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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
VLTO icon
501
Veralto
VLTO
$24B
$985K 0.02%
+9,858
New +$997K
STM icon
502
STMicroelectronics
STM
$50B
$981K 0.02%
+37,820
New +$970K
JBL icon
503
Jabil
JBL
$35.8B
$977K 0.02%
+4,284
New +$914K
HSIC icon
504
Henry Schein
HSIC
$9.82B
$977K 0.02%
+12,921
New +$909K
HMC icon
505
Honda
HMC
$41.3B
$973K 0.02%
+32,997
New +$1M
CX icon
506
Cemex
CX
$16.3B
$956K 0.02%
+83,230
New +$861K
TRP icon
507
TC Energy
TRP
$65.9B
$956K 0.02%
+17,177
New +$916K
PODD icon
508
Insulet
PODD
$9.79B
$956K 0.02%
+3,362
New +$1.05M
ALB icon
509
Albemarle
ALB
$15.5B
$952K 0.02%
+6,713
New +$762K
SBAC icon
510
SBA Communications
SBAC
$19.5B
$951K 0.02%
+4,916
New +$950K
ODFL icon
511
Old Dominion Freight Line
ODFL
$44.9B
$948K 0.02%
+6,049
New +$867K
MELI icon
512
Mercado Libre
MELI
$92.3B
$939K 0.02%
+466
New +$979K
KMI icon
513
Kinder Morgan
KMI
$68.7B
$937K 0.02%
+34,080
New +$921K
TDY icon
514
Teledyne Technologies
TDY
$32B
$937K 0.02%
+1,834
New +$966K
MLM icon
515
Martin Marietta Materials
MLM
$33B
$935K 0.02%
+1,502
New +$934K
ETR icon
516
Entergy
ETR
$50B
$931K 0.02%
+10,072
New +$955K
DG icon
517
Dollar General
DG
$27.9B
$928K 0.02%
+6,992
New +$780K
PFG icon
518
Principal Financial Group
PFG
$24.3B
$927K 0.02%
+10,504
New +$887K
WCN
519
Waste Connections
WCN
$42B
$926K 0.02%
+5,280
New +$912K
JD icon
520
JD.com
JD
$44.5B
$925K 0.02%
+32,241
New +$1.01M
ALC icon
521
Alcon
ALC
$35B
$923K 0.02%
+11,710
New +$902K
DXCM icon
522
DexCom
DXCM
$32B
$915K 0.02%
+13,782
New +$891K
BAP icon
523
Credicorp
BAP
$30.7B
$914K 0.02%
+3,186
New +$844K
P
524
Everpure Inc
P
$29.9B
$913K 0.02%
+13,629
New +$1.14M
CLS icon
525
Celestica
CLS
$36.5B
$911K 0.02%
+3,082
New +$929K
19 20
21
22 23

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SCM
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SCM
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VCM
Voleon Capital Management Berkeley, California $4.64B AUM 38.78% 1-Year Est. Return
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.