Laird Norton Wetherby Trust Company, LLC
Long book
$4.58B
Q1 2026
Positions
982
Top-10 weight
34%
concentration
Last quarter
+13.5%
SPY +14.8%
Turnover
11%
of book per quarter
Strategy in plain words
auto-generated from filingsLaird Norton Wetherby Trust Company, LLC is an institutional manager, running a $4.58B US long book across 982 positions.
The portfolio is moderately concentrated (top 10 ≈ 34% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: MICROSOFT CORP, VANGUARD TOTAL STOCK MKT ETF, APPLE INC, NVIDIA CORP, VANGUARD FTSE DEVELOPED ETF.
Over the last 9 quarters its long book ran on average 0.7pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.8%
Q2 2024
+2.3%
Q3 2024
-1.8%
Q4 2024
-4.9%
Q1 2025
+18.9%
Q2 2025
+6.3%
Q3 2025
-0.1%
Q4 2025
-3.9%
Q1 2026
+13.5%
Sector allocation
Technology 41%
Financials 15%
Industrials 11%
Consumer discretionary 9%
Healthcare 7%
Services media 5%
Energy 3%
Other 3%
Long book by quarter
What does Laird Norton own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | Technology | 728.6K | $269.7M | 5.9% | -4.1% |
| AAPL APPLE INC | Technology | 928.3K | $235.6M | 5.1% | -7.0% |
| NVDA NVIDIA CORP | Technology | 1.1M | $187.7M | 4.1% | -5.6% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 152 | $109.2M | 2.4% | -2.6% |
| AMZN AMAZON.COM INC | Consumer discretionary | 456.2K | $95.0M | 2.1% | -7.2% |
| GOOGL ALPHABET INC-CL A | Technology | 316.3K | $91.0M | 2.0% | -3.8% |
| AVGO BROADCOM INC | Technology | 185.5K | $57.4M | 1.3% | -2.2% |
| GOOG ALPHABET INC-CL C | Technology | 191.8K | $55.0M | 1.2% | -11.4% |
| JPM JPMORGAN CHASE & CO | Financials | 169.2K | $49.8M | 1.1% | -3.6% |
| META META PLATFORMS INC-CLASS A | Technology | 81.2K | $46.4M | 1.0% | -2.0% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 86.9K | $41.7M | 0.9% | -5.4% |
| TSLA TESLA INC | Industrials | 103.5K | $38.5M | 0.8% | +3.2% |
| LLY ELI LILLY & CO | Healthcare | 39.2K | $36.1M | 0.8% | -4.6% |
| V VISA INC-CLASS A SHARES | Services media | 93.3K | $28.2M | 0.6% | -3.6% |
| JNJ JOHNSON & JOHNSON | Healthcare | 104.1K | $25.4M | 0.6% | -6.5% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 24.9K | $24.8M | 0.5% | -1.5% |
| XOM EXXON MOBIL CORP | Energy | 139.7K | $23.7M | 0.5% | -9.1% |
| HD HOME DEPOT INC | Consumer discretionary | 70.4K | $23.2M | 0.5% | -7.8% |
| GS GOLDMAN SACHS GROUP INC | Financials | 27.1K | $22.9M | 0.5% | -2.0% |
| AMAT APPLIED MATERIALS INC | Technology | 59.0K | $20.1M | 0.4% | +0.5% |
| WMT WALMART INC | Consumer discretionary | 160.4K | $20.0M | 0.4% | -2.4% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 15.1K | $19.9M | 0.4% | -7.2% |
| NFLX NETFLIX INC | Services media | 206.1K | $19.8M | 0.4% | -3.5% |
| MA MASTERCARD INC - A | Services media | 38.4K | $19.2M | 0.4% | -6.1% |
| CMC COMMERCIAL METALS CO | Industrials | 273.2K | $16.8M | 0.4% | -3.1% |
| ABBV ABBVIE INC | Healthcare | 73.2K | $15.9M | 0.3% | -3.9% |
| CVX CHEVRON CORP | Energy | 74.3K | $15.4M | 0.3% | -8.6% |
| ABT ABBOTT LABORATORIES | Healthcare | 149.4K | $15.3M | 0.3% | +0.8% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 62.5K | $15.1M | 0.3% | -10.1% |
| BAC BANK OF AMERICA CORP | Financials | 310.7K | $15.1M | 0.3% | -0.3% |
| AMD ADVANCED MICRO DEVICES | Technology | 73.5K | $14.9M | 0.3% | -0.9% |
| CAT CATERPILLAR INC | Industrials | 20.8K | $14.7M | 0.3% | -0.7% |
| MU MICRON TECHNOLOGY INC | Technology | 43.3K | $14.6M | 0.3% | -1.2% |
| PG PROCTER & GAMBLE CO/THE | Other | 101.1K | $14.6M | 0.3% | -10.2% |
| CSCO CISCO SYSTEMS INC | Technology | 187.9K | $14.6M | 0.3% | +3.7% |
| ORCL ORACLE CORP | Technology | 95.4K | $14.0M | 0.3% | -2.6% |
| LRCX LAM RESEARCH CORP | Industrials | 64.3K | $13.7M | 0.3% | +7.4% |
| GE GENERAL ELECTRIC | Industrials | 46.1K | $13.1M | 0.3% | -2.0% |
| MRK MERCK & CO. INC. | Healthcare | 103.0K | $12.5M | 0.3% | -20.3% |
| INTU INTUIT INC | Technology | 27.1K | $11.7M | 0.3% | -4.1% |
| TJX TJX COMPANIES INC | Consumer discretionary | 72.0K | $11.5M | 0.3% | +0.4% |
| GEV GE VERNOVA INC | Industrials | 13.1K | $11.4M | 0.2% | +0.2% |
| MCD MCDONALD'S CORP | Consumer discretionary | 33.9K | $10.5M | 0.2% | -7.6% |
| KO COCA-COLA CO/THE | Consumer staples | 134.3K | $10.3M | 0.2% | 0.0% |
| AXP AMERICAN EXPRESS CO | Financials | 33.2K | $10.0M | 0.2% | -3.5% |
| MS MORGAN STANLEY | Financials | 60.7K | $10.0M | 0.2% | +0.7% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 68.3K | $10.0M | 0.2% | +2.6% |
| AZN ASTRAZENECA PLC | Healthcare | 50.6K | $10.0M | 0.2% | New |
| TEL TE CONNECTIVITY PLC | Consumer discretionary | 45.5K | $9.5M | 0.2% | -11.9% |
| AMGN AMGEN INC | Healthcare | 26.8K | $9.4M | 0.2% | -1.6% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 1789 | $4.58B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 1881 | $4.81B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 65 | $582.0M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 69 | $733.2M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 67 | $621.6M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 80 | $731.4M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 84 | $763.6M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 72 | $709.0M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 83 | $738.2M | canonical | SEC ↗ |
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