Latest LAIRD NORTON TRUST COMPANY, LLC Stock Portfolio
LAIRD NORTON TRUST COMPANY, LLC Performance:
2025 Q2: 15.46%YTD: 8.88%2024: 7.73%
Performance for 2025 Q2 is 15.46%, and YTD is 8.88%, and 2024 is 7.73%.
About LAIRD NORTON TRUST COMPANY, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Laird Norton Wetherby Trust Company, LLC reported an equity portfolio of $727.8 Millions as of 30 Jun, 2025.
The top stock holdings of Laird Norton Wetherby Trust Company, LLC are MSFT, VEU, VB. The fund has invested 45.4% of it's portfolio in MICROSOFT CORP and 8.5% of portfolio in VANGUARD INTL EQUITY INDEX F.
They significantly reduced their stock positions in LG DISPLAY CO LTD (LPL), VANGUARD CHARLOTTE FDS (BNDX) and ISHARES TR (IJR). Laird Norton Wetherby Trust Company, LLC opened new stock positions in BERKSHIRE HATHAWAY INC DEL and VERIZON COMMUNICATIONS INC (VZ). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FDS (BNDW), HALEON PLC (HLN) and ISHARES TR (AAXJ).
The top stock holdings of Laird Norton Wetherby Trust Company, LLC are MSFT, VEU, VB. The fund has invested 45.4% of it's portfolio in MICROSOFT CORP and 8.5% of portfolio in VANGUARD INTL EQUITY INDEX F.
They significantly reduced their stock positions in LG DISPLAY CO LTD (LPL), VANGUARD CHARLOTTE FDS (BNDX) and ISHARES TR (IJR). Laird Norton Wetherby Trust Company, LLC opened new stock positions in BERKSHIRE HATHAWAY INC DEL and VERIZON COMMUNICATIONS INC (VZ). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FDS (BNDW), HALEON PLC (HLN) and ISHARES TR (AAXJ).
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 15.46% in the last quarter. In trailing 12 months, it's portfolio return was 7.64%.
New Buys
| Ticker | $ Bought |
|---|---|
| berkshire hathaway inc del | 5,539,720 |
| verizon communications inc | 736,672 |
New stocks bought by LAIRD NORTON TRUST COMPANY, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard scottsdale fds | 30.39 |
| haleon plc | 29.69 |
| ishares tr | 19.73 |
| bank america corp | 15.53 |
| sprott physical gold tr | 7.92 |
| ishares tr | 4.15 |
| nvidia corporation | 2.46 |
| vanguard tax-managed fds | 2.33 |
Additions to existing portfolio by LAIRD NORTON TRUST COMPANY, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| lg display co ltd | -31.68 |
| vanguard charlotte fds | -25.23 |
| ishares tr | -21.4 |
| vanguard star fds | -18.73 |
| abbott labs | -17.84 |
| vanguard intl equity index f | -13.85 |
| nextera energy inc | -8.42 |
| wipro ltd | -3.19 |
LAIRD NORTON TRUST COMPANY, LLC reduced stake in above stock
Sold off
Sector Distribution
Laird Norton Wetherby Trust Company, LLC has about 51.6% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 51.6 |
| Others | 35.9 |
| Consumer Cyclical | 3.1 |
| Financial Services | 2.9 |
| Communication Services | 1.6 |
| Healthcare | 1.3 |
| Energy | 1.2 |
Market Cap. Distribution
Laird Norton Wetherby Trust Company, LLC has about 61.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 55.3 |
| UNALLOCATED | 35.9 |
| LARGE-CAP | 6.2 |
| SMALL-CAP | 1.2 |
Stocks belong to which Index?
About 61.3% of the stocks held by Laird Norton Wetherby Trust Company, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 61.3 |
| Others | 37.9 |
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 69 stocks in it's portfolio. About 77.2% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Laird Norton Wetherby Trust Company, LLC last quarter.
Last Reported on: 14 Aug, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| MSFT | microsoft corp | 45.41 | 664,529 | 330,543,000 | reduced | -0.4 | ||
Historical Trend of MICROSOFT CORP Position Held By LAIRD NORTON TRUST COMPANY, LLCWhat % of Portfolio is MSFT?:Number of MSFT shares held:Change in No. of Shares Held: | ||||||||
| VEU | vanguard intl equity index f | 8.46 | 916,012 | 61,574,400 | reduced | -13.85 | ||
| VB | vanguard index fds | 6.54 | 156,151 | 47,601,600 | unchanged | 0.00 | ||
| VEU | vanguard intl equity index f | 3.39 | 499,403 | 24,700,500 | reduced | -2.39 | ||
| VEA | vanguard tax-managed fds | 3.25 | 414,581 | 23,635,300 | added | 2.33 | ||
| IJR | ishares tr | 2.48 | 163,647 | 18,017,500 | reduced | -0.51 | ||
| AAPL | apple inc | 2.37 | 83,988 | 17,231,800 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 2.32 | 76,868 | 16,864,100 | unchanged | 0.00 | ||
| IBM | international business machs | 1.60 | 39,500 | 11,643,800 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 1.37 | 95,558 | 9,983,900 | added | 4.15 | ||
| VEU | vanguard intl equity index f | 1.23 | 69,880 | 8,980,980 | unchanged | 0.00 | ||
| NVDA | nvidia corporation | 1.22 | 56,024 | 8,851,790 | added | 2.46 | ||
| IJR | ishares tr | 1.11 | 90,252 | 8,067,630 | reduced | -21.4 | ||
| GETY | getty images holdings inc | 1.11 | 4,851,390 | 8,053,310 | unchanged | 0.00 | ||
| GS | goldman sachs group inc | 1.07 | 11,000 | 7,785,250 | unchanged | 0.00 | ||
| PHYS | sprott physical gold tr | 1.06 | 304,656 | 7,723,020 | added | 7.92 | ||
| IJR | ishares tr | 1.06 | 22,699 | 7,707,900 | unchanged | 0.00 | ||
| ABT | abbott labs | 1.01 | 54,100 | 7,358,140 | reduced | -17.84 | ||
| JPM | jpmorgan chase & co. | 0.95 | 23,890 | 6,925,950 | unchanged | 0.00 | ||
| BIV | vanguard bd index fds | 0.85 | 84,212 | 6,200,530 | unchanged | 0.00 | ||
