First Western Trust Bank Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$2.0B
Holdings
197
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (197 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SYKSTRYKER CORPORATION | 3,253,222 | $1.1B | 56.21% | |
| 2 | VOOVanguard S&P 500 | 236,042 | $148.0M | 7.28% | |
| 3 | IWRiShares Russell Mid Cap | 1,069,278 | $102.9M | 5.06% | |
| 4 | RSPInvesco S&P 500 Equal Weight | 333,061 | $63.8M | 3.14% | |
| 5 | IWMiShares Russell 2000 | 236,967 | $58.3M | 2.87% | |
| 6 | VEAVanguard FTSE Developed Markets | 674,831 | $42.2M | 2.07% | |
| 7 | AAPLAPPLE INC | 117,099 | $31.8M | 1.57% | |
| 8 | SPYSPDR S&P 500 | 45,627 | $31.1M | 1.53% | |
| 9 | MSFTMICROSOFT CORP | 51,440 | $24.9M | 1.22% | |
| 10 | EEMISHARES TR | 399,185 | $21.8M | 1.07% | |
| 11 | GOOGLALPHABET INC | 65,808 | $20.6M | 1.01% | |
| 12 | WWDWOODWARD INC | 63,286 | $19.1M | 0.94% | |
| 13 | JPMJPMORGAN CHASE & CO. | 41,910 | $13.5M | 0.66% | |
| 14 | IJHISHARES TR | 193,352 | $12.8M | 0.63% | |
| 15 | NVDANVIDIA CORPORATION | 59,884 | $11.2M | 0.55% | |
| 16 | VVISA INC | 31,158 | $10.9M | 0.54% | |
| 17 | COSTCOSTCO WHSL CORP NEW | 10,773 | $9.3M | 0.46% | |
| 18 | VTWOVanguard Russell 2000 | 86,903 | $8.6M | 0.43% | |
| 19 | MCDMCDONALDS CORP | 26,343 | $8.1M | 0.40% | |
| 20 | ORCLORACLE CORP | 37,515 | $7.3M | 0.36% | |
| 21 | TJXTJX COS INC NEW | 44,477 | $6.8M | 0.34% | |
| 22 | IWFiShares Russell 1000 Growth | 14,114 | $6.7M | 0.33% | |
| 23 | HDHOME DEPOT INC | 19,362 | $6.7M | 0.33% | |
| 24 | EFAiShares MSCI EAFE | 68,811 | $6.6M | 0.32% | |
| 25 | GILDGILEAD SCIENCES INC | 48,516 | $6.0M | 0.29% | |
| 26 | TXNTEXAS INSTRS INC | 31,060 | $5.4M | 0.26% | |
| 27 | TMOTHERMO FISHER SCIENTIFIC INC | 8,897 | $5.2M | 0.25% | |
| 28 | ABTABBOTT LABS | 40,762 | $5.1M | 0.25% | |
| 29 | INTUINTUIT | 7,637 | $5.1M | 0.25% | |
| 30 | ECLECOLAB INC | 18,845 | $4.9M | 0.24% | |
| 31 | SLBSCHLUMBERGER LTD | 125,140 | $4.8M | 0.24% | |
| 32 | DHRDANAHER CORPORATION | 20,367 | $4.7M | 0.23% | |
| 33 | MARMARRIOTT INTL INC NEW | 14,360 | $4.5M | 0.22% | |
| 34 | GOOGALPHABET INC | 13,616 | $4.3M | 0.21% | |
| 35 | BLKBLACKROCK INC | 3,899 | $4.2M | 0.21% | |
| 36 | AMZNAMAZON COM INC | 17,853 | $4.1M | 0.20% | |
| 37 | JNJJOHNSON & JOHNSON | 19,671 | $4.1M | 0.20% | |
| 38 | SPGIS&P GLOBAL INC | 7,726 | $4.0M | 0.20% | |
| 39 | HONHONEYWELL INTL INC | 18,775 | $3.7M | 0.18% | |
| 40 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,266 | $3.7M | 0.18% | |
| 41 | ACNACCENTURE PLC IRELAND | 13,595 | $3.6M | 0.18% | |
| 42 | IJRISHARES TR | 30,271 | $3.6M | 0.18% | |
| 43 | DFASDimensional US Small Cap ETF | 51,975 | $3.6M | 0.18% | |
| 44 | ICEINTERCONTINENTAL EXCHANGE INC | 21,618 | $3.5M | 0.17% | |
| 45 | IWBISHARES TR | 9,329 | $3.5M | 0.17% | |
| 46 | ROPROPER TECHNOLOGIES INC | 7,804 | $3.5M | 0.17% | |
| 47 | VENUVENU HLDG CORP | 400,120 | $3.4M | 0.17% | |
| 48 | LHXL3HARRIS TECHNOLOGIES INC | 10,982 | $3.2M | 0.16% | |
| 49 | GEGE AEROSPACE | 9,602 | $3.0M | 0.15% | |
| 50 | IVVISHARES TR | 4,153 | $2.8M | 0.14% | |
| 51 | NEENEXTERA ENERGY INC | 33,450 | $2.7M | 0.13% | |
| 52 | EMREMERSON ELEC CO | 19,507 | $2.6M | 0.13% | |
| 53 | PEPPEPSICO INC | 17,986 | $2.6M | 0.13% | |
| 54 | AMTAMERICAN TOWER CORP NEW | 14,506 | $2.5M | 0.13% | |
| 55 | KOCOCA COLA CO | 35,421 | $2.5M | 0.12% | |
| 56 | DISDISNEY WALT CO | 21,696 | $2.5M | 0.12% | |
| 57 | MYFWFIRST WESTN FINL INC | 91,479 | $2.5M | 0.12% | |
| 58 | IVWISHARES TR | 19,886 | $2.5M | 0.12% | |
| 59 | WMTWALMART INC | 21,579 | $2.4M | 0.12% | |
| 60 | AXPAMERICAN EXPRESS CO | 6,060 | $2.2M | 0.11% | |
| 61 | PGPROCTER AND GAMBLE CO | 15,347 | $2.2M | 0.11% | |
| 62 | KNXKNIGHT-SWIFT TRANSN HLDGS INC | 40,177 | $2.1M | 0.10% | |
| 63 | RTXRTX CORPORATION | 11,038 | $2.0M | 0.10% | |
| 64 | KDPKEURIG DR PEPPER INC | 64,237 | $1.8M | 0.09% | |
| 65 | BMYBRISTOL-MYERS SQUIBB CO | 32,604 | $1.8M | 0.09% | |
| 66 | FTVFORTIVE CORP | 31,426 | $1.7M | 0.09% | |
| 67 | IWDiShares Russell 1000 Value | 7,596 | $1.6M | 0.08% | |
| 68 | GEVGE VERNOVA INC | 2,359 | $1.5M | 0.08% | |
| 69 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.5M | 0.07% | |
| 70 | AVGOBROADCOM INC | 4,172 | $1.4M | 0.07% | |
| 71 | ABBVABBVIE INC | 6,208 | $1.4M | 0.07% | |
| 72 | ELLAUDER ESTEE COS INC | 13,480 | $1.4M | 0.07% | |
| 73 | PGRPROGRESSIVE CORP | 6,141 | $1.4M | 0.07% | |
| 74 | ADBEADOBE INC | 3,903 | $1.4M | 0.07% | |
| 75 | IYWISHARES TR | 6,700 | $1.3M | 0.07% | |
| 76 | LLYELI LILLY & CO | 1,215 | $1.3M | 0.06% | |
| 77 | LMTLOCKHEED MARTIN CORP | 2,583 | $1.2M | 0.06% | |
| 78 | JNKSPDR SER TR | 12,820 | $1.2M | 0.06% | |
| 79 | MAMASTERCARD INCORPORATED | 2,137 | $1.2M | 0.06% | |
| 80 | XOMEXXON MOBIL CORP | 9,681 | $1.2M | 0.06% | |
| 81 | ZBHZIMMER BIOMET HOLDINGS INC | 12,649 | $1.1M | 0.06% | |
| 82 | 4I1PHILIP MORRIS INTL INC | 6,829 | $1.1M | 0.05% | |
| 83 | XELXCEL ENERGY INC | 14,705 | $1.1M | 0.05% | |
| 84 | IBMINTERNATIONAL BUSINESS MACHS | 3,323 | $984K | 0.05% | |
| 85 | APDAIR PRODS & CHEMS INC | 3,761 | $928K | 0.05% | |
| 86 | ETNEATON CORP PLC | 2,849 | $906K | 0.04% | |
| 87 | VNQVANGUARD INDEX FDS | 10,175 | $900K | 0.04% | |
| 88 | METAMETA PLATFORMS INC | 1,353 | $893K | 0.04% | |
| 89 | PYPLPAYPAL HLDGS INC | 14,753 | $860K | 0.04% | |
| 90 | MMM3M CO | 4,979 | $797K | 0.04% | |
| 91 | QCOMQUALCOMM INC | 4,548 | $777K | 0.04% | |
| 92 | CITHE CIGNA GROUP | 2,806 | $772K | 0.04% | |
| 93 | DFIVDIMENSIONAL ETF TRUST | 15,359 | $766K | 0.04% | |
| 94 | SCHWSCHWAB CHARLES CORP | 7,584 | $757K | 0.04% | |
| 95 | LWLGLIGHTWAVE LOGIC INC | 233,598 | $756K | 0.04% | |
| 96 | T7DTRANSDIGM GROUP INC | 560 | $744K | 0.04% | |
| 97 | CSCOCISCO SYS INC | 9,638 | $742K | 0.04% | |
| 98 | ADPAUTOMATIC DATA PROCESSING INC | 2,834 | $728K | 0.04% | |
| 99 | WFCWELLS FARGO CO NEW | 7,808 | $727K | 0.04% | |
| 100 | SCHGSCHWAB STRATEGIC TR | 21,924 | $715K | 0.04% |
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