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 $1.98B across 205 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SYK ($992.2M, 50.10%), VOO ($134.8M, 6.81%), IWR ($101.1M, 5.11%), SPY ($81.0M, 4.09%), RSP ($66.0M, 3.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SYK | STRYKER CORPORATION | $992.2M | 50.10% | 3.0M | Trimmed |
| 2 | VOO | Vanguard S&P 500 | $134.8M | 6.81% | 225,569 | Trimmed |
| 3 | IWR | iShares Russell Mid Cap | $101.1M | 5.11% | 1.0M | Trimmed |
| 4 | SPY | SPDR S&P 500 | $81.0M | 4.09% | 124,488 | Added |
| 5 | RSP | Invesco S&P 500 Equal Weight | $66.0M | 3.33% | 343,690 | Added |
| 6 | VEA | Vanguard FTSE Developed Markets | $59.6M | 3.01% | 930,771 | Added |
| 7 | IWM | iShares Russell 2000 | $59.0M | 2.98% | 237,881 | Added |
| 8 | VTI | VANGUARD INDEX FDS | $43.4M | 2.19% | 135,208 | Added |
| 9 | EEM | ISHARES TR | $33.7M | 1.70% | 594,143 | Added |
| 10 | AAPL | APPLE INC | $30.2M | 1.52% | 118,825 | Added |
| 11 | WWD | WOODWARD INC | $21.2M | 1.07% | 59,370 | Trimmed |
| 12 | GOOGL | ALPHABET INC | $18.6M | 0.94% | 64,833 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $18.5M | 0.93% | 49,881 | Trimmed |
| 14 | IJH | ISHARES TR | $14.2M | 0.72% | 210,348 | Added |
| 15 | JPM | JPMORGAN CHASE & CO. | $12.0M | 0.61% | 40,951 | Trimmed |
| 16 | COST | COSTCO WHSL CORP NEW | $10.6M | 0.53% | 10,595 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $10.4M | 0.52% | 59,400 | Trimmed |
| 18 | VTWO | Vanguard Russell 2000 | $9.3M | 0.47% | 92,356 | Added |
| 19 | V | VISA INC | $9.3M | 0.47% | 30,746 | Trimmed |
| 20 | EFA | iShares MSCI EAFE | $7.8M | 0.39% | 80,265 | Added |
| 21 | MCD | MCDONALDS CORP | $7.4M | 0.37% | 23,825 | Trimmed |
| 22 | TJX | TJX COS INC NEW | $6.7M | 0.34% | 41,849 | Trimmed |
| 23 | GILD | GILEAD SCIENCES INC | $6.6M | 0.34% | 47,668 | Trimmed |
| 24 | HD | HOME DEPOT INC | $6.3M | 0.32% | 19,163 | Trimmed |
| 25 | SLB | SCHLUMBERGER LTD | $6.4M | 0.32% | 125,160 | Added |
Source: SEC Form 13F filings · as of 2026-03-31