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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
HBAN icon
476
Huntington Bancshares
HBAN
$35.5B
$1.1M 0.02%
+62,577
New +$1.03M
PSO icon
477
Pearson
PSO
$9.9B
$1.09M 0.02%
+77,381
New +$1.07M
E icon
478
ENI
E
$77.5B
$1.09M 0.02%
+28,603
New +$1.05M
FLEX icon
479
Flex
FLEX
$44.8B
$1.09M 0.02%
+17,959
New +$1.11M
HUM icon
480
Humana
HUM
$46.2B
$1.08M 0.02%
+4,195
New +$1.1M
DOV icon
481
Dover
DOV
$28.4B
$1.06M 0.02%
+5,444
New +$992K
VIV icon
482
Telefônica Brasil
VIV
$19.2B
$1.06M 0.02%
+88,795
New +$1.1M
IJK icon
483
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$1.06M 0.02%
+10,941
New +$1.05M
FLR icon
484
Fluor
FLR
$7.96B
$1.06M 0.02%
26,732
+5,232
+24% +$231K
CYBR
485
DELISTED
CyberArk
CYBR
$1.06M 0.02%
+2,367
New +$1.14M
VEEV icon
486
Veeva Systems
VEEV
$37.4B
$1.05M 0.02%
+4,705
New +$1.25M
EOG icon
487
EOG Resources
EOG
$70.7B
$1.04M 0.02%
+9,896
New +$1.06M
GL icon
488
Globe Life
GL
$14.3B
$1.03M 0.02%
+7,398
New +$1M
DLTR icon
489
Dollar Tree
DLTR
$25.2B
$1.03M 0.02%
+8,365
New +$896K
HAL icon
490
Halliburton
HAL
$26.6B
$1.03M 0.02%
+36,276
New +$958K
CIEN icon
491
Ciena
CIEN
$58.4B
$1.02M 0.02%
+4,369
New +$848K
SLV icon
492
iShares Silver Trust
SLV
$30.9B
$1.01M 0.02%
+15,738
New +$788K
DFUS
493
Dimensional US Equity ETF
DFUS
$21.6B
$1.01M 0.02%
+13,667
New +$1M
MCHP icon
494
Microchip Technology
MCHP
$46B
$1M 0.02%
+15,753
New +$972K
CMF icon
495
iShares California Muni Bond ETF
CMF
$4.62B
$1M 0.02%
+17,405
New +$999K
SYF icon
496
Synchrony
SYF
$25.6B
$999K 0.02%
+11,973
New +$915K
LEN icon
497
Lennar Class A
LEN
$21.2B
$999K 0.02%
+9,715
New +$1.17M
MKL icon
498
Markel Group
MKL
$23.2B
$995K 0.02%
+463
New +$938K
D icon
499
Dominion Energy
D
$59.3B
$994K 0.02%
+16,960
New +$1.02M
CHGX icon
500
AXS Change Finance ESG ETF
CHGX
$179M
$989K 0.02%
+36,394
New +$996K
18 19
20
21 22

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SCM
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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.