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Latest First Western Trust Bank Stock Portfolio

$2.05Billion | No. of Holdings #215

First Western Trust Bank Performance

2026 Q2+3.40%
YTD-0.96%
2025+4.51%

About First Western Trust Bank and 13F Hedge Fund Stock Holdings

On 2026-07-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, First Western Trust Bank reported an equity portfolio of $2.1 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of First Western Trust Bank are SYK, VB, IJR. The fund has invested 46.3% of it's portfolio in STRYKER CORPORATION and 7.3% of portfolio in VANGUARD S&P 500. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), PAYPAL HLDGS INC (PYPL) and SANDISK CORP stocks. They significantly reduced their stock positions in LAUDER ESTEE COS INC (EL), KEURIG DR PEPPER INC (KDP) and HOME DEPOT INC (HD). First Western Trust Bank opened new stock positions in SELECT SECTOR SPDR TR (XLB), HONEYWELL INTL INC (HON) and HONEYWELL AEROSPACE INC. The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), VANGUARD INDEX FDS (VB) and ISHARES RUSSELL 1000 GROWTH (IJR).
First Western Trust Bank Equity Portfolio Value
Last Reported on: 29 Jul, 2026
$2.05Billion
  as of Jul 29, 2026

First Western Trust Bank Annual Return Estimates Vs S&P 500

Our best estimate is that First Western Trust Bank made a return of 3.4% in the last quarter. In trailing 12 months, it's portfolio return was -3.89%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
select sector spdr tr3,893,720
honeywell intl inc1,919,830
honeywell aerospace inc1,887,910
first tr exchange-traded fd iv496,954
schwab strategic tr479,875
advanced micro devices inc356,679
schwab strategic tr326,594
schwab strategic tr284,596
New stocks bought by First Western Trust Bank

Additions

Ticker% Inc.
select sector spdr tr1,754
vanguard index fds531
ishares russell 1000 growth291
ishares tr242
ishares tr242
ishares tr241
ishares tr241
ishares tr228
Additions to existing portfolio by First Western Trust Bank

Reductions

Ticker% Reduced
lauder estee cos inc-78.79
keurig dr pepper inc-72.46
home depot inc-63.27
air prods & chems inc-54.57
schwab charles corp-49.47
roper technologies inc-32.16
micron technology inc-31.43
american express co-30.94
First Western Trust Bank reduced stake in above stock

Sold off

Ticker$ Sold
honeywell intl inc-4,217,640
paypal hldgs inc-652,171
at&t inc-272,767
comcast corp new-265,740
ge healthcare technologies inc-210,978
kroger co-205,575
vanguard index fds-211,700
vanguard world fd-234,223
First Western Trust Bank got rid off the above stocks

Sector Distribution

First Western Trust Bank has about 47.8% of it's holdings in Healthcare sector.

  • Healthcare
  • Others
  • Technology
  • Industrials
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Consumer Defensive
Sector%
Healthcare47.8
Others38.4
Technology4.5
Industrials2.5
Financial Services1.9
Consumer Cyclical1.3
Communication Services1.3
Consumer Defensive1.1

Market Cap. Distribution

First Western Trust Bank has about 61.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • UNALLOCATED
  • MEGA-CAP
Category%
LARGE-CAP52.5
UNALLOCATED38.4
MEGA-CAP8.9

Stocks belong to which Index?

About 59.9% of the stocks held by First Western Trust Bank either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50059.9
Others39.8
Top 5 Winners (%)%
INTC
intel corp
214.8 %
MU
micron technology inc
203.7 %
AMAT
applied matls inc
111.1 %
LRCX
lam research corp
102.8 %
TXN
texas instrs inc
51.8 %
Top 5 Winners ($)$
VB
vanguard s&p 500
19.9 M
IJR
ishares russell mid cap
13.5 M
IJR
ishares russell 2000
12.4 M
SPY
spdr s&p 500
11.9 M
IJR
ishares tr
7.3 M
Top 5 Losers (%)%
IJR
ishares russell 1000 growth
-60.4 %
VB
vanguard index fds
-59.8 %
INTU
intuit
-35.9 %
ACN
accenture plc ireland
-35.1 %
OLN
olin corp
-33.3 %
Top 5 Losers ($)$
SYK
stryker corporation
-41.5 M
IJR
ishares russell 1000 growth
-10.3 M
INTU
intuit
-1.1 M
ACN
accenture plc ireland
-1.0 M
MCD
mcdonalds corp
-0.9 M

First Western Trust Bank Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of First Western Trust Bank

First Western Trust Bank has 215 stocks in it's portfolio. About 80.4% of the portfolio is in top 10 stocks. SYK proved to be the most loss making stock for the portfolio. VB was the most profitable stock for First Western Trust Bank last quarter.

$2.05BTotal Value
225Positions
29 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of First Western Trust Bank, last reported on 29 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
First Western Trust Bank's holding in Ishares Tr over time
0.03%8,137
$669.4K
0.03%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
First Western Trust Bank's holding in Ishares Tr over time
0.03%2,947
$589.5K
0.03%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
First Western Trust Bank's holding in Ishares Tr over time
0.01%2,705
$216.3K
0.01%
decreased 3.57 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
First Western Trust Bank's holding in Ishares Tr over time
0.01%2,680
$205.2K
0.01%
new position
ACES
Alps Etf Tr

Alps Etf Tr

ACES
First Western Trust Bank's holding in Alps Etf Tr over time
0.02%8,000
$414.8K
0.02%
unchanged 0 percentunchanged
ACSI
Tidal Etf Tr

Tidal Etf Tr

ACSI
First Western Trust Bank's holding in Tidal Etf Tr over time
0.03%24,224
$554.2K
0.03%
unchanged 0 percentunchanged