Filed: 7/9/2026ACC: 0001513038-26-000004
📋 What this filing means
PERKINS COIE TRUST CO filed this quarterly 13F‑HR report disclosing 260 equity positions with a total reported market value of $603.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
260
Positions
$603.28M
Total AUM (reported)
4.54M
Total Shares
Allocation by class
COMMON STOCK$307.43M51.0%
EQUITY - INTERNATIONAL - ETF$87.29M14.5%
EQUITY - MIDCAP - ETF$62.42M10.3%
EQUITY - LARGE CAP - ETF$48.21M8.0%
EQUITY SECTOR - ETF$42.65M7.1%
EQUITY - ETF$30.29M5.0%
FOREIGN EQUITIES$11.58M1.9%
Portfolio Concentration
Top 3$132.84M22.0%
4–10$156.74M26.0%
11–25$146.86M24.3%
Rest$166.84M27.7%
Top 3 weight
22.0%
Top 10 weight
48.0%
Voting Authority Distribution
Total shares with voting rights: 4.54M
Sole
Full voting authority
4.39M
shares
% of voting shares96.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
154.28K
shares
% of voting shares3.4%
Investment Discretion (by position count)
Sole259
Shared0
Other1
Dominant voting typeSole · 96.6% of voting shares
Institutional Holdings260
Rows:
VANGUARD FTSE DEVELOPED MKTS ETF
SOLEShares738.39K
TypeSH
Market value$52.61M
8.72%
Sole
738.39K
Shared
0.00
None
0.00
VANGUARD MID-CAP ETF
SOLEShares572.04K
TypeSH
Market value$46.08M
7.64%
Sole
562.38K
Shared
0.00
None
9.66K
AVANTIS INTERNATIONAL EQUITY ETF
SOLEShares382.79K
TypeSH
Market value$34.14M
5.66%
Sole
382.79K
Shared
0.00
None
0.00
APPLE INC
SOLEShares102.66K
TypeSH
Market value$29.70M
4.92%
Sole
99.47K
Shared
0.00
None
3.19K
VANGUARD RUSSELL 1000 GROWTH ETF
SOLEShares206.32K
TypeSH
Market value$26.37M
4.37%
Sole
206.32K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares64.84K
TypeSH
Market value$24.19M
4.01%
Sole
63.31K
Shared
0.00
None
1.54K
VANGUARD VALUE ETF
SOLEShares105.69K
TypeSH
Market value$23.03M
3.82%
Sole
105.69K
Shared
0.00
None
0.00
ALPHABET INC CL A
SOLEShares61.08K
TypeSH
Market value$21.83M
3.62%
Sole
59.71K
Shared
0.00
None
1.37K
ISHARES S&P 500 GROWTH ETF
SOLEShares117.24K
TypeSH
Market value$16.12M
2.67%
Sole
117.24K
Shared
0.00
None
0.00
VANECK SEMICONDUCTOR ETF
SOLEShares23.63K
TypeSH
Market value$15.50M
2.57%
Sole
23.37K
Shared
0.00
None
254.00
NVIDIA CORPORATION
SOLEShares73.89K
TypeSH
Market value$14.78M
2.45%
Sole
70.25K
Shared
0.00
None
3.64K
ISHARES U.S. TECHNOLOGY ETF
SOLEShares52.69K
TypeSH
Market value$13.29M
2.20%
Sole
49.22K
Shared
0.00
None
3.47K
BROADCOM INC
SOLEShares34.78K
TypeSH
Market value$13.14M
2.18%
Sole
34.65K
Shared
0.00
None
130.00
AMAZON.COM INC
SOLEShares54.59K
TypeSH
Market value$13.01M
2.16%
Sole
50.63K
Shared
0.00
None
3.97K
EATON CORP PLC
SOLEShares25.35K
TypeSH
Market value$10.80M
1.79%
Sole
24.06K
Shared
0.00
None
1.30K
JPMORGAN EQUITY PREMIUM INCOME ETF
SOLEShares187.37K
TypeSH
Market value$10.58M
1.75%
Sole
185.68K
Shared
0.00
None
1.69K
VANGUARD MID CAP ETF
DFNDShares126.60K
TypeSH
Market value$10.20M
1.69%
Sole
126.60K
Shared
0.00
None
0.00
VISA INC
SOLEShares29.01K
TypeSH
Market value$9.95M
1.65%
Sole
27.86K
Shared
0.00
None
1.15K
ELI LILLY & CO
SOLEShares8.15K
TypeSH
Market value$9.77M
1.62%
Sole
7.50K
Shared
0.00
None
649.00
CISCO SYSTEMS INC
SOLEShares63.42K
TypeSH
Market value$7.45M
1.23%
Sole
61.43K
Shared
0.00
None
2K
JPMORGAN CHASE & CO
SOLEShares21.81K
TypeSH
Market value$7.14M
1.18%
Sole
20.54K
Shared
0.00
None
1.27K
CHEVRON CORP
SOLEShares42.42K
TypeSH
Market value$7.03M
1.17%
Sole
42.42K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares19.44K
TypeSH
Market value$6.85M
1.14%
Sole
18.68K
Shared
0.00
None
758.00
UTILITIES SELECT SECTOR SPDR ETF
SOLEShares144.69K
TypeSH
Market value$6.56M
1.09%
Sole
138.99K
Shared
0.00
None
5.70K
CHUBB LIMITED
SOLEShares18.46K
TypeSH
Market value$6.29M
1.04%
Sole
17.63K
Shared
0.00
None
834.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD FTSE DEVELOPED MKTS ETFSOLE | EQUITY - INTERNATIONAL - ETF | 738.39K | SH | $52.61M 8.72% | 738.39K | 0.00 | 0.00 |
VANGUARD MID-CAP ETFSOLE | EQUITY - MIDCAP - ETF | 572.04K | SH | $46.08M 7.64% | 562.38K | 0.00 | 9.66K |
AVANTIS INTERNATIONAL EQUITY ETFSOLE | EQUITY - INTERNATIONAL - ETF | 382.79K | SH | $34.14M 5.66% | 382.79K | 0.00 | 0.00 |
APPLE INCSOLE | COMMON STOCK | 102.66K | SH | $29.70M 4.92% | 99.47K | 0.00 | 3.19K |
VANGUARD RUSSELL 1000 GROWTH ETFSOLE | EQUITY - LARGE CAP - ETF | 206.32K | SH | $26.37M 4.37% | 206.32K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COMMON STOCK | 64.84K | SH | $24.19M 4.01% | 63.31K | 0.00 | 1.54K |
VANGUARD VALUE ETFSOLE | EQUITY - ETF | 105.69K | SH | $23.03M 3.82% | 105.69K | 0.00 | 0.00 |
ALPHABET INC CL ASOLE | COMMON STOCK | 61.08K | SH | $21.83M 3.62% | 59.71K | 0.00 | 1.37K |
ISHARES S&P 500 GROWTH ETFSOLE | EQUITY - LARGE CAP - ETF | 117.24K | SH | $16.12M 2.67% | 117.24K | 0.00 | 0.00 |
VANECK SEMICONDUCTOR ETFSOLE | EQUITY SECTOR - ETF | 23.63K | SH | $15.50M 2.57% | 23.37K | 0.00 | 254.00 |
NVIDIA CORPORATIONSOLE | COMMON STOCK | 73.89K | SH | $14.78M 2.45% | 70.25K | 0.00 | 3.64K |
ISHARES U.S. TECHNOLOGY ETFSOLE | EQUITY SECTOR - ETF | 52.69K | SH | $13.29M 2.20% | 49.22K | 0.00 | 3.47K |
BROADCOM INCSOLE | COMMON STOCK | 34.78K | SH | $13.14M 2.18% | 34.65K | 0.00 | 130.00 |
AMAZON.COM INCSOLE | COMMON STOCK | 54.59K | SH | $13.01M 2.16% | 50.63K | 0.00 | 3.97K |
EATON CORP PLCSOLE | FOREIGN EQUITIES | 25.35K | SH | $10.80M 1.79% | 24.06K | 0.00 | 1.30K |
JPMORGAN EQUITY PREMIUM INCOME ETFSOLE | EQUITY - LCAP INCOME - ETF | 187.37K | SH | $10.58M 1.75% | 185.68K | 0.00 | 1.69K |
VANGUARD MID CAP ETFDFND | EQUITY - MIDCAP - ETF | 126.60K | SH | $10.20M 1.69% | 126.60K | 0.00 | 0.00 |
VISA INCSOLE | COMMON STOCK | 29.01K | SH | $9.95M 1.65% | 27.86K | 0.00 | 1.15K |
ELI LILLY & COSOLE | COMMON STOCK | 8.15K | SH | $9.77M 1.62% | 7.50K | 0.00 | 649.00 |
CISCO SYSTEMS INCSOLE | COMMON STOCK | 63.42K | SH | $7.45M 1.23% | 61.43K | 0.00 | 2K |
JPMORGAN CHASE & COSOLE | COMMON STOCK | 21.81K | SH | $7.14M 1.18% | 20.54K | 0.00 | 1.27K |
CHEVRON CORPSOLE | COMMON STOCK | 42.42K | SH | $7.03M 1.17% | 42.42K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COMMON STOCK | 19.44K | SH | $6.85M 1.14% | 18.68K | 0.00 | 758.00 |
UTILITIES SELECT SECTOR SPDR ETFSOLE | EQUITY SECTOR - ETF | 144.69K | SH | $6.56M 1.09% | 138.99K | 0.00 | 5.70K |
CHUBB LIMITEDSOLE | COMMON STOCK | 18.46K | SH | $6.29M 1.04% | 17.63K | 0.00 | 834.00 |
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