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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
CSL icon
626
Carlisle Companies
CSL
$15.4B
$639K 0.01%
+1,998
New +$648K
SNDK
627
Sandisk
SNDK
$177B
$639K 0.01%
+2,691
New +$539K
LPL icon
628
LG Display
LPL
$3.3B
$639K 0.01%
151,714
+126,375
+499% +$590K
HACK icon
629
Amplify Cybersecurity ETF
HACK
$2.9B
$638K 0.01%
+7,940
New +$673K
PBR icon
630
Petrobras
PBR
$116B
$637K 0.01%
+52,156
New +$637K
LUV icon
631
Southwest Airlines
LUV
$23B
$636K 0.01%
+15,310
New +$535K
USFD icon
632
US Foods
USFD
$24B
$635K 0.01%
+8,434
New +$633K
WTW icon
633
Willis Towers Watson
WTW
$32B
$635K 0.01%
+1,927
New +$631K
GEN icon
634
Gen Digital
GEN
$17.5B
$633K 0.01%
+23,281
New +$627K
AKAM icon
635
Akamai
AKAM
$15.9B
$631K 0.01%
+7,227
New +$594K
SDY icon
636
State Street SPDR S&P Dividend ETF
SDY
$23.9B
$628K 0.01%
+4,512
New +$628K
TLK icon
637
Telkom Indonesia
TLK
$14.9B
$624K 0.01%
+29,664
New +$606K
J icon
638
Jacobs Solutions
J
$17B
$624K 0.01%
+4,712
New +$691K
Q
639
Qnity Electronics Inc
Q
$28.9B
$623K 0.01%
+7,634
New +$648K
MASI
640
DELISTED
Masimo
MASI
$621K 0.01%
+4,778
New +$684K
CASY icon
641
Casey's General Stores
CASY
$30.9B
$621K 0.01%
+1,124
New +$619K
APA icon
642
APA Corp
APA
$13.2B
$619K 0.01%
+25,298
New +$612K
VIPS icon
643
Vipshop
VIPS
$7.53B
$619K 0.01%
+34,966
New +$673K
FTS icon
644
Fortis
FTS
$28.7B
$618K 0.01%
+11,897
New +$610K
FUTU icon
645
Futu Holdings
FUTU
$15.3B
$618K 0.01%
+3,762
New +$646K
MDB icon
646
MongoDB
MDB
$32.1B
$617K 0.01%
+1,470
New +$535K
CSGP icon
647
CoStar Group
CSGP
$12.3B
$612K 0.01%
+9,109
New +$645K
BLD
648
DELISTED
TopBuild
BLD
$607K 0.01%
+1,456
New +$624K
JLL icon
649
Jones Lang LaSalle
JLL
$16.7B
$606K 0.01%
+1,801
New +$565K
BG icon
650
Bunge Global
BG
$20.8B
$606K 0.01%
+6,799
New +$627K
24 25
26
27 28

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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
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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.