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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
PYPL icon
351
PayPal
PYPL
$50.5B
$1.78M 0.04%
+30,411
New +$1.97M
CVE icon
352
Cenovus Energy
CVE
$52.1B
$1.77M 0.04%
+104,358
New +$1.81M
DHI icon
353
D.R. Horton
DHI
$42.3B
$1.76M 0.04%
+12,197
New +$1.86M
SRE icon
354
Sempra
SRE
$54.8B
$1.76M 0.04%
+19,739
New +$1.8M
IHG icon
355
InterContinental Hotels
IHG
$23.2B
$1.74M 0.04%
+12,335
New +$1.6M
PAYX icon
356
Paychex
PAYX
$42.7B
$1.73M 0.04%
+15,439
New +$1.81M
CAH icon
357
Cardinal Health
CAH
$55.4B
$1.72M 0.04%
+8,366
New +$1.57M
VLO icon
358
Valero Energy
VLO
$85.9B
$1.72M 0.04%
+10,548
New +$1.79M
MFC icon
359
Manulife Financial
MFC
$73.5B
$1.71M 0.04%
+47,265
New +$1.6M
NOK icon
360
Nokia
NOK
$52.3B
$1.71M 0.04%
+264,242
New +$1.64M
XLK icon
361
State Street Technology Select Sector SPDR ETF
XLK
$124B
$1.71M 0.04%
+11,856
New +$1.71M
GIS icon
362
General Mills
GIS
$19.7B
$1.71M 0.04%
+36,697
New +$1.74M
TCOM icon
363
Trip.com Group
TCOM
$29.1B
$1.69M 0.04%
+23,524
New +$1.68M
NGG icon
364
National Grid
NGG
$81.3B
$1.69M 0.04%
+21,558
New +$1.62M
EA
365
DELISTED
Electronic Arts
EA
$1.69M 0.04%
+8,265
New +$1.67M
L icon
366
Loews
L
$23.6B
$1.69M 0.04%
+16,021
New +$1.65M
EQT icon
367
EQT Corp
EQT
$32.3B
$1.69M 0.04%
+31,452
New +$1.77M
CARR icon
368
Carrier Global
CARR
$52.8B
$1.67M 0.03%
+31,635
New +$1.76M
PHG icon
369
Philips
PHG
$26.1B
$1.67M 0.03%
+63,942
New +$1.71M
XPEV icon
370
XPeng
XPEV
$11.6B
$1.66M 0.03%
+81,855
New +$1.78M
MRVL icon
371
Marvell Technology
MRVL
$196B
$1.66M 0.03%
+19,488
New +$1.71M
SCZ icon
372
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.7B
$1.65M 0.03%
+21,279
New +$1.63M
UNM icon
373
Unum
UNM
$14.3B
$1.65M 0.03%
+21,277
New +$1.63M
PKX icon
374
POSCO
PKX
$17.5B
$1.65M 0.03%
+30,973
New +$1.63M
RL icon
375
Ralph Lauren
RL
$23.6B
$1.65M 0.03%
+4,645
New +$1.58M
13 14
15
16 17

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VCM
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BJL
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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.