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)

StockValue
SYKSTRYKER CORPORATION
$1.1B
VOOVanguard S&P 500
$148.0M
IWRiShares Russell Mid Cap
$102.9M
RSPInvesco S&P 500 Equal Weight
$63.8M
IWMiShares Russell 2000
$58.3M
VEAVanguard FTSE Developed Markets
$42.2M
AAPLAPPLE INC
$31.8M
SPYSPDR S&P 500
$31.1M
MSFTMICROSOFT CORP
$24.9M
EEMISHARES TR
$21.8M
GOOGLALPHABET INC
$20.6M
WWDWOODWARD INC
$19.1M
JPMJPMORGAN CHASE & CO.
$13.5M
IJHISHARES TR
$12.8M
NVDANVIDIA CORPORATION
$11.2M
VVISA INC
$10.9M
COSTCOSTCO WHSL CORP NEW
$9.3M
VTWOVanguard Russell 2000
$8.6M
MCDMCDONALDS CORP
$8.1M
ORCLORACLE CORP
$7.3M
TJXTJX COS INC NEW
$6.8M
IWFiShares Russell 1000 Growth
$6.7M
HDHOME DEPOT INC
$6.7M
EFAiShares MSCI EAFE
$6.6M
GILDGILEAD SCIENCES INC
$6.0M
TXNTEXAS INSTRS INC
$5.4M
TMOTHERMO FISHER SCIENTIFIC INC
$5.2M
ABTABBOTT LABS
$5.1M
INTUINTUIT
$5.1M
ECLECOLAB INC
$4.9M
SLBSCHLUMBERGER LTD
$4.8M
DHRDANAHER CORPORATION
$4.7M
MARMARRIOTT INTL INC NEW
$4.5M
GOOGALPHABET INC
$4.3M
BLKBLACKROCK INC
$4.2M
AMZNAMAZON COM INC
$4.1M
JNJJOHNSON & JOHNSON
$4.1M
SPGIS&P GLOBAL INC
$4.0M
HONHONEYWELL INTL INC
$3.7M
BRK/BBERKSHIRE HATHAWAY INC DEL
$3.7M
ACNACCENTURE PLC IRELAND
$3.6M
IJRISHARES TR
$3.6M
DFASDimensional US Small Cap ETF
$3.6M
ICEINTERCONTINENTAL EXCHANGE INC
$3.5M
IWBISHARES TR
$3.5M
ROPROPER TECHNOLOGIES INC
$3.5M
VENUVENU HLDG CORP
$3.4M
LHXL3HARRIS TECHNOLOGIES INC
$3.2M
GEGE AEROSPACE
$3.0M
IVVISHARES TR
$2.8M
NEENEXTERA ENERGY INC
$2.7M
EMREMERSON ELEC CO
$2.6M
PEPPEPSICO INC
$2.6M
AMTAMERICAN TOWER CORP NEW
$2.5M
KOCOCA COLA CO
$2.5M
DISDISNEY WALT CO
$2.5M
MYFWFIRST WESTN FINL INC
$2.5M
IVWISHARES TR
$2.5M
WMTWALMART INC
$2.4M
AXPAMERICAN EXPRESS CO
$2.2M
PGPROCTER AND GAMBLE CO
$2.2M
KNXKNIGHT-SWIFT TRANSN HLDGS INC
$2.1M
RTXRTX CORPORATION
$2.0M
KDPKEURIG DR PEPPER INC
$1.8M
BMYBRISTOL-MYERS SQUIBB CO
$1.8M
FTVFORTIVE CORP
$1.7M
IWDiShares Russell 1000 Value
$1.6M
GEVGE VERNOVA INC
$1.5M
BRK-BBERKSHIRE HATHAWAY INC DEL
$1.5M
AVGOBROADCOM INC
$1.4M
ABBVABBVIE INC
$1.4M
ELLAUDER ESTEE COS INC
$1.4M
PGRPROGRESSIVE CORP
$1.4M
ADBEADOBE INC
$1.4M
IYWISHARES TR
$1.3M
LLYELI LILLY & CO
$1.3M
LMTLOCKHEED MARTIN CORP
$1.2M
JNKSPDR SER TR
$1.2M
MAMASTERCARD INCORPORATED
$1.2M
XOMEXXON MOBIL CORP
$1.2M
ZBHZIMMER BIOMET HOLDINGS INC
$1.1M
4I1PHILIP MORRIS INTL INC
$1.1M
XELXCEL ENERGY INC
$1.1M
IBMINTERNATIONAL BUSINESS MACHS
$984K
APDAIR PRODS & CHEMS INC
$928K
ETNEATON CORP PLC
$906K
VNQVANGUARD INDEX FDS
$900K
METAMETA PLATFORMS INC
$893K
PYPLPAYPAL HLDGS INC
$860K
MMM3M CO
$797K
QCOMQUALCOMM INC
$777K
CITHE CIGNA GROUP
$772K
DFIVDIMENSIONAL ETF TRUST
$766K
SCHWSCHWAB CHARLES CORP
$757K
LWLGLIGHTWAVE LOGIC INC
$756K
T7DTRANSDIGM GROUP INC
$744K
CSCOCISCO SYS INC
$742K
ADPAUTOMATIC DATA PROCESSING INC
$728K
WFCWELLS FARGO CO NEW
$727K
SCHGSCHWAB STRATEGIC TR
$715K
Page 1 of 2Next