Perkins Coie Trust Co
โขCIK: 1513038โขFiling: Q4 2025
Perkins Coie Trust Co manages $537M across 273 positions, with a significant allocation to index-tracking ETFs. The fund's top holdings include VEA ($47.4M) and VO ($41.2M), which collectively account for 16.5% of the portfolio. Notable equity positions include MSFT ($31.1M), AAPL ($27.7M), and GOOGL ($20.5M), representing 15.1% of assets under management. Technology and index ETFs dominate the portfolio, with NVDA ($12.8M) and AVGO ($12.2M) also featuring prominently.
Total AUM
$537.0M
QoQ Performance
+1.0%
Positions
257
Top 10 Concentration
46.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VEA
VO
MSFT
AAPL
VEA8.8%
VO7.7%
MSFT5.8%
AAPL5.2%
VONG4.5%
GOOGL3.8%
VTV3.5%
IVW2.8%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other48.6%
Technology25.3%
Financial7.9%
Healthcare5.4%
Consumer5.2%
Industrial2.7%
Communication1.2%
Real Estate1.1%
๐ช Exited Positionssold since Q3 2025
+106 more exited positions
Changes from Q3 2025
NEW4 new positions
โ44 increased
โ60 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023