We are live on ! Find out more
LNWTC

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
TDG icon
101
TransDigm Group
TDG
$67.7B
$7.26M 0.15%
+5,458
New +$7.15M
PM icon
102
Philip Morris
PM
$295B
$7.23M 0.15%
+44,679
New +$6.92M
NOW icon
103
ServiceNow
NOW
$129B
$7.13M 0.15%
+46,524
New +$7.98M
COF icon
104
Capital One
COF
$134B
$7.07M 0.15%
+29,160
New +$6.49M
LIN icon
105
Linde
LIN
$226B
$7.03M 0.15%
+16,496
New +$7.07M
TM icon
106
Toyota
TM
$225B
$7.01M 0.15%
+32,759
New +$6.65M
MMM icon
107
3M
MMM
$94.3B
$7M 0.15%
43,731
+13,881
+47% +$2.27M
BNY
108
Bank of New York Mellon
BNY
$107B
$6.95M 0.14%
+59,834
New +$6.62M
RY icon
109
Royal Bank of Canada
RY
$293B
$6.93M 0.14%
+40,653
New +$6.24M
LOW icon
110
Lowe's Companies
LOW
$125B
$6.86M 0.14%
+28,452
New +$6.83M
SCHW
111
Charles Schwab
SCHW
$187B
$6.82M 0.14%
+68,224
New +$6.47M
ADBE icon
112
Adobe
ADBE
$105B
$6.81M 0.14%
+19,449
New +$6.61M
KB icon
113
KB Financial Group
KB
$43.5B
$6.64M 0.14%
+77,173
New +$6.5M
C icon
114
Citigroup
C
$226B
$6.62M 0.14%
+56,690
New +$5.89M
JCI icon
115
Johnson Controls International
JCI
$92.2B
$6.61M 0.14%
+54,974
New +$6.31M
IEMG icon
116
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$6.56M 0.14%
97,640
+84,615
+650% +$5.68M
SBUX icon
117
Starbucks
SBUX
$120B
$6.52M 0.14%
77,407
+59,129
+323% +$4.99M
BLK icon
118
Blackrock
BLK
$176B
$6.51M 0.14%
+6,084
New +$6.65M
GETY icon
119
Getty Images
GETY
$183M
$6.5M 0.14%
4,851,391
– –
CMI icon
120
Cummins
CMI
$88.7B
$6.49M 0.13%
+12,709
New +$5.94M
KLAC icon
121
KLA
KLAC
$259B
$6.47M 0.13%
+53,260
New +$6.25M
SHOP icon
122
Shopify
SHOP
$195B
$6.45M 0.13%
+40,045
New +$6.43M
GLD icon
123
SPDR Gold Trust
GLD
$141B
$6.29M 0.13%
+15,877
New +$6.06M
PANW icon
124
Palo Alto Networks
PANW
$297B
$6.26M 0.13%
+33,982
New +$6.86M
CRH icon
125
CRH
CRH
$66.8B
$6.17M 0.13%
+49,459
New +$5.89M
3 4
5
6 7

Similar funds

SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
SCM
Shelton Capital Management Denver, Colorado $4.57B AUM 32.26% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
VCM
Voleon Capital Management Berkeley, California $4.64B AUM 38.78% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $4.53B AUM 21.1% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
ASC
Atalanta Sosnoff Capital New York $4.66B AUM 41.34% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

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.