Laird Norton Wetherby Trust Company, LLC
BankFiling 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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Technology | 36.5% | $1,184,631,622 |
| Financial Services | 15.1% | $489,786,286 |
| Consumer Cyclical | 9.2% | $297,948,333 |
| Healthcare | 8.8% | $284,609,880 |
| Industrials | 8.4% | $272,834,092 |
| Communication Services | 6.9% | $222,856,331 |
| Consumer Defensive | 4.1% | $133,670,182 |
| Energy | 3.9% | $127,745,827 |
| Basic Materials | 2.6% | $85,958,471 |
| Unclassified | 2.4% | $77,778,833 |
| Utilities | 1.8% | $57,830,975 |
| Real Estate | 0.4% | $12,937,875 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
45 positions ·
$133,670,182 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 24,858 | $24,769,256 | 18.53% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 160,368 | $19,930,535 | 14.91% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 101,118 | $14,605,483 | 10.93% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 134,339 | $10,216,480 | 7.64% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 53,079 | $8,242,637 | 6.17% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 44,335 | $7,330,348 | 5.48% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Reduced | 48,852 | $4,163,655 | 3.11% | |
| KR |
Kroger Co
Consumer Defensive
|
Reduced | 46,771 | $3,384,349 | 2.53% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 47,528 | $3,136,372 | 2.35% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Added | 51,830 | $2,987,480 | 2.23% | |
| CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
Consumer Defensive
|
Reduced | 31,117 | $2,821,377 | 2.11% | |
| UL |
Unilever PLC
Consumer Defensive
|
Reduced | 48,499 | $2,762,987 | 2.07% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
Added | 45,203 | $2,643,019 | 1.98% | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
Reduced | 34,701 | $2,514,433 | 1.88% | |
| TGT |
Target Corp
Consumer Defensive
|
Reduced | 19,765 | $2,395,517 | 1.79% | |
| HSY |
Hershey Co
Consumer Defensive
|
Reduced | 10,332 | $2,147,918 | 1.61% | |
| DAR |
Darling Ingredients Inc.
Consumer Defensive
|
Added | 25,000 | $1,546,249 | 1.16% | |
| BUD |
Anheuser-Busch InBev SA/NV
Consumer Defensive
|
Added | 18,905 | $1,311,439 | 0.98% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Added | 17,600 | $1,255,407 | 0.94% | |
| GIS |
General Mills Inc
Consumer Defensive
|
Reduced | 30,071 | $1,119,242 | 0.84% | |
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
Reduced | 11,785 | $1,099,775 | 0.82% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
Added | 14,227 | $1,034,159 | 0.77% | |
| EDU |
New Oriental Education & Technology Group Inc.
Consumer Defensive
|
Added | 16,998 | $962,596 | 0.72% | |
| BG |
Bunge Global SA
Consumer Defensive
|
Added | 7,349 | $934,792 | 0.70% | |
| DLTR |
Dollar Tree, Inc.
Consumer Defensive
|
Reduced | 8,310 | $910,027 | 0.68% | |
| DG |
Dollar General Corp
Consumer Defensive
|
Added | 7,109 | $844,050 | 0.63% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Added | 8,340 | $804,558 | 0.60% | |
| USFD |
US Foods Holding Corp.
Consumer Defensive
|
Reduced | 8,360 | $770,875 | 0.58% | |
| KDP |
Keurig Dr Pepper Inc.
Consumer Defensive
|
Reduced | 25,560 | $672,994 | 0.50% | |
| INGR |
Ingredion Inc
Consumer Defensive
|
Reduced | 5,340 | $601,604 | 0.45% | |
| TAL |
TAL Education Group
Consumer Defensive
|
Reduced | 52,470 | $596,583 | 0.45% | |
| FMX |
Mexican Economic Development Inc
Consumer Defensive
|
Added | 5,362 | $595,503 | 0.45% | |
| STZ |
Constellation Brands, Inc.
Consumer Defensive
|
Added | 3,567 | $535,050 | 0.40% | |
| COKE |
Coca-Cola Consolidated, Inc.
Consumer Defensive
|
Reduced | 2,378 | $455,957 | 0.34% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
Reduced | 25,695 | $442,981 | 0.33% | |
| EL |
Estee Lauder Companies Inc
Consumer Defensive
|
Added | 5,787 | $415,332 | 0.31% | |
| MKC |
Mccormick & Co Inc
Consumer Defensive
|
Reduced | 7,533 | $379,964 | 0.28% | |
| TSN |
Tyson Foods, Inc.
Consumer Defensive
|
Reduced | 5,317 | $340,659 | 0.25% | |
| CAG |
Conagra Brands Inc.
Consumer Defensive
|
Added | 21,250 | $334,049 | 0.25% | |
| KOF |
Coca Cola Femsa Sab De CV
Consumer Defensive
|
Added | 3,314 | $323,280 | 0.24% | |
| SFM |
Sprouts Farmers Market, Inc.
Consumer Defensive
|
Added | 3,982 | $307,131 | 0.23% | |
| ABEV |
Ambev S.A.
Consumer Defensive
|
NEW | 99,314 | $289,996 | 0.22% | |
| DEO |
Diageo PLC
Consumer Defensive
|
Reduced | 3,741 | $278,517 | 0.21% | |
| CLX |
Clorox Co /De/
Consumer Defensive
|
Reduced | 2,290 | $237,312 | 0.18% | |
| HRL |
Hormel Foods Corp /De/
Consumer Defensive
|
Added | 9,636 | $218,255 | 0.16% |