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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
RGLD icon
651
Royal Gold
RGLD
$19.5B
$602K 0.01%
+2,707
New +$537K
EXAS
652
DELISTED
Exact Sciences
EXAS
$600K 0.01%
+5,911
New +$475K
EIX icon
653
Edison International
EIX
$26.4B
$596K 0.01%
+9,929
New +$570K
ALLE icon
654
Allegion
ALLE
$14.4B
$595K 0.01%
+3,735
New +$623K
GUNR icon
655
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.32B
$592K 0.01%
+12,901
New +$572K
QSR icon
656
Restaurant Brands International
QSR
$25.8B
$590K 0.01%
+8,570
New +$591K
HOLX
657
DELISTED
Hologic
HOLX
$588K 0.01%
+7,889
New +$576K
PUK icon
658
Prudential
PUK
$35.2B
$586K 0.01%
+18,835
New +$540K
ASR icon
659
Grupo Aeroportuario del Sureste
ASR
$8.3B
$585K 0.01%
+1,808
New +$559K
VSS icon
660
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
$584K 0.01%
+4,076
New +$581K
BNDX icon
661
Vanguard Total International Bond ETF
BNDX
$82.2B
$584K 0.01%
12,083
– –
MAS icon
662
Masco
MAS
$15.3B
$584K 0.01%
+9,200
New +$597K
BWXT icon
663
BWX Technologies
BWXT
$15.6B
$583K 0.01%
+3,373
New +$633K
EL icon
664
Estee Lauder
EL
$32B
$580K 0.01%
+5,540
New +$538K
OGS icon
665
ONE Gas
OGS
$5.04B
$579K 0.01%
+7,490
New +$602K
ZBRA icon
666
Zebra Technologies
ZBRA
$17.8B
$578K 0.01%
+2,380
New +$636K
UGI icon
667
UGI
UGI
$7.33B
$577K 0.01%
+15,274
New +$541K
JHX icon
668
James Hardie Industries
JHX
$17.5B
$576K 0.01%
+27,745
New +$556K
RBLX icon
669
Roblox
RBLX
$27B
$574K 0.01%
+7,084
New +$752K
TAL icon
670
TAL Education Group
TAL
$6.87B
$574K 0.01%
+52,604
New +$597K
AEE icon
671
Ameren
AEE
$30.1B
$574K 0.01%
+5,746
New +$589K
HALO icon
672
Halozyme
HALO
$12.2B
$572K 0.01%
+8,499
New +$572K
XYZ
673
Block Inc
XYZ
$47.5B
$572K 0.01%
+8,786
New +$606K
CHTR icon
674
Charter Communications
CHTR
$18.2B
$567K 0.01%
+2,718
New +$611K
LSTR icon
675
Landstar System
LSTR
$6.21B
$567K 0.01%
+3,946
New +$526K
25 26
27
28 29

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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.