LAIRD NORTON TRUST COMPANY, LLC

RIA/Wealth

LAIRD NORTON TRUST COMPANY, LLC is a RIA/Wealth based in Norfolk, VA led by Robert Scott Redmond, managing $582.0M across 65 long positions as of Q3 2025 with 42% ETF concentration, 69% concentrated in top 10 holdings, and 30% allocation to MSFT.

PresidentRobert Scott Redmond

Portfolio Value: $582.0M
Positions: 65
Top Holding: MSFT at 29.6%
Last Reported: Q3 2025

Address440 Monticello Avenue, Suite 1610, Norfolk, VA, 23510-2670, United States

Top Holdings

Largest long holdings in LAIRD NORTON TRUST COMPANY, LLC's portfolio (69% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$172.3M	29.60%	-$171.9M Sold	0.00% 332.6K shares	Q4 2020 Held for 4y 11m
2 Vanguard FTSE All-World Ex-US ETF VEU	ETF ETF	$59.4M	10.21%	-$6.0M Sold	— 832.5K shares	Q4 2020 Held for 4y 11m
3 Vanguard Total Stock Market VTI	ETF ETF	$44.3M	7.62%	-$7.1M Sold	— 134.7K shares	Q4 2020 Held for 4y 11m
4 Vanguard FTSE Emerging Markets VWO	ETF ETF	$27.0M	4.64%	-$80.4K Sold	— 497.9K shares	Q4 2020 Held for 4y 11m
5 Vanguard FTSE Developed Markets VEA	ETF ETF	$24.7M	4.25%	-$112.2K Sold	— 412.7K shares	Q4 2020 Held for 4y 11m
6 Apple AAPL	Consumer Electronics Technology	$21.4M	3.67%	—	0.00% 84.0K shares	Q4 2020 Held for 4y 11m
7 iShares S&P 500 Growth ETF IVW	ETF ETF	$19.8M	3.39%	—	— 163.6K shares	Q3 2023 Held for 2y 2m
8 International Business Machines IBM	Information Technology Services Technology	$11.1M	1.92%	—	0.00% 39.5K shares	Q4 2023 Held for 1y 11m
9 Vanguard Total World Stock VT	ETF ETF	$11.1M	1.90%	+$1.4M Bought	— 80.4K shares	Q3 2021 Held for 4y 2m
10 Nvidia NVDA	Semiconductors Technology	$10.8M	1.85%	+$329.3K Bought	0.00% 57.8K shares	Q2 2024 Held for 1y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in LAIRD NORTON TRUST COMPANY, LLC's latest filing

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Market Value

$582.0M

Prior: $727.8M

Q/Q Change

-20.04%

-$145.9M

Net Flows % of MV

-33.85%

Turnover Ratio

18.71%

New Purchases

3 stocks

$1.3M

Added To

7 stocks

+$5.3M

Sold Out Of

8 stocks

$3.7M

Reduced Holdings

17 stocks

-$199.9M

Increased Positions

Position	Shares Δ	Change
1 ANGX Angel Studios, Inc. ANGX	New	0 → 112.5K +$653.4K
2 SCHR Schwab Intermediately-Term U.S. Treasury SCHR	New	0 → 12.8K +$320.6K
3 VanEck J. P. Morgan EM Local Currency Bond EMLC	New	0 → 11.0K +$280.6K
4 The Baldwin Insurance Group, Inc. BWIN	+218.3%	30.8K → 98.0K +$1.9M
5 iShares Global Infrastructure IGF	+94.17%	16.5K → 32.1K +$950.7K

Decreased Positions

Position	Shares Δ	Change
1 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	Sold	19.1K → 0 −$1.7M
2 Vanguard Short-Term Treasury VGSH	Sold	13.0K → 0 −$766.4K
3 Redfin Corporation RDFN	Sold	55.5K → 0 −$621.0K
4 Planet Labs PL	Sold	40.1K → 0 −$244.9K
5 SAN Banco Santander SAN	Sold	13.1K → 0 −$108.6K

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Analytics

Portfolio insights and performance metrics for LAIRD NORTON TRUST COMPANY, LLC

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Sector Allocation

ETF

42.10%

Technology

39.70%

Financial Services

4.80%

Consumer Cyclical

2.70%

Communication Services

2.40%

Energy

1.70%

Healthcare

1.60%

Industrials

1.10%

Consumer Defensive

0.90%

Utilities

0.50%

Basic Materials

0.20%

Market Cap Distribution

Mega Cap (> $200B)

48.31%

Large Cap ($10B - $200B)

4.73%

Mid Cap ($2B - $10B)

0.78%

Small Cap ($300M - $2B)

1.76%

Micro Cap ($50M - $300M)

0.35%

Nano Cap (< $50M)

0.01%

N/A (ETF or Unknown)

44.06%

Portfolio Concentration

Top 10 Holdings %

69.05%

Top 20 Holdings %

83.69%

Top 50 Holdings %

99.02%

Top 100 Holdings %

100.0%