Perkins Coie Trust Co
CIK: 0001513038SEC EDGAR →
Portfolio Value
$537.0M
Holdings
273
As of
Q4 2025
New Positions
8
Closed Positions
42
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD FTSE DEVELOPED MKTS ETF | 758,665 | $47.4M | 8.83% |
| 2 | VANGUARD MID-CAP ETF | 142,113 | $41.2M | 7.68% |
| 3 | MICROSOFT CORP | 64,264 | $31.1M | 5.79% |
| 4 | APPLE INC | 101,826 | $27.7M | 5.15% |
| 5 | VANGUARD RUSSELL 1000 GROWTH ETF | 198,784 | $24.2M | 4.51% |
| 6 | ALPHABET INC CL A | 65,364 | $20.5M | 3.81% |
| 7 | VANGUARD VALUE ETF | 99,435 | $19.0M | 3.54% |
| 8 | ISHARES S&P 500 GROWTH ETF | 122,556 | $15.1M | 2.81% |
| 9 | NVIDIA CORPORATION | 68,584 | $12.8M | 2.38% |
| 10 | BROADCOM INC | 35,347 | $12.2M | 2.28% |
Quarterly Changes
Top Buys
New Positions (8)
Closed Positions (42)
$29K · 1K shares
$19K · 300 shares
$18K · 223 shares
$12K · 500 shares
$11K · 85 shares
$3K · 80 shares
$3K · 40 shares
$2K · 13 shares
$2K · 5 shares
$2K · 138 shares
$2K · 15 shares
$1K · 37 shares
$1K · 18 shares
$1K · 10 shares
$1K · 125 shares
$1K · 15 shares
$1K · 20 shares
$1K · 8 shares
$1K · 10 shares
$968 · 25 shares
$910 · 37 shares
$893 · 5 shares
$885 · 26 shares
$784 · 15 shares
$745 · 5 shares
$722 · 25 shares
$720 · 10 shares
$698 · 4 shares
$670 · 10 shares
$666 · 17 shares
$629 · 15 shares
$622 · 10 shares
$566 · 16 shares
$479 · 8 shares
$448 · 8 shares
$426 · 12 shares
$423 · 100 shares
$385 · 50 shares
$305 · 250 shares
$219 · 6 shares
$182 · 6 shares
$45 · 3 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 104 | $264.8M | 49.3% |
| Technology | 40 | $109.5M | 20.4% |
| Communication Services | 12 | $37.2M | 6.9% |
| Healthcare | 21 | $34.0M | 6.3% |
| Consumer Cyclical | 14 | $26.4M | 4.9% |
| Industrials | 27 | $24.4M | 4.5% |
| Consumer Defensive | 10 | $15.0M | 2.8% |
| Energy | 13 | $7.9M | 1.5% |
| Real Estate | 6 | $6.0M | 1.1% |
| Basic Materials | 6 | $5.9M | 1.1% |
| Unknown | 13 | $4.9M | 0.9% |
| Utilities | 7 | $618K | 0.1% |