First Western Trust Bank
CIK: 0001513189SEC EDGAR →
Portfolio Value
$2.0B
Holdings
197
As of
Q4 2025
New Positions
12
Closed Positions
6
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | STRYKER CORPORATION | 3,253,222 | $1.1B | 56.21% |
| 2 | Vanguard S&P 500 | 236,042 | $148.0M | 7.28% |
| 3 | iShares Russell Mid Cap | 1,069,278 | $102.9M | 5.06% |
| 4 | Invesco S&P 500 Equal Weight | 333,061 | $63.8M | 3.14% |
| 5 | iShares Russell 2000 | 236,967 | $58.3M | 2.87% |
| 6 | Vanguard FTSE Developed Markets | 674,831 | $42.2M | 2.07% |
| 7 | APPLE INC | 117,099 | $31.8M | 1.57% |
| 8 | SPDR S&P 500 | 45,627 | $31.1M | 1.53% |
| 9 | MICROSOFT CORP | 51,440 | $24.9M | 1.22% |
| 10 | ISHARES TR | 399,185 | $21.8M | 1.07% |
Quarterly Changes
Top Buys
New Positions (12)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 22 | $1.2B | 58.0% |
| Financial Services | 72 | $586.3M | 28.8% |
| Technology | 20 | $99.0M | 4.9% |
| Industrials | 24 | $47.5M | 2.3% |
| Consumer Cyclical | 14 | $36.7M | 1.8% |
| Communication Services | 6 | $28.7M | 1.4% |
| Consumer Defensive | 10 | $23.5M | 1.2% |
| Unknown | 10 | $8.9M | 0.4% |
| Basic Materials | 7 | $7.6M | 0.4% |
| Energy | 5 | $7.0M | 0.3% |
| Utilities | 6 | $6.5M | 0.3% |
| Real Estate | 1 | $2.5M | 0.1% |