Long-term investor
Whittier Trust Co. @whittiertrustco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001137881).
Record
- Tracked since 2025-06-30 (434 days), 42 trades recorded
- Returns: week n/a · month n/a · 90 days +10.7% · 6 months +8.5% · 1 year +18.0% · all +18.0%
- Max drawdown -5.5% · Sharpe 0.84 · win rate 18% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOG · 5.3% · long · since 2025-06-30
- AAPL · 5.3% · long · since 2025-06-30
- NVDA · 5.3% · long · since 2025-06-30
- MSFT · 3.6% · long · since 2025-06-30
- AMZN · 3.3% · long · since 2025-06-30
- SPY · 3.2% · long · since 2025-06-30
- IVV · 2.9% · long · since 2025-06-30
- AVGO · 2.6% · long · since 2025-06-30
- JPM · 2.2% · long · since 2025-06-30
- LLY · 1.7% · long · since 2025-06-30
- AMAT · 1.7% · long · since 2025-06-30
- V · 1.6% · long · since 2025-06-30