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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
VGK icon
826
Vanguard FTSE Europe ETF
VGK
$31.4B
$356K 0.01%
+4,259
New +$346K
JOE icon
827
St. Joe Company
JOE
$3.83B
$356K 0.01%
+5,992
New +$336K
ARES icon
828
Ares Management
ARES
$30.9B
$355K 0.01%
+2,197
New +$342K
MTZ icon
829
MasTec
MTZ
$21.9B
$354K 0.01%
+1,629
New +$342K
VBR icon
830
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.9B
$353K 0.01%
+1,669
New +$349K
PRFZ icon
831
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.89B
$353K 0.01%
+7,698
New +$352K
FDS icon
832
Factset
FDS
$10.2B
$353K 0.01%
+1,215
New +$341K
TYG
833
Tortoise Energy Infrastructure Corp
TYG
$1.08B
$352K 0.01%
+8,610
New +$368K
R icon
834
Ryder
R
$10.1B
$352K 0.01%
+1,838
New +$330K
FMS icon
835
Fresenius Medical Care
FMS
$12.9B
$350K 0.01%
+14,675
New +$365K
BBD icon
836
Banco Bradesco
BBD
$36.7B
$348K 0.01%
+98,781
New +$336K
SPDV icon
837
AAM S&P 500 High Dividend Value ETF
SPDV
$104M
$348K 0.01%
+10,000
New +$344K
KSS icon
838
Kohl's
KSS
$2.19B
$346K 0.01%
+16,966
New +$318K
DEMZ icon
839
The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF
DEMZ
$67.9M
$346K 0.01%
+8,037
New +$342K
CWEN icon
840
Clearway Energy Class C
CWEN
$6.7B
$345K 0.01%
+10,385
New +$346K
PAAS icon
841
Pan American Silver
PAAS
$21.6B
$343K 0.01%
+6,624
New +$277K
MUSA icon
842
Murphy USA
MUSA
$9.61B
$342K 0.01%
+848
New +$325K
CAG icon
843
Conagra Brands
CAG
$7.23B
$341K 0.01%
+19,720
New +$350K
AVA icon
844
Avista
AVA
$3.24B
$340K 0.01%
+8,833
New +$345K
HII icon
845
Huntington Ingalls Industries
HII
$12.8B
$340K 0.01%
+999
New +$310K
RDDT icon
846
Reddit
RDDT
$31.1B
$339K 0.01%
+1,474
New +$310K
SMCI icon
847
Super Micro Computer
SMCI
$20.1B
$337K 0.01%
+11,497
New +$473K
MUR icon
848
Murphy Oil
MUR
$4.78B
$336K 0.01%
+10,747
New +$323K
UGP icon
849
Ultrapar
UGP
$6.54B
$335K 0.01%
+88,988
New +$352K
FLUT icon
850
Flutter Entertainment
FLUT
$16.4B
$335K 0.01%
+1,560
New +$351K
32 33
34
35 36

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VCM
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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.