WHITTIER TRUST CO

WHITTIER TRUST CO declares $4.0B in 115 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 39.1% of its $10.2B 13F portfolio. Largest positions: Alphabet (0.01% of the company) and Apple (0.01% of the company). Over time: $4.0B in 115 of these companies for Q2 2026, against $701.2M in 100 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $148.4M and sold $211.1M of these stocks, at the quarter's prices: a net sale of $62.6M; 4 new positions and 2 sold out.

Performance of its AI picks

The AI-stock portfolio WHITTIER TRUST CO declared for Q2 2026 (Form 13F), held unchanged, returned +6.5% in Q3 2026 (SMH -7.1%), ranked 371 of 1,783 active managers. Over the last 12 months, quarter after quarter: +26.8% (SMH +87.2%), ranked 814 of 1,359 active managers. Over three years, quarter after quarter: +157.5% (SMH +325.8%), ranked 255 of 783 active managers. Over five years, quarter after quarter: +187.2% (SMH +389.8%), ranked 113 of 535 active managers. Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

  1. Alphabet (GOOGL) — $630.8M: 1.7M shares, 0.01% of the company, 6.2% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  2. Apple (AAPL) — $541.4M: 1.7M shares, 0.01% of the company, 5.3% of its portfolio (added this quarter); held since Q4 2019 or earlier
  3. NVIDIA (NVDA) — $539.2M: 2.8M shares, 0.01% of the company, 5.3% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  4. Microsoft (MSFT) — $367.3M: 949,837 shares, 0.01% of the company, 3.6% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  5. Amazon (AMZN) — $340.1M: 1.4M shares, 0.01% of the company, 3.3% of its portfolio (added this quarter); held since Q4 2019 or earlier
  6. Broadcom (AVGO) — $264.2M: 706,685 shares, 0.01% of the company, 2.6% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  7. Applied Materials (AMAT) — $171.7M: 289,640 shares, 0.04% of the company, 1.7% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  8. Meta Platforms (META) — $155.8M: 259,511 shares, 0.01% of the company, 1.5% of its portfolio (added this quarter); held since Q1 2021
  9. Micron (MU) — $95.5M: 97,000 shares, 0.01% of the company, 0.94% of its portfolio (added this quarter); held since Q1 2023
  10. Cloudflare (NET) — $85.4M: 344,815 shares, 0.10% of the company, 0.84% of its portfolio (added this quarter); held since Q1 2020
  11. Lam Research (LRCX) — $83.0M: 237,081 shares, 0.02% of the company, 0.82% of its portfolio (added this quarter); held since Q4 2019 or earlier
  12. Arm Holdings (ARM) — $70.2M: 217,837 shares, 0.02% of the company, 0.69% of its portfolio (added this quarter); held since Q1 2026
  13. Monolithic Power (MPWR) — $56.4M: 41,902 shares, 0.09% of the company, 0.55% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  14. Lumentum (LITE) — $55.7M: 76,222 shares, 0.08% of the company, 0.55% of its portfolio (added this quarter); held since Q4 2019 or earlier
  15. Vertiv (VRT) — $49.7M: 155,964 shares, 0.04% of the company, 0.49% of its portfolio (trimmed this quarter); held since Q1 2024

By sector

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