Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

First Western Capital Management Co 13F Holdings -- Portfolio & Top Positions (2020-09-30)

First Western Capital Management Co (CIK 1603142) reported $4.7M across 18 reported positions in its SEC 13F filing for 2020-09-30. Largest positions: HD ($443,000, 9.40%), MCD ($334,000, 7.08%), AMGN ($324,000, 6.87%), MSFT ($308,000, 6.53%), CMI ($306,000, 6.49%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1HDHOME DEPOT INC COM$443,0009.40%1,596Trimmed
2MCDMC DONALDS CORP$334,0007.08%1,520Trimmed
3AMGNAMGEN INC COM$324,0006.87%1,275Hold
4MSFTMICROSOFT CORP COM$308,0006.53%1,466Trimmed
5CMICUMMINS INC COM$306,0006.49%1,451Trimmed
6LMTLOCKHEED MARTIN CORP COM$306,0006.49%797Hold
7CCICROWN CASTLE INTL CORP NEW COM$293,0006.21%1,757Hold
8NEENEXTERA ENERGY INC COM$282,0005.98%1,016Trimmed
9HONHONEYWELL INTL INC$280,0005.94%1,699Trimmed
10JPMJ P MORGAN CHASE & CO COM$266,0005.64%2,761Hold
11JNJJOHNSON & JOHNSON COM$264,0005.60%1,772Hold
12QCOMQUALCOMM INC COM$253,0005.37%2,153New
13ABBVABBVIE INC COM$236,0005.01%2,694Hold
14ELSEQUITY LIFESTYLE PPTYS INC COM$233,0004.94%3,804Hold
15PEPPEPSICO INCORPORATED$225,0004.77%1,624Hold
16RFREGIONS FINL CORP NEW COM$159,0003.37%13,816Hold
17HBANHUNTINGTON BANCSHARES INC COM$141,0002.99%15,355Hold
18ETENERGY TRANSFER, L.P.$62,0001.31%11,424Hold
19CSCOCISCO SYS INC COM$00.00%0Exited

Source: SEC Form 13F filings · as of 2020-09-30