Laird Norton Wetherby Trust Company, LLC

Bank

CIK

723204

Location

Seattle, WA

Portfolio Value

Mid $3,248,588,707

Diversification

Diversified

Filing Date

Global Rank

#702 / 8,232 ▲ 24

Top Industry

Semiconductors 11.7%

3Y Alpha vs SPY

-8.3%

Period ended 2 months ago

Filed May 15, 2026 · 30d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+42.4%

SPY

+76.3%

Annualised alpha

-8.3%

Max drawdown

−22.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

8.3%

−2.0 pts

Top 5

27.1%

−2.9 pts

Top 10

34.9%

−2.8 pts

HHI

203

Diversified−46

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%	$297,948,333	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%	$85,958,471	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	Exxon Mobil 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
SATS	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 positions · $3,248,588,707 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	Exxon Mobil 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%