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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
AU icon
276
AngloGold Ashanti
AU
$48.7B
$2.49M 0.05%
+29,218
New +$2.28M
HWM icon
277
Howmet Aerospace
HWM
$112B
$2.49M 0.05%
+12,133
New +$2.42M
SCCO icon
278
Southern Copper
SCCO
$166B
$2.47M 0.05%
+17,572
New +$2.33M
AME icon
279
Ametek
AME
$58.2B
$2.46M 0.05%
+11,966
New +$2.33M
WDAY icon
280
Workday
WDAY
$44.4B
$2.45M 0.05%
+11,390
New +$2.59M
MET icon
281
MetLife
MET
$62.1B
$2.42M 0.05%
+30,691
New +$2.43M
GFI icon
282
Gold Fields
GFI
$36.5B
$2.41M 0.05%
+55,286
New +$2.31M
SO icon
283
Southern Company
SO
$107B
$2.4M 0.05%
+27,568
New +$2.52M
PSX icon
284
Phillips 66
PSX
$81.4B
$2.39M 0.05%
+18,532
New +$2.49M
FITB
285
Fifth Third Bancorp
FITB
$51.8B
$2.39M 0.05%
50,564
+38,769
+329% +$1.71M
CHT icon
286
Chunghwa Telecom
CHT
$33B
$2.38M 0.05%
+57,138
New +$2.41M
SPOT icon
287
Spotify
SPOT
$100B
$2.37M 0.05%
+4,087
New +$2.55M
BWIN
288
Baldwin Insurance Group
BWIN
$2.86B
$2.35M 0.05%
97,991
+19
+0% +$484
HSY icon
289
Hershey
HSY
$36.6B
$2.33M 0.05%
+12,815
New +$2.34M
VRT icon
290
Vertiv
VRT
$105B
$2.32M 0.05%
+14,317
New +$2.49M
RCL icon
291
Royal Caribbean
RCL
$85.6B
$2.3M 0.05%
+8,227
New +$2.32M
GD icon
292
General Dynamics
GD
$106B
$2.3M 0.05%
+6,826
New +$2.33M
DB icon
293
Deutsche Bank
DB
$71.5B
$2.29M 0.05%
+59,326
New +$2.14M
CVS icon
294
CVS Health
CVS
$122B
$2.28M 0.05%
+28,782
New +$2.27M
AEM icon
295
Agnico Eagle Mines
AEM
$90.5B
$2.27M 0.05%
+13,404
New +$2.25M
SOFI icon
296
SoFi Technologies
SOFI
$23.7B
$2.27M 0.05%
86,586
+22,091
+34% +$616K
ROP icon
297
Roper Technologies
ROP
$39.8B
$2.23M 0.05%
+5,005
New +$2.32M
DUK icon
298
Duke Energy
DUK
$97.3B
$2.22M 0.05%
+18,911
New +$2.31M
CM icon
299
Canadian Imperial Bank of Commerce
CM
$108B
$2.21M 0.05%
+24,202
New +$2.08M
APD icon
300
Air Products & Chemicals
APD
$67.6B
$2.21M 0.05%
+8,940
New +$2.27M
10 11
12
13 14

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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.