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Perkins Coie Trust Co

Portfolio Manager
Perkins Coie Trust Co
Performance
-5.97% (2026 Q1)
AUM (13F)
$520.09M
# of Holdings
257
Performance Rank
Allocation (Top 20)
63.02%

Perkins Coie Trust Co Holdings Map

Top 50 Perkins Coie Trust Co Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VEA
VANGUARD FTSE DEVELOPED MKTS ETF
9.49%770.6K$49.4M
+1.57%(+11.89K)
2025-Q1: 629.8K shares2025-Q2: 646.2K shares2025-Q3: 759.3K shares2025-Q4: 758.7K shares2026-Q1: 770.6K shares
$43.34(+59.17%)
2026-03-31
VO
VANGUARD MID-CAP ETF
7.91%143.3K$41.2M
+0.86%(+1.22K)
2025-Q1: 128.4K shares2025-Q2: 127.9K shares2025-Q3: 138.8K shares2025-Q4: 142.1K shares2026-Q1: 143.3K shares
$50.07(+55.19%)
2026-03-31
AAPL
APPLE INC
5.01%102.6K$26.0M
+0.79%(+805)
2025-Q1: 94.8K shares2025-Q2: 95.0K shares2025-Q3: 104.9K shares2025-Q4: 101.8K shares2026-Q1: 102.6K shares
$89.46(+217.65%)
2026-03-31
MSFT
MICROSOFT CORP
4.6%64.7K$23.9M
+0.68%(+437)
2025-Q1: 62.6K shares2025-Q2: 62.3K shares2025-Q3: 67.2K shares2025-Q4: 64.3K shares2026-Q1: 64.7K shares
$126.30(+225.71%)
2026-03-31
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
4.27%202.5K$22.2M
+1.88%(+3.74K)
2025-Q1: 205.5K shares2025-Q2: 208.9K shares2025-Q3: 205.4K shares2025-Q4: 198.8K shares2026-Q1: 202.5K shares
$66.01(+87.78%)
2026-03-31
VTV
VANGUARD VALUE ETF
3.89%103.0K$20.2M
+3.59%(+3.56K)
2025-Q1: 87.2K shares2025-Q2: 95.5K shares2025-Q3: 98.1K shares2025-Q4: 99.4K shares2026-Q1: 103.0K shares
$173.15(+19.27%)
2026-03-31
GOOGL
ALPHABET INC CL A
3.61%65.2K$18.8M
-0.20%(-129)
2025-Q1: 61.5K shares2025-Q2: 61.4K shares2025-Q3: 63.6K shares2025-Q4: 65.4K shares2026-Q1: 65.2K shares
$105.79(+267.18%)
2026-03-31
IVW
ISHARES S&P 500 GROWTH ETF
2.61%120.2K$13.6M
-1.95%(-2.38K)
2025-Q1: 129.0K shares2025-Q2: 126.3K shares2025-Q3: 123.7K shares2025-Q4: 122.6K shares2026-Q1: 120.2K shares
$27.71(+374.36%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.47%73.8K$12.9M
+7.54%(+5.17K)
2025-Q1: 49.6K shares2025-Q2: 56.6K shares2025-Q3: 63.5K shares2025-Q4: 68.6K shares2026-Q1: 73.8K shares
$136.40(+44.06%)
2026-03-31
AVGO
BROADCOM INC
2.17%36.5K$11.3M
+3.38%(+1.19K)
2025-Q1: 36.4K shares2025-Q2: 36.0K shares2025-Q3: 37.0K shares2025-Q4: 35.3K shares2026-Q1: 36.5K shares
$94.45(+352.49%)
2026-03-31

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