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CIK: 0001513038
Total reported value
$603.3M
$603.3M
299 檔
22.2%
During the Q4 2024 filing period, Perkins Coie Trust Co (CIK: 0001513038) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $603.3M across 299 reported positions.
In Q4 2024, Perkins Coie Trust Co adopted a defensive or profit-taking posture, trimming 43 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 299 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | ETF-Other | 7.32% | -0.27% | -2.05% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.58% | -0.77% | +1.26% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.85% | -0.59% | -2.11% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.22% | -0.09% | -2.61% | |
| 5 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 4.50% | +0.10% | -0.35% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.00% | +0.06% | -0.18% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 2.64% | -0.07% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.56% | +0.01% | -1.88% | |
| 9 | ETN | Eaton Corporation plc | Stock-Industrials | 2.22% | -0.01% | -1.39% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.99% | -0.05% | -3.50% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.97% | +0.24% | -0.81% | |
| 12 | ✓ | Vanguard Mid Cap ETF | ETF-Other | 1.95% | -0.19% | — | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.84% | +0.01% | -2.03% | |
| 14 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.79% | +0.27% | -0.58% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.75% | -0.13% | -2.93% | |
| 16 | BA | Boeing Co/the | Stock-Industrials | 1.65% | -0.01% | -8.25% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 1.39% | -0.15% | -3.20% | |
| 18 | BLK | Blackrock Inc | Stock-Financials | 1.38% | -0.17% | — | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.35% | -0.18% | -1.64% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.31% | +0.18% | -1.78% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.28% | -0.02% | +37.87% | |
| 22 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.26% | +0.66% | +1.17% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.23% | -0.51% | -2.52% | |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.20% | -0.27% | -1.49% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.19% | -0.12% | -0.56% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.15% | +0.04% | +30.48% | |
| 27 | CB | Chubb Limited | Stock-Financials | 1.12% | -0.20% | -0.70% | |
| 28 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.09% | -0.17% | -0.42% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.05% | -0.25% | -0.93% | |
| 30 | DHR | Danaher CORP | Stock-Healthcare | 1.05% | -0.11% | -1.21% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.03% | +0.18% | +2.30% | |
| 32 | QCOM | Qualcomm Inc | Stock-Tech | 1.01% | +0.03% | -2.60% | |
| 33 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.95% | — | -3.56% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.95% | +0.26% | -2.42% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.93% | -0.19% | -1.11% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.91% | -0.89% | EXIT | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.90% | -0.07% | -5.45% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.88% | -0.18% | +0.04% | |
| 39 | SYK | Stryker CORP | Stock-Healthcare | 0.87% | -0.12% | -2.72% | |
| 40 | UNP | Union Pacific CORP | Stock-Industrials | 0.85% | -0.06% | -1.74% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.79% | -0.01% | -1.82% | |
| 42 | WFC | Wells Fargo & Co | Stock-Financials | 0.77% | -0.10% | -0.87% | |
| 43 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.77% | -0.01% | -10.31% | |
| 44 | ACN | Accenture plc | Stock-Tech | 0.76% | -0.03% | -11.27% | |
| 45 | MET | Metlife Inc | Stock-Financials | 0.74% | -0.05% | -3.60% | |
| 46 | AMT | American Tower CORP | Stock-Real Estate | 0.74% | -0.13% | -2.87% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.70% | -0.14% | -1.95% | |
| 48 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.67% | -0.02% | -5.35% | |
| 49 | MDT | Medtronic plc | Stock-Healthcare | 0.67% | -0.64% | -1.92% | |
| 50 | T | At&t Inc | Stock-Comm Services | 0.64% | -0.27% | -5.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +2.6% | NEW | New buy |
| 2 | BLK | Blackrock Inc | +1.4% | NEW | New buy |
| 3 | AVGO | Broadcom Inc | +0.4% | -2.03% | Trim |
| 4 | NVDA | Nvidia CORP | +0.4% | +37.87% | Add |
| 5 | AMZN | Amazon.com Inc | +0.3% | -0.81% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | -1.88% | Trim |
| 7 | IWM | Ishares Russell 2000 ETF | +0.3% | +30.48% | Add |
| 8 | VONG | Vanguard Russell 1000 Growth | +0.2% | -0.35% | Trim |
| 9 | AAPL | Apple Inc | +0.2% | -2.61% | Trim |
| 10 | V | Visa Inc-class A Shares | +0.2% | -3.50% | Trim |
| 11 | IVW | Ishares S&p 500 Growth ETF | +0.2% | -0.18% | Trim |
| 12 | WFC | Wells Fargo & Co | +0.1% | -0.87% | Trim |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | -0.56% | Trim |
| 14 | SCHW | Schwab (charles) CORP | +0.1% | -0.42% | Trim |
| 15 | BA | Boeing Co/the | +0.1% | -8.25% | Trim |
| 16 | DIS | Walt Disney Co/the | +0.1% | -1.95% | Trim |
| 17 | IYW | Ishares Ustechnology ETF | +0.1% | -0.58% | Trim |
| 18 | CSCO | Cisco Systems Inc | +0.1% | -2.42% | Trim |
| 19 | HON | Honeywell International Inc | +0.1% | -1.48% | Trim |
| 20 | ECL | Ecolab Inc | -0.1% | -1.13% | Trim |
| 21 | CB | Chubb Limited | -0.1% | -0.70% | Trim |
| 22 | CMCSA | Comcast Corp-class A | -0.1% | -5.66% | Trim |
| 23 | UPS | United Parcel Service-cl B | -0.1% | -4.24% | Trim |
| 24 | PG | Procter & Gamble Co/the | -0.1% | -1.64% | Trim |
| 25 | UNP | Union Pacific CORP | -0.1% | -1.74% | Trim |
| 26 | ORCL | Oracle CORP | -0.1% | -3.20% | Trim |
| 27 | FCX | Freeport-mcmoran Inc | -0.1% | -1.38% | Trim |
| 28 | ABBV | Abbvie Inc | -0.1% | -1.82% | Trim |
| 29 | ACN | Accenture plc | -0.1% | -11.27% | Trim |
| 30 | MDT | Medtronic plc | -0.1% | -1.92% | Trim |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.1% | -1.49% | Trim |
| 32 | FAN | First Trust Global Wind Ener | -0.1% | -27.25% | Trim |
| 33 | O | Realty Income CORP | -0.1% | -5.88% | Trim |
| 34 | IBB | Ishares Biotechnology ETF | -0.1% | -5.35% | Trim |
| 35 | PFE | Pfizer Inc | -0.1% | -10.69% | Trim |
| 36 | LLY | Eli Lilly & Co | -0.1% | +2.30% | Add |
| 37 | QCOM | Qualcomm Inc | -0.2% | -2.60% | Trim |
| 38 | PEP | Pepsico Inc | -0.2% | -0.93% | Trim |
| 39 | HD | Home Depot Inc | -0.2% | -2.93% | Trim |
| 40 | SBUX | Starbucks CORP | -0.2% | -10.31% | Trim |
| 41 | MDLZ | Mondelez International Inc-a | -0.2% | -14.01% | Trim |
| 42 | DHI | Dr Horton Inc | -0.2% | -1.24% | Trim |
| 43 | VO | Vanguard Mid-cap ETF | -0.2% | -2.05% | Trim |
| 44 | AMT | American Tower CORP | -0.2% | -2.87% | Trim |
| 45 | UNH | Unitedhealth Group Inc | -0.2% | -1.78% | Trim |
| 46 | DHR | Danaher CORP | -0.3% | -1.21% | Trim |
| 47 | MSFT | Microsoft CORP | -0.3% | -2.11% | Trim |
| 48 | INTC | Intel CORP | -0.4% | -97.01% | Trim |
| 49 | VEA | Vanguard Ftse Developed ETF | -0.7% | +1.26% | Add |
| 50 | BLKCHF | Blackrock Inc | -1.4% | EXIT | Sold out |
According to official SEC Form 13F filings, Perkins Coie Trust Co reported a total U.S. public equity portfolio value of $603.3M across 299 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VO, VEA, MSFT) accounted for 22.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
VTV
市值: $12.0M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $6.1M
During Q4 2024, Perkins Coie Trust Co's top holdings by market value included VO (7.3%)、VEA (6.6%)、MSFT (5.8%). The largest single position, VO, represented 7.3% of total portfolio value.
In Q4 2024, Perkins Coie Trust Co made 50 total portfolio adjustments, initiating 2 new buys, adding to 4 positions, trimming 43 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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