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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
ICL icon
776
ICL Group
ICL
$6.85B
$418K 0.01%
+72,653
New +$421K
GDDY icon
777
GoDaddy
GDDY
$11.5B
$415K 0.01%
+3,348
New +$433K
THG icon
778
Hanover Insurance
THG
$7.98B
$415K 0.01%
+2,268
New +$408K
SGOV icon
779
iShares 0-3 Month Treasury Bond ETF
SGOV
$100B
$414K 0.01%
+4,126
New +$415K
TMHC
780
DELISTED
Taylor Morrison
TMHC
$414K 0.01%
+7,031
New +$430K
DCI icon
781
Donaldson
DCI
$11.4B
$414K 0.01%
+4,667
New +$405K
LULU icon
782
lululemon athletica
LULU
$14.6B
$413K 0.01%
+1,986
New +$360K
MP icon
783
MP Materials
MP
$9.1B
$413K 0.01%
+8,169
New +$518K
RBA icon
784
RB Global
RBA
$17.5B
$412K 0.01%
+4,006
New +$407K
SNN icon
785
Smith & Nephew
SNN
$12.6B
$411K 0.01%
+12,530
New +$429K
EWW icon
786
iShares MSCI Mexico ETF
EWW
$1.99B
$406K 0.01%
+5,860
New +$396K
HUBS icon
787
HubSpot
HUBS
$10.5B
$405K 0.01%
+1,010
New +$418K
BCH icon
788
Banco de Chile
BCH
$20.9B
$400K 0.01%
+10,527
New +$374K
KD icon
789
Kyndryl
KD
$3.05B
$399K 0.01%
+15,035
New +$408K
LNT icon
790
Alliant Energy
LNT
$18B
$399K 0.01%
+6,138
New +$411K
EVR icon
791
Evercore
EVR
$11.8B
$399K 0.01%
+1,172
New +$377K
EXEL icon
792
Exelixis
EXEL
$13.4B
$398K 0.01%
+9,090
New +$376K
IMNM icon
793
Immunome
IMNM
$2.83B
$397K 0.01%
+18,499
New +$325K
VNM icon
794
VanEck Vietnam ETF
VNM
$504M
$396K 0.01%
+20,776
New +$377K
IFF icon
795
International Flavors & Fragrances
IFF
$21.9B
$396K 0.01%
+5,846
New +$379K
WRB icon
796
W.R. Berkley
WRB
$26.6B
$396K 0.01%
+5,651
New +$416K
COKE icon
797
Coca-Cola Consolidated
COKE
$12.8B
$395K 0.01%
+2,579
New +$378K
MGM icon
798
MGM Resorts International
MGM
$11.2B
$393K 0.01%
+10,781
New +$366K
SUZ icon
799
Suzano
SUZ
$10.1B
$392K 0.01%
+41,033
New +$373K
SCHR
800
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$392K 0.01%
15,618
+2,862
+22% +$72K
30 31
32
33 34

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SCM
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SCM
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VCM
Voleon Capital Management Berkeley, California $4.64B AUM 38.78% 1-Year Est. Return
BJL
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ACM
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ASC
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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.