1y return+12.6%S&P 500 +20.9%
3y return+49.5%S&P 500 +68.5%
5y return+50.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $170 against $200 in the S&P 500.2
Laird Norton Wetherby Trust Company, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTIVanguard Index Fds | $290.7M | 5.6% | |
| AAPLApple Inc | $269.9M | 5.2% | |
| MSFTMicrosoft Corp | $269.2M | 5.2% | |
| NVDANvidia Corporation | $212.9M | 4.1% | −1.1% |
| VEAVanguard Tax-managed Fds | $136.8M | 2.6% | +1.6% |
| VEUVanguard Intl Equity Index F | $124.2M | 2.4% | |
| BRK/ABerkshire Hathaway Inc Del | $113.8M | 2.2% | |
| GOOGLAlphabet Inc | $113.3M | 2.2% | |
| VWOVanguard Intl Equity Index F | $112.4M | 2.2% | |
| AMZNAmazon Com Inc | $107.1M | 2.1% | −1.5% |
| AVGOBroadcom Inc | $70.4M | 1.4% | |
| TSMTaiwan Semiconductor Manufac | $69.9M | 1.3% | |
| VVVanguard Index Fds | $67.8M | 1.3% | |
| GOOGAlphabet Inc | $66.2M | 1.3% | −2.3% |
| VTVanguard Intl Equity Index F | $62.7M | 1.2% | +9.1% |
| SPYState Str Spdr S&p 500 Etf T | $60.9M | 1.2% | |
| JPMJpmorgan Chase & Co | $54.9M | 1.1% | |
| MUMicron Technology Inc | $53.7M | 1.0% | +7.5% |
| IWBIshares Tr | $47.5M | 0.9% | |
| LLYEli Lilly & Co | $46.7M | 0.9% | |
| METAMeta Platforms Inc | $45.1M | 0.9% | −1.3% |
| IGFIshares Tr | $43.1M | 0.8% | +12.1% |
| AMDAdvanced Micro Devices Inc | $42.8M | 0.8% | |
| AMATApplied Matls Inc | $42.6M | 0.8% | |
| TSLATesla Inc | $42.3M | 0.8% | −2.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMATApplied Matls Inc | December 31, 2024 | +344.6% | $42.6M |
| GOOGAlphabet Inc | December 31, 2020 | +303.4% | $66.2M |
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $42.8M |
| GSGoldman Sachs Group Inc | December 31, 2023 | +162.2% | $28.0M |
| LRCXLam Research Corp | December 31, 2025 | +153.1% | $27.9M |
| JPMJpmorgan Chase & Co | December 31, 2022 | +144.1% | $54.9M |
| AAPLApple Inc | December 31, 2020 | +118.1% | $269.9M |
| IVWIshares Tr | September 30, 2023 | +101.0% | $37.9M |
| SPYState Str Spdr S&p 500 Etf T | December 31, 2020 | +99.7% | $60.9M |
| IWBIshares Tr | December 31, 2020 | +93.3% | $47.5M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $4.1M
- CTRACoterra Energy Inc was $1.5M
- Thomson Reuters CorpCUSIP 884903808 was $1.4M
- NXDRNextdoor Holdings Inc was $861K
- Dupont De Nemours IncCUSIP 26614N102 was $707K
- Hologic IncCUSIP 436440101 was $605K
- FMCFmc Corp was $441K
- STNStantec Inc was $439K
- Carnival CorpCUSIP 143658300 was $400K
- TRMBTrimble Inc was $377K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.7% | +14.8% |
| March 31, 2026 | −4.2% | −4.6% |
| December 31, 2025 | −0.7% | +2.4% |
| September 30, 2025 | +6.0% | +7.8% |
| June 30, 2025 | +18.6% | +10.5% |
| March 31, 2025 | −5.2% | −4.6% |
| December 31, 2024 | −2.4% | +2.1% |
| September 30, 2024 | +2.1% | +5.4% |
| June 30, 2024 | +3.3% | +4.0% |
| March 31, 2024 | +7.4% | +10.0% |
| December 31, 2023 | +12.1% | +11.2% |
| September 30, 2023 | −4.7% | −3.6% |
| June 30, 2023 | +8.6% | +8.3% |
| March 31, 2023 | +10.4% | +7.0% |
| December 31, 2022 | +7.7% | +7.1% |
| September 30, 2022 | −7.3% | −5.3% |
| June 30, 2022 | −16.1% | −16.5% |
| March 31, 2022 | −6.1% | −4.9% |
| December 31, 2021 | +8.4% | +10.7% |
| September 30, 2021 | −1.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Laird Norton Wetherby Trust Company, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=723204&type=13F-HR&dateb=&owner=include&count=40CIK 723204
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/723204/000117266126003519/Filed August 14, 2026 · accession 0001172661-26-003519