Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
First Western Trust Bank (CIK 1513189) reported $2.05B across 215 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SYK ($950.0M, 46.31%), VOO ($150.8M, 7.35%), IWR ($112.9M, 5.50%), SPY ($91.8M, 4.48%), RSP ($74.6M, 3.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SYK | STRYKER CORPORATION | $950.0M | 46.31% | 3.0M | Trimmed |
| 2 | VOO | Vanguard S&P 500 | $150.8M | 7.35% | 219,510 | Trimmed |
| 3 | IWR | iShares Russell Mid Cap | $112.9M | 5.50% | 1.0M | Trimmed |
| 4 | SPY | SPDR S&P 500 | $91.8M | 4.48% | 122,949 | Trimmed |
| 5 | RSP | Invesco S&P 500 Equal Weight | $74.6M | 3.64% | 350,642 | Added |
| 6 | IWM | iShares Russell 2000 | $70.4M | 3.43% | 234,431 | Trimmed |
| 7 | VEA | Vanguard FTSE Developed Markets | $68.9M | 3.36% | 966,922 | Added |
| 8 | VTI | VANGUARD INDEX FDS | $50.2M | 2.45% | 135,734 | Added |
| 9 | EEM | ISHARES TR | $45.2M | 2.20% | 660,248 | Added |
| 10 | AAPL | APPLE INC | $33.8M | 1.65% | 116,839 | Trimmed |
| 11 | WWD | WOODWARD INC | $25.2M | 1.23% | 59,158 | Trimmed |
| 12 | GOOGL | ALPHABET INC | $20.7M | 1.01% | 57,875 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $17.6M | 0.86% | 47,055 | Trimmed |
| 14 | IJH | ISHARES TR | $15.5M | 0.75% | 200,779 | Trimmed |
| 15 | JPM | JPMORGAN CHASE & CO. | $12.7M | 0.62% | 38,920 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION | $11.1M | 0.54% | 55,505 | Trimmed |
| 17 | VTWO | Vanguard Russell 2000 | $11.0M | 0.54% | 90,853 | Trimmed |
| 18 | V | VISA INC | $9.9M | 0.48% | 28,885 | Trimmed |
| 19 | COST | COSTCO WHSL CORP NEW | $9.1M | 0.44% | 9,740 | Trimmed |
| 20 | TXN | TEXAS INSTRS INC | $8.6M | 0.42% | 28,924 | Trimmed |
| 21 | EFA | iShares MSCI EAFE | $7.9M | 0.38% | 75,927 | Trimmed |
| 22 | IWF | iShares Russell 1000 Growth | $6.8M | 0.33% | 54,374 | Added |
| 23 | XLK | SELECT SECTOR SPDR TR | $6.1M | 0.30% | 31,864 | Added |
| 24 | MCD | MCDONALDS CORP | $6.0M | 0.29% | 22,163 | Trimmed |
| 25 | GILD | GILEAD SCIENCES INC | $5.7M | 0.28% | 44,934 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30