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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
TRMB icon
751
Trimble
TRMB
$13.9B
$445K 0.01%
+5,686
New +$453K
TYL icon
752
Tyler Technologies
TYL
$12.8B
$445K 0.01%
+980
New +$467K
ARW icon
753
Arrow Electronics
ARW
$10.4B
$444K 0.01%
+4,028
New +$458K
CPAY icon
754
Corpay
CPAY
$25.7B
$441K 0.01%
+1,466
New +$426K
RELY icon
755
Remitly
RELY
$5.14B
$441K 0.01%
31,968
+4,067
+15% +$59.1K
PAYC icon
756
Paycom
PAYC
$9.69B
$440K 0.01%
+2,763
New +$490K
ZBH icon
757
Zimmer Biomet
ZBH
$18.4B
$438K 0.01%
+4,854
New +$460K
FSV icon
758
FirstService
FSV
$6.32B
$436K 0.01%
+2,798
New +$455K
BALL icon
759
Ball Corp
BALL
$16.8B
$433K 0.01%
+8,182
New +$403K
NBTB icon
760
NBT Bancorp
NBTB
$2.74B
$432K 0.01%
+10,414
New +$433K
ELPC icon
761
Copel
ELPC
$8.57B
$432K 0.01%
+45,434
New +$433K
GPN icon
762
Global Payments
GPN
$22.8B
$432K 0.01%
+5,579
New +$449K
CW icon
763
Curtiss-Wright
CW
$25.5B
$431K 0.01%
+782
New +$436K
PVH icon
764
PVH
PVH
$4.04B
$429K 0.01%
+6,400
New +$501K
MOS icon
765
The Mosaic Company
MOS
$7.33B
$429K 0.01%
+17,793
New +$479K
GWRE icon
766
Guidewire Software
GWRE
$14.2B
$427K 0.01%
+2,126
New +$470K
EXE
767
Expand Energy Corp
EXE
$21.5B
$426K 0.01%
+3,860
New +$428K
IQLT icon
768
iShares MSCI Intl Quality Factor ETF
IQLT
$14.2B
$424K 0.01%
+9,336
New +$418K
DECK icon
769
Deckers Outdoor
DECK
$13.3B
$423K 0.01%
+4,084
New +$383K
PCOR icon
770
Procore
PCOR
$8.67B
$423K 0.01%
+5,815
New +$430K
INSM icon
771
Insmed
INSM
$28.6B
$420K 0.01%
+2,414
New +$441K
GAP
772
The Gap Inc
GAP
$7.37B
$420K 0.01%
+16,400
New +$397K
RTO icon
773
Rentokil
RTO
$12.2B
$419K 0.01%
+14,232
New +$395K
VNQI icon
774
Vanguard Global ex-US Real Estate ETF
VNQI
$3.53B
$419K 0.01%
+9,134
New +$432K
LI icon
775
Li Auto
LI
$12.7B
$418K 0.01%
+24,686
New +$489K
29 30
31
32 33

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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.