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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
TXN icon
126
Texas Instruments
TXN
$261B
$6.16M 0.13%
+35,478
New +$6.08M
ECL icon
127
Ecolab
ECL
$79.9B
$6.15M 0.13%
+23,362
New +$6.22M
PCAR icon
128
PACCAR
PCAR
$70.1B
$6.09M 0.13%
54,887
+43,761
+393% +$4.48M
IBN icon
129
ICICI Bank
IBN
$108B
$5.99M 0.12%
+200,866
New +$6.16M
SAN icon
130
Banco Santander
SAN
$210B
$5.97M 0.12%
+509,010
New +$5.4M
TMUS icon
131
T-Mobile US
TMUS
$190B
$5.97M 0.12%
+29,406
New +$6.23M
CBRE icon
132
CBRE Group
CBRE
$42.9B
$5.94M 0.12%
+36,960
New +$5.81M
AGG icon
133
iShares Core US Aggregate Bond ETF
AGG
$138B
$5.88M 0.12%
+58,853
New +$5.91M
GILD icon
134
Gilead Sciences
GILD
$165B
$5.85M 0.12%
+47,679
New +$5.79M
MCO icon
135
Moody's
MCO
$82.7B
$5.84M 0.12%
+11,433
New +$5.58M
PGR icon
136
Progressive
PGR
$125B
$5.8M 0.12%
+25,468
New +$5.75M
APP icon
137
Applovin
APP
$116B
$5.78M 0.12%
+8,573
New +$5.4M
SYK icon
138
Stryker
SYK
$130B
$5.78M 0.12%
+16,392
New +$5.97M
ADP icon
139
Automatic Data Processing
ADP
$108B
$5.72M 0.12%
+22,091
New +$5.88M
DE icon
140
Deere & Co
DE
$168B
$5.69M 0.12%
+12,178
New +$5.71M
MDY icon
141
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$5.67M 0.12%
+9,371
New +$5.61M
ING icon
142
ING
ING
$102B
$5.57M 0.12%
+198,846
New +$5.13M
MSI icon
143
Motorola Solutions
MSI
$77.4B
$5.53M 0.11%
+14,377
New +$5.78M
WF icon
144
Woori Financial
WF
$17.6B
$5.52M 0.11%
+93,903
New +$5.23M
VZ icon
145
Verizon
VZ
$196B
$5.48M 0.11%
134,640
+122,346
+995% +$4.96M
BABA icon
146
Alibaba
BABA
$308B
$5.43M 0.11%
+37,061
New +$6.04M
INFY icon
147
Infosys
INFY
$50.7B
$5.4M 0.11%
+303,240
New +$5.25M
TT icon
148
Trane Technologies
TT
$106B
$5.4M 0.11%
+13,884
New +$5.74M
VRTX icon
149
Vertex Pharmaceuticals
VRTX
$126B
$5.33M 0.11%
+11,757
New +$5.07M
BSX icon
150
Boston Scientific
BSX
$71.5B
$5.25M 0.11%
+55,092
New +$5.4M
4 5
6
7 8

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VCM
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BJL
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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.