Latest First Western Trust Bank Stock Portfolio

First Western Trust Bank Performance:

2025 Q4: -1.91%YTD: 4.51%2024: 14.9%

Performance for 2025 Q4 is -1.91%, and YTD is 4.51%, and 2024 is 14.9%.

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

On 2026-02-12, 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 Dec, 2025.

The top stock holdings of First Western Trust Bank are SYK, VB, IJR. The fund has invested 56.2% of it's portfolio in STRYKER CORPORATION and 7.3% of portfolio in VANGUARD S&P 500.

The fund managers got completely rid off FISERV INC, TIDAL ETF TR (ACSI) and NETFLIX INC (NFLX) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), VANGUARD INTL EQUITY INDEX FDS (VEU) and SPDR S&P 500 (SPY). First Western Trust Bank opened new stock positions in SPDR DOW JONES INDL AVERAGE ET (DIA), CHUBB LIMITED (CB) and INVESCO EXCH TRADED FD TR II (CGW). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), AMAZON COM INC (AMZN) and PARKER-HANNIFIN CORP (PH).

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

Our best estimate is that First Western Trust Bank made a return of -1.91% in the last quarter. In trailing 12 months, it's portfolio return was 4.51%.

Performance
S&P 500

New Buys

Ticker	$ Bought
spdr dow jones indl average et	672,798
chubb limited	438,841
invesco exch traded fd tr ii	359,988
fedex corp	352,120
micron technology inc	230,897
vanguard whitehall fds	228,197
pacer fds tr	211,197
morgan stanley	210,018

New stocks bought by First Western Trust Bank

Additions

Ticker	% Inc.
ishares tr	10,298
amazon com inc	221
parker-hannifin corp	132
invesco exchange traded fd tr	80.85
select sector spdr tr	77.64
amgen inc	67.19
wells fargo co new	61.79
american express co	60.44

Additions to existing portfolio by First Western Trust Bank

Reductions

Ticker	% Reduced
vanguard index fds	-98.61
vanguard intl equity index fds	-90.6
spdr s&p 500	-63.11
keurig dr pepper inc	-46.86
oneok inc new	-39.29
venu hldg corp	-38.45
tjx cos inc new	-37.21
air prods & chems inc	-32.65

First Western Trust Bank reduced stake in above stock

Sold off

Ticker	$ Sold
fiserv inc	-3,489,360
tidal etf tr	-492,474
williams cos inc	-307,944
netflix inc	-359,676
spdr ser tr	-201,809
cummins inc	-204,427

First Western Trust Bank got rid off the above stocks

Sector Distribution

First Western Trust Bank has about 58% of it's holdings in Healthcare sector.

Sector	%
Healthcare	58
Others	27.3
Technology	5
Industrials	2.2
Financial Services	2.2
Consumer Cyclical	1.6
Communication Services	1.4
Consumer Defensive	1.2

Market Cap. Distribution

First Western Trust Bank has about 72.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	62.8
UNALLOCATED	27.3
MEGA-CAP	9.6

Stocks belong to which Index?

About 71.4% of the stocks held by First Western Trust Bank either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	71.4
Others	28.4

Top 5 Winners (%)		%
LLY	eli lilly & co	40.3 %
REGN	regeneron pharmaceuticals	37.3 %
KNX	knight-swift transn hldgs inc	32.3 %
GOOG	alphabet inc	28.3 %
GOOG	alphabet inc	25.7 %

Top 5 Winners ($)		$
GOOG	alphabet inc	4.5 M
VB	vanguard s&p 500	3.6 M
WWD	woodward inc	3.1 M
AAPL	apple inc	2.0 M
VEA	vanguard ftse developed markets	1.8 M

Top 5 Losers (%)		%
ORCL	oracle corp	-30.5 %
	brookfield corp	-29.2 %
	venu hldg corp	-27.7 %
AZO	autozone inc	-20.9 %
OLN	olin corp	-16.6 %

Top 5 Losers ($)		$
SYK	stryker corporation	-59.2 M
ORCL	oracle corp	-3.3 M
	venu hldg corp	-2.3 M
MSFT	microsoft corp	-1.7 M
HD	home depot inc	-1.2 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 197 stocks in it's portfolio. About 82% of the portfolio is in top 10 stocks. SYK proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for First Western Trust Bank last quarter.

Last Reported on: 12 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.56	117,099	31,834,500	added	2.25

AAXJ	ishares tr	0.03	8,137	630,862	reduced	-8.5

AAXJ	ishares tr	0.02	2,947	464,742	unchanged	0.00

ABBV	abbvie inc	0.07	6,208	1,418,470	added	25.82

ABT	abbott labs	0.25	40,762	5,107,130	added	3.99

ACN	accenture plc ireland	0.18	13,595	3,647,660	reduced	-9.68

ACSI	tidal etf tr	0.00	0.00	0.00	sold off	-100

ADBE	adobe inc	0.07	3,903	1,366,010	reduced	-16.14

ADI	analog devices inc	0.03	2,120	574,944	added	1.24

ADP	automatic data processing inc	0.04	2,834	728,990	added	4.34

AFL	aflac inc	0.02	3,686	406,455	added	1.24

AFTY	pacer fds tr	0.01	3,510	211,197	new

AMAT	applied matls inc	0.01	1,158	297,594	reduced	-0.17

AMGN	amgen inc	0.02	1,493	488,674	added	67.19

AMT	american tower corp new	0.12	14,506	2,546,800	reduced	-7.52

AMZN	amazon com inc	0.20	17,853	4,120,830	added	221

ANTX	elevance health inc	0.02	929	325,661	added	0.22

APD	air prods & chems inc	0.05	3,761	929,042	reduced	-32.65

AVGO	broadcom inc	0.07	4,172	1,443,930	added	5.43

AXP	american express co	0.11	6,060	2,241,900	added	60.44