Whittier Trust Co.
Annual return '25
+6.5%
SPY '25
+17.7%
Alpha
-11.2ptsvs SPY
Invested
$8.9B
Holdings
1,340
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORP
Q4 2025: Sold 72.0% (112.6k → 31.5k shares)
5.5%
02
$AAPL
APPLE COMPUTER
Q1 2026: Sold 1.6% (979.5k → 964.1k shares)
5.0%
03
$GOOG
ALPHABET INC.
Q1 2026: Sold 93.3% (848.8k → 57.1k shares)
5.0%
04
$MSFT
MICROSOFT CORP
Q1 2026: Increased +2.9% (333.5k → 343.1k shares)
4.1%
05
$AMZN
AMAZON.COM
Q1 2026: Increased +1.7% (367.5k → 373.8k shares)
3.3%
06
$SPY
SPDR S&P 500
Q4 2025: Sold 90.7% (32.0k → 3.0k shares)
3.3%
07
$IVV
ISHARES S&P 500
Q3 2025: New position (408 shares)
3.0%
08
$AVGO
BROADCOM INC
Q4 2025: Sold 80.1% (31.3k → 6.2k shares)
3.0%
09
$JPM
JP MORGAN CHASE
Q4 2025: Sold 12.4% (50.9k → 44.6k shares)
2.2%
10
$META
META PLATFORMS INC
Q4 2025: Sold 94.6% (6.5k → 350 shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:10 UTC.