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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
AMLP icon
726
Alerian MLP ETF
AMLP
$12.8B
$485K 0.01%
+10,321
New +$483K
PTC icon
727
PTC
PTC
$16B
$485K 0.01%
+2,784
New +$517K
RS icon
728
Reliance Steel & Aluminium
RS
$21.6B
$483K 0.01%
+1,672
New +$470K
UTHR icon
729
United Therapeutics
UTHR
$23.1B
$479K 0.01%
+984
New +$458K
ROL icon
730
Rollins
ROL
$18.2B
$479K 0.01%
+7,981
New +$469K
ULTA icon
731
Ulta Beauty
ULTA
$24.3B
$476K 0.01%
+786
New +$432K
PCG icon
732
PG&E
PCG
$38.5B
$475K 0.01%
+29,483
New +$471K
PBA icon
733
Pembina Pipeline
PBA
$27.6B
$474K 0.01%
+12,441
New +$479K
PAC icon
734
Grupo Aeroportuario del Pacifico
PAC
$13.3B
$473K 0.01%
+1,796
New +$417K
BITB icon
735
Bitwise Bitcoin ETF
BITB
$2.49B
$472K 0.01%
+9,922
New +$540K
LECO icon
736
Lincoln Electric
LECO
$15.4B
$471K 0.01%
+1,960
New +$464K
AES icon
737
AES
AES
$10.5B
$470K 0.01%
+32,801
New +$462K
CINF icon
738
Cincinnati Financial
CINF
$27.1B
$468K 0.01%
+2,852
New +$462K
TECH icon
739
Bio-Techne
TECH
$11.3B
$468K 0.01%
+7,954
New +$483K
JBHT icon
740
JB Hunt Transport Services
JBHT
$25.2B
$466K 0.01%
+2,396
New +$411K
CNP icon
741
CenterPoint Energy
CNP
$26.8B
$464K 0.01%
+12,096
New +$472K
CRBN icon
742
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.18B
$463K 0.01%
+2,008
New +$461K
DBX icon
743
Dropbox
DBX
$8.12B
$463K 0.01%
16,642
+2,306
+16% +$67.2K
ALLY icon
744
Ally Financial
ALLY
$13.3B
$460K 0.01%
+10,165
New +$419K
MSTR icon
745
Strategy Inc
MSTR
$38.4B
$457K 0.01%
+3,005
New +$692K
LNC icon
746
Lincoln National
LNC
$8.81B
$455K 0.01%
+10,219
New +$426K
CCL icon
747
Carnival Corporation Ltd
CCL
$39.7B
$453K 0.01%
+14,829
New +$413K
EVRG icon
748
Evergy
EVRG
$19.2B
$453K 0.01%
+6,243
New +$474K
PHI icon
749
PLDT
PHI
$4.33B
$450K 0.01%
+20,686
New +$425K
FIX icon
750
Comfort Systems
FIX
$59.6B
$448K 0.01%
+480
New +$443K
28 29
30
31 32

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SCM
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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.