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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
VSGX icon
976
Vanguard ESG International Stock ETF
VSGX
$6.74B
$227K ﹤0.01%
+3,167
New +$223K
ZG icon
977
Zillow
ZG
$7.63B
$226K ﹤0.01%
+3,315
New +$233K
LEA icon
978
Lear
LEA
$8.18B
$226K ﹤0.01%
+1,973
New +$211K
DY icon
979
Dycom Industries
DY
$12.3B
$224K ﹤0.01%
+664
New +$209K
RSPH icon
980
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$784M
$224K ﹤0.01%
+7,030
New +$218K
CR icon
981
Crane Co
CR
$12.7B
$224K ﹤0.01%
+1,214
New +$225K
AN icon
982
AutoNation
AN
$6.92B
$224K ﹤0.01%
+1,083
New +$225K
TXRH icon
983
Texas Roadhouse
TXRH
$13.7B
$223K ﹤0.01%
+1,344
New +$227K
IVZ icon
984
Invesco
IVZ
$13.9B
$222K ﹤0.01%
+8,463
New +$207K
AFG icon
985
American Financial Group
AFG
$12.1B
$222K ﹤0.01%
+1,623
New +$223K
DKS icon
986
Dick's Sporting Goods
DKS
$18.7B
$220K ﹤0.01%
+1,109
New +$242K
GBTC icon
987
Grayscale Bitcoin Trust
GBTC
$9.76B
$219K ﹤0.01%
+3,210
New +$252K
CCK icon
988
Crown Holdings
CCK
$13.1B
$219K ﹤0.01%
+2,130
New +$208K
FNDX icon
989
Schwab Fundamental US Large Company Index ETF
FNDX
$27.3B
$218K ﹤0.01%
+8,007
New +$214K
LII icon
990
Lennox International
LII
$15.2B
$217K ﹤0.01%
+446
New +$223K
WAL icon
991
Western Alliance Bancorporation
WAL
$8.87B
$217K ﹤0.01%
+2,582
New +$210K
HRL icon
992
Hormel Foods
HRL
$13.8B
$217K ﹤0.01%
+9,148
New +$214K
FDN icon
993
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.45B
$217K ﹤0.01%
+805
New +$221K
VTRS icon
994
Viatris
VTRS
$18.9B
$214K ﹤0.01%
+17,170
New +$185K
NDSN icon
995
Nordson
NDSN
$17.3B
$214K ﹤0.01%
+886
New +$208K
CELH icon
996
Celsius Holdings
CELH
$7.03B
$213K ﹤0.01%
+4,648
New +$234K
OMAB icon
997
Grupo Aeroportuario Centro Norte
OMAB
$5.33B
$212K ﹤0.01%
+1,946
New +$203K
POOL icon
998
Pool Corp
POOL
$7.5B
$209K ﹤0.01%
+915
New +$238K
SEIC icon
999
SEI Investments
SEIC
$12.6B
$208K ﹤0.01%
+2,523
New +$207K
BEDY
1000
BNY Mellon Enhanced Dividend and Income ETF
BEDY
$195M
$208K ﹤0.01%
+7,805
New +$208K
37 38 39
40
41

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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.