First Western Trust Bank
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1513189
Institutional-grade research for retail investors
13F Reported Value
ⓘ$2.0B
Holdings
205
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
First Western Trust Bank disclosed 205 positions worth $2.0B in its Form 13F-HR for Q1 2026, led by $SYK (STRYKER CORP) at 50.1% of the equity portfolio. During the quarter the fund opened 8 new positions and exited 8. The portfolio is most concentrated in Healthcare (51.4% of disclosed assets). All figures are sourced directly from First Western Trust Bank’s Form 13F-HR filing with the SEC under CIK 1513189.
AI Fund Analysis
Diversifying
$SYK50.1% weight
Held 9 quarters
Vanguard S&P 500
6.8% weight
Held 9 quarters
iShares Russell Mid Cap
5.1% weight
Held 9 quarters
$SPY4.1% weight
Held 9 quarters
$IVZ3.3% weight
Held 7 quarters
ISHARES TR
2 quarters accumulating
$AAPL2 quarters accumulating
Vanguard Russell 2000
2 quarters accumulating
$WMT2 quarters accumulating
SPDR SER TR
2 quarters accumulating
Sector Allocation
HealthcareOtherTechnologyFinancialsConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 69.8#347
Quality
$992.2M3,019,453 sh Vanguard S&P 500
—Quality
$134.8M225,569 shiShares Russell Mid Cap
—Quality
$101.1M1,040,186 sh- —
Quality
$81.0M124,488 sh - —
Quality
$66.0M343,690 sh Vanguard FTSE Developed Markets
—Quality
$59.6M930,771 shiShares Russell 2000
—Quality
$59.0M237,881 shVANGUARD INDEX FDS
—Quality
$43.4M135,208 shISHARES TR
—Quality
$33.7M594,143 sh- 76.1
Quality
$30.2M118,825 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| STRYKER CORP$SYK | 69.8#347 | $992.2M | 3,019,453 |
| Vanguard S&P 500 | — | $134.8M | 225,569 |
| iShares Russell Mid Cap | — | $101.1M | 1,040,186 |
| SPDR S&P 500 ETF TRUST$SPY | — | $81.0M | 124,488 |
| Invesco Ltd.$IVZ | — | $66.0M | 343,690 |
| Vanguard FTSE Developed Markets | — | $59.6M | 930,771 |
| iShares Russell 2000 | — | $59.0M | 237,881 |
| VANGUARD INDEX FDS | — | $43.4M | 135,208 |
| ISHARES TR | — | $33.7M | 594,143 |
| Apple Inc.$AAPL | 76.1 | $30.2M | 118,825 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of First Western Trust Bank's 205 positions.
Showing top 10 of 205 holdings.
Sector Allocation
Healthcare
$1.0B
Other
$591.2M
Technology
$146.3M
Financials
$114.2M
Consumer Discretionary
$45.5M
Industrials
$20.6M
Consumer Staples
$14.1M
Energy
$10.1M
Full Holdings — First Western Trust Bank (Q1 2026)
All 205 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SYK | STRYKER CORP | $992.2M | 50.1% | -7% | 69.8 |
| 2 | — | Vanguard S&P 500 | $134.8M | 6.8% | -4% | — |
| 3 | — | iShares Russell Mid Cap | $101.1M | 5.1% | -3% | — |
| 4 | $SPY | SPDR S&P 500 ETF TRUST | $81.0M | 4.1% | +173% | — |
| 5 | $IVZ | Invesco Ltd. | $66.0M | 3.3% | +3% | — |
| 6 | — | Vanguard FTSE Developed Markets | $59.6M | 3.0% | +38% | — |
| 7 | — | iShares Russell 2000 | $59.0M | 3.0% | +0% | — |
| 8 | — | VANGUARD INDEX FDS | $43.4M | 2.2% | +7100% | — |
| 9 | — | ISHARES TR | $33.7M | 1.7% | +49% | — |
| 10 | $AAPL | Apple Inc. | $30.2M | 1.5% | +1% | 76.1 |
| 11 |  $WWD | Woodward, Inc. | $21.2M | 1.1% | -6% | 70.2 |
| 12 |  $GOOG | Alphabet Inc. | $18.6M | 0.9% | -1% | 80.2 |
| 13 |  $MSFT | MICROSOFT CORP | $18.5M | 0.9% | -3% | 83.7 |
| 14 | — | ISHARES TR | $14.2M | 0.7% | +9% | — |
| 15 |  $JPM | JPMORGAN CHASE & CO | $12.0M | 0.6% | -2% | 35.6 |
| 16 |  $COST | COSTCO WHOLESALE CORP /NEW | $10.6M | 0.5% | -2% | 67 |
| 17 |  $NVDA | NVIDIA CORP | $10.4M | 0.5% | -1% | 90.2 |
| 18 |  $V | VISA INC. | $9.3M | 0.5% | -1% | 83.5 |
| 19 | — | Vanguard Russell 2000 | $9.3M | 0.5% | +6% | — |
| 20 | — | iShares MSCI EAFE | $7.8M | 0.4% | +17% | — |
| 21 |  $MCD | MCDONALDS CORP | $7.4M | 0.4% | -10% | 73.9 |
| 22 |  $TJX | TJX COMPANIES INC /DE/ | $6.7M | 0.3% | -6% | 70.7 |
| 23 |  $GILD | GILEAD SCIENCES, INC. | $6.6M | 0.3% | -2% | 77.8 |
| 24 |  $SLB | SLB LIMITED/NV | $6.4M | 0.3% | +0% | 63.2 |
| 25 |  $HD | HOME DEPOT, INC. | $6.3M | 0.3% | -1% | 69.2 |
| 26 |  $TXN | TEXAS INSTRUMENTS INC | $6.0M | 0.3% | -0% | 70.4 |
| 27 | — | iShares Russell 1000 Growth | $5.9M | 0.3% | -2% | — |
| 28 |  $ORCL | ORACLE CORP | $5.1M | 0.3% | -7% | 67.2 |
| 29 |  $ECL | ECOLAB INC. | $4.9M | 0.3% | -2% | 64.3 |
| 30 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $4.6M | 0.2% | -1% | 65.9 |
| 31 | — | ISHARES TR | $4.5M | 0.2% | +67% | — |
| 32 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $4.4M | 0.2% | -0% | 63.7 |
| 33 |  $JNJ | JOHNSON & JOHNSON | $4.3M | 0.2% | -10% | 72.8 |
| 34 |  $HON | HONEYWELL INTERNATIONAL INC | $4.2M | 0.2% | -1% | 65.7 |
| 35 |  $ABT | ABBOTT LABORATORIES | $4.1M | 0.2% | -2% | 67 |
| 36 | — | VANGUARD INTL EQUITY INDEX FDS | $4.1M | 0.2% | +904% | — |
| 37 |  $DHR | DANAHER CORP /DE/ | $3.9M | 0.2% | -0% | 63.9 |
| 38 |  $GOOGL | Alphabet Inc. | $3.8M | 0.2% | -3% | 80.2 |
| 39 | — | ISHARES TR | $3.8M | 0.2% | +0% | — |
| 40 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $3.7M | 0.2% | -1% | 66.5 |
| 41 |  $BLK | BlackRock, Inc. | $3.7M | 0.2% | -1% | 70.3 |
| 42 |  $AMZN | AMAZON COM INC | $3.7M | 0.2% | -1% | 74.6 |
| 43 | — | Dimensional US Small Cap ETF | $3.5M | 0.2% | -6% | — |
| 44 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.4M | 0.2% | -1% | 64.5 |
| 45 |  $ICE | Intercontinental Exchange, Inc. | $3.3M | 0.2% | -3% | 73.8 |
| 46 |  $SPGI | S&P Global Inc. | $3.2M | 0.2% | -1% | 79.4 |
| 47 |  $NEE | NEXTERA ENERGY INC | $3.1M | 0.2% | +1% | 71.7 |
| 48 |  $INTU | INTUIT INC. | $3.1M | 0.2% | -7% | 82 |
| 49 |  $ACN | Accenture plc | $2.8M | 0.1% | +3% | — |
| 50 | $WMT | Walmart Inc. | $2.7M | 0.1% | +0% | 63.2 |
| 51 |  $PEP | PEPSICO INC | $2.7M | 0.1% | -4% | 62.7 |
| 52 |  $KO | COCA COLA CO | $2.7M | 0.1% | -1% | 74 |
| 53 |  $GE | GENERAL ELECTRIC CO | $2.7M | 0.1% | -2% | 74.8 |
| 54 |  $AMT | AMERICAN TOWER CORP /MA/ | $2.5M | 0.1% | +1% | 69.8 |
| 55 |  $MYFW | First Western Financial Inc | $2.4M | 0.1% | +7% | 53.1 |
| 56 | — | ISHARES TR | $2.4M | 0.1% | -28% | — |
| 57 |  $EMR | EMERSON ELECTRIC CO | $2.3M | 0.1% | -10% | 65.9 |
| 58 | — | ISHARES TR | $2.3M | 0.1% | +0% | — |
| 59 |  $PG | PROCTER & GAMBLE Co | $2.2M | 0.1% | -1% | 72.9 |
| 60 |  $KNX | Knight-Swift Transportation Holdings Inc. | $2.2M | 0.1% | -7% | 49.3 |
| 61 |  $RTX | RTX Corp | $2.1M | 0.1% | +0% | 70 |
| 62 |  $DIS | Walt Disney Co | $2.1M | 0.1% | +2% | 68.9 |
| 63 |  $KDP | Keurig Dr Pepper Inc. | $2.1M | 0.1% | +24% | 63.1 |
| 64 |  $GEV | GE Vernova Inc. | $2.0M | 0.1% | -3% | 70.1 |
| 65 |  $BMY | BRISTOL MYERS SQUIBB CO | $2.0M | 0.1% | +0% | 70.1 |
| 66 |  $FTV | Fortive Corp | $1.7M | 0.1% | -1% | 55.9 |
| 67 |  $XOM | EXXON MOBIL CORP | $1.7M | 0.1% | +4% | 61.8 |
| 68 | — | iShares Russell 1000 Value | $1.7M | 0.1% | +5% | — |
| 69 |  $LMT | LOCKHEED MARTIN CORP | $1.7M | 0.1% | +7% | 65 |
| 70 |  $AXP | AMERICAN EXPRESS CO | $1.7M | 0.1% | -10% | 73.2 |
| 71 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.4M | 0.1% | +0% | 64.5 |
| 72 |  $ABBV | AbbVie Inc. | $1.3M | 0.1% | -0% | 59.3 |
| 73 | — | VENU HLDG CORP | $1.3M | 0.1% | +0% | — |
| 74 |  $AVGO | Broadcom Inc. | $1.3M | 0.1% | -1% | 86.4 |
| 75 | — | SPDR SER TR | $1.2M | 0.1% | +0% | — |
| 76 |  $LWLG | Lightwave Logic, Inc. | $1.2M | 0.1% | -26% | — |
| 77 | — | ISHARES TR | $1.2M | 0.1% | +0% | — |
| 78 |  $PGR | PROGRESSIVE CORP/OH/ | $1.2M | 0.1% | -1% | 83.6 |
| 79 |  $APD | Air Products & Chemicals, Inc. | $1.2M | 0.1% | +9% | 41.2 |
| 80 |  $XEL | XCEL ENERGY INC | $1.2M | 0.1% | +1% | — |
| 81 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $1.1M | 0.1% | -0% | 64.9 |
| 82 |  $PM | Philip Morris International Inc. | $1.1M | 0.1% | -2% | 80.5 |
| 83 |  $LLY | ELI LILLY & Co | $1.1M | 0.1% | -3% | 89.3 |
| 84 |  $MA | Mastercard Inc | $1.1M | 0.1% | -0% | 81.7 |
| 85 |  $EL | ESTEE LAUDER COMPANIES INC | $985,953 | 0.1% | +2% | 52.5 |
| 86 |  $ETN | Eaton Corp plc | $973,220 | 0.1% | -4% | — |
| 87 |  $ADBE | ADOBE INC. | $971,104 | 0.1% | +2% | 80.4 |
| 88 |  $CVX | CHEVRON CORP | $871,463 | 0.0% | +6% | 54.7 |
| 89 |  $AZO | AUTOZONE INC | $864,712 | 0.0% | +184% | 66.5 |
| 90 |  $CSCO | CISCO SYSTEMS, INC. | $818,031 | 0.0% | +9% | 72.3 |
| 91 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $791,646 | 0.0% | -2% | 66.7 |
| 92 |  $MRK | Merck & Co., Inc. | $791,628 | 0.0% | +3% | 70.9 |
| 93 |  $EIX | EDISON INTERNATIONAL | $777,391 | 0.0% | +0% | 70.7 |
| 94 |  $META | Meta Platforms, Inc. | $756,928 | 0.0% | -2% | 80.9 |
| 95 |  $CI | Cigna Group | $748,767 | 0.0% | +0% | 66.8 |
| 96 |  $PFE | PFIZER INC | $725,447 | 0.0% | +3% | 69 |
| 97 |  $MMM | 3M CO | $722,520 | 0.0% | -0% | 60.7 |
| 98 |  $CAT | CATERPILLAR INC | $708,460 | 0.0% | +0% | 67.8 |
| 99 |  $PH | Parker-Hannifin Corp | $707,240 | 0.0% | +0% | 73.8 |
| 100 |  $ADI | ANALOG DEVICES INC | $703,726 | 0.0% | +4% | 76.2 |
| 101 |  $SCHW | SCHWAB CHARLES CORP | $688,685 | 0.0% | -3% | 77.2 |
| 102 |  $INTC | INTEL CORP | $681,279 | 0.0% | +6% | 41.5 |
| 103 |  $PYPL | PayPal Holdings, Inc. | $652,171 | 0.0% | -2% | 70.5 |
| 104 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $650,682 | 0.0% | +0% | — |
| 105 |  $TDG | TransDigm Group INC | $649,018 | 0.0% | +0% | 75.4 |
| 106 |  $MCK | MCKESSON CORP | $642,962 | 0.0% | -0% | 63.7 |
| 107 | — | SCHWAB STRATEGIC TR | $638,646 | 0.0% | +0% | — |
| 108 | — | ISHARES TR | $638,022 | 0.0% | +0% | — |
| 109 | — | iShares Russell Mid Cap Growth | $636,116 | 0.0% | -2% | — |
| 110 |  $CL | COLGATE PALMOLIVE CO | $633,088 | 0.0% | +0% | 72.4 |
| 111 |  $WFC | WELLS FARGO & COMPANY/MN | $621,197 | 0.0% | -0% | — |
| 112 |  $YUM | YUM BRANDS INC | $614,457 | 0.0% | +0% | 71.7 |
| 113 | — | DIMENSIONAL ETF TRUST | $588,972 | 0.0% | -27% | — |
| 114 |  $ADP | AUTOMATIC DATA PROCESSING INC | $569,107 | 0.0% | -1% | 77.9 |
| 115 |  $OLN | OLIN Corp | $567,457 | 0.0% | +0% | 42.9 |
| 116 |  $TSLA | Tesla, Inc. | $554,651 | 0.0% | -1% | 50.1 |
| 117 |  $AMGN | AMGEN INC | $525,312 | 0.0% | +0% | 79.5 |
| 118 | — | TOWNEBANK PORTSMOUTH VA | $504,848 | 0.0% | -2% | — |
| 119 |  $QCOM | QUALCOMM INC/DE | $503,401 | 0.0% | -14% | 81.9 |
| 120 |  $UNP | UNION PACIFIC CORP | $502,951 | 0.0% | -0% | 74 |
| 121 |  $MO | ALTRIA GROUP, INC. | $497,697 | 0.0% | -1% | 72.1 |
| 122 | — | iShares Russell 2000 Value | $489,332 | 0.0% | +0% | — |
| 123 | — | VANGUARD INDEX FDS | $489,181 | 0.0% | -46% | — |
| 124 | — | ISHARES TR | $488,310 | 0.0% | +556% | — |
| 125 | — | ISHARES TR | $487,902 | 0.0% | +531% | — |
| 126 | — | ISHARES TR | $487,499 | 0.0% | +610% | — |
| 127 | — | ISHARES TR | $487,334 | 0.0% | +5% | — |
| 128 | — | ISHARES TR | $487,189 | 0.0% | +550% | — |
| 129 | — | ISHARES TR | $486,627 | 0.0% | +604% | — |
| 130 |  $DUK | Duke Energy CORP | $476,753 | 0.0% | +31% | 64 |
| 131 |  $DHY | CREDIT SUISSE HIGH YIELD CREDIT FUND | $475,000 | 0.0% | +400% | — |
| 132 | — | DIMENSIONAL ETF TRUST | $472,970 | 0.0% | -17% | — |
| 133 | — | TIDAL ETF TR | $472,126 | 0.0% | NEW | — |
| 134 | — | ISHARES TR | $470,371 | 0.0% | +0% | — |
| 135 |  $ROP | ROPER TECHNOLOGIES INC | $462,141 | 0.0% | -83% | 72.2 |
| 136 |  $CB | Chubb Ltd | $461,517 | 0.0% | +1% | — |
| 137 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $460,012 | 0.0% | -2% | — |
| 138 | — | ISHARES TR | $453,232 | 0.0% | -1% | — |
| 139 |  $AMAT | APPLIED MATERIALS INC /DE | $449,112 | 0.0% | +13% | 74.8 |
| 140 |  $FDX | FEDEX CORP | $434,183 | 0.0% | +0% | 60.3 |
| 141 |  $CARR | CARRIER GLOBAL Corp | $432,911 | 0.0% | +0% | 61.5 |
| 142 | — | ALPS ETF TR | $421,120 | 0.0% | NEW | — |
| 143 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $420,316 | 0.0% | +0% | 75.1 |
| 144 | — | VANGUARD SPECIALIZED FUNDS | $420,227 | 0.0% | -10% | — |
| 145 |  $WM | WASTE MANAGEMENT INC | $414,771 | 0.0% | +0% | 70.7 |
| 146 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $408,582 | 0.0% | +0% | — |
| 147 |  $AFL | AFLAC INC | $404,391 | 0.0% | +0% | 60.3 |
| 148 |  $DE | DEERE & CO | $398,816 | 0.0% | +0% | 57.4 |
| 149 |  $COF | CAPITAL ONE FINANCIAL CORP | $398,792 | 0.0% | +0% | 71 |
| 150 |  $NKE | NIKE, Inc. | $397,999 | 0.0% | -2% | 53.4 |
| 151 |  $NU | Nu Holdings Ltd. | $384,168 | 0.0% | +0% | — |
| 152 |  $MDLZ | Mondelez International, Inc. | $379,041 | 0.0% | +0% | 53.9 |
| 153 | — | iShares Russell 2000 Growth | $375,003 | 0.0% | -3% | — |
| 154 |  $EME | EMCOR Group, Inc. | $371,370 | 0.0% | +0% | 71.7 |
| 155 | — | ISHARES TR | $361,264 | 0.0% | +13% | — |
| 156 |  $SBUX | STARBUCKS CORP | $357,106 | 0.0% | -6% | 54.6 |
| 157 | — | iShares Russell Mid Cap Value | $354,149 | 0.0% | -4% | — |
| 158 | — | DIMENSIONAL ETF TRUST | $353,128 | 0.0% | +0% | — |
| 159 |  $SNDK | Sandisk Corp | $349,437 | 0.0% | NEW | 88.8 |
| 160 | — | SCHWAB STRATEGIC TR | $344,772 | 0.0% | +0% | — |
| 161 |  $CVS | CVS HEALTH Corp | $337,339 | 0.0% | +11% | 51.3 |
| 162 | $IVZ | Invesco Ltd. | $337,242 | 0.0% | -30% | — |
| 163 |  $GLD | SPDR GOLD TRUST | $336,487 | 0.0% | -4% | — |
| 164 |  $GS | GOLDMAN SACHS GROUP INC | $329,090 | 0.0% | -1% | — |
| 165 |  $OKE | ONEOK INC /NEW/ | $327,393 | 0.0% | +65% | 72 |
| 166 |  $ITW | ILLINOIS TOOL WORKS INC | $325,623 | 0.0% | +0% | 71.2 |
| 167 |  $COP | CONOCOPHILLIPS | $314,952 | 0.0% | +1% | 74.8 |
| 168 | $IVZ | Invesco Ltd. | $309,760 | 0.0% | -8% | — |
| 169 |  $NDSN | NORDSON CORP | $307,565 | 0.0% | -1% | 67.8 |
| 170 | — | ISHARES INC | $305,993 | 0.0% | +21% | — |
| 171 |  $CASY | CASEYS GENERAL STORES INC | $304,973 | 0.0% | -1% | 59.9 |
| 172 |  $ELV | Elevance Health, Inc. | $301,240 | 0.0% | +11% | 59.4 |
| 173 |  $OTIS | Otis Worldwide Corp | $294,908 | 0.0% | +0% | 60.3 |
| 174 | — | Vanguard Russell 2000 Value | $290,628 | 0.0% | +0% | — |
| 175 |  $MU | MICRON TECHNOLOGY INC | $278,380 | 0.0% | +2% | 88.4 |
| 176 |  $UNH | UNITEDHEALTH GROUP INC | $273,296 | 0.0% | -25% | 66.8 |
| 177 |  $T | AT&T INC. | $272,767 | 0.0% | -4% | 71.9 |
| 178 |  $CCZ | COMCAST CORP | $265,740 | 0.0% | +3% | 70.4 |
| 179 |  $WSM | WILLIAMS SONOMA INC | $263,285 | 0.0% | +0% | 65 |
| 180 |  $FN | Fabrinet | $262,325 | 0.0% | -16% | 72.4 |
| 181 |  $LOW | LOWES COMPANIES INC | $261,562 | 0.0% | NEW | 63.5 |
| 182 |  $VZ | VERIZON COMMUNICATIONS INC | $259,885 | 0.0% | -16% | 71.6 |
| 183 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $255,559 | 0.0% | +0% | 74.6 |
| 184 |  $BKNG | Booking Holdings Inc. | $252,619 | 0.0% | +0% | 55.3 |
| 185 |  $DOV | DOVER Corp | $251,808 | 0.0% | +0% | 63.1 |
| 186 |  $NTR | Nutrien Ltd. | $249,169 | 0.0% | +1% | — |
| 187 |  $TGT | TARGET CORP | $245,672 | 0.0% | -2% | 53.1 |
| 188 |  $LIN | LINDE PLC | $243,418 | 0.0% | +2% | — |
| 189 |  $BAC | BANK OF AMERICA CORP /DE/ | $236,779 | 0.0% | +2% | 68.4 |
| 190 | — | VANGUARD WHITEHALL FDS | $235,479 | 0.0% | +0% | — |
| 191 | — | VANGUARD WORLD FD | $234,223 | 0.0% | -19% | — |
| 192 | — | SELECT SECTOR SPDR TR | $228,322 | 0.0% | -54% | — |
| 193 | — | ISHARES TR | $223,166 | 0.0% | -5% | — |
| 194 |  $PSX | Phillips 66 | $221,895 | 0.0% | NEW | 47.6 |
| 195 |  $LRCX | LAM RESEARCH CORP | $221,779 | 0.0% | NEW | 82.4 |
| 196 |  $CME | CME GROUP INC. | $221,513 | 0.0% | +0% | 74.5 |
| 197 |  $BN | BROOKFIELD Corp /ON/ | $219,671 | 0.0% | +0% | — |
| 198 | — | VANGUARD INDEX FDS | $218,179 | 0.0% | +6% | — |
| 199 |  $PPG | PPG INDUSTRIES INC | $213,546 | 0.0% | +0% | 57.1 |
| 200 | — | SCHWAB STRATEGIC TR | $211,891 | 0.0% | -55% | — |
| 201 | — | VANGUARD INDEX FDS | $211,700 | 0.0% | -2% | — |
| 202 |  $GEHC | GE HealthCare Technologies Inc. | $210,978 | 0.0% | +0% | 58.2 |
| 203 |  $KR | KROGER CO | $205,575 | 0.0% | NEW | 51.1 |
| 204 |  $TRGP | Targa Resources Corp. | $202,088 | 0.0% | NEW | 70 |
| 205 | — | VANGUARD INDEX FDS | $201,313 | 0.0% | -11% | — |
New Positions (8)
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Available Analysis
13F Pro tracks comprehensive institutional data for First Western Trust Bank including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track First Western Trust Bank's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for First Western Trust Bank and 8,700+ other institutional investors.
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AI-Powered Hedge Fund Analysis: First Western Trust Bank
13F Pro is an AI hedge fund tracker and stock research platform. For First Western Trust Bank (SEC CIK: 1513189), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in First Western Trust Bank's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.