What does First Western Trust Bank hold?

First Western Trust Bank's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include SYK. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1513189.

What is First Western Trust Bank's AUM?

First Western Trust Bank reported approximately $2.1B in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities).

Where does 13F Pro source First Western Trust Bank's holdings?

All First Western Trust Bank holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1513189. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is First Western Trust Bank's 13F data updated on 13F Pro?

First Western Trust Bank's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

First Western Trust Bank

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1513189

Institutional-grade research for retail investors

Sector Allocation

Healthcare47.9%$981.6M
Other34.0%$697.6M
Technology7.1%$144.8M
Financials6.0%$122.8M
Industrials1.4%$28.0M
Consumer Discretionary1.3%$27.1M
Consumer Staples1.1%$23.0M
Energy0.4%$8.4M
Materials0.4%$7.4M
Utilities0.3%$5.9M

AUM History

13fpro.ai/research/fund/first-western-trust-bank-1513189

Conviction and streaks

Stable · top 10 = 80.4%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$SYKConviction hold46.3% weight · held 10 quarters

$Conviction hold7.3% weight · held 10 quarters

$Conviction hold5.5% weight · held 10 quarters

$SPYConviction hold4.5% weight · held 10 quarters

$IVZConviction hold3.6% weight · held 8 quarters

$Accumulating+17098% shares · 3 quarters running

$CSCOAccumulating+75% shares · 3 quarters running

$ADIAccumulating+6% shares · 3 quarters running

$LINAccumulating+7% shares · 3 quarters running

$IVZAccumulating+5% shares · 2 quarters running

$SYKTrimming-14% shares · 9 quarters running

$JPMTrimming-31% shares · 9 quarters running

$COSTTrimming-39% shares · 9 quarters running

$TXNTrimming-42% shares · 9 quarters running

$TJXTrimming-64% shares · 9 quarters running

Largest positions — Q2 2026

SYK
$950.0M
Vanguard
$150.8M
iShares
$112.9M
SPY
$91.8M
IVZ
$74.6M
iShares
$70.4M
Vanguard
$68.9M
VANGUARD
$50.2M
ISHARES
$45.2M
AAPL
$33.8M
WWD
$25.2M
GOOGL
$20.7M
MSFT
$17.6M
ISHARES
$15.5M
JPM
$12.7M
NVDA
$11.1M
Vanguard
$11.0M
V
$9.9M
COST
$9.1M
TXN
$8.6M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/first-western-trust-bank-1513189

First Western Trust Bank 13F holdings — Q2 2026

$2.1B portfolio (+3.6% QoQ) · 215 holdings · Q2 2026 13F · top 10 are 80% of the stock portfolio

1
STRYKER CORP
$SYK
$950.0M
46.3% of stocks
-0.1%This quarter-13.1%Since filed10+ qtrsHeld
AIQuality72.1#162Est. buyEstimated buy price is Pro: unlock with a free trial
2
Vanguard S&P 500 - Exchange Traded Fund
$150.8M
7.3% of stocks
-3%This quarter—Since filed—Held
AIQuality—Est. buy—
3
iShares Russell Mid Cap - Exchange Traded Fund
$112.9M
5.5% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
4
SPDR S&P 500 ETF TRUST
$SPY
$91.8M
4.5% of stocks
-1%This quarter+4.9%Since filed10+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
5
Invesco Ltd.
$IVZ
$74.6M
3.6% of stocks
+2%This quarter+1.6%Since filed10+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
6
iShares Russell 2000 - Exchange Traded Fund
$70.4M
3.4% of stocks
-1%This quarter—Since filed—Held
AIQuality—Est. buy—
7
Vanguard FTSE Developed Markets - Exchange Traded Fund
$68.9M
3.4% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
8
VANGUARD INDEX FDS - Exchange Traded Fund
$50.2M
2.5% of stocks
+0.4%This quarter—Since filed—Held
AIQuality—Est. buy—
9
ISHARES TR - Exchange Traded Fund
$45.2M
2.2% of stocks
+11%This quarter—Since filed—Held
AIQuality—Est. buy—
10
Apple Inc.
$AAPL
$33.8M
1.6% of stocks
-2%This quarter+1.7%Since filed10+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	STRYKER CORP$SYK	$950.0M	46.3%	-0.1%	-13.1%	10+ qtrs	72.1#162	Estimated buy price is Pro: unlock with a free trial
2	Vanguard S&P 500 - Exchange Traded Fund	$150.8M	7.3%	-3%	—	—	—	—
3	iShares Russell Mid Cap - Exchange Traded Fund	$112.9M	5.5%	-2%	—	—	—	—
4	SPDR S&P 500 ETF TRUST$SPY	$91.8M	4.5%	-1%	+4.9%	10+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
5	Invesco Ltd.$IVZ	$74.6M	3.6%	+2%	+1.6%	10+ qtrsAdded 2 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
6	iShares Russell 2000 - Exchange Traded Fund	$70.4M	3.4%	-1%	—	—	—	—
7	Vanguard FTSE Developed Markets - Exchange Traded Fund	$68.9M	3.4%	+4%	—	—	—	—
8	VANGUARD INDEX FDS - Exchange Traded Fund	$50.2M	2.5%	+0.4%	—	—	—	—
9	ISHARES TR - Exchange Traded Fund	$45.2M	2.2%	+11%	—	—	—	—
10	Apple Inc.$AAPL	$33.8M	1.6%	-2%	+1.7%	10+ qtrs	75.7#88	Estimated buy price is Pro: unlock with a free trial

All holdings — First Western Trust Bank (Q2 2026)

Sort

215 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$WWD	Woodward, Inc.	Technology	$25.2M	1.2%	59K	-0.4%	10+ qtrs	67.5	13F
12	$GOOGL	Alphabet Inc.	Technology	$20.7M	1.0%	58K	-11%	10+ qtrsTrimmed 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
13	$MSFT	MICROSOFT CORP	Technology	$17.6M	0.9%	47K	-6%	10+ qtrsTrimmed 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
14	—	ISHARES TR - Exchange Traded Fundetf/fund	—	$15.5M	0.8%	201K	-5%	—	—	13F
15	$JPM	JPMORGAN CHASE & CO	Financials	$12.7M	0.6%	39K	-5%	10+ qtrsTrimmed 9 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
16	$NVDA	NVIDIA CORP	Technology	$11.1M	0.5%	56K	-7%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
17	—	Vanguard Russell 2000 - Exchange Traded Fundetf/fund	—	$11.0M	0.5%	91K	-2%	—	—	13F
18	$V	VISA INC.	Financials	$9.9M	0.5%	29K	-6%	10+ qtrsTrimmed 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
19	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$9.1M	0.4%	9,740	-8%	10+ qtrsTrimmed 9 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
20	$TXN	TEXAS INSTRUMENTS INC	Technology	$8.6M	0.4%	29K	-6%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
21	—	iShares MSCI EAFE - Exchange Traded Fundetf/fund	—	$7.9M	0.4%	76K	-5%	—	—	13F
22	—	iShares Russell 1000 Growth - Exchange Traded Fundetf/fund	—	$6.8M	0.3%	54K	+291%	—	—	13F
23	—	SELECT SECTOR SPDR TR - Common Stocketf/fund	—	$6.1M	0.3%	32K	+1755%	—	—	13F
24	$MCD	MCDONALDS CORP	Consumer Discretionary	$6.0M	0.3%	22K	-7%	10+ qtrsTrimmed 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
25	$TJX	TJX COMPANIES INC /DE/	Consumer Discretionary	$5.8M	0.3%	38K	-8%	10+ qtrsTrimmed 9 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
26	$GILD	GILEAD SCIENCES, INC.	Healthcare	$5.7M	0.3%	45K	-6%
27	$SLB	SLB LIMITED/NV	Energy	$5.4M	0.3%	117K	-6%
28	—	ISHARES TR - Exchange Traded Fund	—	$5.2M	0.3%	6,919	-0.1%
29	$MAR	MARRIOTT INTERNATIONAL INC /MD/	Consumer Discretionary	$5.0M	0.2%	13K	-6%
30	—	VANGUARD INTL EQUITY INDEX FDS - Exchange Traded Fund	—	$4.9M	0.2%	82K	+9%
31	$ECL	ECOLAB INC.	Materials	$4.8M	0.2%	17K	-7%
32	—	ISHARES TR - Exchange Traded Fund	—	$4.4M	0.2%	30K	-2%
33	$ORCL	ORACLE CORP	Technology	$4.4M	0.2%	30K	-14%
34	$JNJ	JOHNSON & JOHNSON	Healthcare	$4.1M	0.2%	16K	-9%
35	$TMO	THERMO FISHER SCIENTIFIC INC.	Healthcare	$4.0M	0.2%	8,028	-9%
36	$AMZN	AMAZON COM INC	Consumer Discretionary	$4.0M	0.2%	17K	-4%
37	$GOOG	Alphabet Inc.	Technology	$3.9M	0.2%	11K	-16%
38	—	SELECT SECTOR SPDR TR - Common Stock	—	$3.9M	0.2%	21K	New
39	$GE	GENERAL ELECTRIC CO	Industrials	$3.6M	0.2%	9,581	+2%
40	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$3.6M	0.2%	7,138	-0.5%
41	—	ISHARES TR - Exchange Traded Fund	—	$3.5M	0.2%	8,476	+26%
42	—	Dimensional US Small Cap ETF - Exchange Traded Fund	—	$3.4M	0.2%	42K	-15%
43	$DHR	DANAHER CORP /DE/	Healthcare	$3.4M	0.2%	18K	-12%
44	$BLK	BlackRock, Inc.	Financials	$3.3M	0.2%	3,461	-11%
45	$ABT	ABBOTT LABORATORIES	Healthcare	$3.1M	0.1%	34K	-15%
46	$LHX	L3HARRIS TECHNOLOGIES, INC. /DE/	Technology	$3.0M	0.1%	10K	-5%
47	$MYFW	First Western Financial Inc	Financials	$3.0M	0.1%	92K	-6%
48	$KO	COCA COLA CO	Consumer Staples	$2.8M	0.1%	35K	-2%
49	$SPGI	S&P Global Inc.	Financials	$2.8M	0.1%	6,844	-10%
50	—	ISHARES TR - Exchange Traded Fund	—	$2.7M	0.1%	20K	—
51	$NEE	NEXTERA ENERGY INC	Utilities	$2.7M	0.1%	31K	-8%
52	$KNX	Knight-Swift Transportation Holdings Inc.	Industrials	$2.7M	0.1%	34K	-8%
53	$GEV	GE Vernova Inc.	Industrials	$2.6M	0.1%	2,222	-3%
54	$EMR	EMERSON ELECTRIC CO	Industrials	$2.5M	0.1%	17K	-0.7%
55	$HD	HOME DEPOT, INC.	Consumer Discretionary	$2.5M	0.1%	7,038	-63%
56	$ICE	Intercontinental Exchange, Inc.	Financials	$2.4M	0.1%	19K	-7%
57	$WMT	Walmart Inc.	Consumer Staples	$2.4M	0.1%	21K	-3%
58	$PEP	PEPSICO INC	Consumer Staples	$2.3M	0.1%	17K	+0.1%
59	—	iShares Russell 1000 Value - Exchange Traded Fund	—	$2.3M	0.1%	9,592	+20%
60	$INTC	INTEL CORP	Technology	$2.2M	0.1%	16K	+0.5%
61	$AMT	AMERICAN TOWER CORP /MA/	Real Estate	$2.1M	0.1%	13K	-10%
62	$RTX	RTX Corp	Industrials	$2.1M	0.1%	11K	+0.8%
63	$DIS	Walt Disney Co	Communication Services	$2.0M	0.1%	21K	-6%
64	$HON	HONEYWELL INTERNATIONAL INC	Industrials	$1.9M	0.1%	8,575	-54%
65	$HONA	Honeywell Aerospace Inc.	Industrials	$1.9M	0.1%	8,574	New
66	$BMY	BRISTOL MYERS SQUIBB CO	Healthcare	$1.9M	0.1%	33K	-0.2%
67	$PG	PROCTER & GAMBLE Co	Consumer Staples	$1.8M	0.1%	12K	-21%
68	$FTV	Fortive Corp	Industrials	$1.7M	0.1%	28K	-10%
69	—	ISHARES TR - Exchange Traded Fund	—	$1.7M	0.1%	6,700	—
70	—	ISHARES TR - Fixed Income ETF	—	$1.7M	0.1%	65K	+242%
71	—	ISHARES TR - Fixed Income ETF	—	$1.7M	0.1%	66K	+241%
72	—	ISHARES TR - Fixed Income ETF	—	$1.7M	0.1%	72K	+242%
73	—	ISHARES TR - Fixed Income ETF	—	$1.7M	0.1%	71K	+242%
74	—	ISHARES TR - Fixed Income ETF	—	$1.6M	0.1%	61K	+229%
75	$AVGO	Broadcom Inc.	Technology	$1.6M	0.1%	4,123	-0.7%
76	$ACN	Accenture plc	Technology	$1.5M	0.1%	12K	-12%
77	$INTU	INTUIT INC.	Technology	$1.5M	0.1%	5,772	-19%
78	$BRK.A	BERKSHIRE HATHAWAY INC	Financials	$1.5M	0.1%	2	—
79	$LLY	ELI LILLY & Co	Healthcare	$1.4M	0.1%	1,182	+0.3%
80	—	SCHWAB STRATEGIC TR - Exchange Traded Fund	—	$1.4M	0.1%	42K	+91%
81	$ABBV	AbbVie Inc.	Healthcare	$1.4M	0.1%	5,491	-11%
82	$LMT	LOCKHEED MARTIN CORP	Industrials	$1.4M	0.1%	2,675	-3%
83	$LWLG	Lightwave Logic, Inc.	Materials	$1.3M	0.1%	143K	-18%
84	$PGR	PROGRESSIVE CORP/OH/	Financials	$1.3M	0.1%	6,056	-0.8%
85	$XOM.R34088	EXXON MOBIL CORP	Energy	$1.3M	0.1%	9,597	-5%
86	$AXP	AMERICAN EXPRESS CO	Financials	$1.3M	0.1%	3,784	-31%
87	$CSCO	CISCO SYSTEMS, INC.	Technology	$1.2M	0.1%	11K	+0.2%
88	—	SPDR SER TR - Fixed Income ETF	—	$1.2M	0.1%	12K	-3%
89	$XEL	XCEL ENERGY INC	Utilities	$1.2M	0.1%	15K	-0.2%
90	$PM	Philip Morris International Inc.	Consumer Staples	$1.2M	0.1%	6,570	-1%
91	$ETN	Eaton Corp plc	Industrials	$1.2M	0.1%	2,727	+0.2%
92	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$1.1M	0.1%	1,499	+88%
93	$MA	Mastercard Inc	Financials	$1.1M	0.1%	2,139	+0.1%
94	$ZBH	ZIMMER BIOMET HOLDINGS, INC.	Healthcare	$1.1M	0.1%	13K	-0.1%
95	$CAT	CATERPILLAR INC	Industrials	$1.1M	0.1%	1,004	+0.4%
96	$AMAT	APPLIED MATERIALS INC /DE	Technology	$942K	0.1%	1,303	-0.8%
97	—	VENU HLDG CORP - Common Stock	—	$908K	0.0%	400K	—
98	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$886K	0.0%	3,151	-4%
99	$ADI	ANALOG DEVICES INC	Technology	$879K	0.0%	2,213	+0.0%
100	—	SCHWAB STRATEGIC TR - Exchange Traded Fund	—	$829K	0.0%	24K	+111%
101	$AZO	AUTOZONE INC	Consumer Discretionary	$825K	0.0%	258	+0.8%
102	$MRK	Merck & Co., Inc.	Healthcare	$814K	0.0%	6,333	-4%
103	$MMM	3M CO	Healthcare	$800K	0.0%	4,943	-0.6%
104	$EIX	EDISON INTERNATIONAL	Utilities	$791K	0.0%	11K	—
105	$CI	Cigna Group	Healthcare	$775K	0.0%	2,813	+0.2%
106	$PH	Parker-Hannifin Corp	Industrials	$774K	0.0%	791	+0.1%
107	$ADBE	ADOBE INC.	Technology	$766K	0.0%	3,735	-7%
108	$META	Meta Platforms, Inc.	Technology	$750K	0.0%	1,332	+0.7%
109	$TDG	TransDigm Group INC	Industrials	$747K	0.0%	561	+0.2%
110	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	—	$742K	0.0%	1,055	—
111	—	iShares Russell Mid Cap Growth - Exchange Traded Fund	—	$727K	0.0%	4,965	—
112	$KDP	Keurig Dr Pepper Inc.	Consumer Staples	$719K	0.0%	22K	-72%
113	$QCOM	QUALCOMM INC/DE	Technology	$711K	0.0%	3,847	-2%
114	—	iShares Russell 2000 Value - Exchange Traded Fund	—	$687K	0.0%	3,108	+20%
115	$CL	COLGATE PALMOLIVE CO	Consumer Staples	$682K	0.0%	7,440	+0.2%
116	$CVX	CHEVRON CORP	Energy	$679K	0.0%	4,099	-3%
117	—	ISHARES TR - Exchange Traded Fund	—	$669K	0.0%	8,137	—
118	$MU	MICRON TECHNOLOGY INC	Technology	$652K	0.0%	565	-31%
119	$WFC	WELLS FARGO & COMPANY/MN	Financials	$641K	0.0%	7,757	-0.6%
120	$YUM	YUM BRANDS INC	Consumer Discretionary	$623K	0.0%	3,898	-1%
121	$PFE	PFIZER INC	Healthcare	$619K	0.0%	26K	-0.4%
122	$ADP	AUTOMATIC DATA PROCESSING INC	Technology	$612K	0.0%	2,731	-2%
123	—	ISHARES TR - Exchange Traded Fund	—	$590K	0.0%	2,947	—
124	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$588K	0.0%	1,232	+2%
125	—	DIMENSIONAL ETF TRUST - Exchange Traded Fund	—	$588K	0.0%	11K	-3%
126	$MCK	MCKESSON CORP	Consumer Staples	$568K	0.0%	752	+1%
127	$UNP	UNION PACIFIC CORP	Industrials	$565K	0.0%	2,077	+0.2%
128	$CARR	CARRIER GLOBAL Corp	Industrials	$564K	0.0%	7,688	—
129	—	TIDAL ETF TR - Exchange Traded Fund	—	$554K	0.0%	24K	—
130	—	DIMENSIONAL ETF TRUST - Exchange Traded Fund	—	$547K	0.0%	6,670	—
131	$APD	Air Products & Chemicals, Inc.	Materials	$546K	0.0%	1,861	-55%
132	—	TOWNEBANK PORTSMOUTH VA - Common Stock	—	$545K	0.0%	15K	+0.3%
133	—	ISHARES TR - Exchange Traded Fund	—	$543K	0.0%	3,042	-3%
134	$AMGN	AMGEN INC	Healthcare	$542K	0.0%	1,496	+0.2%
135	$MO	ALTRIA GROUP, INC.	Consumer Staples	$538K	0.0%	7,480	-0.8%
136	—	VANGUARD INDEX FDS - Exchange Traded Fund	—	$532K	0.0%	5,516	+0.0%
137	—	ISHARES TR - Exchange Traded Fund	—	$524K	0.0%	2,308	—
138	$TSLA	Tesla, Inc.	Consumer Discretionary	$522K	0.0%	1,240	-17%
139	—	FIRST TR EXCHANGE-TRADED FD IV - Fixed Income ETF	—	$497K	0.0%	8,320	New
140	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$484K	0.0%	1,165	+15%
141	$CB	Chubb Ltd	Financials	$484K	0.0%	1,419	+0.2%
142	—	SCHWAB STRATEGIC TR - Exchange Traded Fund	—	$480K	0.0%	17K	New
143	—	iShares Russell 2000 Growth - Exchange Traded Fund	—	$475K	0.0%	1,205	+0.8%
144	$DUK	Duke Energy CORP	Utilities	$468K	0.0%	3,701	+2%
145	$CVS	CVS HEALTH Corp	Healthcare	$461K	0.0%	4,454	-5%
146	$LRCX	LAM RESEARCH CORP	Technology	$450K	0.0%	1,038	—
147	$IVZ	Invesco Ltd.	Financials	$446K	0.0%	2,763	—
148	—	VANGUARD SPECIALIZED FUNDS - Exchange Traded Fund	—	$446K	0.0%	1,885	-4%
149	$DHY	UBS ASSET MANAGEMENT HIGH YIELD CREDIT FUND	Other	$445K	0.0%	250K	—
150	$COF	CAPITAL ONE FINANCIAL CORP	Financials	$440K	0.0%	2,191	+0.2%

What changed in Q2 2026

Against the previous quarter's 13F: 19 new, 62 added to, 105 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.

New positions (19)

SELECT SECTOR SPDR TR - Common Stock$3.9M
first bought this quarter
$HONAHoneywell Aerospace Inc.$1.9M
first bought this quarter
FIRST TR EXCHANGE-TRADED FD IV - Fixed Income ETF$497K
first bought this quarter
SCHWAB STRATEGIC TR - Exchange Traded Fund$480K
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$357K
first bought this quarter
SCHWAB STRATEGIC TR - Exchange Traded Fund$327K
first bought this quarter

+13 more in the Excel export

Added to (62)

SELECT SECTOR SPDR TR - Common Stock+1755%
now $6.1M
iShares Russell 1000 Growth - Exchange Traded Fund+291%
now $6.8M
ISHARES TR - Exchange Traded Fund+11%
now $45.2M
Vanguard FTSE Developed Markets - Exchange Traded Fund+4%
now $68.9M
$IVZInvesco Ltd.+2%
now $74.6M · held 10+ qtrs, 2 adds in a row
ISHARES TR - Fixed Income ETF+242%
now $1.7M

+56 more in the Excel export

Trimmed (105)

$HDHOME DEPOT, INC.-63%
now $2.5M · held 10+ qtrs, 2 trims in a row
Vanguard S&P 500 - Exchange Traded Fund-3%
now $150.8M
$GOOGLAlphabet Inc.-11%
now $20.7M · held 10+ qtrs, 2 trims in a row
$HONHONEYWELL INTERNATIONAL INC-54%
now $1.9M · held 10+ qtrs
iShares Russell Mid Cap - Exchange Traded Fund-2%
now $112.9M
$KDPKeurig Dr Pepper Inc.-72%
now $719K · held 10+ qtrs

+99 more in the Excel export

Sold out (9)

$PYPLPayPal Holdings, Inc.was $652K
held 9+ qtrs
$SNDKSandisk Corpwas $349K
held 1 qtr
$TAT&T INC.was $273K
held 7 qtrs
$CCZCOMCAST CORPwas $266K
held 9+ qtrs
VANGUARD WORLD FDwas $234K
$CMECME GROUP INC.was $222K

+3 more in the Excel export

Holdings by quarter

Every 13F First Western Trust Bank has filed, 17 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Jul 29, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of First Western Bank's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)

Top 10 since filing

-9.3%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 10% over the last 4

Top 10 weight

80%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

100%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

First Western Trust Bank disclosed 215 positions worth $2.1B in its Form 13F-HR for Q2 2026, led by $SYK (STRYKER CORP) at 46.3% of the equity portfolio. During the quarter the fund opened 19 new positions and exited 9 and a full exit from $PYPL. The portfolio is most concentrated in Healthcare (47.9% of disclosed assets). All figures are sourced directly from First Western Trust Bank’s Form 13F-HR filing with the SEC under CIK 1513189.

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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 an AI quality ranking built from its SEC filings (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.