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Steve Anderson

Whittier Trust Co Of Nevada Inc

Assets Managed
$4.873B
Holdings
1411
Last Quarter
2026 - Q1
Filed Date
24d ago
Growth Rate
1.16%(2Q avg: 1.9%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Whittier Trust Co Of Nevada Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1411 positions.

Assets under management

The assets under management (AUM) of Whittier Trust Co Of Nevada Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.873B in assets, with a quarterly growth rate of 1.16% and a 2-quarter average growth rate of 1.9%. The portfolio is managed by Steve Anderson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 59.62%
7.61%
$370.531M
2.086M shares@ $177.65 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.02%
5.55%
$270.261M
1.044M shares@ $258.87 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.86%
4.92%
$239.495M
642,285 shares@ $372.89 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -3.41%
4.07%
$197.841M
664,653 shares@ $297.67 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 4.39%
3%
$145.773M
685,054 shares@ $212.79 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -5.91%
2.96%
$144.222M
218,873 shares@ $658.94 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 6.76%
2.32%
$112.905M
170,587 shares@ $661.87 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 5.29%
2.17%
$105.566M
335,739 shares@ $314.43 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 4.64%
2%
$97.006M
328,335 shares@ $295.45 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 5.52%
1.73%
$84.071M
1.228M shares@ $68.47 avg price

1-10 of 1411