First Western Trust Bank Portfolio Stock Holdings
First Western Trust Bank disclosed 205 stock positions valued at approximately $2.0 billion in its latest SEC 13F filing. The largest holdings include STRYKER CORPORATION, Vanguard S&P 500, and iShares Russell Mid Cap. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 205
- Portfolio Value
- $2.0B
Holdings by Sector
First Western Trust Bank Portfolio Holdings in Q1 2026
202 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STRYKER CORPORATION | SYK | Healthcare | 50.12% | 3,019,453 | -233,769 | -7.19% | $992,162,163 |
| Vanguard S&P 500 | VOO | Other | 6.81% | 225,569 | -10,473 | -4.44% | $134,788,930 |
| iShares Russell Mid Cap | IWR | Other | 5.11% | 1,040,186 | -29,092 | -2.72% | $101,137,329 |
| SPDR S&P 500 | SPY | Other | 4.09% | 124,488 | +78,861 | +172.84% | $80,959,526 |
| Invesco S&P 500 Equal Weight | RSP | Other | 3.33% | 343,690 | +10,629 | +3.19% | $65,960,985 |
| Vanguard FTSE Developed Markets | VEA | Other | 3.01% | 930,771 | +255,940 | +37.93% | $59,643,806 |
| iShares Russell 2000 | IWM | Other | 2.98% | 237,881 | +914 | +0.39% | $58,994,610 |
| VANGUARD INDEX FDS | VTI | Other | 2.19% | 135,208 | +133,330 | +7099.57% | $43,376,078 |
| ISHARES TR | EEM | Other | 1.70% | 594,143 | +194,958 | +48.84% | $33,741,381 |
| APPLE INC | AAPL | Technology | 1.52% | 118,825 | +1,726 | +1.47% | $30,156,597 |
| WOODWARD INC | WWD | Industrials | 1.07% | 59,370 | -3,916 | -6.19% | $21,249,710 |
| ALPHABET INC | GOOGL | Communication Services | 0.94% | 64,833 | -975 | -1.48% | $18,643,378 |
| MICROSOFT CORP | MSFT | Technology | 0.93% | 49,881 | -1,559 | -3.03% | $18,464,448 |
| ISHARES TR | IJH | Other | 0.72% | 210,348 | +16,996 | +8.79% | $14,204,801 |
| JPMORGAN CHASE & CO. | JPM | Financial Services | 0.61% | 40,951 | -959 | -2.29% | $12,046,146 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 0.53% | 10,595 | -178 | -1.65% | $10,557,176 |
| NVIDIA CORPORATION | NVDA | Technology | 0.52% | 59,400 | -484 | -0.81% | $10,359,360 |
| VISA INC | V | Financial Services | 0.47% | 30,746 | -412 | -1.32% | $9,292,621 |
| Vanguard Russell 2000 | VTWO | Other | 0.47% | 92,356 | +5,453 | +6.27% | $9,251,300 |
| iShares MSCI EAFE | EFA | Other | 0.39% | 80,265 | +11,454 | +16.65% | $7,796,139 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.37% | 23,825 | -2,518 | -9.56% | $7,404,503 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.34% | 41,849 | -2,628 | -5.91% | $6,683,308 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.34% | 47,668 | -848 | -1.75% | $6,643,489 |
| SCHLUMBERGER LTD | SLB | Energy | 0.32% | 125,160 | +20 | +0.02% | $6,431,954 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.32% | 19,163 | -199 | -1.03% | $6,302,519 |
| TEXAS INSTRS INC | TXN | Technology | 0.30% | 30,916 | -144 | -0.46% | $6,002,055 |
| iShares Russell 1000 Growth | IWF | Other | 0.30% | 13,898 | -216 | -1.53% | $5,926,107 |
| ORACLE CORP | ORCL | Technology | 0.26% | 34,786 | -2,729 | -7.27% | $5,117,299 |
| ECOLAB INC | ECL | Basic Materials | 0.25% | 18,520 | -325 | -1.72% | $4,926,605 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.23% | 14,195 | -165 | -1.15% | $4,642,759 |
| ISHARES TR | IVV | Other | 0.23% | 6,924 | +2,771 | +66.72% | $4,522,826 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.22% | 8,867 | -30 | -0.34% | $4,358,621 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.22% | 17,664 | -2,007 | -10.20% | $4,317,788 |
| HONEYWELL INTL INC | HON | Industrials | 0.21% | 18,660 | -115 | -0.61% | $4,217,639 |
| ABBOTT LABS | ABT | Healthcare | 0.21% | 40,142 | -620 | -1.52% | $4,121,427 |
| VANGUARD INTL EQUITY INDEX FDS | VWO | Other | 0.21% | 75,749 | +68,201 | +903.56% | $4,094,233 |
| DANAHER CORPORATION | DHR | Healthcare | 0.19% | 20,353 | -14 | -0.07% | $3,858,991 |
| ALPHABET INC | GOOG | Communication Services | 0.19% | 13,267 | -349 | -2.56% | $3,805,772 |
| ISHARES TR | IJR | Other | 0.19% | 30,391 | +120 | +0.40% | $3,777,905 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.19% | 10,858 | -124 | -1.13% | $3,747,639 |
| BLACKROCK INC | BLK | Other | 0.19% | 3,870 | -29 | -0.74% | $3,722,009 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.19% | 17,607 | -246 | -1.38% | $3,667,009 |
| Dimensional US Small Cap ETF | DFAS | Other | 0.18% | 49,052 | -2,923 | -5.62% | $3,489,069 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.17% | 7,174 | -92 | -1.27% | $3,437,781 |
| INTERCONTINENTAL EXCHANGE INC | ICE | Financial Services | 0.17% | 21,031 | -587 | -2.72% | $3,307,756 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.16% | 7,633 | -93 | -1.20% | $3,246,620 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.16% | 33,776 | +326 | +0.97% | $3,137,115 |
| INTUIT | INTU | Technology | 0.16% | 7,136 | -501 | -6.56% | $3,085,456 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.14% | 14,041 | +446 | +3.28% | $2,784,283 |
| WALMART INC | WMT | Consumer Defensive | 0.14% | 21,685 | +106 | +0.49% | $2,695,012 |
| PEPSICO INC | PEP | Consumer Defensive | 0.14% | 17,268 | -718 | -3.99% | $2,681,548 |
| COCA COLA CO | KO | Consumer Defensive | 0.14% | 35,206 | -215 | -0.61% | $2,677,417 |
| GE AEROSPACE | GE | Industrials | 0.13% | 9,369 | -233 | -2.43% | $2,658,641 |
| AMERICAN TOWER CORP NEW | AMT | Real Estate | 0.13% | 14,630 | +124 | +0.85% | $2,524,826 |
| FIRST WESTN FINL INC | MYFW | Financial Services | 0.12% | 98,231 | +6,752 | +7.38% | $2,414,518 |
| ISHARES TR | IWB | Other | 0.12% | 6,719 | -2,610 | -27.98% | $2,395,727 |
| EMERSON ELEC CO | EMR | Industrials | 0.12% | 17,507 | -2,000 | -10.25% | $2,293,767 |
| ISHARES TR | IVW | Other | 0.11% | 19,957 | +71 | +0.36% | $2,257,336 |
| PROCTER AND GAMBLE CO | PG | Consumer Defensive | 0.11% | 15,204 | -143 | -0.93% | $2,196,066 |
| KNIGHT-SWIFT TRANSN HLDGS INC | KNX | Industrials | 0.11% | 37,460 | -2,717 | -6.76% | $2,156,947 |
| RTX CORPORATION | RTX | Industrials | 0.11% | 11,038 | - | - | $2,129,230 |
| DISNEY WALT CO | DIS | Communication Services | 0.11% | 22,047 | +351 | +1.62% | $2,124,889 |
| KEURIG DR PEPPER INC | KDP | Consumer Defensive | 0.11% | 79,773 | +15,536 | +24.19% | $2,100,423 |
| GE VERNOVA INC | GEV | Utilities | 0.10% | 2,298 | -61 | -2.59% | $2,005,924 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.10% | 32,614 | +10 | +0.03% | $1,978,040 |
| FORTIVE CORP | FTV | Technology | 0.09% | 31,146 | -280 | -0.89% | $1,721,751 |
| EXXON MOBIL CORP | XOM | Energy | 0.09% | 10,085 | +404 | +4.17% | $1,711,021 |
| iShares Russell 1000 Value | IWD | Other | 0.09% | 7,976 | +380 | +5.00% | $1,704,232 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.08% | 2,765 | +182 | +7.05% | $1,671,138 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.08% | 5,479 | -581 | -9.59% | $1,657,288 |
| ABBVIE INC | ABBV | Healthcare | 0.07% | 6,204 | -4 | -0.06% | $1,349,308 |
| BROADCOM INC | AVGO | Technology | 0.06% | 4,150 | -22 | -0.53% | $1,284,467 |
| SPDR SER TR | JNK | Other | 0.06% | 12,843 | +23 | +0.18% | $1,229,332 |
| LIGHTWAVE LOGIC INC | LWLG | Basic Materials | 0.06% | 173,598 | -60,000 | -25.69% | $1,220,394 |
| ISHARES TR | IYW | Other | 0.06% | 6,700 | - | - | $1,215,514 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.06% | 6,102 | -39 | -0.64% | $1,209,660 |
| AIR PRODS & CHEMS INC | APD | Basic Materials | 0.06% | 4,096 | +335 | +8.91% | $1,189,847 |
| XCEL ENERGY INC | XEL | Utilities | 0.06% | 14,882 | +177 | +1.20% | $1,182,226 |
| ZIMMER BIOMET HOLDINGS INC | ZBH | Healthcare | 0.06% | 12,647 | -2 | -0.02% | $1,143,542 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.06% | 6,667 | -162 | -2.37% | $1,102,322 |
| ELI LILLY & CO | LLY | Healthcare | 0.05% | 1,179 | -36 | -2.96% | $1,084,409 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.05% | 2,136 | -1 | -0.05% | $1,067,274 |
| LAUDER ESTEE COS INC | EL | Consumer Defensive | 0.05% | 13,738 | +258 | +1.91% | $985,953 |
| EATON CORP PLC | ETN | Other | 0.05% | 2,721 | -128 | -4.49% | $973,220 |
| ADOBE INC | ADBE | Technology | 0.05% | 3,995 | +92 | +2.36% | $971,104 |
| CHEVRON CORP NEW | CVX | Energy | 0.04% | 4,212 | +251 | +6.34% | $871,463 |
| AUTOZONE INC | AZO | Consumer Cyclical | 0.04% | 256 | +166 | +184.44% | $864,712 |
| CISCO SYS INC | CSCO | Technology | 0.04% | 10,543 | +905 | +9.39% | $818,031 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.04% | 3,266 | -57 | -1.72% | $791,646 |
| MERCK & CO INC | MRK | Healthcare | 0.04% | 6,581 | +208 | +3.26% | $791,628 |
| EDISON INTL | EIX | Utilities | 0.04% | 10,623 | - | - | $777,391 |
| META PLATFORMS INC | META | Communication Services | 0.04% | 1,323 | -30 | -2.22% | $756,928 |
| THE CIGNA GROUP | CI | Healthcare | 0.04% | 2,807 | +1 | +0.04% | $748,767 |
| PFIZER INC | PFE | Healthcare | 0.04% | 25,835 | +822 | +3.29% | $725,447 |
| 3M CO | MMM | Industrials | 0.04% | 4,975 | -4 | -0.08% | $722,520 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.04% | 1 | - | - | $718,140 |
| CATERPILLAR INC | CAT | Industrials | 0.04% | 1,000 | - | - | $708,460 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.04% | 790 | - | - | $707,240 |
| ANALOG DEVICES INC | ADI | Technology | 0.04% | 2,212 | +92 | +4.34% | $703,726 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.03% | 7,328 | -256 | -3.38% | $688,685 |