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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
DOC icon
951
Healthpeak Properties
DOC
$14.8B
$242K 0.01%
+15,077
New +$266K
SPEM icon
952
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$242K 0.01%
+5,176
New +$244K
SWK icon
953
Stanley Black & Decker
SWK
$15.7B
$241K 0.01%
+3,248
New +$229K
AXIA
954
AXIA Energia
AXIA
$241K 0.01%
+26,316
New +$228K
ENPH icon
955
Enphase Energy
ENPH
$5.53B
$241K 0.01%
+7,517
New +$243K
SOLS
956
Solstice Advanced Materials
SOLS
$9.68B
$241K 0.01%
+4,953
New +$233K
BRKR icon
957
Bruker
BRKR
$8.14B
$240K 0.01%
+5,099
New +$215K
MOH icon
958
Molina Healthcare
MOH
$10.3B
$240K 0.01%
+1,384
New +$227K
SNV
959
DELISTED
Synovus
SNV
$240K 0.01%
+4,786
New +$230K
FNF icon
960
Fidelity National Financial
FNF
$13.5B
$239K 0.01%
+4,372
New +$249K
RVTY icon
961
Revvity
RVTY
$12.8B
$238K ﹤0.01%
+2,459
New +$236K
PTLC icon
962
Pacer Trendpilot US Large Cap ETF
PTLC
$3.38B
$234K ﹤0.01%
+4,168
New +$232K
DKNG icon
963
DraftKings
DKNG
$11.9B
$233K ﹤0.01%
+6,772
New +$223K
EOD
964
Allspring Global Dividend Opportunity Fund
EOD
$286M
$231K ﹤0.01%
+38,806
New +$224K
ALSN icon
965
Allison Transmission
ALSN
$9.82B
$231K ﹤0.01%
+2,363
New +$207K
OSK icon
966
Oshkosh
OSK
$9.59B
$231K ﹤0.01%
+1,841
New +$237K
POWI icon
967
Power Integrations
POWI
$3.61B
$230K ﹤0.01%
+6,469
New +$245K
BBJP icon
968
JPMorgan BetaBuilders Japan ETF
BBJP
$18.8B
$229K ﹤0.01%
+3,481
New +$237K
PRI icon
969
Primerica
PRI
$9.89B
$229K ﹤0.01%
+887
New +$231K
WH icon
970
Wyndham Hotels & Resorts
WH
$5.48B
$229K ﹤0.01%
+3,028
New +$228K
ELAN icon
971
Elanco Animal Health
ELAN
$11.1B
$228K ﹤0.01%
+10,096
New +$220K
TTD icon
972
Trade Desk
TTD
$6.49B
$228K ﹤0.01%
+6,015
New +$267K
THC icon
973
Tenet Healthcare
THC
$21.1B
$228K ﹤0.01%
+1,147
New +$232K
ATI icon
974
ATI
ATI
$31B
$228K ﹤0.01%
+1,986
New +$194K
PII icon
975
Polaris
PII
$4.07B
$228K ﹤0.01%
+3,602
New +$237K
37 38
39
40 41

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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.