Laird Norton Wetherby Trust Company, LLC

Bank

CIK

723204

Location

Seattle, WA

Portfolio Value

Mid $3,248,588,708

Diversification

Diversified

Filing Date

Global Rank

#874 / 8,622 ▼ 26 · as of Mar 2026

Top Industry

Semiconductors 11.7%

3Y Alpha vs SPY

-7.0%

Period ended 4 months ago

Filed May 15, 2026 · 2mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+43.7%

SPY

+67.9%

Annualised alpha

-6.0%

Max drawdown

−22.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

868 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.3%

−2.0 pts

Top 5

27.1%

−2.8 pts

Top 10

34.9%

−2.8 pts

HHI

203

Diversified−45

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	36.5%	$1,184,631,622	133
Financial Services	15.1%	$489,786,286	141
Consumer Cyclical	9.2%	$297,948,335	96
Healthcare	8.8%	$284,609,880	96
Industrials	8.4%	$272,834,092	129
Communication Services	6.9%	$222,856,331	43
Consumer Defensive	4.1%	$133,670,182	45
Energy	3.9%	$127,745,827	56
Basic Materials	2.6%	$85,958,470	57
Unclassified	2.4%	$77,778,833	11
Utilities	1.8%	$57,830,975	49
Real Estate	0.4%	$12,937,875	12

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
LPL	LG Display Co., Ltd.	+226,996	378,710	$1,469,394
SKM	Sk Telecom Co Ltd	+63,011	103,111	$3,020,121
FITB	Fifth Third Bancorp	+29,303	79,867	$3,710,620
NIO	NIO Inc.	+27,718	130,816	$788,819
NOK	Nokia Corp	+24,383	288,625	$2,320,544
PKX	Posco Holdings Inc.	+17,359	48,332	$2,826,938
TKC	Turkcell Iletisim Hizmetleri A S	+13,518	162,915	$982,377
BBD	Bank Bradesco	+9,662	108,443	$395,816
IBN	Icici Bank Ltd	+9,459	210,325	$5,447,416
AXIA	AXIA Energia S.A.	+8,941	35,257	$397,698
STM	STMicroelectronics N.V.	+8,866	46,686	$1,613,000
RDY	Dr Reddys Laboratories Ltd	+8,756	272,486	$3,773,930
PCAR	Paccar Inc	+8,494	63,381	$7,320,505
KEP	Korea Electric Power Corp	+8,111	98,075	$1,397,568
FMC	Fmc Corp	+7,630	25,494	$439,006
SHG	Shinhan Financial Group Co Ltd	+7,584	82,726	$5,072,758
LI	Li Auto Inc.	+7,172	31,858	$568,027
INTC	Intel Corp	+7,157	121,713	$5,371,194
BEKE	KE Holdings Inc.	+7,063	25,595	$383,156
CSCO	Cisco Systems, Inc.	+6,691	187,923	$14,580,945
UMC	United Microelectronics Corp	+6,507	461,552	$4,144,736
PSO	Pearson PLC	+6,435	83,816	$1,100,503
WF	Woori Financial Group Inc.	+6,001	99,904	$6,653,606
PANW	Palo Alto Networks Inc	+5,415	39,397	$6,316,126
ERIC	Ericsson Lm Telephone Co	+5,302	37,037	$417,406
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NU	Nu Holdings Ltd.	−139,035	42,199	$606,399
GETY	Getty Images Holdings, Inc.	−77,000	4,774,391	$3,786,092
AAPL	Apple Inc.	−70,186	928,297	$235,592,495
PEN	Penumbra Inc	−68,443	12,942	$4,249,763
NVDA	Nvidia Corp	−63,645	1,076,441	$187,731,310
WIT	Wipro Ltd	−38,268	1,403,972	$2,976,419
RKLB	Rocket Lab Corp	−37,947	9,378	$602,254
AMZN	Amazon Com Inc	−35,632	456,213	$95,015,481
MSFT	Microsoft Corp	−31,474	728,596	$269,704,380
PHYS	Sprott Physical Gold Trust	−26,630	542,013	$19,208,940
MRK	Merck & Co., Inc.	−26,308	103,050	$12,395,883
BWIN	Baldwin Insurance Group, Inc.	−23,076	74,915	$1,643,635
ANIX	Anixa Biosciences Inc	−21,700	566,327	$1,461,123
SNX	Td Synnex Corp	−21,511	4,458	$752,109
INFY	Infosys Ltd	−19,217	284,023	$3,837,149
FCX	Freeport-Mcmoran Inc	−19,075	47,896	$2,815,326
FLR	Fluor Corp	−14,406	12,326	$575,007
HDB	Hdfc Bank Ltd	−13,950	105,451	$2,623,620
XOM	ExxonMobil Holdings Corp	−13,907	139,738	$23,707,948
BMY	Bristol Myers Squibb Co	−13,650	43,292	$2,625,659
PFE	Pfizer Inc	−13,638	136,221	$3,825,085
NVO	Novo Nordisk A S	−13,204	86,951	$3,195,449
AEG	Aegon Ltd.	−12,832	177,660	$1,289,811
GOOGL	Alphabet Inc.	−12,528	316,289	$90,952,064
PG	PROCTER & GAMBLE Co	−11,467	101,118	$14,605,483
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	50,631	$9,985,445
SUNB	Sunbelt Rentals Holdings, Inc.	17,940	$1,167,714
NBIS	Nebius Group N.V.	4,841	$502,301
BE	Bloom Energy Corp	3,004	$407,011
MRNA	Moderna, Inc.	7,443	$378,104
QGEN	Qiagen N.V.	8,894	$356,115
ASTS	AST SpaceMobile, Inc.	4,135	$342,667
PBF	PBF Energy Inc.	7,061	$336,244
DLB	Dolby Laboratories, Inc.	5,229	$314,053
PNFP	Pinnacle Financial Partners, Inc.	3,546	$305,452
ABEV	Ambev S.A.	99,314	$289,996
GME	GameStop Corp.	12,227	$281,709
ECHO	EchoStar CORP	2,375	$278,040
SM	SM Energy Co	8,734	$272,326
UI	Ubiquiti Inc.	341	$269,488
AMCR	Amcor plc	6,460	$256,784
FIVE	Five Below, Inc	1,071	$244,701
PR	Permian Resources Corp	11,271	$240,297
MTDR	Matador Resources Co	3,731	$235,724
POR	Portland General Electric Co /Or/	4,234	$223,428
AM	Antero Midstream Corp	9,763	$222,596
WBS	Webster Financial Corp	3,161	$219,436
NVMI	Nova Ltd.	499	$216,705
FTAI	FTAI Aviation Ltd.	884	$216,580
WSO	Watsco Inc	589	$214,272
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
INBX	Inhibrx Biosciences, Inc.	40,382	$3,190,178
SON	Sonoco Products Co	48,492	$2,116,190
FIVN	Five9, Inc.	70,879	$1,421,123
IRTC	iRhythm Holdings, Inc.	6,824	$1,210,850
PRM	Perimeter Solutions, Inc.	43,317	$1,192,517
LYFT	Lyft, Inc.	39,393	$763,042
FAF	First American Financial Corp	11,315	$695,193
MASI	Masimo Corp	4,778	$621,426
EXAS	EXACT SCIENCES CORP	5,911	$600,320
LSTR	Landstar System Inc	3,946	$567,040
CNXC	Concentrix Corp	11,751	$488,606
DBX	Dropbox, Inc.	16,642	$462,647
LULU	lululemon athletica inc.	1,986	$412,709
IMNM	Immunome Inc.	18,499	$397,358
ARES	Ares Management Corp	2,197	$355,100
RDDT	Reddit, Inc.	1,474	$338,827
SMCI	Super Micro Computer, Inc.	11,497	$336,516
FLUT	Flutter Entertainment plc	1,560	$335,462
GRND	Grindr Inc.	23,000	$311,420
BSY	Bentley Systems Inc	8,127	$310,166
TEAM	Atlassian Corp	1,902	$308,389
KHC	Kraft Heinz Co	11,045	$267,841
NUVB	Nuvation Bio Inc.	29,576	$265,000
ARCC	Ares Capital Corp	12,755	$258,033
LEU	Centrus Energy Corp	1,051	$255,140
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

868 tracked positions · $3,248,588,708 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 868 positions by value · page 1 of 18

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	728,596	-31,474	$269,704,380	−26.6%	8.30%
AAPL	Apple Inc. Technology	Reduced	928,297	-70,186	$235,592,495	−13.2%	7.25%
NVDA	Nvidia Corp Technology	Reduced	1,076,441	-63,645	$187,731,310	−11.7%	5.78%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	456,213	-35,632	$95,015,481	−16.3%	2.92%
GOOGL	Alphabet Inc. Communication Services	Reduced	316,289	-12,528	$90,952,064	−11.6%	2.80%
AVGO	Broadcom Inc. Technology	Reduced	185,489	-4,177	$57,410,699	−12.5%	1.77%
SPY	Spdr S&P 500 ETF Trust	Reduced	81,615	-2,325	$53,077,499	−7.3%	1.63%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	169,233	-6,316	$49,781,579	−12.0%	1.53%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	146,733	+788	$49,588,417	+11.8%	1.53%
META	Meta Platforms, Inc. Communication Services	Reduced	81,165	-1,646	$46,436,930	−15.0%	1.43%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	86,947	-4,964	$41,665,001	−9.8%	1.28%
TSLA	Tesla, Inc. Consumer Cyclical	Added	103,514	+3,182	$38,481,329	−14.7%	1.18%
LLY	ELI LILLY & Co Healthcare	Reduced	39,217	-1,908	$36,070,619	−18.4%	1.11%
V	Visa Inc. Financial Services	Reduced	93,344	-3,503	$28,212,289	−16.9%	0.87%
JNJ	Johnson & Johnson Healthcare	Reduced	104,108	-7,215	$25,448,159	+10.5%	0.78%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	24,858	-369	$24,769,256	+13.9%	0.76%
XOM	ExxonMobil Holdings Corp Energy	Reduced	139,738	-13,907	$23,707,948	+28.2%	0.73%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	70,429	-5,935	$23,163,392	−11.8%	0.71%
GS	Goldman Sachs Group Inc Financial Services	Reduced	27,073	-546	$22,903,486	−5.7%	0.71%
AMAT	Applied Materials Inc /De Technology	Added	58,954	+297	$20,149,886	+33.7%	0.62%
WMT	Walmart Inc. Consumer Defensive	Reduced	160,368	-3,959	$19,930,535	+8.9%	0.61%
ASML	Asml Holding NV Technology	Reduced	15,087	-1,178	$19,927,361	+14.5%	0.61%
NFLX	Netflix Inc Communication Services	Reduced	206,117	-7,483	$19,818,149	−1.0%	0.61%
PHYS	Sprott Physical Gold Trust Financial Services	Reduced	542,013	-26,630	$19,208,940	+2.3%	0.59%
MA	Mastercard Inc Financial Services	Reduced	38,427	-2,479	$19,200,434	−17.8%	0.59%
CMC	COMMERCIAL METALS Co Industrials	Reduced	273,220	-8,710	$16,783,904	−14.0%	0.52%
ABBV	AbbVie Inc. Healthcare	Reduced	73,157	-2,955	$15,910,915	−8.5%	0.49%
CVX	Chevron Corp Energy	Reduced	74,330	-7,014	$15,378,876	+24.0%	0.47%
ABT	Abbott Laboratories Healthcare	Added	149,408	+1,165	$15,339,718	−17.4%	0.47%
IBM	International Business Machines Corp Technology	Reduced	62,498	-7,001	$15,148,889	−26.4%	0.47%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	310,683	-1,067	$15,145,796	−11.7%	0.47%
AMD	Advanced Micro Devices Inc Technology	Reduced	73,475	-662	$14,947,018	−5.9%	0.46%
CAT	Caterpillar Inc Industrials	Reduced	20,820	-156	$14,750,137	+22.7%	0.45%
MU	Micron Technology Inc Technology	Reduced	43,307	-533	$14,630,836	+16.9%	0.45%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	101,118	-11,467	$14,605,483	−9.5%	0.45%
CSCO	Cisco Systems, Inc. Technology	Added	187,923	+6,691	$14,580,945	+4.4%	0.45%
ORCL	Oracle Corp Technology	Reduced	95,437	-2,531	$14,039,736	−26.5%	0.43%
LRCX	Lam Research Corp Technology	Added	64,251	+4,407	$13,727,868	+34.0%	0.42%
GE	General Electric Co Industrials	Reduced	46,113	-919	$13,085,485	−9.7%	0.40%
MRK	Merck & Co., Inc. Healthcare	Reduced	103,050	-26,308	$12,395,883	−9.0%	0.38%
INTU	Intuit Inc. Technology	Reduced	27,121	-1,164	$11,726,577	−37.4%	0.36%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	71,990	+316	$11,496,802	+4.4%	0.35%
GEV	GE Vernova Inc. Industrials	Added	13,103	+23	$11,437,608	+33.8%	0.35%
NVS	Novartis AG Healthcare	Added	69,383	+271	$10,598,252	+11.2%	0.33%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	33,905	-2,798	$10,537,334	−6.1%	0.32%
KO	Coca Cola Co Consumer Defensive	Reduced	134,339	-61	$10,216,480	+8.7%	0.31%
AXP	American Express Co Financial Services	Reduced	33,161	-1,189	$10,030,538	−21.1%	0.31%
MS	Morgan Stanley Financial Services	Added	60,722	+438	$9,993,018	−6.6%	0.31%
PLTR	Palantir Technologies Inc. Technology	Added	68,303	+1,711	$9,991,362	−15.6%	0.31%
AZN	Astrazeneca PLC Healthcare	NEW	50,631	NEW	$9,985,445	NEW	0.31%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.