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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
CLH icon
601
Clean Harbors
CLH
$16.3B
$686K 0.01%
+2,926
New +$669K
RIVN icon
602
Rivian
RIVN
$23.2B
$686K 0.01%
+34,783
New +$552K
OXY icon
603
Occidental Petroleum
OXY
$55.9B
$683K 0.01%
+16,514
New +$689K
FTV icon
604
Fortive
FTV
$18.6B
$682K 0.01%
+12,347
New +$641K
INCY icon
605
Incyte
INCY
$24.4B
$681K 0.01%
+6,898
New +$667K
AYI icon
606
Acuity Brands
AYI
$10.8B
$674K 0.01%
+1,873
New +$677K
ENTG icon
607
Entegris
ENTG
$23.2B
$672K 0.01%
+7,974
New +$693K
AVY icon
608
Avery Dennison
AVY
$13.4B
$667K 0.01%
+3,668
New +$634K
LPLA icon
609
LPL Financial
LPLA
$28.6B
$666K 0.01%
+1,866
New +$660K
ONC
610
BeOne Medicines Ltd
ONC
$39.4B
$666K 0.01%
+2,192
New +$717K
IT icon
611
Gartner
IT
$11.7B
$664K 0.01%
+2,631
New +$633K
DD icon
612
DuPont de Nemours
DD
$19.2B
$661K 0.01%
+5,481
New +$617K
Z icon
613
Zillow
Z
$7.56B
$659K 0.01%
+9,665
New +$700K
TXT icon
614
Textron
TXT
$15.4B
$655K 0.01%
+7,507
New +$628K
INGR icon
615
Ingredion
INGR
$6.58B
$653K 0.01%
+5,923
New +$668K
NXT icon
616
Nextpower Inc
NXT
$15.7B
$652K 0.01%
+7,480
New +$678K
SR icon
617
Spire
SR
$4.85B
$651K 0.01%
+7,792
New +$664K
VTV icon
618
Vanguard Morningstar Value ETF
VTV
$191B
$650K 0.01%
+3,405
New +$640K
CUZ icon
619
Cousins Properties
CUZ
$4.88B
$650K 0.01%
+25,214
New +$655K
INDA icon
620
iShares MSCI India ETF
INDA
$6.63B
$650K 0.01%
+12,019
New +$648K
CMS icon
621
CMS Energy
CMS
$22.3B
$647K 0.01%
+9,251
New +$673K
ON icon
622
ON Semiconductor
ON
$31.6B
$644K 0.01%
+11,887
New +$610K
FIS icon
623
Fidelity National Information Services
FIS
$22.1B
$643K 0.01%
+9,682
New +$638K
LITE icon
624
Lumentum
LITE
$69.3B
$642K 0.01%
+1,743
New +$448K
SHY icon
625
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
$641K 0.01%
+7,740
New +$642K
23 24
25
26 27

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SV
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SCM
Shelton Capital Management Denver, Colorado $4.57B AUM 32.26% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
VCM
Voleon Capital Management Berkeley, California $4.64B AUM 38.78% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $4.53B AUM 21.1% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
ASC
Atalanta Sosnoff Capital New York $4.66B AUM 41.34% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

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.