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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
TSN icon
851
Tyson Foods
TSN
$20.4B
$335K 0.01%
+5,718
New +$314K
SCHX icon
852
Schwab US Large- Cap ETF
SCHX
$74.5B
$334K 0.01%
+12,406
New +$331K
YUMC icon
853
Yum China
YUMC
$16.3B
$334K 0.01%
+6,992
New +$320K
AMG icon
854
Affiliated Managers Group
AMG
$9.76B
$333K 0.01%
+1,155
New +$299K
BURL icon
855
Burlington
BURL
$23.2B
$332K 0.01%
+1,148
New +$311K
GRAB icon
856
Grab
GRAB
$14.9B
$330K 0.01%
+66,062
New +$365K
IBIT icon
857
iShares Bitcoin Trust
IBIT
$47.8B
$329K 0.01%
+6,630
New +$377K
UTEN icon
858
US Treasury 10 Year Note ETF
UTEN
$288M
$325K 0.01%
+7,376
New +$327K
DTM icon
859
DT Midstream
DTM
$13.4B
$324K 0.01%
+2,690
New +$309K
JHG
860
DELISTED
Janus Henderson
JHG
$323K 0.01%
+6,788
New +$300K
TOL icon
861
Toll Brothers
TOL
$14.5B
$323K 0.01%
+2,385
New +$324K
DFAX icon
862
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.4B
$322K 0.01%
+9,851
New +$314K
H icon
863
Hyatt Hotels
H
$16.7B
$322K 0.01%
+2,009
New +$308K
DFIV icon
864
Dimensional International Value ETF
DFIV
$21.6B
$322K 0.01%
+6,443
New +$306K
DOW icon
865
Dow Inc
DOW
$21.2B
$321K 0.01%
+13,741
New +$316K
FHN icon
866
First Horizon
FHN
$12.1B
$319K 0.01%
+13,283
New +$296K
SBSW icon
867
Sibanye-Stillwater
SBSW
$7.53B
$317K 0.01%
+22,278
New +$270K
HXL icon
868
Hexcel
HXL
$7.82B
$317K 0.01%
+4,287
New +$303K
RNR icon
869
RenaissanceRe
RNR
$13.4B
$317K 0.01%
+1,126
New +$296K
ESGE icon
870
iShares ESG Aware MSCI EM ETF
ESGE
$6.73B
$315K 0.01%
+7,139
New +$315K
CLX icon
871
Clorox
CLX
$12.7B
$315K 0.01%
+3,125
New +$339K
GPC icon
872
Genuine Parts
GPC
$18.7B
$315K 0.01%
+2,540
New +$329K
EG icon
873
Everest Group
EG
$14.4B
$314K 0.01%
+924
New +$305K
APTV icon
874
Aptiv
APTV
$10.3B
$313K 0.01%
+4,111
New +$330K
GRND icon
875
Grindr
GRND
$2.95B
$311K 0.01%
+23,000
New +$313K
33 34
35
36 37

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SCM
Shelton Capital Management Denver, Colorado $4.57B AUM 32.26% 1-Year Est. Return
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
Atalanta Sosnoff Capital New York $4.66B AUM 41.34% 1-Year Est. Return
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.