Long-term investor
Whittier Trust Co. Of Nevada Inc. @whittiertrustcoofnevadai
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001263548).
Record
- Tracked since 2025-06-30 (434 days), 38 trades recorded
- Returns: week n/a · month n/a · 90 days +10.7% · 6 months +9.0% · 1 year +18.1% · all +18.1%
- Max drawdown -4.8% · Sharpe 0.90 · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 7.7% · long · since 2025-06-30
- AAPL · 5.9% · long · since 2025-06-30
- GOOG · 4.5% · long · since 2025-06-30
- MSFT · 4.5% · long · since 2025-06-30
- AMZN · 3.2% · long · since 2025-06-30
- SPY · 3.0% · long · since 2025-06-30
- IVV · 2.5% · long · since 2025-06-30
- JPM · 2.1% · long · since 2025-06-30
- AVGO · 1.9% · long · since 2025-06-30
- IJH · 1.8% · long · since 2025-06-30
- IEMG · 1.7% · long · since 2025-06-30
- VEA · 1.5% · long · since 2025-06-30