Perkins Coie Trust Co
CIK: 0001513038SEC EDGAR →
Portfolio Value
$505K
Holdings
273
As of
Q4 2025
New Positions
50
Closed Positions
37
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD FTSE DEVELOPED MKTS ETF | 758,665 | $47K | 9.39% |
| 2 | VANGUARD MID-CAP ETF | 142,113 | $41K | 8.17% |
| 3 | MICROSOFT CORP | 64,264 | $31K | 6.15% |
| 4 | APPLE INC | 101,826 | $28K | 5.48% |
| 5 | VANGUARD RUSSELL 1000 GROWTH ETF | 198,784 | $24K | 4.79% |
| 6 | ALPHABET INC CL A | 65,364 | $20K | 4.05% |
| 7 | VANGUARD VALUE ETF | 99,435 | $19K | 3.76% |
| 8 | ISHARES S&P 500 GROWTH ETF | 122,556 | $15K | 2.99% |
| 9 | NVIDIA CORPORATION | 68,584 | $13K | 2.53% |
| 10 | BROADCOM INC | 35,347 | $12K | 2.42% |
Quarterly Changes
Top Buys
New Positions (8)
Closed Positions (42)
$29 · 1K shares
$19 · 300 shares
$17 · 223 shares
$12 · 500 shares
$11 · 85 shares
$3 · 80 shares
$2 · 40 shares
$2 · 13 shares
$1 · 18 shares
$1 · 125 shares
$1 · 10 shares
$1 · 138 shares
$1 · 37 shares
$1 · 15 shares
$1 · 5 shares
$1 · 10 shares
$1 · 20 shares
$1 · 15 shares
$1 · 8 shares
$0 · 8 shares
$0 · 4 shares
$0 · 25 shares
$0 · 17 shares
$0 · 5 shares
$0 · 8 shares
$0 · 50 shares
$0 · 5 shares
$0 · 6 shares
$0 · 10 shares
$0 · 3 shares
$0 · 16 shares
$0 · 250 shares
$0 · 26 shares
$0 · 12 shares
$0 · 10 shares
$0 · 25 shares
$0 · 15 shares
$0 · 100 shares
$0 · 10 shares
$0 · 15 shares
$0 · 37 shares
$0 · 6 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 104 | $256K | 50.6% |
| Technology | 39 | $109K | 21.7% |
| Communication Services | 12 | $30K | 6.0% |
| Consumer Cyclical | 14 | $26K | 5.2% |
| Healthcare | 21 | $25K | 5.0% |
| Industrials | 28 | $21K | 4.2% |
| Consumer Defensive | 10 | $11K | 2.2% |
| Energy | 13 | $8K | 1.6% |
| Real Estate | 6 | $6K | 1.2% |
| Basic Materials | 6 | $6K | 1.2% |
| Unknown | 13 | $5K | 1.0% |
| Utilities | 7 | $618 | 0.1% |