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Latest LAIRD NORTON TRUST COMPANY, LLC Stock Portfolio

$4.58Billion | No. of Holdings #979

LAIRD NORTON TRUST COMPANY, LLC Performance

2026 Q1-3.89%
YTD-3.89%
2025+18.73%

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

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Laird Norton Wetherby Trust Company, LLC reported an equity portfolio of $4.6 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of Laird Norton Wetherby Trust Company, LLC are MSFT, VB, AAPL. The fund has invested 5.9% of it's portfolio in MICROSOFT CORP and 5.5% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off ASTRAZENECA PLC (AZN), INHIBRX BIOSCIENCES INC and AMERICAN CENTY ETF TR (AEMB) stocks. They significantly reduced their stock positions in PENUMBRA INC (PEN), TD SYNNEX CORPORATION (SNX) and ROCKET LAB CORP. Laird Norton Wetherby Trust Company, LLC opened new stock positions in ASTRAZENECA PLC, ISHARES TR (AAXJ) and VANGUARD WORLD FD (EDV). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), DICKS SPORTING GOODS INC (DKS) and SK TELECOM CO LTD (SKM).
LAIRD NORTON TRUST COMPANY, LLC Equity Portfolio Value
Last Reported on: 15 May, 2026
$4.58Billion
  as of May 15, 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 -3.89% in the last quarter. In trailing 12 months, it's portfolio return was 19.93%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc9,985,450
ishares tr2,304,060
sunbelt rentals holdings inc1,167,720
vanguard world fd1,039,000
New stocks bought by LAIRD NORTON TRUST COMPANY, LLC

Additions

Ticker% Inc.
vanguard index fds236
sk telecom co ltd157
lg display co ltd149
ishares tr102
ishares tr101
spdr series trust97.38
ishares tr71.75
vanguard bd index fds66.23
Additions to existing portfolio by LAIRD NORTON TRUST COMPANY, LLC

Reductions

Ticker% Reduced
penumbra inc-84.1
vanguard index fds-53.04
elbit sys ltd-49.39
invesco qqq tr-44.93
ishares tr-37.84
thomson reuters corp-36.57
roper technologies inc-32.69
freeport mcmoran inc-28.48
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 40.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Healthcare
  • Industrials
  • Consumer Defensive
  • Energy
  • Basic Materials
  • Utilities
Sector%
Others40.9
Technology23
Financial Services6.7
Consumer Cyclical5.9
Communication Services5.5
Healthcare5.2
Industrials5.1
Consumer Defensive2.6
Energy2.2
Basic Materials1.4
Utilities1.1

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%
UNALLOCATED40.9
MEGA-CAP37.4
LARGE-CAP20.3
MID-CAP1.2

Stocks belong to which Index?

About 55% 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 50055
Others44.2
Top 5 Winners (%)%
sandisk corp
140.5 %
SSL
sasol ltd
98.0 %
LYB
lyondellbasell industries nv
83.0 %
DOW
dow hldgs inc
76.5 %
PTEN
patterson-uti energy inc
75.3 %
Top 5 Winners ($)$
XOM
exxon mobil corp
7.2 M
TSM
taiwan semiconductor manufac
5.0 M
AMAT
applied matls inc
5.0 M
CVX
chevron corporation
4.2 M
JNJ
johnson & johnson
4.0 M
Top 5 Losers (%)%
KD
kyndryl hldgs inc
-49.9 %
TME
tencent music entmt group
-46.9 %
JMIA
jumia technologies ag
-44.8 %
GETY
getty images holdings inc
-40.5 %
CSGP
costar group inc
-39.9 %
Top 5 Losers ($)$
MSFT
microsoft corp
-84.4 M
AAPL
apple inc
-17.4 M
NVDA
nvidia corporation
-13.4 M
VB
vanguard index fds
-10.9 M
AMZN
amazon com inc
-10.7 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 979 stocks in it's portfolio. About 34.4% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Laird Norton Wetherby Trust Company, LLC last quarter.

$4.35BTotal Value
500Positions
15 May, 2026Last Reported
Current holdings of Current Stock Holdings of LAIRD NORTON TRUST COMPANY, LLC, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LAIRD NORTON TRUST COMPANY, LLC's holding in Ishares Tr over time
0.84%577,652
$38.70M
0.84%
increased 71.75 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LAIRD NORTON TRUST COMPANY, LLC's holding in Ishares Tr over time
0.63%271,681
$28.84M
0.63%
increased 6.83 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LAIRD NORTON TRUST COMPANY, LLC's holding in Ishares Tr over time
0.11%74,614
$5.11M
0.11%
increased 0.6 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LAIRD NORTON TRUST COMPANY, LLC's holding in Ishares Tr over time
0.09%29,333
$3.87M
0.09%
decreased 3.77 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LAIRD NORTON TRUST COMPANY, LLC's holding in Ishares Tr over time
0.05%24,266
$2.30M
0.05%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LAIRD NORTON TRUST COMPANY, LLC's holding in Ishares Tr over time
0.04%13,010
$1.80M
0.04%
decreased 4.53 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LAIRD NORTON TRUST COMPANY, LLC's holding in Ishares Tr over time
0.04%20,226
$1.59M
0.04%
decreased 4.95 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LAIRD NORTON TRUST COMPANY, LLC's holding in Ishares Tr over time
0.02%13,300
$986.6K
0.02%
increased 101.52 percentadded