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Portfolio (Quarterly) Guide ↗

WHI TRUST Co LLC

· CIK 0002013902
13F Portfolio $155M AUM 66 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 Added 5 Reduced 29 Exited
Page 2 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVDA NVIDIA CORPORATION Technology 599.0 $120K 0.08% $200.09 +8.7%
22 MAR MARRIOTT INT'L Consumer Cyclical 278.0 $103K 0.07% $370.59 -5.3%
23 B BARRICK MINING CORPORATION COM NPV Basic Materials 2,498.0 $92K 0.06% $36.73 +24.3%
24 GE GENERAL ELECTRIC CO Industrials 225.0 $84K 0.05% $373.73 -8.3%
25 GOOGL ALPHABET, INC CL A Communication Services 231.0 $83K 0.05% $357.37 -3.0%
26 AMZN AMAZON.COM, INC Consumer Cyclical 309.0 $74K 0.05% $238.34 +11.8%
27 L LOEWS CORP COM USD0.01 Financial Services 648.0 $73K 0.05% $113.21 -3.1%
28 FNV FRANCO NEV CORP COM ISIN #CA3518581051 Basic Materials 318.0 $66K 0.04% $208.44 +27.7%
29 SDY SPDR SER TR S&P DIVID ETF 371.0 $56K 0.04% $152.18 +3.5%
30 V VISA, INC Financial Services 150.0 $51K 0.03% $343.09 +11.2%
31 PANW PALO ALTO NETWORKS, INC. Technology 150.0 $51K 0.03% $341.02 +9.0%
32 BERKSHIRE HATHAWAY CL B 100.0 $50K 0.03% $500.39
33 JPM JP MORGAN CHASE & CO Financial Services 139.0 $45K 0.03% $327.33 +9.3%
34 SOURCE CAPITAL COM SHS OF BEN I 912.0 $42K 0.03% $45.97
35 WMB WILLIAMS COS INC Energy 500.0 $37K 0.02% $74.34 -0.8%
36 TMUS T MOBILE US INC Communication Services 200.0 $34K 0.02% $167.73 +8.1%
37 SOLV SOLVENTUM CORP COM SHS Healthcare 431.0 $33K 0.02% $77.15 +18.1%
38 LLY ELI LILLY Healthcare 22.0 $26K 0.02% $1199.41 -2.2%
39 ASA ASA GOLD AND PRECIOUS METALS LIMITED Financial Services 500.0 $26K 0.02% $52.04 +22.0%
40 FTAI AVIATION LTD SHS ISIN #KYG3730V1059 91.0 $25K 0.02% $270.53
Page 2 of 3  ·  59 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.0%
Financial Services 25.9%
Industrials 11.1%
Healthcare 9.3%
Consumer Cyclical 7.7%
Communication Services 3.6%
Basic Materials 3.2%
Energy 1.1%
Real Estate 0.7%
Consumer Defensive 0.3%