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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
AMD icon
51
Advanced Micro Devices
AMD
$789B
$15.9M 0.33%
+74,137
New +$16.7M
AMAT icon
52
Applied Materials
AMAT
$428B
$15.1M 0.31%
58,657
+46,422
+379% +$11.1M
GE icon
53
GE Aerospace
GE
$384B
$14.5M 0.3%
+47,032
New +$14.2M
IVV icon
54
iShares Core S&P 500 ETF
IVV
$902B
$14.2M 0.3%
+20,767
New +$14.1M
CSCO icon
55
Cisco
CSCO
$479B
$14M 0.29%
+181,232
New +$13.4M
MRK icon
56
Merck
MRK
$318B
$13.7M 0.29%
+129,358
New +$12.1M
IVE icon
57
iShares S&P 500 Value ETF
IVE
$49.8B
$13.7M 0.29%
+64,668
New +$13.6M
BND icon
58
Vanguard Total Bond Market
BND
$158B
$13M 0.27%
175,281
+90,925
+108% +$6.77M
AXP icon
59
American Express
AXP
$230B
$12.7M 0.26%
+34,350
New +$12.3M
MU icon
60
Micron Technology
MU
$991B
$12.5M 0.26%
+43,840
New +$10.1M
CVX icon
61
Chevron
CVX
$366B
$12.4M 0.26%
81,344
+53,020
+187% +$8.08M
CRM icon
62
Salesforce
CRM
$158B
$12M 0.25%
+45,315
New +$11.3M
CAT icon
63
Caterpillar
CAT
$387B
$12M 0.25%
+20,976
New +$11.7M
UNH icon
64
UnitedHealth
UNH
$370B
$11.9M 0.25%
+35,905
New +$12.2M
PLTR icon
65
Palantir
PLTR
$413B
$11.8M 0.25%
66,592
+54,023
+430% +$9.78M
TEL icon
66
TE Connectivity
TEL
$62.6B
$11.7M 0.24%
+51,582
New +$11.9M
MCD icon
67
McDonald's
MCD
$195B
$11.2M 0.23%
+36,703
New +$11.2M
BKNG icon
68
Booking.com
BKNG
$161B
$11.1M 0.23%
+52,000
New +$10.7M
TJX icon
69
TJX Companies
TJX
$178B
$11M 0.23%
+71,674
New +$10.6M
MS icon
70
Morgan Stanley
MS
$340B
$10.7M 0.22%
+60,284
New +$10.1M
SPGI icon
71
S&P Global
SPGI
$120B
$10.4M 0.22%
+19,924
New +$9.86M
LRCX icon
72
Lam Research
LRCX
$390B
$10.3M 0.21%
+59,844
New +$9.31M
NVS icon
73
Novartis
NVS
$297B
$9.53M 0.2%
+69,112
New +$9.05M
KO icon
74
Coca-Cola
KO
$375B
$9.4M 0.2%
+134,400
New +$9.37M
AZN icon
75
AstraZeneca
AZN
$250B
$9.35M 0.19%
+50,859
New +$8.92M
1 2
3
4 5

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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.