Laird Norton Wetherby Trust portfolio

What changed this quarter

812 positions with a change (66 new, 322 added to, 392 trimmed, 32 sold); also, 1 entered through an IPO, 3 exited through an acquisition or merger, 2 entered through a spin-off.

No moves of 0.5 points of the portfolio or more.

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• Vanguard Index FundsVTI5.6%
• AppleAAPL5.2%
• MicrosoftMSFT5.2%
• NVIDIANVDA4.1%
• AlphabetGOOGL · GOOG3.4%
• Berkshire HathawayBRK/A · BRK/B3.0%
• Vanguard Ftse Developed ETFVEA2.6%
• Vanguard International Equity Index FVEU2.4%
• Vanguard International Equity Index FVWO2.2%
• Amazon.comAMZN2.1%
• BroadcomAVGO1.4%
• Taiwan Semiconductor ManufacturingTSM1.3%
• Vanguard Index FundsVV1.3%
• Vanguard International Equity Index FVT1.2%
• State Str Spdr S&P 500 ETF TSPY1.2%
• JPMorgan ChaseJPM1.1%
• Micron TechnologyMU1.0%
• iShares Russell 1000 ETFIWB0.9%
• Eli LillyLLY0.9%
• Meta PlatformsMETA0.9%
• iShares Global Infrastructur ETFIGF0.8%
• Advanced Micro DevicesAMD0.8%
• Applied MaterialsAMAT0.8%
• TeslaTSLA0.8%
• iShares S&P 500 Growth ETFIVW0.7%
• Vanguard S&P 500 ETFVOO0.7%
• iShares Msci Eafe ETFEFA0.7%
• VisaV0.6%
• ASML HoldingASML0.6%
• iShares National Muni Bond E ETFMUB0.6%
• Vanguard Most Sm-cap ETF-usd ETFVB0.6%
• iShares Russell 3000 ETFIWV0.5%
• Goldman Sachs GroupGS0.5%
• Lam ResearchLRCX0.5%
• Vanguard Total International Stock ETFVXUS0.5%
• Johnson & JohnsonJNJ0.5%
• Home DepotHD0.5%
• Vanguard Total Bond Market ETFBND0.5%
• Costco WholesaleCOST0.4%
• CaterpillarCAT0.4%
• Cisco SystemsCSCO0.4%
• Exxon MobilXOM0.4%
• IntelINTC0.4%
• MastercardMA0.4%
• WalmartWMT0.4%
• AbbVieABBV0.3%
• International Business MachinesIBM0.3%
• Bank of AmericaBAC0.3%
• GE AerospaceGE0.3%
• Commercial MetalsCMC0.3%
• KLAKLAC0.3%
• iShares Core S&P 500 ETFIVV0.3%
• GE VernovaGEV0.3%
• Sprott Asset ManagementPHYS0.3%
• NetflixNFLX0.3%
• OracleORCL0.3%
• iShares S&P 500 Value ETFIVE0.3%
• Procter & GamblePG0.3%
• UnitedHealth GroupUNH0.3%
• ASE Technology HoldingASX0.3%
• iShares Core S&P Midcap ETFIJH0.3%
• MerckMRK0.3%
• Palo Alto NetworksPANW0.3%
• United MicroelectronicsUMC0.2%
• Morgan StanleyMS0.2%
• ChevronCVX0.2%
• iShares Core U.s. Aggregate ETFAGG0.2%
• iShares Russell 1000 Growth ETFIWF0.2%
• iShares Russell 2000 ETFIWM0.2%
• Abbott LaboratoriesABT0.2%
• EatonETN0.2%
• Texas InstrumentsTXN0.2%
• American ExpressAXP0.2%
• Coca-ColaKO0.2%
• TJXTJX0.2%
• NovartisNVS0.2%
• CorningGLW0.2%
• Arista NetworksANET0.2%
• AmphenolAPH0.2%
• KB Financial GroupKB0.2%
• Analog DevicesADI0.2%
• AmgenAMGN0.2%
• Dell TechnologiesDELL0.2%
• AstrazenecaAZN0.2%
• Seagate Technology HoldingsSTX0.2%
• HSBC HoldingsHSBC0.2%
• TE ConnectivityTEL0.2%
• McDONALD’SMCD0.2%
• CumminsCMI0.2%
• UBS GroupUBS0.2%
• Royal Bank of CanadaRY0.2%
• Nextera EnergyNEE0.2%
• Bank of New York MellonBNY0.2%
• RTXRTX0.2%
• QualcommQCOM0.2%
• IsharesIEMG0.2%
• Booking HoldingsBKNG0.2%
• Philip Morris InternationalPM0.2%