WHITTIER TRUST CO
BankCIK
1137881
City
SOUTH PASADENA
State / Country
CA
Top Portfolio Positions
979 positions ·
$6,827,795,749 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
2,762,949 | $481,858,305 | 7.06% | |
| AAPL |
Apple Inc.
Technology
|
1,718,238 | $436,071,621 | 6.39% | |
| MSFT |
Microsoft Corp
Technology
|
974,500 | $360,730,664 | 5.28% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,392,434 | $290,002,228 | 4.25% | |
| SPY |
Spdr S&P 500 ETF Trust
|
438,139 | $284,939,316 | 4.17% | |
| AVGO |
Broadcom Inc.
Technology
|
839,540 | $259,846,025 | 3.81% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
671,640 | $197,569,622 | 2.89% | |
| META |
Meta Platforms, Inc.
Communication Services
|
257,540 | $147,346,359 | 2.16% | |
| V |
Visa Inc.
Financial Services
|
451,573 | $136,483,423 | 2.00% | |
| LLY |
ELI LILLY & Co
Healthcare
|
148,096 | $136,214,257 | 1.99% |
Portfolio Trend
25 quarters · across all stocks
Holdings in OLLI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,957,376 | 129,915 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $12,932,444 | 117,986 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $15,173,926 | 118,177 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $15,327,858 | 116,314 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $13,184,518 | 113,308 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $12,196,159 | 111,147 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $10,453,859 | 107,550 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $14,413,613 | 146,823 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $11,110,517 | 139,632 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $10,187,093 | 134,235 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $10,090,512 | 130,740 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $7,267,781 | 125,458 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $6,951,582 | 119,979 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $5,552,506 | 118,542 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $6,140,451 | 119,001 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $6,677,877 | 113,666 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $4,805,676 | 111,864 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $5,310,091 | 103,733 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $6,205,342 | 102,942 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $8,235,316 | 97,888 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $8,021,487 | 92,201 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $6,922,893 | 84,663 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $7,014,030 | 80,298 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $7,714,544 | 79,002 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $3,714,475 | 80,157 | Shares | Sole | 2020-04-27 | |
| No 13F history on record for this holder in this stock. | ||||||