The Analysis of Perkins Coie Trust Co's Holdings
Currently, Perkins Coie Trust Co holds 273 types of securities in its portfolio with a total value $537.0M. In the most recent quarter, they have increased their positions in XLU (+75.3K shares, valued at $3.2M), JEPI (+23.4K shares, valued at $1.3M), NVDA (+5.1K shares, valued at $948.0K); decreased their positions in MSFT (-2.9K shares, valued at $1.4M), AAPL (-3.1K shares, valued at $841.9K), VONG (-6.6K shares, valued at $806.2K); initiated new positions in FTEC (+3.2K shares, valued at $714.5K), HYG (+6.0K shares, valued at $482.5K), N/A (+5.6K shares, valued at $270.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VEA VANGUARD FTSE DEVELOPED MKTS ETF758.7K shares-0.08%2025-12-312026-01-12
VO VANGUARD MID-CAP ETF142.1K shares2.35%2025-12-312026-01-12 MSFT MICROSOFT CORP64.3K shares-4.34%2025-12-312026-01-12 AAPL APPLE INC101.8K shares-2.95%2025-12-312026-01-12 VONG VANGUARD RUSSELL 1000 GROWTH ETF198.8K shares-3.22%2025-12-312026-01-12 VTV VANGUARD VALUE ETF99.4K shares1.34%2025-12-312026-01-12 IVW ISHARES S&P 500 GROWTH ETF122.6K shares-0.93%2025-12-312026-01-12 NVDA NVIDIA CORPORATION68.6K shares8.00%2025-12-312026-01-12 BROADCOM INC BROADCOM INC35.3K shares-4.36%2025-12-312026-01-12 AMZN AMAZON.COM INC48.0K shares4.33%2025-12-312026-01-12 IYW ISHARES U.S. TECHNOLOGY ETF54.5K shares0.69%2025-12-312026-01-12 V VISA INC28.6K shares-3.29%2025-12-312026-01-12 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF163.1K shares16.77%2025-12-312026-01-12 SMH VANECK SEMICONDUCTOR ETF25.3K shares0.46%2025-12-312026-01-12 LLY ELI LILLY & CO8.0K shares3.62%2025-12-312026-01-12 JPM JPMORGAN CHASE & CO22.3K shares0.89%2025-12-312026-01-12 META META PLATFORMS INC10.6K shares1.30%2025-12-312026-01-12 HD HOME DEPOT INC19.8K shares-2.68%2025-12-312026-01-12 ORCL ORACLE CORP34.0K shares-5.38%2025-12-312026-01-12 XLU UTILITIES SELECT SECTOR SPDR ETF150.0K shares100.65%2025-12-312026-01-12 CB CHUBB LIMITED19.9K shares0.76%2025-12-312026-01-12 CVX CHEVRON CORP39.5K shares1.06%2025-12-312026-01-12 SCHW CHARLES SCHWAB CORP58.2K shares-4.65%2025-12-312026-01-12 PG PROCTER & GAMBLE CO39.2K shares0.36%2025-12-312026-01-12 WFC WELLS FARGO & CO58.0K shares3.95%2025-12-312026-01-12 DHR DANAHER CORP22.3K shares-2.34%2025-12-312026-01-12 CSCO CISCO SYSTEMS INC65.9K shares-5.48%2025-12-312026-01-12 IBM INTERNATIONAL BUSINESS MACHINES16.5K shares-1.47%2025-12-312026-01-12 PEP PEPSICO INC32.0K shares-4.51%2025-12-312026-01-12 ABBV ABBVIE INC19.5K shares-3.27%2025-12-312026-01-12 IJK ISHARES S&P MID-CAP 400 GROWTH ETF44.5K shares-0.37%2025-12-312026-01-12 UNH UNITEDHEALTH GROUP INC12.7K shares-4.00%2025-12-312026-01-12 COST COSTCO WHOLESALE CORP4.8K shares0.89%2025-12-312026-01-12 UNP UNION PACIFIC CORP17.5K shares0.71%2025-12-312026-01-12 HON HONEYWELL INTL INC20.2K shares5.26%2025-12-312026-01-12 MEDTRONIC PLC MEDTRONIC PLC39.3K shares-1.71%2025-12-312026-01-12 QCOM QUALCOMM INC22.0K shares-9.94%2025-12-312026-01-12 SYK STRYKER CORP10.3K shares-6.21%2025-12-312026-01-12 ECL ECOLAB INC13.1K shares0.26%2025-12-312026-01-12 IBB ISHARES BIOTECHNOLOGY ETF19.7K shares-3.63%2025-12-312026-01-12 DIS WALT DISNEY CO28.3K shares-5.21%2025-12-312026-01-12 MET METLIFE INC40.7K shares-1.57%2025-12-312026-01-12 T AT&T INC124.0K shares-0.57%2025-12-312026-01-12 CAT CATERPILLAR INC5.3K shares2.41%2025-12-312026-01-12 AMT AMERICAN TOWER CORP16.7K shares-3.08%2025-12-312026-01-12 DHI D. R. HORTON INC20.1K shares6.41%2025-12-312026-01-12 MAR MARRIOTT INTERNATIONAL INC8.6K shares-0.49%2025-12-312026-01-12 O REALTY INCOME CORP46.4K shares4.88%2025-12-312026-01-12 UPS UNITED PARCEL SERVICE INC25.2K shares0.30%2025-12-312026-01-12 SBUX STARBUCKS CORP29.3K shares-7.49%2025-12-312026-01-12 VTI VANGUARD TOTAL STOCK MARKET ETF6.5K shares-0.08%2025-12-312026-01-12 FCX FREEPORT-MCMORAN INC.42.6K shares1.56%2025-12-312026-01-12 PANW PALO ALTO NETWORKS INC9.2K shares0.77%2025-12-312026-01-12 PFE PFIZER INC62.4K shares-15.09%2025-12-312026-01-12 FAN FIRST TRUST GLOBAL WIND ENERGY ETF62.2K shares0.00%2025-12-312026-01-12 VIG VANGUARD DIVIDEND APPRECIATION ETF5.2K shares134.65%2025-12-312026-01-12 EXAS EXACT SCIENCES CORPORATION8.7K shares0.00%2025-12-312026-01-12 IWM ISHARES RUSSELL 2000 ETF3.1K shares0.00%2025-12-312026-01-12 BRK.A BERKSHIRE HATHAWAY INC CL A1 shares0.00%2025-12-312026-01-12 VLTO VERALTO CORP7.2K shares-3.28%2025-12-312026-01-12 FTEC FIDELITY MSCI INFO TECH INDEX ETF3.2K sharesnew addition2025-12-312026-01-12 IWF ISHARES RUSSELL 1000 GROWTH ETF1.5K shares-1.72%2025-12-312026-01-12 XOM EXXON MOBIL CORP5.5K shares0.00%2025-12-312026-01-12 CME CME GROUP INC2.4K shares-1.63%2025-12-312026-01-12 XBI SPDR S&P BIOTECH ETF4.3K shares0.00%2025-12-312026-01-12 HYG ISHARES IBOXX $ H-Y CORP BD ETF6.0K sharesnew addition2025-12-312026-01-12 IWD ISHARES RUSSELL 1000 VALUE ETF2.2K shares0.00%2025-12-312026-01-12 TSM TAIWAN SEMICONDUCTOR-SP ADR1.5K shares0.00%2025-12-312026-01-12 ACCENTURE PLC ACCENTURE PLC1.6K shares-51.43%2025-12-312026-01-12 VUG VANGUARD GROWTH INDEX ETF866 shares0.00%2025-12-312026-01-12 BPOP POPULAR INC3.2K shares0.00%2025-12-312026-01-12 LMT LOCKHEED MARTIN CORP746 shares0.00%2025-12-312026-01-12 LINE LINEAGE INC9.9K shares-30.86%2025-12-312026-01-12 VNQ VANGUARD REAL ESTATE ETF3.8K shares-0.44%2025-12-312026-01-12 JNJ JOHNSON & JOHNSON1.6K shares6.89%2025-12-312026-01-12 THFF FIRST FINANCIAL CORPORATION5.2K shares-8.04%2025-12-312026-01-12 CHEVRON CORP CHEVRON CORP2.0K shares10.00%2025-12-312026-01-12 FSLR FIRST SOLAR INC1.2K shares0.00%2025-12-312026-01-12 PLAB PHOTRONICS INC9.4K shares0.00%2025-12-312026-01-12 NVO NOVO NORDISK AS ADR5.5K shares0.00%2025-12-312026-01-12 FI FISERV INC4.1K shares0.00%2025-12-312026-01-12 CEF SPROTT PHY TRUST UNIT (CAD)6.0K shares0.00%2025-12-312026-01-12 VYM VANGUARD HIGH DIVIDEND YIELD IDX FD ETF1.9K shares0.00%2025-12-312026-01-12 FNF FIDELITY NATIONAL FINANCIAL INC4.7K shares0.00%2025-12-312026-01-12 EFA ISHARES MSCI EAFE INDEX ETF2.6K shares0.00%2025-12-312026-01-12 IWR ISHARES RUSSELL MIDCAP ETF2.6K shares0.00%2025-12-312026-01-12 MCD MCDONALDS CORP817 shares0.00%2025-12-312026-01-12 TMO THERMO FISHER SCIENTIFIC INC425 shares0.00%2025-12-312026-01-12 AMGN AMGEN INC750 shares0.00%2025-12-312026-01-12 BK BANK OF NEW YORK MELLON CORP2.0K shares0.00%2025-12-312026-01-12 SYF SYNCHRONY FINANCIAL2.8K shares0.00%2025-12-312026-01-12 FBP FIRST BANCORP11.0K shares0.00%2025-12-312026-01-12 ACLS AXCELIS TECHNOLOGIES INC2.7K shares0.00%2025-12-312026-01-12 MDLZ MONDELEZ INTERNATIONAL INC4.1K shares-10.85%2025-12-312026-01-12 BA BOEING CO954 shares-1.85%2025-12-312026-01-12 ALNY ALNYLAM PHARMACEUTICALS INC500 sharesnew addition2025-12-312026-01-12 IVV ISHARES CORE S&P 500 ETF273 shares0.00%2025-12-312026-01-12 PEPSICO INC PEPSICO INC1.2K shares7.30%2025-12-312026-01-12 TRGP TARGA RESOURCES CORPORATION955 shares-48.96%2025-12-312026-01-12 XLK TECHNOLOGY SELECT SECTOR SPDR FD1.2K shares100.00%2025-12-312026-01-12 VB VANGUARD SMALL CAP INDEX ETF665 shares0.00%2025-12-312026-01-12 BTT BLACKROCK MUNI 2030 TARGET TERM TRUST7.1K shares-4.91%2025-12-312026-01-12 IJH ISHARES CORE S&P MID-CAP ETF2.5K shares0.00%2025-12-312026-01-12 USAC USA COMPRESSION PARTNERS LP7.0K shares0.00%2025-12-312026-01-12 VT VANGUARD TOTAL WORLD STOCK ETF1.1K shares0.00%2025-12-312026-01-12 EW EDWARD LIFESCIENCES CORPORATION1.9K shares-9.93%2025-12-312026-01-12 BBSI BARRETT BUSINESS SERVICES INC4.4K shares0.00%2025-12-312026-01-12 ITOT ISHARES CORE S&P TOTAL US STK MKT ETF1.0K shares0.00%2025-12-312026-01-12 VGSH VANGUARD SHORT-TERM TREASURY ETF2.5K shares0.00%2025-12-312026-01-12 BLDR BUILDERS FIRSTSOURCE INC1.4K shares0.00%2025-12-312026-01-12 CMCSA COMCAST CORP4.9K shares-54.16%2025-12-312026-01-12 VWO VANGUARD FTSE EMERGING MKTS ETF2.6K shares-40.89%2025-12-312026-01-12 WMT WAL-MART STORES INC1.2K shares94.19%2025-12-312026-01-12 ORACLE CORP ORACLE CORP704 shares-11.56%2025-12-312026-01-12 OKE ONEOK INCORPORATED1.7K shares0.00%2025-12-312026-01-12 AEP AMERICAN ELECTRIC PWR CO INC1.0K shares0.00%2025-12-312026-01-12 MA MASTERCARD INC CL A210 shares-16.00%2025-12-312026-01-12 RKT ROCKET COS INC6.1K shares0.00%2025-12-312026-01-12 SLF SUN LIFE FINANCIAL INC1.9K shares0.00%2025-12-312026-01-12 SPY SPDR S&P 500 ETF TRUST169 shares0.00%2025-12-312026-01-12 NSC NORFOLK SOUTHERN CORP395 shares0.00%2025-12-312026-01-12 IWP ISHARES RUSSELL MIDCAP GROWTH ETF797 shares0.00%2025-12-312026-01-12 GS GOLDMAN SACHS GROUP INC120 shares0.00%2025-12-312026-01-12 S SENTINELONE INC CL A6.8K shares0.00%2025-12-312026-01-12 WMB WILLIAMS COS INC1.7K shares0.00%2025-12-312026-01-12 LOW LOWES COMPANIES INC419 shares31.35%2025-12-312026-01-12 XLV HEALTH CARE SELECT SECTOR SPDR627 shares0.00%2025-12-312026-01-12 KO COCA-COLA COMPANY1.3K shares3.32%2025-12-312026-01-12 KKR & CO INC KKR & CO INC677 shares-31.20%2025-12-312026-01-12 BND VANGUARD TOTAL BOND MARKET IDX ETF1.2K shares0.00%2025-12-312026-01-12 SNOW SNOWFLAKE INC385 shares0.00%2025-12-312026-01-12 GEV GE VERNOVA LLC122 shares-1.61%2025-12-312026-01-12 FDX FEDEX CORP275 shares0.00%2025-12-312026-01-12 VV VANGUARD LARGE CAP INDEX ETF250 shares0.00%2025-12-312026-01-12 AT&T INC AT&T INC3.1K shares-6.93%2025-12-312026-01-12 STRYKER CORP STRYKER CORP211 shares-13.88%2025-12-312026-01-12 HOOD ROBINHOOD MARKETS INC650 shares0.00%2025-12-312026-01-12 COF CAPITAL ONE FINANCIAL CORP285 shares0.00%2025-12-312026-01-12 NKE NIKE INC CL B1.1K shares0.00%2025-12-312026-01-12 AMAT APPLIED MATERIALS INC250 shares-7.41%2025-12-312026-01-12 XLF FINANCIAL SELECT SECTOR SPDR1.1K shares0.00%2025-12-312026-01-12 DE DEERE & CO129 shares-7.19%2025-12-312026-01-12 NEE NEXTERA ENERGY INC740 shares0.00%2025-12-312026-01-12 COIN COINBASE GLOBAL INC250 shares-6.37%2025-12-312026-01-12 BAC BANK OF AMERICA CORP1.0K shares0.00%2025-12-312026-01-12 PH PARKER HANNIFIN CORP63 shares0.00%2025-12-312026-01-12 XLY SELECT SECTOR SPDR ETF CONSUMER DISCRETIONARY452 shares100.00%2025-12-312026-01-12 EQIX EQUINIX INC70 shares0.00%2025-12-312026-01-12 BKNG BOOKING HOLDINGS INC10 shares0.00%2025-12-312026-01-12 MMC MARSH & MCLENNAN COS INC286 shares0.00%2025-12-312026-01-12 IUSV ISHARES CORE S&P VALUE ETF512 shares0.00%2025-12-312026-01-12 IBIT ISHARES BITCOIN TRUST ETF1.0K shares0.00%2025-12-312026-01-12 FBTC FIDELITY WISE ORIGIN BITCOIN FUND ETF680 shares0.00%2025-12-312026-01-12 MDY SPDR S&P MIDCAP 400 ETF85 shares0.00%2025-12-312026-01-12 INTC INTEL CORP1.4K shares0.00%2025-12-312026-01-12 CL COLGATE PALMOLIVE CO629 shares18.90%2025-12-312026-01-12 MMM 3M CO310 shares0.00%2025-12-312026-01-12 ES EVERSOURCE ENERGY NPV734 shares0.00%2025-12-312026-01-12 VGIT VANGUARD INT-TERM TREASURY ETF813 shares0.00%2025-12-312026-01-12 PLD PROLOGIS INC367 shares0.00%2025-12-312026-01-12 PCAR PACCAR INC427 shares0.00%2025-12-312026-01-12 NOW SERVICENOW INC300 shares400.00%2025-12-312026-01-12 IWO ISHARES RUSSELL 2000 GROWTH ETF140 shares0.00%2025-12-312026-01-12 IJR ISHARES CORE S&P SMALL CAP INDEX ETF372 shares0.00%2025-12-312026-01-12 IJT ISHARES S&P SMALL CAP 600 GROWTH INDEX FD312 shares0.00%2025-12-312026-01-12 SCZ ISHARES MSCI EAFE SM CAP ETF568 shares0.00%2025-12-312026-01-12 WM WASTE MANAGEMENT INC200 shares0.00%2025-12-312026-01-12 XLB MATERIALS SELECT SECTOR SPDR936 shares100.00%2025-12-312026-01-12 SJM SMUCKER J M CO392 shares0.00%2025-12-312026-01-12 DON WISDOMTREE US MID CAP DIV ETF740 shares0.00%2025-12-312026-01-12 FIW FIRST TRUST WATER ETF350 shares0.00%2025-12-312026-01-12 CRM SALESFORCE.COM INC135 shares0.00%2025-12-312026-01-12 TROW T ROWE PRICE GROUP INC345 shares0.00%2025-12-312026-01-12 VZ VERIZON COMMUNICATIONS816 shares16.57%2025-12-312026-01-12 XYL XYLEM INC230 shares0.00%2025-12-312026-01-12 SDY SPDR S&P DIVIDEND ETF225 shares0.00%2025-12-312026-01-12 CPRT COPART INC792 shares0.00%2025-12-312026-01-12 NFRA FLEXSHARES GLOBAL BROAD INFRSTRUCTURE IDX502 shares0.00%2025-12-312026-01-12 IWN ISHARES RUSSELL 2000 VALUE ETF155 shares0.00%2025-12-312026-01-12 PSX PHILLIPS 66215 shares0.00%2025-12-312026-01-12 RTX RTX CORPORATION150 shares0.00%2025-12-312026-01-12 J JACOBS SOLUTIONS INC207 shares0.00%2025-12-312026-01-12 PFIZER INC PFIZER INC1.0K shares4.00%2025-12-312026-01-12 SHW SHERWIN-WILLIAMS CO76 shares0.00%2025-12-312026-01-12 QUALCOMM INC QUALCOMM INC140 shares-6.04%2025-12-312026-01-12 Z ZILLOW GROUP INC CLASS C (NON-VOTING)350 shares0.00%2025-12-312026-01-12 RF REGIONS FINANCIAL CORPORATION871 shares0.00%2025-12-312026-01-12 AFL AFLAC INC COM200 shares0.00%2025-12-312026-01-12 VLO VALERO ENERGY CORP135 shares0.00%2025-12-312026-01-12 NI NISOURCE INC521 shares0.00%2025-12-312026-01-12 MCO MOODY'S CORP40 shares0.00%2025-12-312026-01-12 PLTR PALANTIR TECHNOLOGIES INC112 shares0.00%2025-12-312026-01-12 SAP SAP AG ADR80 shares-60.00%2025-12-312026-01-12 NFLX NETFLIX INC200 shares900.00%2025-12-312026-01-12 HPE HEWLETT PACKARD ENTERPRISE COMPANY778 shares0.00%2025-12-312026-01-12 WELL WELLTOWER INCORPORATED100 shares0.00%2025-12-312026-01-12 RUN SUNRUN INC1.0K shares0.00%2025-12-312026-01-12 EOG EOG RESOURCES INC175 shares0.00%2025-12-312026-01-12 ABT ABBOTT LABS143 shares232.56%2025-12-312026-01-12 PAG PENSKE AUTOMOTIVE GROUP112 shares0.00%2025-12-312026-01-12 TXN TEXAS INSTRUMENTS INCORPORATED100 sharesnew addition2025-12-312026-01-12 IEFA ISHARES CORE MSCI ETF190 shares0.00%2025-12-312026-01-12 ALK ALASKA AIR GROUP INC300 shares0.00%2025-12-312026-01-12 BBY BEST BUY CO INC225 shares0.00%2025-12-312026-01-12 AKAM AKAMAI TECHNOLOGIES INC171 shares0.00%2025-12-312026-01-12 VIGI VANGUARD INTL DIV APPRECIATION IDX ETF159 shares0.00%2025-12-312026-01-12 XLE ENERGY SELECT SECTOR SPDR314 shares100.00%2025-12-312026-01-12 SOXX ISHARES SEMICONDUCTOR ETF46 shares0.00%2025-12-312026-01-12 ASML ASML HOLDING NV ADR12 shares0.00%2025-12-312026-01-12 BITO PROSHARES BITCOIN STRATEGY ETF1.0K shares-6.98%2025-12-312026-01-12 ZG ZILLOW GROUP INC175 shares0.00%2025-12-312026-01-12 RIVN RIVIAN AUTOMOTIVE INC550 shares0.00%2025-12-312026-01-12 GEHC GE HEALTHCARE TECHNOLOGIES INC125 shares-8.76%2025-12-312026-01-12 TMUS T-MOBILE US INC49 shares0.00%2025-12-312026-01-12 TSLA TESLA INC22 shares0.00%2025-12-312026-01-12 GIS GENERAL MILLS211 shares0.00%2025-12-312026-01-12 KMI KINDER MORGAN INC337 shares0.00%2025-12-312026-01-12 VGT VANGUARD INFORMATION TECH ETF12 shares0.00%2025-12-312026-01-12 ROP ROPER INDUSTRIES INC20 shares0.00%2025-12-312026-01-12 UBER UBER TECHNOLOGIES INC100 shares0.00%2025-12-312026-01-12 SHOP SHOPIFY INC50 shares0.00%2025-12-312026-01-12 VOOG VANGUARD S&P GROWTH ETF15 shares0.00%2025-12-312026-01-12 AMTM AMENTUM HLDGS INC NPV219 shares0.00%2025-12-312026-01-12 DLR DIGITAL REALTY TRUST INC38 shares0.00%2025-12-312026-01-12 IGM ISHARES EXPANDED TECH SECTOR ETF45 shares0.00%2025-12-312026-01-12 SOLV SOLVENTIUM CORP65 shares0.00%2025-12-312026-01-12 ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF56 shares0.00%2025-12-312026-01-12 IGV ISHARES EXP TECH-SOFTWARE SECTOR ETF45 shares0.00%2025-12-312026-01-12 GDX VANECK GOLD MINERS ETF51 shares0.00%2025-12-312026-01-12 IHI ISHARES US MEDICAL DEVICES ETF63 shares0.00%2025-12-312026-01-12 APD AIR PRODUCTS & CHEMICALS INC13 shares0.00%2025-12-312026-01-12 COMP COMPASS INC300 shares0.00%2025-12-312026-01-12 RCL ROYAL CARIBBEAN CRUISES LTD10 shares0.00%2025-12-312026-01-12 TGT TARGET CORP25 shares0.00%2025-12-312026-01-12 JOBY JOBY AVIATION INC125 shares-80.00%2025-12-312026-01-12 VTRS VIATRIS INC100 sharesnew addition2025-12-312026-01-12 HP INC. HP INC.38 shares0.00%2025-12-312026-01-12 OXY.WS OCCIDENTAL PETROLEUM CORP WARRANTS21 shares0.00%2025-12-312026-01-12 ITUB ITAU UNIBANCO H-SPON PRF ADR50 shares2.04%2025-12-312026-01-12 DXC DXC TECHNOLOGY COMPANY3 shares0.00%2025-12-312026-01-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available