Perkins Coie Trust Co
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 10, 2025), Perkins Coie Trust Co reported 295 stock positions worth $587.1 million. Its top holding was Medtronic (MDT) at 17.2% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 6.3%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 6.1%). Compared with Q1 2025, it opened 8 new positions, sold out of 206, added to 53 and reduced 112. The biggest buy was Medtronic (MDT, shares +2952%) and the biggest sale Vngrd Mrngstr MD-Cap ETF-Usd (VO, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SEATTLE, WA
- CIK
- 0001513038
- Portfolio Value
- $587.1M (Q2 2025)
- SEC Filing
- 0001513038-25-000005 ↗ filed Jul 10, 2025
Holdings Value
Holdings 295 stocks · $587.1M
| MDT Medtronic PLC | 17.15% | 1,155,425 | $100.7M | Add +2952.2% |
| VEA Vanguard Ftse Developed ETF | 6.28% | 646,249 | $36.8M | Add +2.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 6.10% | 127,896 | $35.8M | Reduce -0.4% |
| MSFT Microsoft Corp. | 5.27% | 62,261 | $31.0M | Reduce -0.6% |
| VONG Vanguard Russell 1000 Growth | 3.88% | 208,880 | $22.8M | Add +1.7% |
| AAPL Apple Inc. | 3.32% | 94,967 | $19.5M | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.88% | 95,524 | $16.9M | Add +9.6% |
| IVW iShares S&P 500 Growth ETF | 2.37% | 126,267 | $13.9M | Reduce -2.1% |
| ETN Eaton Corp. PLC | 1.91% | 31,390 | $11.2M | Add +4.4% |
| GOOGL Alphabet Inc. Class A | 1.84% | 61,437 | $10.8M | Reduce -0.1% |
| V Visa Inc. Class A | 1.69% | 28,006 | $9.9M | Reduce -1.8% |
| AVGO Broadcom Inc. | 1.69% | 35,983 | $9.9M | Reduce -1.1% |
| VANGUARD MID CAP ETF | 1.68% | 35,214 | $9.9M | No change |
| AMZN Amazon.com Inc. | 1.58% | 42,187 | $9.3M | Add +1.9% |
| NVDA Nvidia Corp. | 1.52% | 56,630 | $8.9M | Add +14.1% |
| BA The Boeing Co. | 1.52% | 42,641 | $8.9M | Reduce 0.0% |
| IYW iShares Ustechnology ETF | 1.49% | 50,471 | $8.7M | Reduce -2.5% |
| ORCL Oracle Corp. | 1.40% | 37,547 | $8.2M | Reduce -0.3% |
| HD Home Depot Inc. | 1.25% | 20,007 | $7.3M | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 1.20% | 9,515 | $7.0M | Add +32.4% |
| SMH Vaneck Semiconductor ETF | 1.13% | 23,837 | $6.6M | Add +0.3% |
| JPM JPMorgan Chase & Co. | 1.13% | 22,897 | $6.6M | Reduce -0.5% |
| BLK BlackRock Inc. | 1.06% | 5,929 | $6.2M | Reduce -1.5% |
| PG The Procter & Gamble Co. | 0.98% | 36,250 | $5.8M | Reduce -1.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.97% | 69,863 | $5.7M | Reduce -1.9% |
| CB Chubb Ltd. | 0.91% | 18,414 | $5.3M | Reduce -1.0% |
| JEPI JPMorgan Equity Premium Inco | 0.90% | 93,171 | $5.3M | Add +543.2% |
| SCHW Schwab (charles) Corp. | 0.89% | 57,449 | $5.2M | Reduce -13.7% |
| CVX Chevron Corp. | 0.89% | 36,437 | $5.2M | Reduce -3.2% |
| LLY Eli Lilly & Co. | 0.88% | 6,633 | $5.2M | Add +0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.88% | 17,447 | $5.1M | Reduce -3.6% |
| CSCO Cisco Systems Inc. | 0.82% | 68,980 | $4.8M | Reduce -4.2% |
| COST Costco Wholesale Corp. | 0.81% | 4,799 | $4.8M | Add +4.2% |
| QCOM Qualcomm Inc. | 0.74% | 27,413 | $4.4M | Reduce -7.4% |
| DHR Danaher Corp. | 0.71% | 21,174 | $4.2M | Add +1.8% |
| HON Honeywell International Inc. | 0.71% | 17,912 | $4.2M | Reduce -1.2% |
| PEP Pepsico Inc. | 0.71% | 31,569 | $4.2M | Add +0.2% |
| SYK Stryker Corp. | 0.71% | 10,514 | $4.2M | Reduce -2.8% |
| WFC Wells Fargo & Co. | 0.71% | 51,812 | $4.2M | Reduce -0.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.70% | 45,301 | $4.1M | Reduce -1.5% |
| UNH Unitedhealth Group Inc. | 0.65% | 12,232 | $3.8M | Add +4.1% |
| UNP Union Pacific Corp. | 0.64% | 16,375 | $3.8M | Reduce -1.8% |
| AMT American Tower Corp. | 0.62% | 16,517 | $3.7M | Reduce -5.3% |
| ABBV Abbvie Inc. | 0.61% | 19,421 | $3.6M | Reduce -1.3% |
| T AT&T Inc. | 0.60% | 121,870 | $3.5M | Reduce -2.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.59% | 27,958 | $3.5M | Reduce -3.3% |
| ECL Ecolab Inc. | 0.56% | 12,200 | $3.3M | Add +0.2% |
| MET Metlife Inc. | 0.55% | 39,801 | $3.2M | Reduce -2.2% |
| SBUX Starbucks Corp. | 0.50% | 31,818 | $2.9M | Reduce -9.3% |
| IBB iShares Biotechnology ETF | 0.46% | 21,119 | $2.7M | Reduce -6.6% |
| ACN Accenture PLC Class A | 0.44% | 8,650 | $2.6M | Reduce -5.8% |
| O Realty Income Corp. | 0.39% | 40,033 | $2.3M | Reduce -1.9% |
| MAR Marriott International Class A | 0.39% | 8,373 | $2.3M | Reduce -6.1% |
| UPS United Parcel Service Class B | 0.37% | 21,759 | $2.2M | Add +0.2% |
| IAU iShares Gold Trust | 0.37% | 35,110 | $2.2M | Reduce -6.0% |
| VOO Vanguard S&P 500 ETF | 0.37% | 3,837 | $2.2M | Add +5.3% |
| DHI D.R. Horton Inc. | 0.37% | 16,903 | $2.2M | Reduce -0.4% |
| CAT Caterpillar Inc. | 0.37% | 5,588 | $2.2M | Reduce -5.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.34% | 6,521 | $2.0M | Add +32.9% |
| PFE Pfizer Inc. | 0.31% | 76,210 | $1.8M | Reduce -7.3% |
| PANW Palo Alto Networks Inc. | 0.30% | 8,488 | $1.7M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 0.29% | 9,719 | $1.7M | Add +89.0% |
| FCX Freeport-McMoran Inc. | 0.28% | 37,378 | $1.6M | Reduce -4.3% |
| CMCSA Comcast Corp. Class A | 0.26% | 43,000 | $1.5M | Reduce -11.7% |
| FAN First Trust Global Wind Ener | 0.19% | 61,599 | $1.1M | Add +16.8% |
| RSP Invesco S&P 500 Equal Weight | 0.19% | 6,083 | $1.1M | No change |
| FISV Fiserv Inc. | 0.18% | 5,990 | $1.0M | Reduce -0.1% |
| PH Parker Hannifin Corp. | 0.17% | 1,432 | $1.0M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 0.16% | 8,590 | $926K | Add +7.2% |
| INTU Intuit Inc. | 0.13% | 992 | $781K | Reduce -0.1% |
| LINE Lineage Inc. | 0.13% | 17,571 | $765K | New |
| BRK.A Berkshire Hathaway Inc. Class A | 0.12% | 1 | $729K | No change |
| VLTO Veralto Corp. | 0.12% | 7,159 | $723K | Add +1.3% |
| IWM iShares Russell 2000 ETF | 0.11% | 3,105 | $670K | Reduce -83.5% |
| MICROSOFT CORP | 0.11% | 1,295 | $644K | Add +0.1% |
| CME Cme Group Inc. | 0.11% | 2,251 | $620K | New |
| ADP Automatic Data Processing | 0.11% | 2,003 | $618K | No change |
| DVA Davita Inc. | 0.10% | 4,145 | $590K | No change |
| BX Blackstone Inc. | 0.10% | 3,843 | $575K | No change |
| MDLZ Mondelez International Inc. Class A | 0.09% | 8,050 | $543K | Reduce -42.8% |
| JNJ Johnson & Johnson | 0.09% | 3,277 | $501K | Reduce -0.2% |
| VIG Vanguard Dividend Apprec ETF | 0.08% | 2,379 | $487K | No change |
| MRK Merck & Co. Inc. | 0.08% | 5,878 | $465K | Reduce -2.4% |
| EXAS Exact Sciences Corp. | 0.08% | 8,650 | $460K | No change |
| MCD McDonald's Corp. | 0.08% | 1,572 | $459K | Add +73.1% |
| GILD Gilead Sciences Inc. | 0.07% | 3,880 | $430K | No change |
| TRGP Targa Resources Corp. | 0.07% | 2,236 | $389K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.07% | 5,542 | $383K | Reduce -0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.06% | 866 | $380K | Reduce -0.7% |
| XBI SS SPDR S&P Biotech ETF | 0.06% | 4,377 | $363K | Reduce -9.3% |
| VNQ Vanguard Real Estate ETF | 0.06% | 4,022 | $358K | Reduce -4.9% |
| JCI Johnson Controls Internation | 0.06% | 3,352 | $354K | Reduce -0.2% |
| BPOP Popular Inc. | 0.06% | 3,200 | $353K | No change |
| THFF First Financial Corp. | 0.06% | 6,450 | $349K | Reduce -1.5% |
| LMT Lockheed Martin Corp. | 0.06% | 753 | $349K | No change |
| PM Philip Morris International | 0.06% | 1,875 | $341K | Reduce -0.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.06% | 1,495 | $339K | Reduce -0.5% |
| KO The Coca-Cola Co. | 0.05% | 4,547 | $322K | Reduce -3.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.05% | 644 | $313K | No change |
| BCH Banco DE Chile-ADR | 0.05% | 9,405 | $286K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $434 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 21 | $434 | No change |
Total filed on the 13F, all lines: $587.1M.
Portfolio Sells Q1 2025 → Q2 2025
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.4% | 6.10% | −1.43 |
| IWM iShares Russell 2000 ETF | Reduce -83.5% | 0.11% | −0.74 |
| V Visa Inc. Class A | Reduce -1.8% | 1.69% | −0.57 |
| CVX Chevron Corp. | Reduce -3.2% | 0.89% | −0.54 |
| HD Home Depot Inc. | Reduce -1.3% | 1.25% | −0.44 |
| PG The Procter & Gamble Co. | Reduce -1.1% | 0.98% | −0.43 |
| CB Chubb Ltd. | Reduce -1.0% | 0.91% | −0.37 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.1% | 2.37% | −0.35 |
| ABBV Abbvie Inc. | Reduce -1.3% | 0.61% | −0.32 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 1.84% | −0.31 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -1.9% | 0.97% | −0.30 |
| SCHW Schwab (charles) Corp. | Reduce -13.7% | 0.89% | −0.29 |
| QCOM Qualcomm Inc. | Reduce -7.4% | 0.74% | −0.29 |
| SBUX Starbucks Corp. | Reduce -9.3% | 0.50% | −0.28 |
| UNP Union Pacific Corp. | Reduce -1.8% | 0.64% | −0.25 |
| AMT American Tower Corp. | Reduce -5.3% | 0.62% | −0.24 |
| BLK BlackRock Inc. | Reduce -1.5% | 1.06% | −0.23 |
| ACN Accenture PLC Class A | Reduce -5.8% | 0.44% | −0.21 |
| SYK Stryker Corp. | Reduce -2.8% | 0.71% | −0.20 |
| IBB iShares Biotechnology ETF | Reduce -6.6% | 0.46% | −0.20 |
| T AT&T Inc. | Reduce -2.4% | 0.60% | −0.20 |
| MET Metlife Inc. | Reduce -2.2% | 0.55% | −0.20 |
| CSCO Cisco Systems Inc. | Reduce -4.2% | 0.82% | −0.19 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -1.5% | 0.70% | −0.17 |
| HON Honeywell International Inc. | Reduce -1.2% | 0.71% | −0.16 |
| IYW iShares Ustechnology ETF | Reduce -2.5% | 1.49% | −0.16 |
| PFE Pfizer Inc. | Reduce -7.3% | 0.31% | −0.16 |
| JPM JPMorgan Chase & Co. | Reduce -0.5% | 1.13% | −0.15 |
| CMCSA Comcast Corp. Class A | Reduce -11.7% | 0.26% | −0.15 |
| IBM Intl Business Machines Corp. | Reduce -3.6% | 0.88% | −0.14 |
| O Realty Income Corp. | Reduce -1.9% | 0.39% | −0.14 |
| WFC Wells Fargo & Co. | Reduce -0.3% | 0.71% | −0.14 |
| BA The Boeing Co. | Reduce 0.0% | 1.52% | −0.13 |
| IAU iShares Gold Trust | Reduce -6.0% | 0.37% | −0.13 |
| FISV Fiserv Inc. | Reduce -0.1% | 0.18% | −0.12 |
| MDLZ Mondelez International Inc. Class A | Reduce -42.8% | 0.09% | −0.12 |
| DHI D.R. Horton Inc. | Reduce -0.4% | 0.37% | −0.12 |
| MAR Marriott International Class A | Reduce -6.1% | 0.39% | −0.09 |
| CAT Caterpillar Inc. | Reduce -5.2% | 0.37% | −0.07 |
| FCX Freeport-McMoran Inc. | Reduce -4.3% | 0.28% | −0.06 |
| DIS The Walt Disney Co. | Reduce -3.3% | 0.59% | −0.06 |
| MSFT Microsoft Corp. | Reduce -0.6% | 5.27% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -2.4% | 0.08% | −0.04 |
| JNJ Johnson & Johnson | Reduce -0.2% | 0.09% | −0.04 |
| PANW Palo Alto Networks Inc. | Reduce -0.2% | 0.30% | −0.03 |
| PH Parker Hannifin Corp. | Reduce -0.3% | 0.17% | −0.03 |
| XBI SS SPDR S&P Biotech ETF | Reduce -9.3% | 0.06% | −0.03 |
| VNQ Vanguard Real Estate ETF | Reduce -4.9% | 0.06% | −0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -0.1% | 0.07% | −0.02 |
| KO The Coca-Cola Co. | Reduce -3.3% | 0.05% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| MDT Medtronic PLC | Add +2952.2% | 17.15% | +16.38 |
| JEPI JPMorgan Equity Premium Inco | Add +543.2% | 0.90% | +0.71 |
| NVDA Nvidia Corp. | Add +14.1% | 1.52% | +0.30 |
| META Meta Platforms Inc. Class A | Add +32.4% | 1.20% | +0.26 |
| LINE Lineage Inc. | New | 0.13% | +0.13 |
| GOOG Alphabet Inc. Class C | Add +89.0% | 0.29% | +0.11 |
| CME Cme Group Inc. | New | 0.11% | +0.11 |
| ETN Eaton Corp. PLC | Add +4.4% | 1.91% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +32.9% | 0.34% | +0.03 |
| VGSH Vanguard Short-Term Treasury | New | 0.03% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +81.4% | 0.04% | +0.02 |
| IWD iShares Russell 1000 Value E | Add +427.2% | 0.02% | +0.02 |
| MCD McDonald's Corp. | Add +73.1% | 0.08% | +0.01 |
| FAN First Trust Global Wind Ener | Add +16.8% | 0.19% | +0.01 |
| COF Capital One Financial Corp. | New | 0.01% | +0.01 |
| FSLR First Solar Inc. | Add +36.3% | 0.03% | +0.01 |
| VGIT Vanguard Intermediate-Term T | New | 0.01% | +0.01 |
| ORACLE CORP | Add +0.5% | 0.03% | +0.00 |
| ACLS Axcelis Technologies Inc. | Add +2.8% | 0.03% | +0.00 |
| VIGI Vanguard Int Div App Indx FD | New | 0.00% | +0.00 |
| SU Suncor Energy Inc. | Add +788.9% | 0.00% | +0.00 |
| HPE Hewlett Packard Enterprise | Add +5.1% | 0.00% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +30.1% | 0.01% | +0.00 |
| AMTM Amentum Holdings Inc. | Add +3.8% | 0.00% | 0.00 |
| C Citigroup Inc. | Add +66.7% | 0.00% | 0.00 |
| DXC DXC Technology Co. | New | 0.00% | 0.00 |
| MANU Manchester United PLC Class A | New | 0.00% | 0.00 |
| MICROSOFT CORP | Add +0.1% | 0.11% | −0.00 |
| COMCAST CORP CL A | Add +0.9% | 0.00% | −0.00 |
| INTERNATIONAL BUSINESS MACHINES | Add +0.6% | 0.02% | −0.00 |
| PFIZER INC | Add +1.8% | 0.01% | −0.00 |
| ACCENTURE PLC | Add +0.7% | 0.01% | −0.00 |
| CISCO SYSTEMS INC | Add +0.8% | 0.02% | −0.00 |
| STRYKER CORP | Add +0.5% | 0.01% | −0.00 |
| QUALCOMM INC | Add +0.6% | 0.01% | −0.00 |
| AT&T INC | Add +1.0% | 0.02% | −0.00 |
| WELLS FARGO & CO | Add +0.5% | 0.03% | −0.01 |
| BLACKROCK INC | Add +0.6% | 0.03% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +4.4% | 0.04% | −0.01 |
| HPQ HP Inc. | Add +1.1% | 0.01% | −0.01 |
| SMH Vaneck Semiconductor ETF | Add +0.3% | 1.13% | −0.01 |
| UNITED PARCEL SERVICE INC | Add +1.7% | 0.02% | −0.01 |
| UTILITIES SELECT SECTOR SPDR ETF | Add +0.7% | 0.04% | −0.01 |
| PROCTOR & GAMBLE CO | Add +0.6% | 0.03% | −0.01 |
| PEPSICO INC | Add +1.1% | 0.03% | −0.01 |
| CHEVRON CORP | Add +1.2% | 0.04% | −0.02 |
| VLTO Veralto Corp. | Add +1.3% | 0.12% | −0.03 |
| VOO Vanguard S&P 500 ETF | Add +5.3% | 0.37% | −0.05 |
| XOM Exxon Mobil Corp. | Add +7.2% | 0.16% | −0.06 |
| ECL Ecolab Inc. | Add +0.2% | 0.56% | −0.14 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 259 | $603.3M | VEA, VO, AVDE, AAPL, VONG |
| Q1 2026 | 256 | $520.1M | VEA, VO, AAPL, MSFT, VONG |
| Q4 2025 | 272 | $537.0M | VEA, VO, MSFT, AAPL, VONG |
| Q3 2025 | 306 | $531.5M | VEA, VO, MSFT, AAPL, VONG |
| Q2 2025 | 295 | $587.1M | MDT, VEA, VO, MSFT, VONG |
| Q1 2025 | 493 | $441.0M | VO, VEA, MSFT, AAPL, VONG |
| Q4 2024 | 298 | $454.4M | VO, VEA, MSFT, AAPL, VONG |
| Q3 2024 | 302 | $450.7M | VO, VEA, MSFT, AAPL, VONG |
| Q2 2024 | 303 | $429.9M | VEA, VO, MSFT, AAPL, VONG |
| Q1 2024 | 279 | $426.5M | VO, VEA, MSFT, AAPL, VONG |