Institutions / First Western Trust Bank
First Western Trust Bank
CIK 1513189 · Institution · as of Dec 31, 2025
Portfolio value
$2.03B
Positions
197
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 197 →
| Company | Value | % of portfolio |
|---|---|---|
| Stryker Corp | $1.14B | 56.2% |
| Vanguard S&P 500 | $148.03M | 7.3% |
| iShares Russell Mid Cap | $102.94M | 5.1% |
| Invesco S&P 500 Equal Weight | $63.80M | 3.1% |
| iShares Russell 2000 | $58.33M | 2.9% |
| Vanguard FTSE Developed Markets | $42.16M | 2.1% |
| Apple Inc. | $31.83M | 1.6% |
| SPDR S&P 500 | $31.11M | 1.5% |
| Microsoft Corp | $24.88M | 1.2% |
| iShares Tr | $21.84M | 1.1% |
| Alphabet Inc. | $20.60M | 1.0% |
| Woodward Inc | $19.13M | 0.9% |
| JPMorgan Chase & Co | $13.50M | 0.7% |
| iShares Tr | $12.76M | 0.6% |
| NVIDIA Corp | $11.17M | 0.5% |
| Visa Inc | $10.93M | 0.5% |
| Costco Wholesale Corp /New | $9.29M | 0.5% |
| Vanguard Russell 2000 | $8.65M | 0.4% |
| Mcdonald'S Corp | $8.05M | 0.4% |
| Oracle Corp | $7.31M | 0.4% |
| TJX Cos Inc/The | $6.83M | 0.3% |
| iShares Russell 1000 Growth | $6.68M | 0.3% |
| Home Depot, Inc. | $6.66M | 0.3% |
| iShares MSCI EAFE | $6.61M | 0.3% |
| Gilead Sciences, Inc. | $5.95M | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.