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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
BP icon
401
BP
BP
$107B
$1.44M 0.03%
+41,328
New +$1.45M
DDOG icon
402
Datadog
DDOG
$84B
$1.43M 0.03%
+10,505
New +$1.66M
AXON
403
Axon Enterprise
AXON
$46.4B
$1.42M 0.03%
+2,508
New +$1.56M
FIVN icon
404
FIVE9
FIVN
$2.54B
$1.42M 0.03%
+70,879
New +$1.5M
NWG icon
405
NatWest
NWG
$76.4B
$1.42M 0.03%
+81,017
New +$1.28M
SCHD icon
406
Schwab US Dividend Equity ETF
SCHD
$105B
$1.41M 0.03%
+51,513
New +$1.4M
EXC icon
407
Exelon
EXC
$47B
$1.41M 0.03%
+32,293
New +$1.47M
CTVA icon
408
Corteva
CTVA
$51.3B
$1.41M 0.03%
+20,965
New +$1.36M
CHKP icon
409
Check Point Software Technologies
CHKP
$13.1B
$1.4M 0.03%
+7,570
New +$1.46M
WAT icon
410
Waters Corp
WAT
$39.9B
$1.4M 0.03%
+3,678
New +$1.35M
ALNY icon
411
Alnylam Pharmaceuticals
ALNY
$29.3B
$1.39M 0.03%
+3,501
New +$1.55M
CNQ icon
412
Canadian Natural Resources
CNQ
$93.8B
$1.39M 0.03%
+40,478
New +$1.31M
CMA
413
DELISTED
Comerica
CMA
$1.38M 0.03%
+15,739
New +$1.27M
MSCI icon
414
MSCI
MSCI
$40.9B
$1.37M 0.03%
+2,389
New +$1.34M
CBOE icon
415
Cboe Global Markets
CBOE
$29.9B
$1.37M 0.03%
+5,447
New +$1.35M
FERG icon
416
Ferguson
FERG
$49.8B
$1.36M 0.03%
+6,110
New +$1.46M
PINS icon
417
Pinterest
PINS
$13.4B
$1.36M 0.03%
+52,377
New +$1.51M
MPWR icon
418
Monolithic Power Systems
MPWR
$68.9B
$1.35M 0.03%
+1,489
New +$1.43M
CNI icon
419
Canadian National Railway
CNI
$76.6B
$1.35M 0.03%
+13,643
New +$1.31M
ZTS icon
420
Zoetis
ZTS
$30B
$1.34M 0.03%
+10,644
New +$1.39M
APO icon
421
Apollo Global Management
APO
$73.4B
$1.34M 0.03%
+9,245
New +$1.23M
FICO icon
422
Fair Isaac
FICO
$22.5B
$1.34M 0.03%
+791
New +$1.36M
VMC icon
423
Vulcan Materials
VMC
$36.9B
$1.33M 0.03%
+4,673
New +$1.37M
IR icon
424
Ingersoll Rand
IR
$33.7B
$1.33M 0.03%
+16,819
New +$1.33M
OC icon
425
Owens Corning
OC
$12.4B
$1.33M 0.03%
+11,902
New +$1.4M
15 16
17
18 19

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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.