Perkins Coie Trust Co
CIK: 1513038SEC EDGAR →
Portfolio Value
$122.8B
Holdings
257
As of
Q1 2026
New Positions
257
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD FTSE DEVELOPED MKTS ETF | 770,556 | $49.4B | 40.22% |
| 2 | JPMORGAN EQUITY PREMIUM INCOME ETF | 178,836 | $10.1B | 8.26% |
| 3 | UTILITIES SELECT SECTOR SPDR ETF | 154,315 | $7.1B | 5.77% |
| 4 | CHARLES SCHWAB CORP | 57,713 | $5.4B | 4.42% |
| 5 | CISCO SYSTEMS INC | 65,182 | $5.1B | 4.12% |
| 6 | WELLS FARGO & CO | 59,712 | $4.8B | 3.87% |
| 7 | AT&T INC | 121,861 | $3.5B | 2.88% |
| 8 | MEDTRONIC PLC | 38,745 | $3.4B | 2.73% |
| 9 | ISHARES GOLD TRUST ETF | 35,110 | $3.1B | 2.52% |
| 10 | REALTY INCOME CORP | 47,599 | $2.9B | 2.37% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 98 | $85.2B | 69.4% |
| Communication Services | 12 | $8.2B | 6.7% |
| Technology | 34 | $6.3B | 5.1% |
| Healthcare | 20 | $5.5B | 4.5% |
| Industrials | 28 | $3.9B | 3.1% |
| Unknown | 11 | $3.8B | 3.1% |
| Real Estate | 6 | $3.2B | 2.6% |
| Basic Materials | 5 | $3.2B | 2.6% |
| Consumer Cyclical | 13 | $2.6B | 2.1% |
| Energy | 13 | $452.9M | 0.4% |
| Consumer Defensive | 10 | $276.6M | 0.2% |
| Utilities | 7 | $144.5M | 0.1% |