Perkins Coie Trust Co
CIK: 1513038SEC EDGAR →
Portfolio Value
$198.3B
Holdings
260
As of
Q2 2026
New Positions
9
Closed Positions
7
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD FTSE DEVELOPED MKTS ETF | 738,394 | $52.6B | 26.53% |
| 2 | VANGUARD MID-CAP ETF | 572,039 | $46.1B | 23.24% |
| 3 | AVANTIS INTERNATIONAL EQUITY ETF | 382,790 | $34.1B | 17.22% |
| 4 | JPMORGAN EQUITY PREMIUM INCOME ETF | 187,367 | $10.6B | 5.33% |
| 5 | VANGUARD MID CAP ETF | 126,603 | $10.2B | 5.14% |
| 6 | UTILITIES SELECT SECTOR SPDR ETF | 144,691 | $6.6B | 3.31% |
| 7 | CHARLES SCHWAB CORP | 56,704 | $5.2B | 2.64% |
| 8 | WELLS FARGO & CO | 59,353 | $4.9B | 2.47% |
| 9 | METLIFE INC | 35,135 | $3.0B | 1.50% |
| 10 | REALTY INCOME CORP | 47,846 | $3.0B | 1.49% |
Quarterly Changes
Top Buys
New Positions (10)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 99 | $178.7B | 90.1% |
| Communication Services | 13 | $6.5B | 3.3% |
| Basic Materials | 6 | $3.6B | 1.8% |
| Real Estate | 7 | $3.4B | 1.7% |
| Healthcare | 22 | $2.1B | 1.0% |
| Unknown | 11 | $1.4B | 0.7% |
| Technology | 35 | $893.4M | 0.5% |
| Industrials | 26 | $865.9M | 0.4% |
| Energy | 10 | $424.0M | 0.2% |
| Consumer Defensive | 10 | $247.3M | 0.1% |
| Utilities | 7 | $184.9M | 0.1% |
| Consumer Cyclical | 14 | $102.8M | 0.1% |