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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
ARCC icon
926
Ares Capital
ARCC
$14.4B
$258K 0.01%
+12,755
New +$257K
XLI icon
927
State Street Industrial Select Sector SPDR ETF
XLI
$33.7B
$258K 0.01%
+1,663
New +$256K
AMX icon
928
America Movil
AMX
$71.2B
$258K 0.01%
+12,480
New +$275K
XBI icon
929
State Street SPDR S&P Biotech ETF
XBI
$10.3B
$258K 0.01%
+2,113
New +$242K
FBP icon
930
First Bancorp
FBP
$4.38B
$257K 0.01%
+12,388
New +$255K
LEU icon
931
Centrus Energy
LEU
$3.82B
$255K 0.01%
+1,051
New +$317K
WES icon
932
Western Midstream Partners
WES
$19.3B
$255K 0.01%
+6,450
New +$250K
FTI icon
933
TechnipFMC
FTI
$27.3B
$255K 0.01%
+5,715
New +$241K
U icon
934
Unity
U
$18.9B
$254K 0.01%
+5,747
New +$234K
RUN icon
935
Sunrun
RUN
$2.46B
$254K 0.01%
+13,791
New +$264K
GTES icon
936
Gates Industrial Corporation Ltd.
GTES
$7.15B
$254K 0.01%
+11,812
New +$273K
SEB icon
937
Seaboard Corp
SEB
$4.06B
$253K 0.01%
+57
New +$225K
EQH icon
938
Equitable Holdings
EQH
$14.1B
$253K 0.01%
+5,305
New +$252K
EWBC icon
939
East-West Bancorp
EWBC
$18B
$252K 0.01%
+2,243
New +$238K
PECO icon
940
Phillips Edison & Co
PECO
$5.24B
$252K 0.01%
+7,065
New +$245K
TSLX icon
941
Sixth Street Specialty
TSLX
$1.81B
$250K 0.01%
+11,514
New +$251K
FMC icon
942
FMC
FMC
$1.33B
$249K 0.01%
+17,864
New +$341K
KMX icon
943
CarMax
KMX
$8.26B
$249K 0.01%
+6,449
New +$258K
G icon
944
Genpact
G
$5.76B
$249K 0.01%
+5,317
New +$230K
AXTA icon
945
Axalta
AXTA
$8.17B
$249K 0.01%
+7,695
New +$226K
ZTO icon
946
ZTO Express
ZTO
$17.9B
$248K 0.01%
+11,849
New +$235K
MKSI icon
947
MKS Inc
MKSI
$20.6B
$247K 0.01%
+1,544
New +$229K
TLSI icon
948
TriSalus Life Sciences
TLSI
$345M
$244K 0.01%
+34,950
New +$196K
BINC icon
949
BlackRock Flexible Income ETF
BINC
$16.1B
$244K 0.01%
+4,621
New +$245K
IXJ icon
950
iShares Global Healthcare ETF
IXJ
$4.18B
$244K 0.01%
+2,500
New +$237K
36 37
38
39 40

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SCM
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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.