Laird-Norton-Wetherby-Trust-Company

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MMM",
  "ABT",
  "AFRM",
  null,
  "SAN",
  "JMIA",
  "LPL",
  "RDFN",
  "PL",
  "FCX",
  "FITB",
  "ATHA",
  "HD",
  "NVNO",
  "AMAT",
  "INMB",
  "MUB",
  "IVW",
  "IJH",
  null,
  "MSFT",
  "DBX",
  "IX",
  "PCAR",
  "VGSH",
  "IEMG",
  "AAPL",
  "SPY",
  "HLN",
  "NVDA",
  "GS",
  "PLTR",
  "PG",
  "RELY",
  null,
  "IBM",
  "SBUX",
  "VWO",
  null,
  "ANIX",
  null,
  "F",
  "IWR",
  "GWH",
  "GETY",
  "AMZN",
  null,
  "VEU",
  "USB",
  "VEA",
  "VXUS",
  "BNDX",
  "VTEB",
  "BND",
  "VT",
  "WIT",
  "FLR",
  "SOFI",
  "BAC",
  "CVX",
  "EFA",
  "IWB",
  "NEE",
  "GOOG",
  "XOM",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 67
Total Value: 621628959
Accession Number: 0001172661-25-002050
Form Type: 13F-HR
CIK: laird-norton-wetherby-trust-company
Manager Name: Laird-Norton-Wetherby-Trust-Company

Data Enrichment

91% identified

61 identified6 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

67 positions • $621.6M total value

SEC FilingSEC DataHachi Filing

Manager:

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JPMORGAN CHASE & CO

JPM|46625H100

Shares:23.9K

Value:$5.9M

% of Portfolio:0.9% ($5.9M/$621.6M)

PROCTER & GAMBLE Co

PG|742718109

Shares:33.4K

Value:$5.7M

% of Portfolio:0.9% ($5.7M/$621.6M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:10.0K

Value:$5.6M

% of Portfolio:0.9% ($5.6M/$621.6M)

EXXON MOBIL CORP

XOM|30231G102

Shares:45.9K

Value:$5.5M

% of Portfolio:0.9% ($5.5M/$621.6M)

CHEVRON CORP

CVX|166764100

Shares:28.3K

Value:$4.7M

% of Portfolio:0.8% ($4.7M/$621.6M)

3M CO

MMM|88579Y101

Shares:29.9K

Value:$4.4M

% of Portfolio:0.7% ($4.4M/$621.6M)

HOME DEPOT, INC.

HD|437076102

Shares:11.3K

Value:$4.1M

% of Portfolio:0.7% ($4.1M/$621.6M)

464287507

IJH|464287507

Shares:64.8K

Value:$3.8M

% of Portfolio:0.6% ($3.8M/$621.6M)

464288802

Shares:27.1K

Value:$3.1M

% of Portfolio:0.5% ($3.1M/$621.6M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:41.2K

Value:$2.9M

% of Portfolio:0.5% ($2.9M/$621.6M)

464287499

IWR|464287499

Shares:29.9K

Value:$2.5M

% of Portfolio:0.4% ($2.5M/$621.6M)

Alphabet Inc.

GOOG|02079K107

Shares:16.0K

Value:$2.5M

% of Portfolio:0.4% ($2.5M/$621.6M)

922907746

VTEB|922907746

Shares:48.2K

Value:$2.4M

% of Portfolio:0.4% ($2.4M/$621.6M)

US BANCORP \DE\

USB|902973304

Shares:52.3K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$621.6M)

Remitly Global, Inc.

RELY|75960P104

Shares:105.3K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$621.6M)

STARBUCKS CORP

SBUX|855244109

Shares:18.3K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$621.6M)

Anixa Biosciences Inc

ANIX|03528H109

Shares:622.2K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$621.6M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:12.2K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$621.6M)

78468R663

Shares:19.1K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$621.6M)

05589G102

Shares:30.8K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$621.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
JPMORGAN CHASE & CO(JPMcusip46625H100)	23.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.9M	0.9% ($5.9M/$621.6M)	QoQ +2.33% (+$133.5K) YoY +22.46% (+$1.1M)
PROCTER & GAMBLE Co(PGcusip742718109)	33.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.7M	0.9% ($5.7M/$621.6M)	QoQ +1.65% (+$92.4K) YoY +5.03% (+$272.6K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	10.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$5.6M	0.9% ($5.6M/$621.6M)	QoQ -4.58% (-$269.6K) YoY +6.94% (+$364.2K)
EXXON MOBIL CORP(XOMcusip30231G102)	45.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.5M	0.9% ($5.5M/$621.6M)	QoQ +10.56% (+$521.5K) YoY +2.31% (+$123.5K)
CHEVRON CORP(CVXcusip166764100)	28.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$4.7M	0.8% ($4.7M/$621.6M)	QoQ +15.49% (+$635.9K) YoY +6.05% (+$270.5K)
3M CO(MMMcusip88579Y101)	29.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$4.4M	0.7% ($4.4M/$621.6M)	QoQ +13.76% (+$530.4K) YoY +38.45% (+$1.2M)
HOME DEPOT, INC.(HDcusip437076102)	11.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$4.1M	0.7% ($4.1M/$621.6M)	QoQ -5.78% (-$254.5K) YoY -4.46% (-$193.5K)
(IJHcusip464287507)	64.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$3.8M	0.6% ($3.8M/$621.6M)	QoQ -6.35% (-$256.7K) YoY -3.93% (-$154.9K)
(cusip464288802)✕	27.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$3.1M	0.5% ($3.1M/$621.6M)	QoQ -5.52% (-$181.9K) YoY +5.22% (+$154.3K)
NEXTERA ENERGY INC(NEEcusip65339F101)	41.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.9M	0.5% ($2.9M/$621.6M)	QoQ -1.11% (-$32.9K) YoY +10.92% (+$287.4K)
(IWRcusip464287499)	29.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.5M	0.4% ($2.5M/$621.6M)	QoQ -3.76% (-$99.4K) YoY +1.16% (+$29.3K)
Alphabet Inc.(GOOGcusip02079K107)	16.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.5M	0.4% ($2.5M/$621.6M)	QoQ -17.96% (-$547.5K) YoY +2.60% (+$63.5K)
(VTEBcusip922907746)	48.2K	QoQ 0.00% (-0) YoY -61.79% (-78.0K)	All Managers (Combined)	$2.4M	0.4% ($2.4M/$621.6M)	QoQ -1.01% (-$24.6K) YoY -62.53% (-$4.0M)
US BANCORP \DE\(USBcusip902973304)	52.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.2M	0.4% ($2.2M/$621.6M)	QoQ -11.60% (-$293.4K) YoY -5.46% (-$129.2K)
Remitly Global, Inc.(RELYcusip75960P104)	105.3K	QoQ 0.00% (-0) YoY -26.49% (-38.0K)	All Managers (Combined)	$2.2M	0.4% ($2.2M/$621.6M)	QoQ -7.84% (-$186.4K) YoY -26.28% (-$781.0K)
STARBUCKS CORP(SBUXcusip855244109)	18.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$621.6M)	QoQ +7.49% (+$125.0K) YoY +7.33% (+$122.5K)
Anixa Biosciences Inc(ANIXcusip03528H109)	622.2K	QoQ 0.00% (+0) YoY +2.97% (-18.0K)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$621.6M)	QoQ +23.27% (+$336.0K) YoY -5.60% (-$105.6K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	12.2K	QoQ 0.00% (-0) YoY NEW(+12.2K)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$621.6M)	QoQ -10.76% (-$214.2K) YoY NEW(+$1.8M)
(cusip78468R663)✕	19.1K	QoQ NEW(+19.1K) YoY -8.91% (-1.9K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$621.6M)	QoQ NEW(+$1.7M) YoY -8.98% (-$172.8K)
(cusip05589G102)✕	30.8K	QoQ 0.00% (+0) YoY NEW(+30.8K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$621.6M)	QoQ +15.29% (+$182.5K) YoY NEW(+$1.4M)