First Western Trust Bank
CIK: 0001513189Latest portfolio: $2.0B · Q4 2025
Holdings
197
Total Value
$2.0B
New Positions
12
Closed Positions
6
Top Holdings
View All 197 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SYKSTRYKER CORPORATION | 3,253,222 | $1.1B | 56.21% | -380 | |
| 2 | VOOVanguard S&P 500 | 236,042 | $148.0M | 7.28% | -10,275 | |
| 3 | IWRiShares Russell Mid Cap | 1,069,278 | $102.9M | 5.06% | -18,039 | |
| 4 | RSPInvesco S&P 500 Equal Weight | 333,061 | $63.8M | 3.14% | -13,788 | |
| 5 | IWMiShares Russell 2000 | 236,967 | $58.3M | 2.87% | -3,250 | |
| 6 | VEAVanguard FTSE Developed Markets | 674,831 | $42.2M | 2.07% | -67,985 | |
| 7 | AAPLAPPLE INC | 117,099 | $31.8M | 1.57% | +3K | |
| 8 | SPYSPDR S&P 500 | 45,627 | $31.1M | 1.53% | -78,060 | |
| 9 | MSFTMICROSOFT CORP | 51,440 | $24.9M | 1.22% | +1K | |
| 10 | EEMISHARES TR | 399,185 | $21.8M | 1.07% | +395K | |
| 11 | GOOGLALPHABET INC | 65,808 | $20.6M | 1.01% | +2K | |
| 12 | WWDWOODWARD INC | 63,286 | $19.1M | 0.94% | +33 | |
| 13 | JPMJPMORGAN CHASE & CO. | 41,910 | $13.5M | 0.66% | -514 | |
| 14 | IJHISHARES TR | 193,352 | $12.8M | 0.63% | -4,941 | |
| 15 | NVDANVIDIA CORPORATION | 59,884 | $11.2M | 0.55% | +517 | |
| 16 | VVISA INC | 31,158 | $10.9M | 0.54% | +857 | |
| 17 | COSTCOSTCO WHSL CORP NEW | 10,773 | $9.3M | 0.46% | -244 | |
| 18 | VTWOVanguard Russell 2000 | 86,903 | $8.6M | 0.43% | +1K | |
| 19 | MCDMCDONALDS CORP | 26,343 | $8.1M | 0.40% | +524 | |
| 20 | ORCLORACLE CORP | 37,515 | $7.3M | 0.36% | -413 | |
| 21 | TJXTJX COS INC NEW | 44,477 | $6.8M | 0.34% | -26,352 | |
| 22 | IWFiShares Russell 1000 Growth | 14,114 | $6.7M | 0.33% | -964 | |
| 23 | HDHOME DEPOT INC | 19,362 | $6.7M | 0.33% | +296 | |
| 24 | EFAiShares MSCI EAFE | 68,811 | $6.6M | 0.32% | -5,196 | |
| 25 | GILDGILEAD SCIENCES INC | 48,516 | $6.0M | 0.29% | -755 |
Quarterly Changes
New Positions
Sector Breakdown
Financial Services0.0% ($1.4802810293963802e+246T)
Industrials0.0% ($1.9132366234723223e+72T)
Healthcare0.0% ($1.143409595451555e+69T)
Technology0.0% ($3.1834248771116773e+63T)
Consumer Cyclical0.0% ($8.050683166614454e+38T)
Consumer Defensive0.0% ($9.289258024752404e+27T)
Unknown0.0% ($3.651150810957446e+23T)
Basic Materials0.0% ($4946928756397.2T)
Communication Services0.0% ($2059742722468.9T)
Utilities0.0% ($268515411085.6T)
Energy0.0% ($48011164.6T)
Real Estate0.0% ($2.5M)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 12, 2026 | $2.0B | 269 |
| Q3 2025 | Nov 14, 2025 | $2.2T | 262 |
| Q2 2025 | Aug 8, 2025 | $2.2T | 267 |
| Q1 2025 | May 12, 2025 | $2.1T | 262 |
| Q4 2024 | Feb 13, 2025 | $2.2T | 271 |
| Q3 2024 | Nov 7, 2024 | $2224.0T | 279 |
| Q2 2024 | Aug 5, 2024 | $2100.8T | 269 |
| Q1 2024 | May 16, 2024 | $2196.1T | 282 |
| Q4 2023 | Feb 7, 2024 | $2009.0T | 273 |
| Q3 2023 | Nov 14, 2023 | $1859.7T | 240 |
| Q2 2023 | Aug 11, 2023 | $2046.3T | 259 |
| Q1 2023 | May 15, 2023 | $1919.3T | 264 |
| Q4 2022 | Feb 10, 2023 | $1742.5T | 264 |
| Q3 2022 | Nov 9, 2022 | $1.5T | 248 |
| Q2 2022 | Aug 12, 2022 | $1.5T | 284 |
| Q1 2022 | May 13, 2022 | $1.9T | 279 |
Fund Information
First Western Trust Bank is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $2.0B across 197 holdings. The largest position is STRYKER CORPORATION (SYK), representing 56.2% of the portfolio. Compared to the previous quarter, the fund opened 12 new positions and closed 6 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.