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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
DDS icon
901
Dillards
DDS
$9.56B
$286K 0.01%
+449
New +$283K
DPZ icon
902
Domino's
DPZ
$11.6B
$284K 0.01%
+682
New +$284K
BVN icon
903
Compañía de Minas Buenaventura
BVN
$8.67B
$283K 0.01%
+10,178
New +$254K
WAFD icon
904
WaFd
WAFD
$2.75B
$283K 0.01%
+8,826
New +$273K
RGA icon
905
Reinsurance Group of America
RGA
$16.1B
$282K 0.01%
+1,388
New +$268K
SSL icon
906
Sasol
SSL
$7.1B
$282K 0.01%
+43,359
New +$274K
NYT icon
907
New York Times
NYT
$10.2B
$282K 0.01%
+4,059
New +$252K
XPO icon
908
XPO
XPO
$23.7B
$281K 0.01%
+2,069
New +$282K
BAM icon
909
Brookfield Asset Management
BAM
$83.8B
$280K 0.01%
+5,343
New +$287K
TW icon
910
Tradeweb Markets
TW
$21.6B
$277K 0.01%
+2,580
New +$277K
AA icon
911
Alcoa
AA
$13.2B
$274K 0.01%
+5,163
New +$211K
DOX icon
912
Amdocs
DOX
$6.22B
$273K 0.01%
+3,366
New +$271K
ROKU icon
913
Roku
ROKU
$22.7B
$272K 0.01%
+2,506
New +$254K
UHS icon
914
Universal Health Services
UHS
$10.5B
$271K 0.01%
+1,243
New +$275K
SGI
915
Somnigroup International
SGI
$13.7B
$270K 0.01%
+3,028
New +$265K
MEDP icon
916
Medpace
MEDP
$16.5B
$269K 0.01%
+479
New +$272K
COO icon
917
Cooper Companies
COO
$14.5B
$269K 0.01%
+3,281
New +$246K
PTEN icon
918
Patterson-UTI
PTEN
$3.76B
$268K 0.01%
+43,929
New +$262K
KHC icon
919
Kraft Heinz
KHC
$30B
$268K 0.01%
+11,045
New +$275K
NUVB icon
920
Nuvation Bio
NUVB
$2.32B
$265K 0.01%
+29,576
New +$183K
CBT icon
921
Cabot Corp
CBT
$4.52B
$262K 0.01%
+3,960
New +$264K
HTHT icon
922
Huazhu Hotels Group
HTHT
$13B
$262K 0.01%
+5,564
New +$240K
WTS icon
923
Watts Water Technologies
WTS
$13.1B
$261K 0.01%
+946
New +$261K
WTRG icon
924
Essential Utilities
WTRG
$11.4B
$259K 0.01%
+6,763
New +$266K
SWX icon
925
Southwest Gas
SWX
$6.67B
$258K 0.01%
+3,227
New +$259K
35 36
37
38 39

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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.