Arkolith/Funds/Ashurst Perkins Coie Trust Co

Ashurst Perkins Coie Trust Co

CIK 1513038Bank / broker
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

Ashurst Perkins Coie Trust Co holds a focused book of 260 reported positions worth $603.3M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-day 13F lag). This quarter Fedex Freight Holding Co first appears in 13F filings, a listing rather than a purchase; they opened Advanced Micro Devices and trimmed Vanguard Ftse Developed ETF. Their largest long position is Vanguard Ftse Developed ETF at 9% of the reported non-option book. Cloning the disclosed picks since 2024 would be +29% (+13.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Ashurst Perkins Coie Trust Co files as a bank or broker: much of this book is custody and client positions, not a proprietary portfolio.

Opened
9
bought for the first time
+6 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase

Growth of $10,000: cloning the disclosed book

If you'd copied them
+28.6%
+13.9%/yr · since Oct '24
Their reported book
+26.7%
held from quarter-end
S&P 500
+35.7%
same window
$9K$10K$11K$13K$14KOct '24Feb '25Jul '25Dec '25Apr '26Sep '26
Ashurst Perkins Coie Trust Co (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 1.9 points over this window.

Growth of $10,000 cloning Ashurst Perkins Coie Trust Co's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~9 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
48%
Top 20 holdings
67%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

53% mapped to company sectors

ETFs / funds
45%
Information Technology
23%
Financials
8%
Consumer Discretionary
5%
Health Care
5%
Industrials
5%
No sector on file yet
2%
Materials
2%

+5 sectors below the cut, 4% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Ashurst Perkins Coie Trust Co

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Donor Advised Charitable Giving, Inc.8 / 80$4.4B
BlueSpruce Investments, LP9 / 80$641.4M
United American Securities Inc. (d/b/a UAS Asset Management)11 / 80$454.3M
Hoffman, Alan N Investment Management8 / 80$161.4M
Mirae Asset Global Investments Co., Ltd.68 / 80$280.4B
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Ketron Financial21 / 80$290.8M

Ranked by the share of each fund's own book sitting in the names it shares with Ashurst Perkins Coie Trust Co: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

260 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Ftse Developed MKTS ETF
EQUITY - INTERNATIONAL - ETF
$52.6M738.4K
8.7%
−4.2%
Reduced · −32K sh
2Vanguard Mid-Cap ETF
EQUITY - MIDCAP - ETF
$46.1M572.0K
7.6%
+299%
Added · +429K sh
3Avantis International Equity ETF
EQUITY - INTERNATIONAL - ETF
$34.1M382.8K
5.7%
104×
Added · +379K sh
4Apple Inc
COMMON STOCK
$29.7M102.7K
4.9%
~0%
Added · +27 sh
5Vanguard Russell 1000 Growth ETF
EQUITY - LARGE CAP - ETF
$26.4M206.3K
4.4%
+1.9%
Added · +4K sh
6Microsoft Corp
COMMON STOCK
$24.2M64.8K
4.0%
+0.2%
Added · +142 sh
7Vanguard Value ETF
EQUITY - ETF
$23.0M105.7K
3.8%
+2.6%
Added · +3K sh
8Alphabet Inc CL A
COMMON STOCK
$21.8M61.1K
3.6%
−6.4%
Reduced · −4K sh
9Ishares S&P 500 Growth ETF
EQUITY - LARGE CAP - ETF
$16.1M117.2K
2.7%
−2.4%
Reduced · −3K sh
10Vaneck Semiconductor ETF
EQUITY SECTOR - ETF
$15.5M23.6K
2.6%
−8.7%
Reduced · −2K sh
11Nvidia Corporation
COMMON STOCK
$14.8M73.9K
2.5%
+0.2%
Added · +135 sh
12Ishares U.S. Technology ETF
EQUITY SECTOR - ETF
$13.3M52.7K
2.2%
−4.9%
Reduced · −3K sh
13Broadcom Inc
COMMON STOCK
$13.1M34.8K
2.2%
−4.8%
Reduced · −2K sh
14Amazon.com Inc
COMMON STOCK
$13.0M54.6K
2.2%
+14%
Added · +7K sh
15Eaton Corp PLC
FOREIGN EQUITIES
$10.8M25.4K
1.8%
−2.9%
Reduced · −761 sh
16JPMorgan Equity Premium Income ETF
EQUITY - LCAP INCOME - ETF
$10.6M187.4K
1.8%
+4.8%
Added · +9K sh
17Vanguard Mid Cap ETF
EQUITY - MIDCAP - ETF
$10.2M126.6K
1.7%
+272%
Added · +93K sh
18Visa Inc
COMMON STOCK
$10.0M29.0K
1.6%
−1.0%
Reduced · −291 sh
19Eli Lilly & Co
COMMON STOCK
$9.8M8.1K
1.6%
−0.2%
Reduced · −14 sh
20Cisco Systems Inc
COMMON STOCK
$7.4M63.4K
1.2%
−2.7%
Reduced · −2K sh
21JPMorgan Chase & Co
COMMON STOCK
$7.1M21.8K
1.2%
−5.3%
Reduced · −1K sh
22Chevron Corp
COMMON STOCK
$7.0M42.4K
1.2%
+0.7%
Added · +279 sh
23Home Depot Inc
COMMON STOCK
$6.9M19.4K
1.1%
−3.3%
Reduced · −673 sh
24Utilities Select Sector SPDR ETF
EQUITY SECTOR - ETF
$6.6M144.7K
1.1%
−6.2%
Reduced · −10K sh
25Chubb Limited
COMMON STOCK
$6.3M18.5K
1.0%
−6.5%
Reduced · −1K sh
26Meta Platforms Inc
COMMON STOCK
$6.2M10.9K
1.0%
~0%
Reduced · −1 sh
27BlackRock Inc
COMMON STOCK
$5.6M5.9K
0.9%
−2.3%
Reduced · −138 sh
28Procter & Gamble Co
COMMON STOCK
$5.4M36.7K
0.9%
−5.2%
Reduced · −2K sh
29Oracle Corp
COMMON STOCK
$5.3M36.4K
0.9%
−0.1%
Reduced · −33 sh
30Charles Schwab Corp
COMMON STOCK
$5.2M56.7K
0.9%
−1.7%
Reduced · −1K sh
31Ishares S&P Mid-Cap 400 Growth ETF
EQUITY - MIDCAP - ETF
$5.2M44.2K
0.9%
−0.6%
Reduced · −261 sh
32Caterpillar Inc
COMMON STOCK
$5.1M4.8K
0.9%
−9.2%
Reduced · −491 sh
33Unitedhealth Group Inc
COMMON STOCK
$5.1M12.2K
0.8%
−4.4%
Reduced · −561 sh
34Wells Fargo & Co
COMMON STOCK
$4.9M59.4K
0.8%
−0.6%
Reduced · −359 sh
35Abbvie Inc
COMMON STOCK
$4.8M18.9K
0.8%
−1.3%
Reduced · −247 sh
36Union Pacific Corp
COMMON STOCK
$4.7M17.2K
0.8%
−4.8%
Reduced · −875 sh
37Costco Wholesale Corp
COMMON STOCK
$4.4M4.8K
0.7%
−1.9%
Reduced · −93 sh
38Pepsico Inc
COMMON STOCK
$4.4M32.3K
0.7%
−0.5%
Reduced · −167 sh
39Danaher Corp
COMMON STOCK
$4.3M22.5K
0.7%
−0.4%
Reduced · −95 sh
40International Business Machines
COMMON STOCK
$4.1M14.7K
0.7%
−8.8%
Reduced · −1K sh
41Ishares Biotechnology ETF
EQUITY SECTOR - ETF
$3.7M19.5K
0.6%
−1.6%
Reduced · −311 sh
42Alphabet Inc CL C
COMMON STOCK
$3.5M9.8K
0.6%
Held
43Ecolab Inc
COMMON STOCK
$3.4M12.2K
0.6%
−6.5%
Reduced · −842 sh
44D. R. Horton Inc
COMMON STOCK
$3.3M20.4K
0.6%
−1.1%
Reduced · −231 sh
45Vanguard S&P 500 ETF
EQUITY - LARGE CAP - ETF
$3.1M4.6K
0.5%
Held
46Marriott International Inc
COMMON STOCK
$3.1M8.4K
0.5%
−1.8%
Reduced · −155 sh
47Palo Alto Networks Inc
COMMON STOCK
$3.1M9.1K
0.5%
−1.0%
Reduced · −89 sh
48Stryker Corp
COMMON STOCK
$3.1M9.8K
0.5%
−1.9%
Reduced · −191 sh
49United Parcel Service Inc
COMMON STOCK
$3.0M27.9K
0.5%
−0.4%
Reduced · −113 sh
50Metlife Inc
COMMON STOCK
$3.0M35.1K
0.5%
−12%
Reduced · −5K sh
Showing 50 of 260 positions
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Filing history

As-of date vs the date the SEC received each filing

$603.3M · Q2 2026Q3 2024 · $450.9MQ2 2026 · $603.3M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 20269d260$603.3M13F-HR
Q1 2026Mar 31, 2026Apr 15, 202615d257$520.1M13F-HR
Q4 2025Dec 31, 2025Jan 12, 202612d273$537.0M13F-HR
Q3 2025Sep 30, 2025Oct 9, 20259d307$531.5M13F-HR
Q2 2025Jun 30, 2025Jul 10, 202510d296$587.1M13F-HR
Q1 2025Mar 31, 2025Apr 11, 202511d494$441.0M13F-HR
Q4 2024Dec 31, 2024Jan 16, 202516d299$454.4M13F-HR
Q3 2024Sep 30, 2024Oct 8, 20248d304$450.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.