We are live on ! Find out more
LNWTC

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
CRL icon
676
Charles River Laboratories
CRL
$12.8B
$567K 0.01%
+2,840
New +$515K
NI icon
677
NiSource
NI
$20.4B
$567K 0.01%
+13,566
New +$580K
TIMB icon
678
TIM SA
TIMB
$8.8B
$565K 0.01%
+27,844
New +$612K
MYRG icon
679
MYR Group
MYRG
$5.25B
$563K 0.01%
+2,576
New +$561K
ITUB icon
680
Itaú Unibanco
ITUB
$87.5B
$556K 0.01%
+77,579
New +$552K
TEVA icon
681
Teva Pharmaceuticals
TEVA
$41.2B
$554K 0.01%
+17,735
New +$437K
HEI icon
682
HEICO Corp
HEI
$51.4B
$552K 0.01%
+1,706
New +$539K
ACM icon
683
Aecom
ACM
$9.75B
$550K 0.01%
+5,767
New +$678K
TROW icon
684
T. Rowe Price
TROW
$24.3B
$547K 0.01%
+5,342
New +$551K
WWD icon
685
Woodward
WWD
$21.4B
$546K 0.01%
+1,806
New +$497K
LYV icon
686
Live Nation Entertainment
LYV
$42.1B
$542K 0.01%
+3,807
New +$547K
FNV icon
687
Franco-Nevada
FNV
$46B
$541K 0.01%
+2,612
New +$530K
DIHP icon
688
Dimensional International High Profitability ETF
DIHP
$6.56B
$539K 0.01%
+17,010
New +$528K
ATO icon
689
Atmos Energy
ATO
$28.8B
$538K 0.01%
+3,207
New +$554K
LVS icon
690
Las Vegas Sands
LVS
$29.6B
$537K 0.01%
+8,255
New +$506K
TPL icon
691
Texas Pacific Land
TPL
$23.5B
$537K 0.01%
+1,868
New +$571K
FFIV icon
692
F5
FFIV
$22.7B
$534K 0.01%
+2,093
New +$563K
WMS icon
693
Advanced Drainage Systems
WMS
$10.9B
$531K 0.01%
+3,669
New +$531K
BSAC icon
694
Banco Santander Chile
BSAC
$16.6B
$531K 0.01%
+17,061
New +$497K
KEY icon
695
KeyCorp
KEY
$24.4B
$531K 0.01%
+25,714
New +$479K
FMX icon
696
Fomento Económico Mexicano
FMX
$41.7B
$527K 0.01%
+5,212
New +$506K
NIO icon
697
NIO
NIO
$11.9B
$526K 0.01%
+103,098
New +$636K
ANGX
698
Angel Studios
ANGX
$801M
$525K 0.01%
112,456
– –
KT icon
699
KT
KT
$8.81B
$523K 0.01%
+27,587
New +$515K
JKHY icon
700
Jack Henry & Associates
JKHY
$11.1B
$522K 0.01%
+2,862
New +$477K
26 27
28
29 30

Similar funds

SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
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.