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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
COHR icon
526
Coherent
COHR
$74.2B
$909K 0.02%
+4,923
New +$736K
FCNCA icon
527
First Citizens BancShares
FCNCA
$25.3B
$908K 0.02%
+423
New +$797K
IEX icon
528
IDEX
IEX
$17.3B
$906K 0.02%
+5,092
New +$870K
TWLO icon
529
Twilio
TWLO
$36.6B
$905K 0.02%
+6,365
New +$788K
TS icon
530
Tenaris
TS
$26.8B
$903K 0.02%
+23,494
New +$906K
VRSN icon
531
VeriSign
VRSN
$26.6B
$903K 0.02%
+3,715
New +$933K
EDU icon
532
New Oriental
EDU
$8.98B
$901K 0.02%
+16,379
New +$898K
SPDW icon
533
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.6B
$899K 0.02%
+20,253
New +$885K
NTRS icon
534
Northern Trust
NTRS
$33.9B
$891K 0.02%
+6,484
New +$851K
SCHF icon
535
Schwab International Equity ETF
SCHF
$68.7B
$873K 0.02%
+36,329
New +$864K
CVNA icon
536
Carvana
CVNA
$77.9B
$867K 0.02%
+10,275
New +$764K
RRC icon
537
Range Resources
RRC
$8.95B
$861K 0.02%
+24,420
New +$910K
SSNC icon
538
SS&C Technologies
SSNC
$18.6B
$861K 0.02%
+9,844
New +$839K
DTE icon
539
DTE Energy
DTE
$29.1B
$859K 0.02%
+6,600
New +$896K
RPRX icon
540
Royalty Pharma
RPRX
$25.3B
$853K 0.02%
+22,066
New +$841K
SNA icon
541
Snap-on
SNA
$21.5B
$850K 0.02%
+2,467
New +$844K
WEC icon
542
WEC Energy
WEC
$35.1B
$849K 0.02%
+8,050
New +$891K
AIZ icon
543
Assurant
AIZ
$14.3B
$847K 0.02%
+3,518
New +$786K
SQM icon
544
Sociedad Química y Minera de Chile
SQM
$20.6B
$842K 0.02%
+12,236
New +$674K
OTIS icon
545
Otis Worldwide
OTIS
$28.2B
$840K 0.02%
+9,622
New +$861K
WCC
546
WESCO International
WCC
$17.7B
$834K 0.02%
+3,411
New +$837K
TKC icon
547
Turkcell
TKC
$4.79B
$833K 0.02%
+149,397
New +$872K
AER icon
548
AerCap
AER
$23.8B
$829K 0.02%
+5,769
New +$764K
SNOW icon
549
Snowflake
SNOW
$115B
$824K 0.02%
+3,757
New +$917K
SKM icon
550
SK Telecom
SKM
$13.2B
$823K 0.02%
+40,100
New +$823K
20 21
22
23 24

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VCM
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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.