Whittier Trust Co Portfolio Changes Q2 2026: Strategic Shifts in Tech & S&P Holdings

As reported by Whittier Trust Co, the portfolio experienced significant changes during Q2 2026, reflected in its holdings and sector allocations. The total portfolio value stood at $10.08 billion as of June 30th.

The investor's actions this quarter were characterized by a mix of buying undervalued or emerging positions while strategically selling concentrated ones. This resulted in shifts across various sectors, altering the risk profile and diversification of the portfolio.

Significant Purchases

Whittier Trust Co bolstered its position in several key areas during Q2 2026:

• Purchased shares in Arm Holdings PLC (ARM), adding to a Technology sector allocation that already accounted for nearly $3 billion of the portfolio.
• Increased exposure to Intel Corporation (INTC), another major Technology holding, indicating confidence in this chipmaker despite recent market fluctuations.
• Showed strong interest in consumer-focused companies like Monster Beverage Corp. (MNST) and Celsius Holdings Inc. (CELH)
• Expanded its holdings in the Vanguard ETF space by acquiring more shares of Vanguard Mid-Cap ETF (VO).
• Increased investment in international equities via the Vanguard FTSE Intl ETF (VEA).

Their buying activities also included emerging or niche sectors:

• Invested in ISHRS Medical - IHI ETF (IHI), focusing on specialized healthcare themes.

Strategic Sales and Reductions

In contrast to their buying activities, Whittier Trust Co also reduced exposure in certain sectors during Q2 2026:

• Sold shares of several top holdings significantly: exits from Amphenol Corp. (APH), Thermo Fisher Scientific (TMO), and substantial reductions in Boston Scientific Corp. (BSX).
• Reduced its stake in the large-cap S&P 500 ETFs, specifically selling shares of both SPY and IVV.

Their divestment activities included:

• Selling a considerable portion of their holdings in Snowflake Corp. (SNOW).