First Western Trust Bank
All holdings · as of Dec 31, 2025
| 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% |
| TEXAS INSTRUMENTS INC | $5.39M | 0.3% |
| THERMO FISHER SCIENTIFIC INC. | $5.16M | 0.3% |
| ABBOTT LABORATORIES | $5.11M | 0.3% |
| INTUIT INC. | $5.06M | 0.2% |
| ECOLAB INC. | $4.95M | 0.2% |
| SLB LIMITED/NV | $4.80M | 0.2% |
| DANAHER CORP /DE | $4.66M | 0.2% |
| Marriott International Inc/MD | $4.46M | 0.2% |
| Alphabet Inc. | $4.27M | 0.2% |
| BlackRock, Inc. | $4.17M | 0.2% |
| Amazon.com Inc | $4.12M | 0.2% |
| JOHNSON & JOHNSON | $4.07M | 0.2% |
| S&P Global Inc. | $4.04M | 0.2% |
| HONEYWELL INTERNATIONAL INC | $3.66M | 0.2% |
| Warren E. Buffett | $3.65M | 0.2% |
| Accenture plc | $3.65M | 0.2% |
| ISHARES TR | $3.64M | 0.2% |
| Dimensional US Small Cap ETF | $3.62M | 0.2% |
| Intercontinental Exchange, Inc. | $3.50M | 0.2% |
| ISHARES TR | $3.48M | 0.2% |
| ROPER TECHNOLOGIES INC | $3.47M | 0.2% |
| Venu Holding Corp | $3.37M | 0.2% |
| L3HARRIS TECHNOLOGIES, INC. /DE | $3.22M | 0.2% |
| GENERAL ELECTRIC CO | $2.96M | 0.1% |
| ISHARES TR | $2.84M | 0.1% |