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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
EME icon
576
Emcor
EME
$36B
$760K 0.02%
+1,242
New +$804K
SOLV icon
577
Solventum
SOLV
$14.1B
$756K 0.02%
+9,541
New +$731K
TSCO icon
578
Tractor Supply
TSCO
$18B
$754K 0.02%
+15,082
New +$812K
MKC icon
579
McCormick & Company Non-Voting
MKC
$14.2B
$747K 0.02%
+10,885
New +$723K
NTR icon
580
Nutrien
NTR
$30.7B
$745K 0.02%
+11,965
New +$704K
SBS icon
581
Sabesp
SBS
$18.7B
$744K 0.02%
+153,196
New +$740K
GIB icon
582
CGI
GIB
$15.5B
$743K 0.02%
+8,051
New +$718K
ATR icon
583
AptarGroup
ATR
$8.61B
$740K 0.02%
+6,064
New +$749K
STE icon
584
Steris
STE
$23.1B
$738K 0.02%
+2,912
New +$731K
CDW icon
585
CDW
CDW
$17B
$737K 0.02%
+5,414
New +$798K
MGA icon
586
Magna International
MGA
$18.8B
$735K 0.02%
+13,797
New +$674K
BIDU icon
587
Baidu
BIDU
$37.2B
$729K 0.02%
+5,576
New +$692K
CF icon
588
CF Industries
CF
$17.3B
$723K 0.02%
+9,346
New +$768K
TEF
589
DELISTED
Telefonica
TEF
$722K 0.02%
+170,239
New +$767K
LH icon
590
Labcorp
LH
$25.9B
$721K 0.02%
+2,872
New +$763K
XLE icon
591
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
$719K 0.01%
+16,084
New +$716K
WDS icon
592
Woodside Energy
WDS
$42.6B
$716K 0.01%
+45,953
New +$731K
CVLC icon
593
Calvert US Large-Cap Core Responsible Index ETF
CVLC
$944M
$716K 0.01%
+8,500
New +$709K
UAL icon
594
United Airlines
UAL
$42.1B
$716K 0.01%
+6,403
New +$647K
GDS icon
595
GDS Holdings
GDS
$6.41B
$713K 0.01%
+20,428
New +$706K
GIL icon
596
Gildan
GIL
$10.6B
$707K 0.01%
+11,313
New +$673K
CFG icon
597
Citizens Financial Group
CFG
$30.6B
$701K 0.01%
+12,005
New +$645K
HAS icon
598
Hasbro
HAS
$13.2B
$700K 0.01%
+8,536
New +$669K
DIA icon
599
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.5B
$697K 0.01%
+1,447
New +$684K
FAF icon
600
First American
FAF
$7.58B
$695K 0.01%
+11,315
New +$710K
22 23
24
25 26

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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.