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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
CPRT icon
376
Copart
CPRT
$27.5B
$1.65M 0.03%
+42,050
New +$1.74M
B
377
Barrick Mining
B
$73.2B
$1.64M 0.03%
+37,684
New +$1.41M
RF icon
378
Regions Financial
RF
$26.8B
$1.63M 0.03%
+59,431
New +$1.52M
JMIA
379
Jumia Technologies
JMIA
$767M
$1.62M 0.03%
129,669
+13,344
+11% +$154K
VYM icon
380
Vanguard High Dividend Yield ETF
VYM
$82.8B
$1.61M 0.03%
+11,219
New +$1.6M
DVN icon
381
Devon Energy
DVN
$47.3B
$1.61M 0.03%
+43,879
New +$1.53M
IWD icon
382
iShares Russell 1000 Value ETF
IWD
$83.7B
$1.6M 0.03%
+7,613
New +$1.57M
AJG icon
383
Arthur J. Gallagher & Co
AJG
$63.6B
$1.6M 0.03%
+6,168
New +$1.63M
CTSH icon
384
Cognizant
CTSH
$26B
$1.56M 0.03%
+18,844
New +$1.41M
DFAS icon
385
Dimensional US Small Cap ETF
DFAS
$15.7B
$1.56M 0.03%
+22,381
New +$1.54M
VGT icon
386
Vanguard Information Technology ETF
VGT
$149B
$1.55M 0.03%
+16,496
New +$1.57M
CMG icon
387
Chipotle Mexican Grill
CMG
$41.5B
$1.55M 0.03%
+41,910
New +$1.52M
HLN icon
388
Haleon
HLN
$44.2B
$1.52M 0.03%
149,935
+124,984
+501% +$1.19M
BDX icon
389
Becton Dickinson
BDX
$48.2B
$1.51M 0.03%
+7,755
New +$1.48M
PNR icon
390
Pentair
PNR
$11B
$1.5M 0.03%
+14,441
New +$1.54M
KKR icon
391
KKR & Co
KKR
$92.3B
$1.5M 0.03%
+11,755
New +$1.46M
BN icon
392
Brookfield
BN
$108B
$1.49M 0.03%
+32,503
New +$1.48M
KEP icon
393
Korea Electric Power
KEP
$16B
$1.48M 0.03%
+89,964
New +$1.42M
TME icon
394
Tencent Music
TME
$15.6B
$1.47M 0.03%
+84,013
New +$1.7M
NMR icon
395
Nomura Holdings
NMR
$29.1B
$1.47M 0.03%
+175,468
New +$1.31M
HPQ icon
396
HP
HPQ
$27.5B
$1.47M 0.03%
+65,044
New +$1.66M
AEG icon
397
Aegon
AEG
$14.1B
$1.47M 0.03%
+190,492
New +$1.46M
SU icon
398
Suncor Energy
SU
$70.3B
$1.45M 0.03%
+32,675
New +$1.38M
ES icon
399
Eversource Energy
ES
$27.2B
$1.44M 0.03%
+21,371
New +$1.5M
RMD icon
400
ResMed
RMD
$30.7B
$1.44M 0.03%
+5,966
New +$1.53M
14 15
16
17 18

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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.