Institutional manager
WHITTIER TRUST CO
Holds positions in 452 of the S&P 500, worth $6.40bn as reported for the quarter ended 31-mar-2026.
Positions held452of 488 index companies covered
Reported value$6.40bnS&P 500 positions only
Top ten weight47%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 452 held. The rest are smaller than every one of these.
Alphabet Inc. (Class A)GOOGL1.7m$519mCommunication ServicesNvidiaNVDA2.8m$491mInformation TechnologyApple Inc.AAPL1.7m$445mInformation TechnologyMicrosoftMSFT974,500$363mInformation TechnologyAmazonAMZN1.4m$296mConsumer DiscretionaryBroadcomAVGO839,540$264mInformation TechnologyJPMorgan ChaseJPM671,640$198mFinancialsBerkshire HathawayBRK.B239,774$148mFinancialsMeta PlatformsMETA257,540$148mCommunication ServicesLilly (Eli)LLY148,096$137mHealth CareVisa Inc.V451,573$137mFinancialsApplied MaterialsAMAT290,399$102mInformation TechnologyTJX CompaniesTJX589,918$95mConsumer DiscretionaryRTX CorporationRTX444,870$88mIndustrialsTesla, Inc.TSLA241,911$85mConsumer DiscretionaryChevron CorporationCVX396,607$79mEnergyWalmartWMT616,278$78mConsumer StaplesGoldman SachsGS89,887$78mFinancialsMerck & Co.MRK585,422$71mHealth CareHoneywell TechnologiesHON308,462$70mIndustrialsCostcoCOST67,317$69mConsumer StaplesThermo Fisher ScientificTMO135,624$66mHealth CareNorfolk SouthernNSC215,176$62mIndustrialsAmphenolAPH484,572$61mInformation TechnologyDanaher CorporationDHR314,938$61mHealth CareLumentumLITE74,044$57mInformation TechnologyBlackstone Inc.BX504,190$57mFinancialsPNC Financial ServicesPNC254,831$54mFinancialsCrowdStrikeCRWD129,576$52mInformation TechnologyIntuitive SurgicalISRG111,103$50mHealth CareAbbVieABBV242,308$50mHealth CareMonolithic Power SystemsMPWR42,010$50mInformation TechnologyNetflixNFLX497,717$49mCommunication ServicesValero EnergyVLO186,364$46mEnergyUnited RentalsURI61,612$45mIndustrialsPhilip Morris InternationalPM281,824$45mConsumer StaplesJohnson & JohnsonJNJ181,167$44mHealth CareConocoPhillipsCOP331,133$44mEnergyCBRE GroupCBRE316,975$43mReal EstateVertivVRT156,256$40mIndustrialsPalantir TechnologiesPLTR273,176$40mInformation TechnologyO'Reilly AutomotiveORLY426,076$39mConsumer DiscretionaryEQT CorporationEQT643,321$39mEnergyLam ResearchLRCX170,604$38mInformation TechnologyCharles Schwab CorporationSCHW384,881$36mFinancialsKKR & Co.KKR388,667$35mFinancialsCaterpillar Inc.CAT45,686$33mIndustrialsMarsh McLennanMRSH186,166$33mFinancialsS&P GlobalSPGI74,773$32mFinancialsMcKesson CorporationMCK36,162$31mHealth CareWalt Disney Company (The)DIS319,972$31mCommunication ServicesMicron TechnologyMU79,682$30mInformation TechnologyConstellation EnergyCEG104,493$29mUtilitiesProcter & GamblePG194,135$28mConsumer StaplesEcolabECL94,113$25mMaterialsExxonMobilXOM152,645$25mEnergyCasey'sCASY32,745$24mConsumer StaplesTeledyne TechnologiesTDY38,441$24mInformation TechnologyNextEra EnergyNEE261,408$24mUtilitiesHome Depot (The)HD72,565$24mConsumer Discretionary
What this page is not
Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.
