First Western Capital Management Co 13F Holdings · last filed Q3 2020
First Western Capital Management Co reported 18 securities worth $4.71M in its SEC 13F filing for Q3 2020 (period ended 2020-09-30). Top holdings: HD (9.40%), MCD (7.08%), AMGN (6.87%). Among its top 25 positions this quarter: 1 new, 6 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HD | HOME DEPOT INC COM | $443,000 | 9.40% | 1,596 | Trimmed |
| 2 | MCD | MC DONALDS CORP | $334,000 | 7.08% | 1,520 | Trimmed |
| 3 | AMGN | AMGEN INC COM | $324,000 | 6.87% | 1,275 | Hold |
| 4 | MSFT | MICROSOFT CORP COM | $308,000 | 6.53% | 1,466 | Trimmed |
| 5 | CMI | CUMMINS INC COM | $306,000 | 6.49% | 1,451 | Trimmed |
| 6 | LMT | LOCKHEED MARTIN CORP COM | $306,000 | 6.49% | 797 | Hold |
| 7 | CCI | CROWN CASTLE INTL CORP NEW COM | $293,000 | 6.21% | 1,757 | Hold |
| 8 | NEE | NEXTERA ENERGY INC COM | $282,000 | 5.98% | 1,016 | Trimmed |
| 9 | HON | HONEYWELL INTL INC | $280,000 | 5.94% | 1,699 | Trimmed |
| 10 | JPM | J P MORGAN CHASE & CO COM | $266,000 | 5.64% | 2,761 | Hold |
| 11 | JNJ | JOHNSON & JOHNSON COM | $264,000 | 5.60% | 1,772 | Hold |
| 12 | QCOM | QUALCOMM INC COM | $253,000 | 5.37% | 2,153 | New |
| 13 | ABBV | ABBVIE INC COM | $236,000 | 5.01% | 2,694 | Hold |
| 14 | ELS | EQUITY LIFESTYLE PPTYS INC COM | $233,000 | 4.94% | 3,804 | Hold |
| 15 | PEP | PEPSICO INCORPORATED | $225,000 | 4.77% | 1,624 | Hold |
| 16 | RF | REGIONS FINL CORP NEW COM | $159,000 | 3.37% | 13,816 | Hold |
| 17 | HBAN | HUNTINGTON BANCSHARES INC COM | $141,000 | 2.99% | 15,355 | Hold |
| 18 | ET | ENERGY TRANSFER, L.P. | $62,000 | 1.31% | 11,424 | Hold |
| 19 | CSCO | CISCO SYS INC COM | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2020-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR