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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
KGC icon
451
Kinross Gold
KGC
$32.8B
$1.21M 0.03%
+43,127
New +$1.12M
IRTC icon
452
iRhythm Holdings
IRTC
$4.2B
$1.21M 0.03%
+6,824
New +$1.21M
HOOD icon
453
Robinhood
HOOD
$83.9B
$1.2M 0.03%
+10,639
New +$1.38M
BIIB icon
454
Biogen
BIIB
$30.7B
$1.2M 0.03%
+6,820
New +$1.11M
NET icon
455
Cloudflare
NET
$107B
$1.19M 0.02%
+6,051
New +$1.28M
PRM icon
456
Perimeter Solutions
PRM
$5.77B
$1.19M 0.02%
+43,317
New +$1.09M
FISV
457
Fiserv Inc
FISV
$27.9B
$1.19M 0.02%
+17,709
New +$1.48M
DAL icon
458
Delta Air Lines
DAL
$60.1B
$1.18M 0.02%
+17,019
New +$1.06M
GRMN
459
Garmin
GRMN
$60B
$1.18M 0.02%
+5,799
New +$1.26M
UPS icon
460
United Parcel Service
UPS
$88.9B
$1.16M 0.02%
+11,738
New +$1.1M
AIG icon
461
American International
AIG
$41.3B
$1.16M 0.02%
+13,572
New +$1.09M
EXPE icon
462
Expedia Group
EXPE
$37.3B
$1.16M 0.02%
+4,084
New +$1.01M
XEL icon
463
Xcel Energy
XEL
$48.8B
$1.15M 0.02%
+15,478
New +$1.22M
ORA icon
464
Ormat Technologies
ORA
$6.65B
$1.15M 0.02%
+10,396
New +$1.14M
CIB icon
465
Grupo Cibest SA
CIB
$21.1B
$1.15M 0.02%
+18,011
New +$1.08M
CTRA
466
DELISTED
Coterra Energy
CTRA
$1.14M 0.02%
+43,500
New +$1.1M
EXPD icon
467
Expeditors International
EXPD
$23.2B
$1.14M 0.02%
+7,664
New +$1.04M
PRU icon
468
Prudential Financial
PRU
$41.8B
$1.14M 0.02%
+10,109
New +$1.08M
WBD icon
469
Warner Bros
WBD
$67.1B
$1.13M 0.02%
+39,284
New +$918K
OKTA icon
470
Okta
OKTA
$25.8B
$1.13M 0.02%
+13,037
New +$1.14M
CHD icon
471
Church & Dwight Co
CHD
$24.5B
$1.13M 0.02%
+13,427
New +$1.15M
PHM icon
472
Pultegroup
PHM
$25.3B
$1.12M 0.02%
+9,570
New +$1.17M
BUD icon
473
AB InBev
BUD
$165B
$1.12M 0.02%
+17,553
New +$1.09M
NTRA icon
474
Natera
NTRA
$46.4B
$1.11M 0.02%
+4,854
New +$1.01M
F icon
475
Ford
F
$55.7B
$1.1M 0.02%
+83,569
New +$1.08M
17 18
19
20 21

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BJL
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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.