Latest LAIRD NORTON TRUST COMPANY, LLC Stock Portfolio

LAIRD NORTON TRUST COMPANY, LLC Performance:

2025 Q3: 5.3%YTD: 18.4%2024: 9.84%

Performance for 2025 Q3 is 5.3%, and YTD is 18.4%, and 2024 is 9.84%.

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 $582 Millions as of 30 Sep, 2025.

The top stock holdings of Laird Norton Wetherby Trust Company, LLC are MSFT, VEU, VB. The fund has invested 29.6% of it's portfolio in MICROSOFT CORP and 10.2% of portfolio in VANGUARD INTL EQUITY INDEX F.

The fund managers got completely rid off SPDR SERIES TRUST (BIL), VANGUARD SCOTTSDALE FDS (BNDW) and REDFIN CORP (RDFN) stocks. They significantly reduced their stock positions in REMITLY GLOBAL INC (RELY), MICROSOFT CORP (MSFT) and ISHARES TR (IJR). Laird Norton Wetherby Trust Company, LLC opened new stock positions in INTUIT (INTU), ANGEL STUDIOS INC and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to THE BALDWIN INSURANCE GRP IN (BRP), ISHARES TR (AAXJ) and VANGUARD INTL EQUITY INDEX F (VEU).

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 5.3% in the last quarter. In trailing 12 months, it's portfolio return was 15.46%.

New Buys

Ticker	$ Bought
intuit	7,648,590
angel studios inc	653,369
schwab strategic tr	320,558
vaneck etf trust	280,610
athira pharma inc	41,764

New stocks bought by LAIRD NORTON TRUST COMPANY, LLC

Additions

Ticker	% Inc.
the baldwin insurance grp in	218
ishares tr	94.17
vanguard intl equity index f	15.00
sprott asset management lp	7.36
wipro ltd	5.1
nvidia corporation	3.15
vanguard bd index fds	0.17

Additions to existing portfolio by LAIRD NORTON TRUST COMPANY, LLC

Reductions

Ticker	% Reduced
remitly global inc	-73.5
microsoft corp	-49.95
ishares tr	-47.34
amazon com inc	-42.04
haleon plc	-36.09
vanguard mun bd fds	-33.71
inmune bio inc	-32.43
lg display co ltd	-31.68

LAIRD NORTON TRUST COMPANY, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
redfin corp	-621,045
planet labs pbc	-244,903
envveno medical corporation	-99,750
ess tech inc	-28,175
spdr series trust	-1,749,660
banco santander s.a.	-108,581
vanguard scottsdale fds	-766,432
athira pharma inc	-38,447

LAIRD NORTON TRUST COMPANY, LLC got rid off the above stocks

Sector Distribution

Laird Norton Wetherby Trust Company, LLC has about 45.2% of it's holdings in Others sector.

Sector	%
Others	45.2
Technology	39.5
Financial Services	4.3
Consumer Cyclical	2.7
Communication Services	2.4
Healthcare	1.6
Energy	1.6
Industrials	1.1

Market Cap. Distribution

Laird Norton Wetherby Trust Company, LLC has about 51.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	45.2
MEGA-CAP	42.3
LARGE-CAP	9.3
SMALL-CAP	1.7
MID-CAP	1.2

Stocks belong to which Index?

About 51.2% 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	51.2
Others	48.1

Top 5 Winners (%)		%
	jumia technologies ag	188.8 %
SOFI	sofi technologies inc	45.1 %
LPL	lg display co ltd	44.3 %
GOOG	alphabet inc	37.3 %
PLTR	palantir technologies inc	33.8 %

Top 5 Winners ($)		$
MSFT	microsoft corp	10.2 M
AAPL	apple inc	4.2 M
VEU	vanguard intl equity index f	3.6 M
VB	vanguard index fds	3.5 M
VEU	vanguard intl equity index f	2.4 M

Top 5 Losers (%)		%
BRP	the baldwin insurance grp in	-25.4 %
FLR	fluor corp new	-17.9 %
WIT	wipro ltd	-12.6 %
HLN	haleon plc	-11.1 %
FCX	freeport-mcmoran inc	-9.5 %

Top 5 Losers ($)		$
BRP	the baldwin insurance grp in	-0.9 M
IBM	international business machs	-0.5 M
FLR	fluor corp new	-0.2 M
PG	procter and gamble co	-0.2 M
RELY	remitly global inc	-0.2 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 65 stocks in it's portfolio. About 69% of the portfolio is in top 10 stocks. BRP 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 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.67	83,988	21,385,900	unchanged	0.00

AAXJ	ishares tr	1.69	92,430	9,842,870	reduced	-3.27

AAXJ	ishares tr	0.63	27,064	3,671,230	unchanged	0.00

AAXJ	ishares tr	0.34	32,071	1,960,180	added	94.17

ABT	abbott labs	1.25	54,100	7,246,150	unchanged	0.00

AFRM	affirm hldgs inc	0.16	12,721	929,651	unchanged	0.00

AMAT	applied matls inc	0.43	12,235	2,504,990	unchanged	0.00

AMZN	amazon com inc	1.68	44,555	9,782,940	reduced	-42.04

ANIX	anixa biosciences inc	0.34	597,235	1,970,880	reduced	-3.24

ATHA	athira pharma inc	0.01	10,088	41,764	new

ATHA	athira pharma inc	0.00	0.00	0.00	sold off	-100

BAC	bank america corp	0.18	20,602	1,062,860	unchanged	0.00

BIL	spdr series trust	0.00	0.00	0.00	sold off	-100

BIV	vanguard bd index fds	1.08	84,356	6,273,560	added	0.17

BNDW	vanguard scottsdale fds	0.00	0.00	0.00	sold off	-100

BNDX	vanguard charlotte fds	0.10	12,083	597,625	unchanged	0.00

BRP	the baldwin insurance grp in	0.48	97,972	2,763,790	added	218

BUZZ	vaneck etf trust	0.05	11,000	280,610	new

CVX	chevron corp new	0.76	28,324	4,398,430	unchanged	0.00

DBC	invesco db commdy indx trck	0.08	20,714	466,686	unchanged	0.00