 0.03% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +0.9% | 7.14% | +1.19 |
| NVDA Nvidia Corp. | Add +2.5% | 4.64% | +1.18 |
| AVGO Broadcom Inc. | Add +2.4% | 1.96% | +0.66 |
| NET Cloudflare Inc. Class A | Add +4196.9% | 0.44% | +0.44 |
| AMZN Amazon.com Inc. | Add +10.2% | 3.28% | +0.41 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +220.6% | 0.40% | +0.30 |
| META Meta Platforms Inc. Class A | Add +3.3% | 1.58% | +0.25 |
| TSLA Tesla Inc. | Add +113.4% | 0.44% | +0.25 |
| ETN Eaton Corp. PLC | Add +2.2% | 0.91% | +0.15 |
| NOW ServiceNow Inc. | Add +3.0% | 0.95% | +0.15 |
| WMT Walmart Inc. | Add +41.7% | 0.46% | +0.14 |
| MCK McKesson Corp. | Add +73.3% | 0.33% | +0.13 |
| ISRG Intuitive Surgical Inc. | Add +30.5% | 0.56% | +0.12 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 2.05% | +0.12 |
| GS Goldman Sachs Group Inc. | Add +2.1% | 0.74% | +0.12 |
| CEG Constellation Energy | Add +4.8% | 0.30% | +0.10 |
| ORCL Oracle Corp. | Add +0.2% | 0.34% | +0.10 |
| CW Curtiss-Wright Corp. | Add +3.4% | 0.31% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +1.4% | 2.71% | +0.09 |
| VRT Vertiv Holdings Co. Class A | Add +3.0% | 0.21% | +0.08 |
| APH Amphenol Corp. Class A | Add +1.4% | 0.25% | +0.07 |
| AXON Axon Enterprise Inc. | Add +3.3% | 0.21% | +0.06 |
| ONON On Holding AG Class A | Add +430.6% | 0.08% | +0.06 |
| DIS The Walt Disney Co. | Add +1.0% | 0.49% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | Add +14.3% | 0.19% | +0.06 |
| MPWR Monolithic Power Systems Inc. | Add +3.5% | 0.37% | +0.05 |
| URI United Rentals Inc. | Add +3.7% | 0.42% | +0.04 |
| BOOT Boot Barn Holdings Inc. | Add +3.3% | 0.18% | +0.04 |
| MUSA Murphy USA Inc. | Add +5480.5% | 0.04% | +0.04 |
| PM Philip Morris International | Add +2.0% | 0.79% | +0.04 |
| GEV GE Vernova Inc. | Add +0.0% | 0.10% | +0.04 |
| MELI MercadoLibre Inc. | Add +52.5% | 0.07% | +0.03 |
| GE General Electric | Add +0.4% | 0.22% | +0.03 |
| TLN Talen Energy Corp. | Add +2.8% | 0.12% | +0.03 |
| DDOG Datadog Inc. Class A | Add +3.3% | 0.14% | +0.03 |
| DG Dollar General Corp. | Add +2.9% | 0.16% | +0.03 |
| RBC RBC Bearings Inc. | Add +3.3% | 0.27% | +0.03 |
| XLE SS Energy Select Sector | Add +428.6% | 0.03% | +0.03 |
| WING Wingstop Inc. | Add +3.0% | 0.09% | +0.02 |
| GWRE Guidewire Software Inc. | Add +3.4% | 0.17% | +0.02 |
| CMG Chipotle Mexican Grill Inc. | Add +3.9% | 0.58% | +0.02 |
| COF Capital One Financial Corp. | Add +4.9% | 0.20% | +0.02 |
| JEPI JPMorgan Equity Premium Inco | Add +1000.1% | 0.02% | +0.02 |
| SCHW Schwab (charles) Corp. | Add +3.5% | 0.24% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.9% | 0.95% | +0.02 |
| SPOT Spotify Technology SA | Add +43.8% | 0.04% | +0.02 |
| P Everpure Inc. Class A | Add +3.4% | 0.10% | +0.02 |
| CASY Casey's General Stores Inc. | Add +3.2% | 0.18% | +0.02 |
| DINO HF Sinclair Corp. | Add +3.7% | 0.10% | +0.01 |
| SRAD Sportradar Group AG-A | New | 0.01% | +0.01 |
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 |