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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
ZS icon
801
Zscaler
ZS
$27.3B
$388K 0.01%
+1,726
New +$487K
CHRW icon
802
C.H. Robinson
CHRW
$17.5B
$387K 0.01%
+2,396
New +$354K
BCE icon
803
BCE
BCE
$21.2B
$386K 0.01%
+15,983
New +$372K
CIGI icon
804
Colliers International
CIGI
$5.19B
$385K 0.01%
+2,618
New +$393K
TNL icon
805
Travel + Leisure Co
TNL
$4.7B
$382K 0.01%
+5,423
New +$355K
WIX icon
806
WIX.com
WIX
$2.52B
$381K 0.01%
+3,663
New +$443K
BOKF icon
807
BOK Financial
BOKF
$8.74B
$380K 0.01%
+3,209
New +$360K
SCI icon
808
Service Corp International
SCI
$11.6B
$378K 0.01%
+4,844
New +$387K
BEPC icon
809
Brookfield Renewable
BEPC
$6.26B
$377K 0.01%
+9,846
New +$396K
ONTO icon
810
Onto Innovation
ONTO
$15.3B
$377K 0.01%
+2,388
New +$339K
RVMD icon
811
Revolution Medicines
RVMD
$44B
$377K 0.01%
+4,729
New +$310K
AMCR icon
812
Amcor
AMCR
$22.1B
$376K 0.01%
+9,012
New +$372K
HMY icon
813
Harmony Gold Mining
HMY
$12.3B
$375K 0.01%
+18,857
New +$352K
FE icon
814
FirstEnergy
FE
$27.5B
$375K 0.01%
+8,370
New +$384K
FWONK icon
815
Liberty Media Series C
FWONK
$25.8B
$369K 0.01%
+3,748
New +$368K
IHI icon
816
iShares US Medical Devices ETF
IHI
$3.38B
$369K 0.01%
+5,936
New +$366K
EMN icon
817
Eastman Chemical
EMN
$8.42B
$368K 0.01%
+5,693
New +$351K
PPL
818
PPL Corp
PPL
$26.7B
$368K 0.01%
+10,427
New +$376K
CNH
819
CNH Industrial
CNH
$17.5B
$368K 0.01%
+39,874
New +$398K
SLM icon
820
SLM Corp
SLM
$5.15B
$367K 0.01%
+13,580
New +$372K
NICE icon
821
Nice
NICE
$5.97B
$366K 0.01%
+3,242
New +$392K
VICI icon
822
VICI Properties
VICI
$29.4B
$363K 0.01%
+12,707
New +$377K
NWSA icon
823
News Corp Class A
NWSA
$15.4B
$360K 0.01%
+13,780
New +$361K
CNX icon
824
CNX Resources
CNX
$5.2B
$360K 0.01%
+9,786
New +$350K
DVA icon
825
DaVita
DVA
$11.7B
$357K 0.01%
+3,140
New +$382K
31 32
33
34 35

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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.