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Latest First Western Trust Bank Stock Portfolio

$1.98Billion– No. of Holdings #205

First Western Trust Bank Performance:
2026 Q1: -4.22%YTD: -4.22%2025: 4.51%
Performance for 2026 Q1 is -4.22%, and YTD is -4.22%, and 2025 is 4.51%.

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

On 2026-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, First Western Trust Bank reported an equity portfolio of $2 Billions as of 31 Mar, 2026.

The top stock holdings of First Western Trust Bank are SYK, VB, IJR. The fund has invested 50.1% of it's portfolio in STRYKER CORPORATION and 6.8% of portfolio in VANGUARD S&P 500.

The fund managers got completely rid off VENU HLDG CORP, SPDR DOW JONES INDL AVERAGE ET (DIA) and RBB FD INC (EERN) stocks. They significantly reduced their stock positions in ROPER TECHNOLOGIES INC (ROP), SELECT SECTOR SPDR TR (XLB) and VANGUARD INDEX FDS (VB). First Western Trust Bank opened new stock positions in ISHARES TR, ISHARES TR (DMXF) and TIDAL ETF TR (ACSI). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), VANGUARD INTL EQUITY INDEX FDS (VEU) and CREDIT SUISSE HIGH YIELD BD FD.
First Western Trust Bank Equity Portfolio Value
Last Reported on: 12 May, 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 -4.22% in the last quarter. In trailing 12 months, it's portfolio return was -0.48%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr488,310
ishares tr487,902
ishares tr487,499
ishares tr487,189
ishares tr486,627
tidal etf tr472,126
alps etf tr421,120
sandisk corp349,437
New stocks bought by First Western Trust Bank

Additions

Ticker% Inc.
vanguard index fds7,099
vanguard intl equity index fds903
credit suisse high yield bd fd400
autozone inc184
spdr s&p 500172
ishares tr66.72
oneok inc new64.71
ishares tr48.84
Additions to existing portfolio by First Western Trust Bank

Reductions

Ticker% Reduced
roper technologies inc-83.26
select sector spdr tr-53.59
vanguard index fds-45.8
invesco exchange traded fd tr-30.27
ishares tr-27.98
dimensional etf trust-27.35
lightwave logic inc-25.69
unitedhealth group inc-24.91
First Western Trust Bank reduced stake in above stock

Sold off

Ticker$ Sold
venu hldg corp-3,369,010
blackrock muniyield quality fd-426,332
rbb fd inc-384,788
rbb fd inc-212,566
astrazeneca plc-367,076
pacer fds tr-211,197
medtronic plc-202,302
spdr dow jones indl average et-672,798
First Western Trust Bank got rid off the above stocks

Sector Distribution

First Western Trust Bank has about 51.8% of it's holdings in Healthcare sector.

  • Healthcare
  • Others
  • Technology
  • Industrials
  • Financial Services
  • Consumer Cyclical
  • Consumer Defensive
  • Communication Services
Sector%
Healthcare51.8
Others33.9
Technology4.3
Industrials2.4
Financial Services1.9
Consumer Cyclical1.6
Consumer Defensive1.4
Communication Services1.3

Market Cap. Distribution

First Western Trust Bank has about 65.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • UNALLOCATED
  • MEGA-CAP
Category%
LARGE-CAP56.7
UNALLOCATED33.9
MEGA-CAP9.1

Stocks belong to which Index?

About 64.7% 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 50064.7
Others35.1
Top 5 Winners (%)%
LWLG
lightwave logic inc
102.0 %
OLN
olin corp
42.7 %
COP
conocophillips
40.8 %
XOM
exxon mobil corp
39.8 %
CVX
chevron corp new
34.3 %
Top 5 Winners ($)$
WWD
woodward inc
3.4 M
SLB
schlumberger ltd
1.6 M
COST
costco whsl corp new
1.4 M
VEA
vanguard ftse developed markets
1.3 M
IJR
ishares tr
1.0 M
Top 5 Losers (%)%
venu hldg corp
-60.7 %
INTU
intuit
-33.6 %
EL
lauder estee cos inc
-31.3 %
ADBE
adobe inc
-30.3 %
ACN
accenture plc ireland
-25.8 %
Top 5 Losers ($)$
SYK
stryker corporation
-71.8 M
VB
vanguard s&p 500
-6.8 M
MSFT
microsoft corp
-5.7 M
SPY
spdr s&p 500
-2.7 M
AAPL
apple inc
-2.1 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 205 stocks in it's portfolio. About 80.8% of the portfolio is in top 10 stocks. SYK proved to be the most loss making stock for the portfolio. WWD was the most profitable stock for First Western Trust Bank last quarter.

Last Reported on: 12 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions