Laird Norton Wetherby Wealth Management, LLC
Annual return '25
+9.3%
SPY '25
+17.7%
Alpha
-8.4ptsvs SPY
Invested
$4.2B
Holdings
30
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DWD
MORGAN STANLEY
Q1 2026: Increased +158.6% (2.31M → 5.97M shares)
5.9%
02
$CMI
CUMMINS INC
Q1 2026: Increased +320.5% (176.3k → 741.2k shares)
5.8%
03
$AVGO
BROADCOM INC
Q1 2026: Increased +79.1% (11.49M → 20.58M shares)
5.6%
04
$ORI
OLD REP INTL CORP
Q1 2026: Increased +100.0% (5.3k → 10.6k shares)
5.2%
05
$ABBV
ABBVIE INC
Q1 2026: Increased +89.6% (2.79M → 5.29M shares)
5.1%
06
$CME
CME GROUP INC
Q1 2026: Increased +185.0% (579.8k → 1.65M shares)
4.8%
07
$PEG
PUBLIC SVC ENTERPRISE GRP IN
Q1 2026: Increased +49.0% (1.07M → 1.60M shares)
4.4%
08
$LAMR
LAMAR ADVERTISING CO NEW
Q1 2026: Increased +100.0% (1.35M → 2.71M shares)
4.2%
09
$JNJ
JOHNSON & JOHNSON
Q1 2026: Increased +155.7% (3.55M → 9.09M shares)
4.1%
10
$SPG
SIMON PPTY GROUP INC NEW
Q1 2026: Increased +334.1% (1.02M → 4.42M shares)
4.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:27 UTC.