First Western Trust Bank Portfolio Stock Holdings
According to the SEC 13F filed on July 29, 2026, First Western Trust Bank disclosed 214 stock positions valued at approximately $2.05B as of quarter-end June 30, 2026. The largest holdings include STRYKER CORPORATION, Vanguard S&P 500, and iShares Russell Mid Cap.
- Report Period
- June 30, 2026
- No. of Stocks
- 214
- Portfolio Value
- $2.05B
Holdings by Sector
First Western Trust Bank Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STRYKER CORPORATION | SYK | Healthcare | 46.33% | 3,017,349 | -2,104 | -0.07% | $949,982,257 |
| Vanguard S&P 500 | VOO | Other | 7.35% | 219,510 | -6,059 | -2.69% | $150,761,863 |
| iShares Russell Mid Cap | IWR | Other | 5.50% | 1,022,959 | -17,227 | -1.66% | $112,852,887 |
| SPDR S&P 500 | SPY | Other | 4.48% | 122,949 | -1,539 | -1.24% | $91,814,625 |
| Invesco S&P 500 Equal Weight | RSP | Other | 3.64% | 350,642 | +6,952 | +2.02% | $74,606,098 |
| iShares Russell 2000 | IWM | Other | 3.43% | 234,431 | -3,450 | -1.45% | $70,434,942 |
| Vanguard FTSE Developed Markets | VEA | Other | 3.36% | 966,922 | +36,151 | +3.88% | $68,893,193 |
| VANGUARD INDEX FDS | VTI | Other | 2.45% | 135,734 | +526 | +0.39% | $50,227,009 |
| ISHARES TR | EEM | Other | 2.20% | 660,248 | +66,105 | +11.13% | $45,167,566 |
| APPLE INC | AAPL | Technology | 1.65% | 116,839 | -1,986 | -1.67% | $33,808,533 |
| WOODWARD INC | WWD | Industrials | 1.23% | 59,158 | -212 | -0.36% | $25,168,180 |
| ALPHABET INC | GOOGL | Communication Services | 1.01% | 57,875 | -6,958 | -10.73% | $20,682,789 |
| MICROSOFT CORP | MSFT | Technology | 0.86% | 47,055 | -2,826 | -5.67% | $17,552,454 |
| ISHARES TR | IJH | Other | 0.76% | 200,779 | -9,569 | -4.55% | $15,482,069 |
| JPMORGAN CHASE & CO. | JPM | Financial Services | 0.62% | 38,920 | -2,031 | -4.96% | $12,739,683 |
| NVIDIA CORPORATION | NVDA | Technology | 0.54% | 55,505 | -3,895 | -6.56% | $11,105,995 |
| Vanguard Russell 2000 | VTWO | Other | 0.54% | 90,853 | -1,503 | -1.63% | $11,031,371 |
| VISA INC | V | Financial Services | 0.48% | 28,885 | -1,861 | -6.05% | $9,910,098 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 0.44% | 9,740 | -855 | -8.07% | $9,111,477 |
| TEXAS INSTRS INC | TXN | Technology | 0.42% | 28,924 | -1,992 | -6.44% | $8,621,412 |
| iShares MSCI EAFE | EFA | Other | 0.38% | 75,927 | -4,338 | -5.40% | $7,887,297 |
| iShares Russell 1000 Growth | IWF | Other | 0.33% | 54,374 | +40,476 | +291.24% | $6,751,619 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.30% | 31,864 | +30,146 | +1754.71% | $6,070,729 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.29% | 22,163 | -1,662 | -6.98% | $5,990,822 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.28% | 38,338 | -3,511 | -8.39% | $5,808,228 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.28% | 44,934 | -2,734 | -5.74% | $5,676,961 |
| SCHLUMBERGER LTD | SLB | Energy | 0.27% | 117,068 | -8,092 | -6.47% | $5,442,474 |
| ISHARES TR | IVV | Other | 0.25% | 6,919 | -5 | -0.07% | $5,181,570 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.24% | 13,386 | -809 | -5.70% | $4,960,718 |
| VANGUARD INTL EQUITY INDEX FDS | VWO | Other | 0.24% | 82,243 | +6,494 | +8.57% | $4,909,084 |
Showing 30 of 214 holdings in the latest reporting period.