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Laird Norton Wetherby Trust Company Portfolio holdings

AUM $4.58B
1-Year Est. Return 30.77%
This Fund
S&P 500
This Quarter Est. Return
+3.69%
1 Year Est. Return
+30.77%
3 Year Est. Return
+70.21%
5 Year Est. Return
+78.59%
10 Year Est. Return
–
AUM
$4.81B
AUM Growth
+$4.23B
Cap. Flow
+$4.18B
Cap. Flow %
86.88%
Top 10 Hldgs %
35.74%
Holding
1,021
New
956
Increased
60
Reduced
1
Closed
1

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$245M
2
MSFT icon
Microsoft
MSFT
+$214M
3
NVDA icon
NVIDIA
NVDA
+$201M
4
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$195M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$116M

Top Sells

Rank Stock Value
1
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$281K
2
ANIX icon
Anixa Biosciences
ANIX
+$37.7K

Sector Composition

Rank Sector Weight
1 Technology 28.72%
2 Financials 13.38%
3 Consumer Discretionary 7.09%
4 Healthcare 7.03%
5 Communication Services 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TRI icon
226
Thomson Reuters
TRI
$44.1B
$3.19M 0.07%
+23,823
New +$3.45M
INBX icon
227
Inhibrx
INBX
$1.3B
$3.19M 0.07%
+40,382
New +$2.75M
BBVA icon
228
Banco Bilbao Vizcaya Argentaria
BBVA
$156B
$3.18M 0.07%
+136,520
New +$2.85M
MUFG icon
229
Mitsubishi UFJ Financial
MUFG
$254B
$3.18M 0.07%
+200,288
New +$3.1M
VRSK icon
230
Verisk Analytics
VRSK
$25B
$3.14M 0.07%
+14,023
New +$3.16M
IJR icon
231
iShares Core S&P Small-Cap ETF
IJR
$112B
$3.12M 0.06%
+25,983
New +$3.11M
BX icon
232
Blackstone
BX
$110B
$3.12M 0.06%
+20,252
New +$3.08M
GLW icon
233
Corning
GLW
$143B
$3.11M 0.06%
+35,559
New +$3.06M
BHP icon
234
BHP
BHP
$230B
$3.09M 0.06%
+51,244
New +$2.91M
ALL icon
235
Allstate
ALL
$67.5B
$3.07M 0.06%
+14,702
New +$3.01M
BMY icon
236
Bristol-Myers Squibb
BMY
$132B
$3.07M 0.06%
+56,942
New +$2.74M
DFUV icon
237
Dimensional US Marketwide Value ETF
DFUV
$15.8B
$3.04M 0.06%
+65,323
New +$2.96M
NU icon
238
Nu Holdings
NU
$66.9B
$3.03M 0.06%
+181,234
New +$2.91M
STX icon
239
Seagate
STX
$184B
$3.02M 0.06%
+10,935
New +$2.84M
LMT icon
240
Lockheed Martin
LMT
$136B
$2.98M 0.06%
+6,157
New +$2.95M
KR icon
241
Kroger
KR
$34.8B
$2.98M 0.06%
+47,634
New +$3.12M
IEFA icon
242
iShares Core MSCI EAFE ETF
IEFA
$196B
$2.95M 0.06%
+32,922
New +$2.91M
NOC icon
243
Northrop Grumman
NOC
$81.2B
$2.94M 0.06%
+5,163
New +$3M
RACE icon
244
Ferrari
RACE
$72.5B
$2.92M 0.06%
+7,914
New +$3.17M
ELV icon
245
Elevance Health
ELV
$85.5B
$2.92M 0.06%
+8,329
New +$2.81M
AVEM icon
246
Avantis Emerging Markets Equity ETF
AVEM
$26.3B
$2.92M 0.06%
+37,855
New +$2.9M
MDT icon
247
Medtronic
MDT
$112B
$2.9M 0.06%
+29,983
New +$2.91M
TRGP icon
248
Targa Resources
TRGP
$55.1B
$2.89M 0.06%
+15,673
New +$2.64M
DBC icon
249
Invesco DB Commodity Index Tracking Fund
DBC
$1.66B
$2.89M 0.06%
129,122
+108,408
+523% +$2.46M
CRWD icon
250
CrowdStrike
CRWD
$218B
$2.88M 0.06%
+24,576
New +$3.13M
8 9
10
11 12

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SCM
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VCM
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BJL
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ACM
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ASC
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MA
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Laird Norton Wetherby Trust Company's Q4 2025 Portfolio in Review

As of Q4 2025, Laird Norton Wetherby Trust Company held 1,021 positions worth $4.81B, up 727% from $582M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Laird Norton Wetherby Trust Company deployed $4.18B of net new capital in Q4 2025, opening 956 new positions and adding to 60 existing holdings. Its largest new stake was Berkshire Hathaway Class A: 156 shares worth $118M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 39% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Anixa Biosciences, an estimated $37.7K trimmed.

  • Laird Norton Wetherby Trust Company's largest Q4 2025 buy was Berkshire Hathaway Class A: 156 shares worth $118M.
  • Laird Norton Wetherby Trust Company added most to Apple in Q4 2025, an estimated $245M increase.
  • Laird Norton Wetherby Trust Company's biggest Q4 2025 reduction was Anixa Biosciences, cutting an estimated $37.7K.
  • Laird Norton Wetherby Trust Company fully exited VanEck JP Morgan EM Local Currency Bond ETF in Q4 2025, selling an estimated $281K.
  • Laird Norton Wetherby Trust Company's ten largest holdings make up 36% of its $4.81B portfolio in Q4 2025.
  • Laird Norton Wetherby Trust Company opened 956 new positions and closed 1 in Q4 2025.
  • Laird Norton Wetherby Trust Company's portfolio value rose 727% quarter-over-quarter to $4.81B.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q4 2025, filed 17 Feb 2026.