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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
AZO icon
176
AutoZone
AZO
$51.1B
$4.21M 0.09%
+1,241
New +$4.69M
WSM icon
177
Williams-Sonoma
WSM
$29.6B
$4.14M 0.09%
+23,177
New +$4.34M
SHW icon
178
Sherwin-Williams
SHW
$89.8B
$4.12M 0.09%
+12,715
New +$4.25M
HON icon
179
Honeywell
HON
$78B
$4.11M 0.09%
+21,065
New +$4.12M
CI icon
180
Cigna
CI
$74.6B
$4.1M 0.09%
+14,891
New +$4.17M
WIT icon
181
Wipro
WIT
$20B
$4.1M 0.09%
1,442,240
+1,212,199
+527% +$3.31M
AON icon
182
Aon
AON
$76B
$4.06M 0.08%
+11,516
New +$4.02M
SHG icon
183
Shinhan Financial Group
SHG
$35.6B
$4.03M 0.08%
+75,142
New +$3.96M
ESLT icon
184
Elbit Systems
ESLT
$40.3B
$4.02M 0.08%
+6,955
New +$3.49M
CL icon
185
Colgate-Palmolive
CL
$74.4B
$3.97M 0.08%
+50,298
New +$3.94M
GM icon
186
General Motors
GM
$76.8B
$3.96M 0.08%
+48,642
New +$3.43M
UBER icon
187
Uber
UBER
$153B
$3.94M 0.08%
+48,255
New +$4.35M
ORLY icon
188
O'Reilly Automotive
ORLY
$76.3B
$3.93M 0.08%
+43,073
New +$4.21M
IAU icon
189
iShares Gold Trust
IAU
$67.5B
$3.93M 0.08%
+48,397
New +$3.78M
SNX icon
190
TD Synnex
SNX
$20.2B
$3.9M 0.08%
+25,969
New +$3.98M
FSLR icon
191
First Solar
FSLR
$26.9B
$3.87M 0.08%
+14,813
New +$3.74M
QQQ icon
192
Invesco QQQ Trust
QQQ
$484B
$3.86M 0.08%
+6,277
New +$3.85M
BA icon
193
Boeing
BA
$185B
$3.83M 0.08%
+17,630
New +$3.63M
CSX icon
194
CSX Corp
CSX
$93.1B
$3.82M 0.08%
+105,511
New +$3.78M
STT icon
195
State Street
STT
$50.7B
$3.82M 0.08%
+29,572
New +$3.54M
UL icon
196
Unilever
UL
$136B
$3.8M 0.08%
+58,180
New +$3.91M
ENB icon
197
Enbridge
ENB
$112B
$3.8M 0.08%
+79,524
New +$3.8M
PFE icon
198
Pfizer
PFE
$153B
$3.73M 0.08%
+149,859
New +$3.78M
RDY icon
199
Dr. Reddy's Laboratories
RDY
$10.2B
$3.7M 0.08%
+263,730
New +$3.7M
COR icon
200
Cencora
COR
$61.2B
$3.66M 0.08%
+10,828
New +$3.69M
6 7
8
9 10

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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.