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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
MFG icon
301
Mizuho Financial
MFG
$130B
$2.2M 0.05%
+300,581
New +$2.05M
RIO icon
302
Rio Tinto
RIO
$164B
$2.17M 0.05%
+27,067
New +$1.95M
WMB icon
303
Williams Companies
WMB
$86.1B
$2.17M 0.05%
+36,028
New +$2.18M
LNG icon
304
Cheniere Energy
LNG
$52.9B
$2.16M 0.04%
+11,122
New +$2.34M
KEYS icon
305
Keysight
KEYS
$58.3B
$2.15M 0.04%
+10,596
New +$1.97M
CTAS icon
306
Cintas
CTAS
$81.3B
$2.13M 0.04%
+11,332
New +$2.13M
IX icon
307
ORIX
IX
$43.5B
$2.13M 0.04%
72,885
+59,485
+444% +$1.57M
OMC icon
308
Omnicom Group
OMC
$23.4B
$2.12M 0.04%
+26,044
New +$1.99M
SON icon
309
Sonoco
SON
$5.74B
$2.12M 0.04%
+48,492
New +$2.01M
REGN icon
310
Regeneron Pharmaceuticals
REGN
$80.8B
$2.11M 0.04%
+2,738
New +$1.86M
GSK icon
311
GSK
GSK
$106B
$2.1M 0.04%
+42,456
New +$1.98M
BKR icon
312
Baker Hughes
BKR
$61.1B
$2.07M 0.04%
+45,449
New +$2.16M
WAB icon
313
Wabtec
WAB
$49.3B
$2.06M 0.04%
+9,661
New +$1.98M
TFC icon
314
Truist Financial
TFC
$64B
$2.06M 0.04%
+41,775
New +$1.92M
DASH icon
315
DoorDash
DASH
$93.7B
$2.04M 0.04%
+9,016
New +$2.11M
TECK icon
316
Teck Resources
TECK
$32.6B
$2.03M 0.04%
+42,465
New +$1.84M
SNPS icon
317
Synopsys
SNPS
$79.7B
$2.01M 0.04%
+4,272
New +$1.9M
NTES icon
318
NetEase
NTES
$84.7B
$2M 0.04%
+14,565
New +$2.07M
IDXX icon
319
Idexx Laboratories
IDXX
$46.2B
$2M 0.04%
+2,955
New +$2.01M
AFRM icon
320
Affirm
AFRM
$25.2B
$1.99M 0.04%
26,714
+13,993
+110% +$1.01M
NKE icon
321
Nike
NKE
$61.9B
$1.98M 0.04%
+30,865
New +$2.01M
WDC icon
322
Western Digital
WDC
$150B
$1.96M 0.04%
+11,392
New +$1.73M
LHX icon
323
L3Harris
LHX
$53.4B
$1.95M 0.04%
+6,652
New +$1.92M
CP icon
324
Canadian Pacific Kansas City
CP
$80.5B
$1.95M 0.04%
+26,420
New +$1.94M
MTD icon
325
Mettler-Toledo International
MTD
$28.6B
$1.95M 0.04%
+1,396
New +$1.95M
11 12
13
14 15

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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.