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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PACCAR INC

PCAR|693718108

Shares:11.1K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$621.6M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:12.6K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$621.6M)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:25.0K

Value:$946.5K

% of Portfolio:0.2% ($946.5K/$621.6M)

92203J407

BNDX|92203J407

Shares:16.2K

Value:$788.9K

% of Portfolio:0.1% ($788.9K/$621.6M)

FLUOR CORP

FLR|343412102

Shares:21.5K

Value:$770.1K

% of Portfolio:0.1% ($770.1K/$621.6M)

464288372

Shares:13.8K

Value:$754.2K

% of Portfolio:0.1% ($754.2K/$621.6M)

SoFi Technologies, Inc.

SOFI|83406F102

Shares:64.5K

Value:$750.1K

% of Portfolio:0.1% ($750.1K/$621.6M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:17.8K

Value:$744.1K

% of Portfolio:0.1% ($744.1K/$621.6M)

46434G103

IEMG|46434G103

Shares:13.0K

Value:$703.0K

% of Portfolio:0.1% ($703.0K/$621.6M)

WIPRO LTD

WIT|97651M109

Shares:226.1K

Value:$691.8K

% of Portfolio:0.1% ($691.8K/$621.6M)

92206C102

VGSH|92206C102

Shares:10.0K

Value:$586.9K

% of Portfolio:0.1% ($586.9K/$621.6M)

Affirm Holdings, Inc.

AFRM|00827B106

Shares:12.7K

Value:$574.9K

% of Portfolio:0.1% ($574.9K/$621.6M)

Redfin Corp

RDFN|75737F108

Shares:56.3K

Value:$518.1K

% of Portfolio:0.1% ($518.1K/$621.6M)

FIFTH THIRD BANCORP

FITB|316773100

Shares:11.8K

Value:$466.7K

% of Portfolio:0.1% ($466.7K/$621.6M)

46138B103

Shares:20.7K

Value:$466.1K

% of Portfolio:0.1% ($466.1K/$621.6M)

DROPBOX, INC.

DBX|26210C104

Shares:14.3K

Value:$382.9K

% of Portfolio:0.1% ($382.9K/$621.6M)

Haleon plc

HLN|405552100

Shares:30.1K

Value:$309.8K

% of Portfolio:0.0% ($309.8K/$621.6M)

Inmune Bio, Inc.

INMB|45782T105

Shares:36.6K

Value:$285.8K

% of Portfolio:0.0% ($285.8K/$621.6M)

ORIX CORP

IX|686330101

Shares:13.4K

Value:$279.9K

% of Portfolio:0.0% ($279.9K/$621.6M)

Jumia Technologies AG

JMIA|48138M105

Shares:116.3K

Value:$250.1K

% of Portfolio:0.0% ($250.1K/$621.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PACCAR INC(PCARcusip693718108)	11.1K	QoQ -49.00% (-10.7K) YoY -60.51% (-17.0K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$621.6M)	QoQ -53.60% (-$1.3M) YoY -68.96% (-$2.4M)
Palantir Technologies Inc.(PLTRcusip69608A108)	12.6K	QoQ 0.00% (+0) YoY -13.56% (-2.0K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$621.6M)	QoQ +11.59% (+$110.2K) YoY +217.05% (-$726.2K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	25.0K	QoQ -28.67% (-10.1K) YoY NEW(+25.0K)	All Managers (Combined)	$946.5K	0.2% ($946.5K/$621.6M)	QoQ -29.08% (-$388.3K) YoY NEW(+$946.5K)
(BNDXcusip92203J407)	16.2K	QoQ -2.03% (-336) YoY NEW(+16.2K)	All Managers (Combined)	$788.9K	0.1% ($788.9K/$621.6M)	QoQ -2.49% (-$20.2K) YoY NEW(+$788.9K)
FLUOR CORP(FLRcusip343412102)	21.5K	QoQ 0.00% (-0) YoY NEW(+21.5K)	All Managers (Combined)	$770.1K	0.1% ($770.1K/$621.6M)	QoQ -27.37% (-$290.3K) YoY NEW(+$770.1K)
(cusip464288372)✕	13.8K	QoQ +11.42% (+1.4K) YoY +22.07% (+2.5K)	All Managers (Combined)	$754.2K	0.1% ($754.2K/$621.6M)	QoQ +16.54% (+$107.1K) YoY +40.15% (+$216.1K)
SoFi Technologies, Inc.(SOFIcusip83406F102)	64.5K	QoQ 0.00% (-0) YoY +218.32% (+44.2K)	All Managers (Combined)	$750.1K	0.1% ($750.1K/$621.6M)	QoQ -24.48% (-$243.1K) YoY +407.13% (+$602.2K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	17.8K	QoQ 0.00% (-0) YoY NEW(+17.8K)	All Managers (Combined)	$744.1K	0.1% ($744.1K/$621.6M)	QoQ -5.05% (-$39.6K) YoY NEW(+$744.1K)
(IEMGcusip46434G103)	13.0K	QoQ -58.40% (-18.3K) YoY NEW(+13.0K)	All Managers (Combined)	$703.0K	0.1% ($703.0K/$621.6M)	QoQ -57.01% (-$932.3K) YoY NEW(+$703.0K)
WIPRO LTD(WITcusip97651M109)	226.1K	QoQ -8.97% (-22.3K) YoY +213.83% (+154.0K)	All Managers (Combined)	$691.8K	0.1% ($691.8K/$621.6M)	QoQ -21.31% (-$187.4K) YoY +67.01% (+$277.6K)
(VGSHcusip92206C102)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$586.9K	0.1% ($586.9K/$621.6M)	QoQ NEW(+$586.9K) YoY NEW(+$586.9K)
Affirm Holdings, Inc.(AFRMcusip00827B106)	12.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$574.9K	0.1% ($574.9K/$621.6M)	QoQ -25.79% (-$199.8K) YoY +21.28% (+$100.9K)
Redfin Corp(RDFNcusip75737F108)	56.3K	QoQ -1.31% (-750) YoY -19.64% (-13.8K)	All Managers (Combined)	$518.1K	0.1% ($518.1K/$621.6M)	QoQ +15.48% (-$69.5K) YoY +11.29% (-$52.6K)
FIFTH THIRD BANCORP(FITBcusip316773100)	11.8K	QoQ 0.00% (-0) YoY +1.63% (+190)	All Managers (Combined)	$466.7K	0.1% ($466.7K/$621.6M)	QoQ -7.22% (-$36.3K) YoY +7.07% (+$30.8K)
(cusip46138B103)✕	20.7K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$466.1K	0.1% ($466.1K/$621.6M)	QoQ +5.23% (+$23.2K) YoY -2.04% (-$9.7K)
DROPBOX, INC.(DBXcusip26210C104)	14.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$382.9K	0.1% ($382.9K/$621.6M)	QoQ -11.08% (-$47.7K) YoY +9.91% (+$34.5K)
Haleon plc(HLNcusip405552100)	30.1K	QoQ +37.91% (+8.3K) YoY +37.91% (+8.3K)	All Managers (Combined)	$309.8K	0.0% ($309.8K/$621.6M)	QoQ +48.75% (+$101.5K) YoY +65.08% (+$122.1K)
Inmune Bio, Inc.(INMBcusip45782T105)	36.6K	QoQ +7.33% (+2.5K) YoY +16.19% (-5.1K)	All Managers (Combined)	$285.8K	0.0% ($285.8K/$621.6M)	QoQ +79.49% (+$126.6K) YoY -22.77% (-$84.3K)
ORIX CORP(IXcusip686330101)	13.4K	QoQ NEW(+13.4K) YoY NEW(+13.4K)	All Managers (Combined)	$279.9K	0.0% ($279.9K/$621.6M)	QoQ NEW(+$279.9K) YoY NEW(+$279.9K)
Jumia Technologies AG(JMIAcusip48138M105)	116.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$250.1K	0.0% ($250.1K/$621.6M)	QoQ -43.71% (-$194.3K) YoY -58.00% (-$345.5K)