First Western Trust Bank
13F Reported Value
ⓘ$2.1B
Holdings
215
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 (47.5% 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
Stable
$SYK
$SPY
$IVZ
$CSCO
$ADI
$LIN$IVZSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 72.1#158
Quality
$950.0M3,017,349 sh Vanguard S&P 500 - Exchange Traded Fund
—Quality
$150.8M219,510 shiShares Russell Mid Cap - Exchange Traded Fund
—Quality
$112.9M1,022,959 sh- —
Quality
$91.8M122,949 sh - —
Quality
$74.6M350,642 sh iShares Russell 2000 - Exchange Traded Fund
—Quality
$70.4M234,431 shVanguard FTSE Developed Markets - Exchange Traded Fund
—Quality
$68.9M966,922 shVANGUARD INDEX FDS - Exchange Traded Fund
—Quality
$50.2M135,734 shISHARES TR - Exchange Traded Fund
—Quality
$45.2M660,248 sh- 76.4
Quality
$33.8M116,839 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| STRYKER CORP$SYK | 72.1#158 | $950.0M | 3,017,349 |
| Vanguard S&P 500 - Exchange Traded Fund | — | $150.8M | 219,510 |
| iShares Russell Mid Cap - Exchange Traded Fund | — | $112.9M | 1,022,959 |
| SPDR S&P 500 ETF TRUST$SPY | — | $91.8M | 122,949 |
| Invesco Ltd.$IVZ | — | $74.6M | 350,642 |
| iShares Russell 2000 - Exchange Traded Fund | — | $70.4M | 234,431 |
| Vanguard FTSE Developed Markets - Exchange Traded Fund | — | $68.9M | 966,922 |
| VANGUARD INDEX FDS - Exchange Traded Fund | — | $50.2M | 135,734 |
| ISHARES TR - Exchange Traded Fund | — | $45.2M | 660,248 |
 Apple Inc.$AAPL | 76.4 | $33.8M | 116,839 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of First Western Trust Bank's 215 positions.
Showing top 10 of 215 holdings.
Sector Allocation
Healthcare
$974.2M
Other
$697.6M
Technology
$160.1M
Financials
$122.8M
Consumer Discretionary
$38.3M
Industrials
$20.7M
Consumer Staples
$11.2M
Energy
$8.4M
Top Holdings — First Western Trust Bank (Q2 2026)
Top 150 of 215 disclosed positions (by reported value) 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 | $950.0M | 46.3% | -0% | 72.1 |
| 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 | $SPY | SPDR S&P 500 ETF TRUST | $91.8M | 4.5% | -1% | — |
| 5 | $IVZ | Invesco Ltd. | $74.6M | 3.6% | +2% | — |
| 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% | — |
| 9 | — | ISHARES TR - Exchange Traded Fund | $45.2M | 2.2% | +11% | — |
| 10 | $AAPL | Apple Inc. | $33.8M | 1.6% | -2% | 76.4 |
| 11 |  $WWD | Woodward, Inc. | $25.2M | 1.2% | -0% | 67.3 |
| 12 |  $GOOG | Alphabet Inc. | $20.7M | 1.0% | -11% | 78.2 |
| 13 |  $MSFT | MICROSOFT CORP | $17.6M | 0.9% | -6% | 79.8 |
| 14 | — | ISHARES TR - Exchange Traded Fund | $15.5M | 0.8% | -5% | — |
| 15 |  $JPM | JPMORGAN CHASE & CO | $12.7M | 0.6% | -5% | 70.7 |
| 16 |  $NVDA | NVIDIA CORP | $11.1M | 0.5% | -7% | 85.9 |
| 17 | — | Vanguard Russell 2000 - Exchange Traded Fund | $11.0M | 0.5% | -2% | — |
| 18 |  $V | VISA INC. | $9.9M | 0.5% | -6% | 82.9 |
| 19 |  $COST | COSTCO WHOLESALE CORP /NEW | $9.1M | 0.4% | -8% | 66.2 |
| 20 |  $TXN | TEXAS INSTRUMENTS INC | $8.6M | 0.4% | -6% | 73.4 |
| 21 | — | iShares MSCI EAFE - Exchange Traded Fund | $7.9M | 0.4% | -5% | — |
| 22 | — | iShares Russell 1000 Growth - Exchange Traded Fund | $6.8M | 0.3% | +291% | — |
| 23 | — | SELECT SECTOR SPDR TR - Common Stock | $6.1M | 0.3% | +1755% | — |
| 24 |  $MCD | MCDONALDS CORP | $6.0M | 0.3% | -7% | 69 |
| 25 |  $TJX | TJX COMPANIES INC /DE/ | $5.8M | 0.3% | -8% | 68.7 |
| 26 |  $GILD | GILEAD SCIENCES, INC. | $5.7M | 0.3% | -6% | 57.4 |
| 27 |  $SLB | SLB LIMITED/NV | $5.4M | 0.3% | -6% | 57.9 |
| 28 | — | ISHARES TR - Exchange Traded Fund | $5.2M | 0.3% | -0% | — |
| 29 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $5.0M | 0.2% | -6% | 61.7 |
| 30 | — | VANGUARD INTL EQUITY INDEX FDS - Exchange Traded Fund | $4.9M | 0.2% | +9% | — |
| 31 |  $ECL | ECOLAB INC. | $4.8M | 0.2% | -7% | 63.3 |
| 32 | — | ISHARES TR - Exchange Traded Fund | $4.4M | 0.2% | -2% | — |
| 33 |  $ORCL | ORACLE CORP | $4.4M | 0.2% | -14% | 66.2 |
| 34 |  $JNJ | JOHNSON & JOHNSON | $4.1M | 0.2% | -9% | 69 |
| 35 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $4.0M | 0.2% | -9% | 65.1 |
| 36 |  $AMZN | AMAZON COM INC | $4.0M | 0.2% | -4% | 68.7 |
| 37 |  $GOOGL | Alphabet Inc. | $3.9M | 0.2% | -16% | 78.2 |
| 38 | — | SELECT SECTOR SPDR TR - Common Stock | $3.9M | 0.2% | NEW | — |
| 39 |  $GE | GENERAL ELECTRIC CO | $3.6M | 0.2% | +2% | 73.8 |
| 40 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.6M | 0.2% | -1% | 73.8 |
| 41 | — | ISHARES TR - Exchange Traded Fund | $3.5M | 0.2% | +26% | — |
| 42 | — | Dimensional US Small Cap ETF - Exchange Traded Fund | $3.4M | 0.2% | -15% | — |
| 43 |  $DHR | DANAHER CORP /DE/ | $3.4M | 0.2% | -12% | 64.8 |
| 44 |  $BLK | BlackRock, Inc. | $3.3M | 0.2% | -11% | 70 |
| 45 |  $ABT | ABBOTT LABORATORIES | $3.1M | 0.1% | -15% | 65.5 |
| 46 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $3.0M | 0.1% | -5% | 64.4 |
| 47 |  $MYFW | First Western Financial Inc | $3.0M | 0.1% | -6% | 52 |
| 48 |  $KO | COCA COLA CO | $2.8M | 0.1% | -2% | 69.5 |
| 49 |  $SPGI | S&P Global Inc. | $2.8M | 0.1% | -10% | 76.1 |
| 50 | — | ISHARES TR - Exchange Traded Fund | $2.7M | 0.1% | +0% | — |
| 51 |  $NEE | NEXTERA ENERGY INC | $2.7M | 0.1% | -8% | 64.6 |
| 52 |  $KNX | Knight-Swift Transportation Holdings Inc. | $2.7M | 0.1% | -8% | 54.4 |
| 53 |  $GEV | GE Vernova Inc. | $2.6M | 0.1% | -3% | 81.1 |
| 54 |  $EMR | EMERSON ELECTRIC CO | $2.5M | 0.1% | -1% | 65.3 |
| 55 |  $HD | HOME DEPOT, INC. | $2.5M | 0.1% | -63% | 60.3 |
| 56 |  $ICE | Intercontinental Exchange, Inc. | $2.4M | 0.1% | -7% | 73.7 |
| 57 |  $WMT | Walmart Inc. | $2.4M | 0.1% | -3% | 60.2 |
| 58 |  $PEP | PEPSICO INC | $2.3M | 0.1% | +0% | 63.4 |
| 59 | — | iShares Russell 1000 Value - Exchange Traded Fund | $2.3M | 0.1% | +20% | — |
| 60 |  $INTC | INTEL CORP | $2.2M | 0.1% | +0% | 45.6 |
| 61 |  $AMT | AMERICAN TOWER CORP /MA/ | $2.1M | 0.1% | -10% | 66.3 |
| 62 |  $RTX | RTX Corp | $2.1M | 0.1% | +1% | 73.2 |
| 63 |  $DIS | Walt Disney Co | $2.0M | 0.1% | -6% | 60.1 |
| 64 |  $HON | HONEYWELL INTERNATIONAL INC | $1.9M | 0.1% | -54% | 65 |
| 65 |  $HONA | Honeywell Aerospace Inc. | $1.9M | 0.1% | NEW | — |
| 66 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.9M | 0.1% | -0% | 70.4 |
| 67 |  $PG | PROCTER & GAMBLE Co | $1.8M | 0.1% | -21% | 64.6 |
| 68 |  $FTV | Fortive Corp | $1.7M | 0.1% | -10% | 57 |
| 69 | — | ISHARES TR - Exchange Traded Fund | $1.7M | 0.1% | +0% | — |
| 70 | — | ISHARES TR - Fixed Income ETF | $1.7M | 0.1% | +242% | — |
| 71 | — | ISHARES TR - Fixed Income ETF | $1.7M | 0.1% | +241% | — |
| 72 | — | ISHARES TR - Fixed Income ETF | $1.7M | 0.1% | +242% | — |
| 73 | — | ISHARES TR - Fixed Income ETF | $1.7M | 0.1% | +242% | — |
| 74 | — | ISHARES TR - Fixed Income ETF | $1.6M | 0.1% | +229% | — |
| 75 |  $AVGO | Broadcom Inc. | $1.6M | 0.1% | -1% | 84.5 |
| 76 |  $ACN | Accenture plc | $1.5M | 0.1% | -12% | — |
| 77 |  $INTU | INTUIT INC. | $1.5M | 0.1% | -19% | 79.3 |
| 78 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.5M | 0.1% | +0% | 73.8 |
| 79 |  $LLY | ELI LILLY & Co | $1.4M | 0.1% | +0% | 87.5 |
| 80 | — | SCHWAB STRATEGIC TR - Exchange Traded Fund | $1.4M | 0.1% | +91% | — |
| 81 |  $ABBV | AbbVie Inc. | $1.4M | 0.1% | -11% | 72.6 |
| 82 |  $LMT | LOCKHEED MARTIN CORP | $1.4M | 0.1% | -3% | 65.6 |
| 83 |  $LWLG | Lightwave Logic, Inc. | $1.3M | 0.1% | -18% | — |
| 84 |  $PGR | PROGRESSIVE CORP/OH/ | $1.3M | 0.1% | -1% | 80.1 |
| 85 |  $XOM.R34088 | EXXON MOBIL CORP | $1.3M | 0.1% | -5% | 57.9 |
| 86 |  $AXP | AMERICAN EXPRESS CO | $1.3M | 0.1% | -31% | 69.4 |
| 87 | $CSCO | CISCO SYSTEMS, INC. | $1.2M | 0.1% | +0% | 70.3 |
| 88 | — | SPDR SER TR - Fixed Income ETF | $1.2M | 0.1% | -3% | — |
| 89 |  $XEL | XCEL ENERGY INC | $1.2M | 0.1% | -0% | 56.4 |
| 90 |  $PM | Philip Morris International Inc. | $1.2M | 0.1% | -1% | 75.9 |
| 91 |  $ETN | Eaton Corp plc | $1.2M | 0.1% | +0% | — |
| 92 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.1M | 0.1% | +88% | — |
| 93 |  $MA | Mastercard Inc | $1.1M | 0.1% | +0% | 85.1 |
| 94 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $1.1M | 0.1% | -0% | 65.7 |
| 95 |  $CAT | CATERPILLAR INC | $1.1M | 0.1% | +0% | 66.5 |
| 96 |  $AMAT | APPLIED MATERIALS INC /DE | $942,069 | 0.1% | -1% | 72.3 |
| 97 | — | VENU HLDG CORP - Common Stock | $908,272 | 0.0% | +0% | — |
| 98 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $886,093 | 0.0% | -4% | 70 |
| 99 | $ADI | ANALOG DEVICES INC | $878,937 | 0.0% | +0% | 79.2 |
| 100 | — | SCHWAB STRATEGIC TR - Exchange Traded Fund | $829,139 | 0.0% | +111% | — |
| 101 |  $AZO | AUTOZONE INC | $824,553 | 0.0% | +1% | 66.2 |
| 102 |  $MRK | Merck & Co., Inc. | $813,790 | 0.0% | -4% | 59.9 |
| 103 |  $MMM | 3M CO | $800,321 | 0.0% | -1% | 64.9 |
| 104 |  $EIX | EDISON INTERNATIONAL | $790,882 | 0.0% | +0% | 61.2 |
| 105 |  $CI | Cigna Group | $775,488 | 0.0% | +0% | 66.2 |
| 106 |  $PH | Parker-Hannifin Corp | $773,693 | 0.0% | +0% | 65.8 |
| 107 |  $ADBE | ADOBE INC. | $765,750 | 0.0% | -7% | 77.6 |
| 108 |  $META | Meta Platforms, Inc. | $750,302 | 0.0% | +1% | 79.6 |
| 109 |  $TDG | TransDigm Group INC | $747,274 | 0.0% | +0% | 68 |
| 110 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $742,024 | 0.0% | +0% | — |
| 111 | — | iShares Russell Mid Cap Growth - Exchange Traded Fund | $726,926 | 0.0% | +0% | — |
| 112 |  $KDP | Keurig Dr Pepper Inc. | $719,144 | 0.0% | -72% | 64.6 |
| 113 |  $QCOM | QUALCOMM INC/DE | $710,887 | 0.0% | -2% | 70.5 |
| 114 | — | iShares Russell 2000 Value - Exchange Traded Fund | $687,490 | 0.0% | +20% | — |
| 115 |  $CL | COLGATE PALMOLIVE CO | $682,099 | 0.0% | +0% | 61.3 |
| 116 |  $CVX | CHEVRON CORP | $679,451 | 0.0% | -3% | 62.8 |
| 117 | — | ISHARES TR - Exchange Traded Fund | $669,431 | 0.0% | +0% | — |
| 118 |  $MU | MICRON TECHNOLOGY INC | $652,174 | 0.0% | -31% | 86.2 |
| 119 |  $WFC | WELLS FARGO & COMPANY/MN | $641,038 | 0.0% | -1% | 61.8 |
| 120 |  $YUM | YUM BRANDS INC | $623,134 | 0.0% | -1% | 73.7 |
| 121 |  $PFE | PFIZER INC | $619,362 | 0.0% | -0% | 62 |
| 122 |  $ADP | AUTOMATIC DATA PROCESSING INC | $611,607 | 0.0% | -2% | 69.8 |
| 123 | — | ISHARES TR - Exchange Traded Fund | $589,518 | 0.0% | +0% | — |
| 124 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $588,366 | 0.0% | +2% | — |
| 125 | — | DIMENSIONAL ETF TRUST - Exchange Traded Fund | $587,522 | 0.0% | -3% | — |
| 126 |  $MCK | MCKESSON CORP | $568,211 | 0.0% | +1% | 63.4 |
| 127 |  $UNP | UNION PACIFIC CORP | $564,944 | 0.0% | +0% | 69.7 |
| 128 |  $CARR | CARRIER GLOBAL Corp | $563,915 | 0.0% | +0% | 56.6 |
| 129 | — | TIDAL ETF TR - Exchange Traded Fund | $554,243 | 0.0% | +0% | — |
| 130 | — | DIMENSIONAL ETF TRUST - Exchange Traded Fund | $546,540 | 0.0% | +0% | — |
| 131 |  $APD | Air Products & Chemicals, Inc. | $545,608 | 0.0% | -55% | 46.4 |
| 132 | — | TOWNEBANK PORTSMOUTH VA - Common Stock | $544,977 | 0.0% | +0% | — |
| 133 | — | ISHARES TR - Exchange Traded Fund | $543,301 | 0.0% | -3% | — |
| 134 |  $AMGN | AMGEN INC | $541,732 | 0.0% | +0% | 79.2 |
| 135 |  $MO | ALTRIA GROUP, INC. | $538,186 | 0.0% | -1% | 67.4 |
| 136 | — | VANGUARD INDEX FDS - Exchange Traded Fund | $531,908 | 0.0% | +0% | — |
| 137 | — | ISHARES TR - Exchange Traded Fund | $524,054 | 0.0% | +0% | — |
| 138 |  $TSLA | Tesla, Inc. | $521,544 | 0.0% | -17% | 53.9 |
| 139 | — | FIRST TR EXCHANGE-TRADED FD IV - Fixed Income ETF | $496,954 | 0.0% | NEW | — |
| 140 |  $UNH | UNITEDHEALTH GROUP INC | $484,208 | 0.0% | +15% | 62.7 |
| 141 |  $CB | Chubb Ltd | $483,510 | 0.0% | +0% | — |
| 142 | — | SCHWAB STRATEGIC TR - Exchange Traded Fund | $479,875 | 0.0% | NEW | — |
| 143 | — | iShares Russell 2000 Growth - Exchange Traded Fund | $474,722 | 0.0% | +1% | — |
| 144 |  $DUK | Duke Energy CORP | $468,473 | 0.0% | +2% | 56.4 |
| 145 |  $CVS | CVS HEALTH Corp | $460,766 | 0.0% | -5% | 59.4 |
| 146 |  $LRCX | LAM RESEARCH CORP | $449,797 | 0.0% | +0% | 79.4 |
| 147 | $IVZ | Invesco Ltd. | $446,335 | 0.0% | +0% | — |
| 148 | — | VANGUARD SPECIALIZED FUNDS - Exchange Traded Fund | $446,029 | 0.0% | -4% | — |
| 149 |  $DHY | CREDIT SUISSE HIGH YIELD CREDIT FUND | $445,000 | 0.0% | +0% | — |
| 150 |  $COF | CAPITAL ONE FINANCIAL CORP | $439,558 | 0.0% | +0% | 62.4 |
New Positions (19)
$HONA Honeywell Aerospace Inc.$1.9M
$AMD ADVANCED MICRO DEVICES INC$356,679
$KEYS Keysight Technologies, Inc.$239,098
$PANW Palo Alto Networks Inc$231,894
$MS MORGAN STANLEY$230,153
$ALL ALLSTATE CORP$220,808
$SNA Snap-on Inc$217,296
$TRV TRAVELERS COMPANIES, INC.$213,588
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