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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
VOD icon
701
Vodafone
VOD
$37.4B
$521K 0.01%
+38,697
New +$468K
STLA icon
702
Stellantis
STLA
$20.8B
$521K 0.01%
+47,833
New +$514K
DEO icon
703
Diageo
DEO
$53.6B
$517K 0.01%
+5,998
New +$552K
TOTL icon
704
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.03B
$515K 0.01%
+12,787
New +$518K
GGG icon
705
Graco
GGG
$13.5B
$507K 0.01%
+6,190
New +$509K
EFX icon
706
Equifax
EFX
$21.4B
$506K 0.01%
+2,332
New +$511K
KVUE icon
707
Kenvue
KVUE
$36.9B
$506K 0.01%
+29,324
New +$479K
BBY icon
708
Best Buy
BBY
$17.3B
$506K 0.01%
+7,445
New +$568K
STN icon
709
Stantec
STN
$8.39B
$504K 0.01%
+5,333
New +$549K
ZION icon
710
Zions Bancorporation
ZION
$10.3B
$504K 0.01%
+8,608
New +$469K
LYB icon
711
LyondellBasell Industries
LYB
$19.2B
$503K 0.01%
+11,614
New +$526K
LKQ icon
712
LKQ Corp
LKQ
$6.29B
$499K 0.01%
+16,524
New +$498K
PPG icon
713
PPG Industries
PPG
$26.6B
$498K 0.01%
+4,863
New +$488K
CIG icon
714
CEMIG Preferred Shares
CIG
$6.01B
$498K 0.01%
+232,255
New +$476K
TTEK icon
715
Tetra Tech
TTEK
$9.07B
$497K 0.01%
+14,814
New +$501K
ISHG icon
716
iShares 1-3 Year International Treasury Bond ETF
ISHG
$832M
$497K 0.01%
+6,600
New +$498K
DFAT icon
717
Dimensional US Targeted Value ETF
DFAT
$14.7B
$495K 0.01%
+8,317
New +$485K
NBIX icon
718
Neurocrine Biosciences
NBIX
$16.6B
$494K 0.01%
+3,482
New +$504K
IUSG icon
719
iShares Core S&P US Growth ETF
IUSG
$33.7B
$490K 0.01%
+2,920
New +$487K
STZ icon
720
Constellation Brands
STZ
$23.2B
$490K 0.01%
+3,553
New +$487K
IBKR icon
721
Interactive Brokers
IBKR
$39.8B
$490K 0.01%
+7,617
New +$510K
QGEN icon
722
Qiagen
QGEN
$8.72B
$490K 0.01%
+10,891
New +$504K
CAE icon
723
CAE Inc. Common Shares
CAE
$8.74B
$489K 0.01%
+16,076
New +$451K
CNXC icon
724
Concentrix
CNXC
$1.57B
$489K 0.01%
+11,751
New +$477K
GMAB icon
725
Genmab
GMAB
$19.5B
$488K 0.01%
+15,839
New +$494K
27 28
29
30 31

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VCM
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BJL
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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.