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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
TMO icon
76
Thermo Fisher Scientific
TMO
$220B
$9.23M 0.19%
+15,925
New +$9.01M
DIS icon
77
Walt Disney
DIS
$181B
$9.22M 0.19%
+80,505
New +$8.87M
AMGN icon
78
Amgen
AMGN
$222B
$8.92M 0.19%
+27,258
New +$8.65M
SAP icon
79
SAP
SAP
$238B
$8.88M 0.18%
+36,551
New +$9.31M
RTX icon
80
RTX Corp
RTX
$301B
$8.75M 0.18%
+47,690
New +$8.28M
PEP icon
81
PepsiCo
PEP
$190B
$8.71M 0.18%
+60,092
New +$8.83M
QCOM icon
82
Qualcomm
QCOM
$176B
$8.7M 0.18%
+50,871
New +$8.72M
IWM icon
83
iShares Russell 2000 ETF
IWM
$83B
$8.56M 0.18%
+34,776
New +$8.55M
GEV icon
84
GE Vernova
GEV
$264B
$8.55M 0.18%
+13,080
New +$7.97M
ETN icon
85
Eaton
ETN
$174B
$8.42M 0.18%
+26,436
New +$9.37M
NEE icon
86
NextEra Energy
NEE
$177B
$8.38M 0.17%
104,386
+66,681
+177% +$5.52M
IWF icon
87
iShares Russell 1000 Growth ETF
IWF
$128B
$8.25M 0.17%
+69,728
New +$8.26M
ANET icon
88
Arista Networks
ANET
$238B
$8.2M 0.17%
+62,551
New +$8.61M
IJH icon
89
iShares Core S&P Mid-Cap ETF
IJH
$127B
$8.14M 0.17%
123,319
+58,494
+90% +$3.83M
UBS icon
90
UBS Group
UBS
$176B
$8.02M 0.17%
+173,284
New +$7M
WFC icon
91
Wells Fargo
WFC
$264B
$7.99M 0.17%
+85,755
New +$7.44M
APH icon
92
Amphenol
APH
$209B
$7.8M 0.16%
+57,582
New +$7.7M
DHR icon
93
Danaher
DHR
$144B
$7.78M 0.16%
+33,948
New +$7.46M
HSBC icon
94
HSBC
HSBC
$356B
$7.67M 0.16%
+97,510
New +$6.97M
SONY icon
95
Sony
SONY
$138B
$7.61M 0.16%
+297,409
New +$8.35M
ISRG icon
96
Intuitive Surgical
ISRG
$134B
$7.55M 0.16%
+13,339
New +$7.1M
ADI icon
97
Analog Devices
ADI
$190B
$7.46M 0.16%
+27,506
New +$6.91M
MCK icon
98
McKesson
MCK
$101B
$7.41M 0.15%
+9,018
New +$7.36M
ACN icon
99
Accenture
ACN
$108B
$7.38M 0.15%
+27,500
New +$6.99M
UNP icon
100
Union Pacific
UNP
$174B
$7.29M 0.15%
+31,520
New +$7.19M
2 3
4
5 6

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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.