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Size ($ in 1000's)
At 03/31/2024: $426,705
At 12/31/2023: $396,060
Perkins Coie Trust Co holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Perkins Coie Trust Co 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Perkins Coie Trust Co top holdings by largest position size, as per the latest 13f filing made by Perkins Coie Trust Co.
In the Perkins Coie Trust Co-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Perkins Coie Trust Co in that top holding, then the share count change between reporting periods, and finally the Perkins Coie Trust Co top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD MID CAP ETF (VO) |
162,229 |
+5,998 |
$40,534 | | VO | 162,229 | +5,998 | $40,534 | | VANGUARD FTSE DEVELOPED MKTS INDEX ETF SHS (VEA) |
625,254 |
-8,745 |
$31,363 | | VEA | 625,254 | -8,745 | $31,363 | | MICROSOFT CORP |
68,352 |
+636 |
$28,756 | | MSFT | 68,352 | +636 | $28,756 | | APPLE INC |
100,853 |
+741 |
$17,294 | | AAPL | 100,853 | +741 | $17,294 | | VANGUARD RUSSELL 1000 GROWTH ETF (VONG) |
193,720 |
+14,493 |
$16,790 | | VONG | 193,720 | +14,493 | $16,790 | | ISHARES S&P 500 GROWTH ETF (IVW) |
138,021 |
-6,828 |
$11,654 | | IVW | 138,021 | -6,828 | $11,654 | | ALPHABET INC CL A |
66,940 |
+541 |
$10,103 | | GOOGL | 66,940 | +541 | $10,103 | | QUALCOMM INC |
52,967 |
-1,465 |
$8,967 | | QCOM | 52,967 | -1,465 | $8,967 | | EATON CORP PLC |
28,663 |
+188 |
$8,962 | | ETN | 28,663 | +188 | $8,962 | | BOEING CO |
45,978 |
-857 |
$8,873 | | BA | 45,978 | -857 | $8,873 | | VISA INC |
31,462 |
-112 |
$8,780 | | V | 31,462 | -112 | $8,780 | | HOME DEPOT INC |
22,188 |
+278 |
$8,511 | | HD | 22,188 | +278 | $8,511 | | AMAZON.COM INC |
38,791 |
+3,814 |
$6,997 | | AMZN | 38,791 | +3,814 | $6,997 | | CHEVRON CORP |
42,601 |
+2,487 |
$6,720 | | CVX | 42,601 | +2,487 | $6,720 | | PROCTOR & GAMBLE CO |
40,934 |
+390 |
$6,641 | | PG | 40,934 | +390 | $6,641 | | ISHARES US TECHNOLOGY ETF (IYW) |
46,904 |
+9,362 |
$6,335 | | IYW | 46,904 | +9,362 | $6,335 | | UNITEDHEALTH GROUP INC |
12,270 |
+53 |
$6,070 | | UNH | 12,270 | +53 | $6,070 | | PEPSICO INC |
34,203 |
+445 |
$5,986 | | PEP | 34,203 | +445 | $5,986 | | BLACKROCK INC |
7,015 |
+25 |
$5,848 | | BLK | 7,015 | +25 | $5,848 | | ACCENTURE PLC |
16,042 |
+769 |
$5,560 | | ACN | 16,042 | +769 | $5,560 | | CHARLES SCHWAB CORP |
73,825 |
+772 |
$5,340 | | SCHW | 73,825 | +772 | $5,340 | | DANAHER CORP |
21,329 |
+385 |
$5,326 | | DHR | 21,329 | +385 | $5,326 | | ORACLE CORP |
42,241 |
-17,762 |
$5,306 | | ORCL | 42,241 | -17,762 | $5,306 | | UTILITIES SELECT SECTOR SPDR ETF (XLU) |
79,894 |
+2,410 |
$5,245 | | XLU | 79,894 | +2,410 | $5,245 | | STARBUCKS CORP |
56,902 |
+1,605 |
$5,200 | | SBUX | 56,902 | +1,605 | $5,200 | | INTEL CORP |
116,899 |
-358 |
$5,162 | | INTC | 116,899 | -358 | $5,162 | | CHUBB LIMITED |
18,884 |
+230 |
$4,893 | | CB | 18,884 | +230 | $4,893 | | ISHARES S&P MIDCAP 400 GROWTH (IJK) |
52,811 |
-587 |
$4,819 | | IJK | 52,811 | -587 | $4,819 | | BROADCOM INC NPV |
3,546 |
+214 |
$4,700 | | AVGO | 3,546 | +214 | $4,700 | | ISHARES RUSSELL 2000 ETF (IWM) |
21,693 |
-548 |
$4,562 | | IWM | 21,693 | -548 | $4,562 | | STRYKER CORP |
12,288 |
+58 |
$4,397 | | SYK | 12,288 | +58 | $4,397 | | UNION PACIFIC CORP |
17,707 |
+269 |
$4,355 | | UNP | 17,707 | +269 | $4,355 | | CISCO SYSTEMS INC |
86,373 |
-26,460 |
$4,310 | | CSCO | 86,373 | -26,460 | $4,310 | | ABBVIE INC |
23,636 |
-831 |
$4,304 | | ABBV | 23,636 | -831 | $4,304 | | JPMORGAN CHASE & CO |
20,743 |
+2,974 |
$4,155 | | JPM | 20,743 | +2,974 | $4,155 | | WALT DISNEY CO |
33,800 |
-486 |
$4,136 | | DIS | 33,800 | -486 | $4,136 | | INTERNATIONAL BUSINESS MACHINES |
21,443 |
+273 |
$4,095 | | IBM | 21,443 | +273 | $4,095 | | HONEYWELL INTL INC |
19,133 |
+426 |
$3,927 | | HON | 19,133 | +426 | $3,927 | | AMERICAN TOWER CORP |
19,846 |
+559 |
$3,921 | | AMT | 19,846 | +559 | $3,921 | | METLIFE INC |
51,220 |
-201 |
$3,796 | | MET | 51,220 | -201 | $3,796 | | VANECK SEMICONDUCTOR ETF (SMH) |
16,317 |
+16,317 |
$3,671 | | SMH | 16,317 | +16,317 | $3,671 | | ELI LILLY AND COMPANY |
4,445 |
+571 |
$3,458 | | LLY | 4,445 | +571 | $3,458 | | ISHARES NASDAQ BIOTECH INDX (IBB) |
25,101 |
+1,592 |
$3,444 | | IBB | 25,101 | +1,592 | $3,444 | | MEDTRONIC PLC |
38,248 |
+1,312 |
$3,333 | | MDT | 38,248 | +1,312 | $3,333 | | WELLS FARGO & CO |
55,911 |
-467 |
$3,240 | | WFC | 55,911 | -467 | $3,240 | | PFIZER INC |
116,495 |
+5,185 |
$3,233 | | PFE | 116,495 | +5,185 | $3,233 | | COMCAST CORP CL A |
74,046 |
-4,653 |
$3,209 | | CMCSA | 74,046 | -4,653 | $3,209 | | TARGET CORP |
17,804 |
-1,801 |
$3,155 | | TGT | 17,804 | -1,801 | $3,155 | | UNITED PARCEL SERVICE INC |
20,926 |
+690 |
$3,110 | | UPS | 20,926 | +690 | $3,110 | | CVS HEALTH CORP |
38,021 |
-159 |
$3,032 | | CVS | 38,021 | -159 | $3,032 |
See Full List: All Stocks Held By Perkins Coie Trust Co
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Perkins Coie Trust Co
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