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Latest LAIRD NORTON TRUST COMPANY, LLC Stock Portfolio

$5.21Billion | No. of Holdings #1014

LAIRD NORTON TRUST COMPANY, LLC Performance

2026 Q2+11.96%
YTD+7.60%
2025+18.73%

About LAIRD NORTON TRUST COMPANY, LLC and 13F Hedge Fund Stock Holdings

On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Laird Norton Wetherby Trust Company, LLC reported an equity portfolio of $5.2 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Laird Norton Wetherby Trust Company, LLC are VB, AAPL, MSFT. The fund has invested 5.6% of it's portfolio in VANGUARD INDEX FDS and 5.2% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), COTERRA ENERGY INC (CTRA) and THOMSON REUTERS CORP (TRI) stocks. They significantly reduced their stock positions in NICE LTD (NICE), COUSINS PPTYS INC (CUZ) and CNH INDL N V (CNHI). Laird Norton Wetherby Trust Company, LLC opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), HONEYWELL INTL INC (HON) and HONEYWELL AEROSPACE INC. The fund showed a lot of confidence in some stocks as they added substantially to LEONABIO INC (ATHA), VANGUARD INDEX FDS (VB) and VANGUARD WORLD FD (VAW).
LAIRD NORTON TRUST COMPANY, LLC Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$5.21Billion
  as of Aug 14, 2026

LAIRD NORTON TRUST COMPANY, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Laird Norton Wetherby Trust Company, LLC made a return of 11.96% in the last quarter. In trailing 12 months, it's portfolio return was 13.63%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
dimensional etf trust2,430,530
honeywell intl inc1,967,180
honeywell aerospace inc1,942,410
dimensional etf trust1,931,590
etsy inc1,928,150
vanguard instl index fd1,480,300
dimensional etf trust1,329,770
thomson reuters corp1,084,250
New stocks bought by LAIRD NORTON TRUST COMPANY, LLC

Additions

Ticker% Inc.
vanguard index fds725
ishares tr485
vanguard index fds284
schwab strategic tr98.04
lg display co ltd91.82
devon energy corp new66.09
ishares tr60.47
korea elec pwr corp55.53
Additions to existing portfolio by LAIRD NORTON TRUST COMPANY, LLC

Reductions

Ticker% Reduced
verisk analytics inc-41.75
penumbra inc-32.22
wipro ltd-29.96
cboe global mkts inc-27.99
comcast corp new-25.22
xylem inc-24.59
medtronic plc-23.55
dimensional etf trust-23.11
LAIRD NORTON TRUST COMPANY, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by LAIRD NORTON TRUST COMPANY, LLC

Sector Distribution

Laird Norton Wetherby Trust Company, LLC has about 40.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Industrials
  • Healthcare
  • Consumer Defensive
  • Energy
  • Basic Materials
Sector%
Others40.5
Technology25.6
Financial Services6.6
Consumer Cyclical5.7
Communication Services5.4
Industrials5.1
Healthcare4.8
Consumer Defensive2.2
Energy1.7
Basic Materials1.2

Market Cap. Distribution

Laird Norton Wetherby Trust Company, LLC has about 57.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED41
MEGA-CAP38.8
LARGE-CAP18.9
MID-CAP1.1

Stocks belong to which Index?

About 54.6% of the stocks held by Laird Norton Wetherby Trust Company, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50054.6
Others44.5
Top 5 Winners (%)%
astera labs inc
300.1 %
sandisk corp
250.4 %
MU
micron technology inc
214.9 %
UMC
united microelectronics corp
193.4 %
MRVL
marvell technology inc
185.5 %
Top 5 Winners ($)$
VB
vanguard index fds
38.8 M
MU
micron technology inc
36.7 M
AAPL
apple inc
33.1 M
AMD
advanced micro devices inc
27.8 M
NVDA
nvidia corporation
27.5 M
Top 5 Losers (%)%
ATHA
leonabio inc
-84.7 %
VAW
vanguard world fd
-73.2 %
SBS
companhia de saneamento basi
-72.5 %
VB
vanguard index fds
-69.5 %
CVNA
carvana co
-69.3 %
Top 5 Losers ($)$
IJR
ishares tr
-17.5 M
VB
vanguard index fds
-15.4 M
NFLX
netflix inc.
-5.1 M
XOM
exxon mobil corp
-4.6 M
INTU
intuit
-4.4 M

LAIRD NORTON TRUST COMPANY, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of LAIRD NORTON TRUST COMPANY, LLC

Laird Norton Wetherby Trust Company, LLC has 1014 stocks in it's portfolio. About 33.6% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Laird Norton Wetherby Trust Company, LLC last quarter.

$4.95BTotal Value
500Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of LAIRD NORTON TRUST COMPANY, LLC, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LAIRD NORTON TRUST COMPANY, LLC's holding in Ishares Tr over time
0.83%647,638
$43.13M
0.83%
increased 12.12 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LAIRD NORTON TRUST COMPANY, LLC's holding in Ishares Tr over time
0.57%276,304
$29.74M
0.57%
increased 1.7 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LAIRD NORTON TRUST COMPANY, LLC's holding in Ishares Tr over time
0.11%74,451
$5.67M
0.11%
decreased 0.22 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LAIRD NORTON TRUST COMPANY, LLC's holding in Ishares Tr over time
0.11%36,569
$5.64M
0.11%
increased 24.67 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LAIRD NORTON TRUST COMPANY, LLC's holding in Ishares Tr over time
0.04%24,266
$2.29M
0.04%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LAIRD NORTON TRUST COMPANY, LLC's holding in Ishares Tr over time
0.04%13,057
$2.05M
0.04%
increased 0.36 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LAIRD NORTON TRUST COMPANY, LLC's holding in Ishares Tr over time
0.03%20,226
$1.66M
0.03%
unchanged 0 percentunchanged