Institution

Laird Norton Wetherby Trust Company, LLC

13F for the quarter to June 30, 2026, filed August 14, 2026 · SEC CIK 723204

Reported value: $5.2bn
Positions we cover: 798
Copy, a year: +10.4%
Copy Sharpe ratio: 0.37

How copying its 13F would have done

CopyS&P 500 $10,000 copying Laird Norton Wetherby Trust Company, LLC's filed holdings in companies we cover from February 11, 2022, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −26.6% (S&P 500 −20.5%); beta 1.07; alpha −2.6% a year (t = −0.45); last 12 months −9.5% against +12.1%.

Reported value by quarter

Laird Norton Wetherby Trust Company, LLC: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).

View chart data

Period	Reported value
2021-12-31	$1.1B
2022-03-31	$1.1B
2022-12-31	$704B
2025-12-31	$4.8B
2026-03-31	$4.6B
2026-06-30	$5.2B

Holdings and moves

Company	Share of portfolio	Value	Shares	Change in shares
AAPLApple Inc.	5.18%	$269.9m	932.8K	+0.5%
MSFTMicrosoft Corporation	5.17%	$269.2m	722.1K	−0.9% Reduced
NVDANVIDIA Corporation	4.09%	$212.9m	1.06M	−1.1% Reduced
GOOGLAlphabet Inc. (Class A)	2.18%	$113.3m	316.9K	+0.2%
AMZNAmazon	2.06%	$107.1m	449.2K	−1.5% Reduced
AVGOBroadcom	1.35%	$70.4m	186.4K	+0.5% Added
TSMTaiwan Semiconductor Manufacturing Co LTD	1.34%	$69.9m	146.1K	−0.4%
JPMJPMorgan Chase	1.05%	$54.9m	167.8K	−0.8% Reduced
MUMicron Technology	1.03%	$53.7m	46.6K	+7.5% Added
LLYLilly (Eli)	0.90%	$46.7m	38.9K	−0.7% Reduced
METAMeta Platforms	0.87%	$45.1m	80.1K	−1.3% Reduced
AMDAdvanced Micro Devices	0.82%	$42.8m	73.7K	+0.4%
AMATApplied Materials	0.82%	$42.6m	59.0K	0.0%
TSLATesla, Inc.	0.81%	$42.3m	100.6K	−2.8% Reduced
VVisa Inc.	0.60%	$31.4m	91.5K	−1.9% Reduced
ASMLAsml Holding NV	0.58%	$30.1m	15.1K	+0.3%
GSGoldman Sachs	0.54%	$28.0m	27.7K	+2.2% Added
LRCXLam Research	0.54%	$27.9m	64.4K	+0.3%
JNJJohnson & Johnson	0.49%	$25.5m	100.5K	−3.5% Reduced
HDThe Home Depot	0.46%	$24.1m	68.5K	−2.8% Reduced
COSTCostco	0.44%	$22.7m	24.3K	−2.2% Reduced
CATCaterpillar Inc.	0.43%	$22.6m	21.2K	+2.1% Added
CSCOCisco	0.43%	$22.4m	191.1K	+1.7% Added
INTCIntel	0.36%	$18.9m	135.4K	+11.2% Added
MAMastercard	0.36%	$18.8m	36.6K	−4.6% Reduced
WMTWalmart	0.35%	$18.4m	162.2K	+1.2% Added
ABBVAbbVie	0.35%	$18.1m	71.9K	−1.7% Reduced
IBMIBM	0.34%	$17.7m	62.9K	+0.6% Added
BACBank of America	0.34%	$17.4m	305.8K	−1.6% Reduced
GEGE Aerospace	0.33%	$17.4m	46.5K	+0.8% Added
CMCCommercial Metals Co	0.33%	$17.1m	273.2K	0.0%
KLACKLA Corporation	0.32%	$16.5m	54.7K	+919.4% Added
GEVGE Vernova	0.30%	$15.6m	13.3K	+1.4% Added
NFLXNetflix	0.28%	$14.4m	202.3K	−1.9% Reduced
ORCLOracle Corporation	0.28%	$14.4m	98.0K	+2.7% Added
PGProcter & Gamble	0.27%	$14.0m	95.4K	−5.7% Reduced
UNHUnitedHealth Group	0.27%	$13.9m	33.4K	+5.7% Added
ASXASE Technology Holding Co., Ltd.	0.26%	$13.6m	301.8K	+2.1% Added
MRKMerck & Co.	0.26%	$13.3m	102.6K	−0.4%
PANWPalo Alto Networks	0.25%	$13.0m	38.2K	−3.1% Reduced
UMCUnited Microelectronics Corp	0.25%	$13.0m	476.9K	+3.3% Added
MSMorgan Stanley	0.24%	$12.7m	60.6K	−0.2%
CVXChevron Corporation	0.24%	$12.5m	75.4K	+1.4% Added
ABTAbbott Laboratories	0.22%	$11.2m	123.8K	−17.1% Reduced
ETNEaton Corporation	0.21%	$11.0m	25.9K	+0.8% Added
TXNTexas Instruments	0.21%	$11.0m	37.0K	+2.4% Added
AXPAmerican Express	0.21%	$11.0m	32.5K	−1.9% Reduced
KOThe Coca-Cola Company	0.21%	$10.8m	132.6K	−1.3% Reduced
TJXTJX Companies	0.21%	$10.7m	70.9K	−1.5% Reduced
GLWCorning Inc.	0.19%	$10.0m	39.3K	+10.3% Added
ANETArista Networks	0.19%	$9.9m	58.3K	−4.9% Reduced
APHAmphenol	0.19%	$9.7m	55.0K	−0.9% Reduced
ADIAnalog Devices	0.18%	$9.6m	24.3K	−2.3% Reduced
AMGNAmgen	0.18%	$9.6m	26.5K	−1.1% Reduced
DELLDell Technologies	0.18%	$9.5m	22.0K	−3.7% Reduced
AZNAstrazeneca PLC	0.18%	$9.5m	49.9K	−1.5% Reduced
STXSeagate Technology	0.18%	$9.4m	9.7K	−2.7% Reduced
HSBCHsbc Holdings PLC	0.18%	$9.3m	98.1K	−1.3% Reduced
TELTE Connectivity	0.17%	$8.8m	43.6K	−4.0% Reduced
MCDMcDonald's	0.17%	$8.6m	31.8K	−6.2% Reduced
CMICummins	0.16%	$8.5m	11.9K	−1.0% Reduced
UBSUBS Group AG	0.16%	$8.5m	171.0K	+3.0% Added
RYRoyal Bank Of Canada	0.16%	$8.4m	40.8K	−1.7% Reduced
NEENextEra Energy	0.16%	$8.4m	96.2K	−2.4% Reduced
BNYBNY Mellon	0.16%	$8.3m	57.7K	−4.9% Reduced
RTXRTX Corporation	0.16%	$8.2m	43.4K	−1.9% Reduced
QCOMQualcomm	0.16%	$8.1m	43.9K	−8.0% Reduced
BKNGBooking Holdings	0.15%	$8.1m	45.3K	+2311.7% Added
PMPhilip Morris International	0.15%	$8.0m	44.0K	−0.8% Reduced
LINLinde plc	0.15%	$7.9m	15.3K	+1.4% Added
UNPUnion Pacific Corporation	0.15%	$7.9m	29.1K	−0.7% Reduced
WDCWestern Digital	0.15%	$7.7m	12.1K	−2.7% Reduced
DEDeere & Company	0.15%	$7.7m	12.1K	−0.6% Reduced
PCARPaccar	0.15%	$7.7m	63.9K	+0.8% Added
MCKMcKesson	0.15%	$7.6m	10.0K	−1.1% Reduced
DISThe Walt Disney Company	0.14%	$7.5m	77.7K	+0.6% Added
PLTRPalantir Technologies Inc.	0.14%	$7.5m	64.3K	−5.9% Reduced
TMOThermo Fisher Scientific	0.14%	$7.4m	14.7K	−2.6% Reduced
SBUXStarbucks	0.14%	$7.3m	70.9K	−2.3% Reduced
SPGIS&P Global	0.14%	$7.2m	17.7K	−5.1% Reduced
TTTrane Technologies	0.14%	$7.2m	14.7K	+4.8% Added
SNDKSandisk	0.14%	$7.2m	3.2K	+1.7% Added
MMM3M	0.14%	$7.0m	43.3K	−0.6% Reduced
JCIJohnson Controls	0.13%	$7.0m	47.6K	−3.8% Reduced
MRVLMarvell Technology	0.13%	$6.9m	23.0K	+5.6% Added
CCitigroup	0.13%	$6.8m	48.5K	−4.4% Reduced
ECLEcolab	0.13%	$6.6m	23.7K	+1.7% Added
TDGTransDigm Group	0.12%	$6.4m	4.8K	−0.6% Reduced
WFCWells Fargo	0.12%	$6.4m	76.9K	−1.3% Reduced
INTUIntuit	0.12%	$6.3m	24.2K	−10.9% Reduced
LOWLowe's	0.12%	$6.1m	27.8K	−4.2% Reduced
PEPPepsiCo	0.12%	$6.1m	44.9K	−15.5% Reduced
DHRDanaher Corporation	0.12%	$6.0m	31.6K	−4.1% Reduced
PHParker Hannifin	0.11%	$5.7m	5.9K	−3.5% Reduced
VRTXVertex Pharmaceuticals	0.11%	$5.7m	11.5K	−3.0% Reduced
COFCapital One	0.11%	$5.7m	28.5K	−0.5% Reduced
SCHWCharles Schwab Corporation	0.11%	$5.7m	61.8K	−2.0% Reduced
MARMarriott International	0.11%	$5.7m	15.4K	−0.2%
USBU.S. Bancorp	0.11%	$5.7m	93.3K	+3.1% Added
CRHCRH plc	0.11%	$5.6m	52.8K	+14.6% Added
PGRProgressive Corporation	0.11%	$5.6m	25.7K	+1.3% Added
PNCPNC Financial Services	0.11%	$5.6m	22.7K	+0.8% Added
GILDGilead Sciences	0.11%	$5.6m	44.2K	−7.2% Reduced
SAPSAP SE	0.11%	$5.5m	36.0K	+1.4% Added
CRMSalesforce	0.10%	$5.4m	34.6K	−19.2% Reduced
SHELShell plc	0.10%	$5.4m	70.1K	−0.5%
VZVerizon	0.10%	$5.4m	127.5K	−0.4%
WSMWilliams-Sonoma, Inc.	0.10%	$5.3m	22.8K	−1.4% Reduced
BLKBlackRock	0.10%	$5.3m	5.5K	+0.5% Added
VRTVertiv	0.10%	$5.3m	15.7K	+4.9% Added
MSIMotorola Solutions	0.10%	$5.2m	12.6K	−4.6% Reduced
STTState Street Corporation	0.10%	$5.2m	30.4K	+2.0% Added
ISRGIntuitive Surgical	0.10%	$5.1m	12.9K	−5.1% Reduced
TRVThe Travelers Companies	0.10%	$5.1m	15.5K	−0.8% Reduced
ADPAutomatic Data Processing	0.10%	$5.1m	22.6K	+1.7% Added
NVONovo Nordisk A S	0.10%	$5.1m	106.3K	+22.3% Added
CRWDCrowdStrike	0.10%	$5.0m	6.6K	+4.2% Added
CSXCSX Corporation	0.10%	$5.0m	104.7K	−0.1%
WMWaste Management	0.10%	$4.9m	22.2K	−5.7% Reduced
TMToyota Motor Corp/	0.09%	$4.9m	29.2K	−10.3% Reduced
MPCMarathon Petroleum	0.09%	$4.9m	19.2K	−0.9% Reduced
SYKStryker Corporation	0.09%	$4.9m	15.4K	−1.2% Reduced
WELLWelltower	0.09%	$4.7m	20.8K	+8.2% Added
TMUST-Mobile US	0.09%	$4.7m	28.0K	−5.1% Reduced
PWRQuanta Services	0.09%	$4.6m	6.4K	+2.7% Added
HLTHilton Worldwide	0.09%	$4.6m	14.0K	−4.3% Reduced
CBRECBRE Group	0.09%	$4.6m	34.3K	−5.4% Reduced
SHOPShopify Inc.	0.09%	$4.6m	40.3K	+1.6% Added
MCOMoody's Corporation	0.09%	$4.6m	10.1K	−5.5% Reduced
ITWIllinois Tool Works	0.09%	$4.6m	16.8K	−1.3% Reduced
GWWW. W. Grainger	0.09%	$4.5m	3.3K	−0.7% Reduced
EBAYeBay Inc.	0.09%	$4.5m	40.2K	−0.4%
CLColgate-Palmolive	0.09%	$4.5m	48.9K	0.0%
BHPBHP Group Ltd	0.09%	$4.5m	53.6K	+2.7% Added
ENBEnbridge Inc	0.09%	$4.5m	82.2K	+2.9% Added
NOWServiceNow	0.08%	$4.4m	44.0K	+4.9% Added
FITBFifth Third Bancorp	0.08%	$4.3m	76.5K	−4.3% Reduced
AFLAflac	0.08%	$4.3m	36.9K	+1.7% Added
ORLYO'Reilly Automotive	0.08%	$4.3m	46.8K	−1.4% Reduced
CBChubb Limited	0.08%	$4.2m	12.4K	−2.9% Reduced
HIGThe Hartford	0.08%	$4.2m	31.4K	−9.0% Reduced
CICigna	0.08%	$4.1m	14.9K	−3.2% Reduced
TRGPTarga Resources	0.08%	$4.1m	15.3K	+0.6% Added
APPApplovin Corp	0.08%	$4.1m	7.9K	+0.2%
TAT&T	0.08%	$4.1m	195.9K	−5.0% Reduced
KEYSKeysight Technologies	0.08%	$4.0m	11.5K	+0.1%
CMECME Group	0.08%	$3.9m	17.9K	−3.6% Reduced
CDNSCadence Design Systems Inc	0.08%	$3.9m	10.5K	+1.5% Added
AZOAutoZone	0.07%	$3.9m	1.2K	+0.3%
STMStmicroelectronics N.V.	0.07%	$3.9m	51.8K	+11.0% Added

Company	Bought (value)	Shares
KLACKLA Corporation	$14.9m	49.4K
BKNGBooking Holdings	$7.7m	43.4K
MUMicron Technology	$3.8m	3.3K
HONHoneywell Technologies	$2.0m	8.8K
HONAHoneywell Aerospace	$1.9m	8.8K
ETSYEtsy Inc	$1.9m	25.6K
INTCIntel	$1.9m	13.7K
AAPLApple Inc.	$1.3m	4.5K
DVNDevon Energy	$1.2m	29.2K
TRIThomson Reuters Corp	$1.1m	13.3K
GLWCorning Inc.	$938,445	3.7K
NVONovo Nordisk A S	$929,557	19.4K
UNHUnitedHealth Group	$749,792	1.8K
HUBSHubspot Inc	$743,728	4.1K
SBSCompanhia DE Saneamento Basico DO Estado DE SAO Paulo-sabesp	$721,939	124.9K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

Company	Sold (value)	Shares
NVDANVIDIA Corporation	−$2.5m	−12.3K
MSFTMicrosoft Corporation	−$2.4m	−6.5K
ABTAbbott Laboratories	−$2.3m	−25.6K
AMZNAmazon	−$1.7m	−7.0K
PENPenumbra Inc	−$1.3m	−4.2K
CRMSalesforce	−$1.3m	−8.2K
TSLATesla, Inc.	−$1.2m	−2.9K
PEPPepsiCo	−$1.1m	−8.2K
XYLXylem Inc.	−$1.0m	−8.7K
JNJJohnson & Johnson	−$913,279	−3.6K
MAMastercard	−$912,667	−1.8K
PGProcter & Gamble	−$845,228	−5.8K
VRSKVerisk Analytics, Inc.	−$775,570	−4.3K
INTUIntuit	−$769,167	−2.9K
QCOMQualcomm	−$701,646	−3.8K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

Company	Value last quarter	Shares
FMCFMC Corp	$441,016	25.5K
STNStantec Inc	$439,298	5.1K
TRMBTrimble Inc.	$377,225	5.8K
PCORProcore Technologies, Inc.	$362,976	6.4K
CAGConagra Brands Inc.	$334,050	21.3K
ENPHEnphase Energy, Inc.	$325,204	8.6K
DLBDolby Laboratories, Inc.	$314,054	5.2K
GMEGamestop Corp.	$281,710	12.2K
SBSWSibanye Stillwater Ltd	$278,421	22.2K
WAFDWafd Inc	$277,136	8.8K
UIUbiquiti Inc.	$269,489	341
DPZDomino's	$266,222	742
ACMAecom	$265,232	3.1K
FIVEFive Below, Inc	$244,702	1.1K
GRABGrab Holdings Ltd	$244,594	66.8K
ZSZscaler, Inc.	$242,281	1.7K
MTDRMatador Resources Co	$235,725	3.7K
SEBSeaboard Corp	$226,161	40
COOThe Cooper Companies	$225,940	3.2K
UHSUniversal Health Services	$211,722	1.2K
DOXAmdocs LTD	$211,371	3.2K
WIXWix.com Ltd.	$205,630	2.3K
WLKWestlake Corp	$204,669	1.8K
FNFFidelity National Financial, Inc.	$204,150	4.4K
AXTAAxalta Coating Systems Ltd.	$203,346	7.3K

Technology44.0%
Financials12.0%
Consumer Discretionary9.2%
Industrials9.0%
Health Care8.3%
Communication Services6.5%
Consumer Staples3.8%
Materials2.7%
Energy2.6%
Utilities1.5%
Real Estate0.4%

Share of the value held in companies we cover, by sector.

Period	Copy, a year	S&P 500	Sharpe	S&P 500	Biggest drop	Beta
Whole backtestFebruary 11, 2022 to November 2, 2026	+10.4%	+13.7%	0.37	0.61	−26.6%	1.07
Last three yearsNovember 3, 2023 to November 2, 2026	+10.8%	+21.8%	0.40	1.16	−25.9%	1.02
Last yearNovember 7, 2025 to November 2, 2026	−6.5%	+14.2%	−0.54	0.84	−24.7%	1.07

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.