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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
PEG icon
426
Public Service Enterprise Group
PEG
$37.7B
$1.33M 0.03%
+16,568
New +$1.35M
DFAC icon
427
Dimensional US Core Equity 2 ETF
DFAC
$49.4B
$1.33M 0.03%
+33,583
New +$1.31M
DRI icon
428
Darden Restaurants
DRI
$24.4B
$1.33M 0.03%
+7,219
New +$1.32M
IQV icon
429
IQVIA
IQV
$39.3B
$1.32M 0.03%
+5,875
New +$1.28M
NUE icon
430
Nucor
NUE
$62.1B
$1.32M 0.03%
+8,040
New +$1.21M
DGX icon
431
Quest Diagnostics
DGX
$26.3B
$1.32M 0.03%
+7,580
New +$1.38M
NVT icon
432
nVent Electric
NVT
$26.7B
$1.31M 0.03%
+12,857
New +$1.34M
NVR icon
433
NVR
NVR
$17B
$1.31M 0.03%
+179
New +$1.34M
NXDR
434
Nextdoor Holdings
NXDR
$986M
$1.29M 0.03%
+616,150
New +$1.21M
VST icon
435
Vistra
VST
$47.4B
$1.29M 0.03%
+8,009
New +$1.46M
SLB icon
436
SLB Ltd
SLB
$75B
$1.29M 0.03%
+33,308
New +$1.21M
SCHE icon
437
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$1.29M 0.03%
+39,238
New +$1.31M
TPR icon
438
Tapestry
TPR
$32.8B
$1.28M 0.03%
+10,020
New +$1.15M
VBK icon
439
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.5B
$1.28M 0.03%
+4,234
New +$1.28M
FANG icon
440
Diamondback Energy
FANG
$52.7B
$1.28M 0.03%
+8,509
New +$1.26M
SYY icon
441
Sysco
SYY
$40.3B
$1.28M 0.03%
+17,329
New +$1.32M
ED icon
442
Consolidated Edison
ED
$39.9B
$1.27M 0.03%
+12,784
New +$1.27M
WST icon
443
West Pharmaceutical
WST
$24.9B
$1.27M 0.03%
+4,601
New +$1.26M
SE icon
444
Sea Limited
SE
$69.5B
$1.24M 0.03%
+9,703
New +$1.44M
BIL icon
445
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.9B
$1.23M 0.03%
+13,508
New +$1.24M
LOGI icon
446
Logitech
LOGI
$15.2B
$1.23M 0.03%
+12,285
New +$1.38M
LDOS icon
447
Leidos
LDOS
$17.3B
$1.23M 0.03%
+6,822
New +$1.29M
GEHC icon
448
GE HealthCare
GEHC
$32.4B
$1.23M 0.03%
+14,977
New +$1.17M
ILMN icon
449
Illumina
ILMN
$28.4B
$1.23M 0.03%
+9,361
New +$1.1M
STLD icon
450
Steel Dynamics
STLD
$37.6B
$1.23M 0.03%
+7,218
New +$1.15M
16 17
18
19 20

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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.