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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
BNS icon
201
Scotiabank
BNS
$108B
$3.66M 0.08%
+49,604
New +$3.37M
EMR icon
202
Emerson Electric
EMR
$88.3B
$3.65M 0.08%
+27,504
New +$3.65M
EEM icon
203
iShares MSCI Emerging Markets ETF
EEM
$29.5B
$3.65M 0.08%
+66,692
New +$3.63M
ICE icon
204
Intercontinental Exchange
ICE
$84.4B
$3.63M 0.08%
+22,392
New +$3.51M
ACGL icon
205
Arch Capital
ACGL
$33.6B
$3.61M 0.08%
+37,626
New +$3.44M
RELX icon
206
RELX
RELX
$62B
$3.6M 0.07%
+88,973
New +$3.8M
VTEB icon
207
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.3B
$3.58M 0.07%
71,163
+39,209
+123% +$1.97M
WPM icon
208
Wheaton Precious Metals
WPM
$60.9B
$3.58M 0.07%
+30,441
New +$3.26M
UMC icon
209
United Microelectronic
UMC
$46.9B
$3.58M 0.07%
+455,045
New +$3.45M
MPC icon
210
Marathon Petroleum
MPC
$83.7B
$3.53M 0.07%
+21,692
New +$4.05M
NDAQ icon
211
Nasdaq
NDAQ
$52.9B
$3.52M 0.07%
+36,250
New +$3.26M
MRSH
212
Marsh
MRSH
$91.5B
$3.52M 0.07%
+18,968
New +$3.55M
EBAY icon
213
eBay
EBAY
$49.8B
$3.5M 0.07%
+40,135
New +$3.47M
WELL icon
214
Welltower
WELL
$171B
$3.49M 0.07%
+18,776
New +$3.51M
HCA icon
215
HCA Healthcare
HCA
$89.5B
$3.47M 0.07%
+7,436
New +$3.45M
NEM icon
216
Newmont
NEM
$119B
$3.44M 0.07%
+34,404
New +$3.11M
AMP icon
217
Ameriprise Financial
AMP
$48.8B
$3.41M 0.07%
+6,961
New +$3.3M
CEG icon
218
Constellation Energy
CEG
$95.6B
$3.41M 0.07%
+9,646
New +$3.51M
FCX icon
219
Freeport-McMoran
FCX
$97.5B
$3.4M 0.07%
66,971
+41,971
+168% +$1.82M
ADSK icon
220
Autodesk
ADSK
$52.6B
$3.35M 0.07%
+11,328
New +$3.43M
RKLB icon
221
Rocket Lab Corp
RKLB
$51.8B
$3.3M 0.07%
+47,325
New +$2.71M
COP icon
222
ConocoPhillips
COP
$141B
$3.3M 0.07%
+35,265
New +$3.19M
GWW icon
223
W.W. Grainger
GWW
$60.2B
$3.3M 0.07%
+3,269
New +$3.17M
CDNS icon
224
Cadence Design Systems
CDNS
$93.4B
$3.29M 0.07%
+10,514
New +$3.43M
AWK icon
225
American Water Works
AWK
$26.9B
$3.25M 0.07%
+24,909
New +$3.33M
7 8
9
10 11

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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.