First Western Trust Bank
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 80.6%; sector active share 64.7% against the combined 13F book's sector weights.
Over time 18 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
213 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 54.3% | $980,964,706 |
| Unclassified | 29.2% | $526,241,760 |
| Technology | 5.2% | $93,032,650 |
| Industrials | 3.1% | $55,460,063 |
| Financial Services | 2.7% | $48,266,356 |
| Communication Services | 1.5% | $27,557,729 |
| Consumer Cyclical | 1.5% | $27,264,746 |
| Consumer Defensive | 1.2% | $22,387,047 |
| Energy | 0.5% | $8,418,211 |
| Basic Materials | 0.4% | $7,796,699 |
| Utilities | 0.3% | $5,438,343 |
| Real Estate | 0.1% | $2,360,265 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EEM | iShares MSCI Emerging Markets ETF | +66,105 | 660,248 | $45,167,564 | |
| IBHI | iShares iBonds 2029 Term High Yield and Income ETF | +50,674 | 71,612 | $0 | |
| IBHH | iShares iBonds 2028 Term High Yield and Income ETF | +50,225 | 70,959 | $0 | |
| IBHL | iShares iBonds 2032 Term High Yield and Income ETF | +46,696 | 66,035 | $0 | |
| IBHK | iShares iBonds 2031 Term High Yield and Income ETF | +46,286 | 65,429 | $0 | |
| IBHJ | iShares iBonds 2030 Term High Yield and Income ETF | +42,546 | 61,154 | $0 | |
| IWF | iShares Russell 1000 Growth ETF | +40,476 | 54,374 | $0 | |
| VEA | Vanguard FTSE Developed Markets ETF | +36,151 | 966,922 | $68,893,192 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | +30,146 | 31,864 | $6,070,728 | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | +19,853 | 41,777 | $1,413,733 | |
| SCHV | Schwab U.S. Large-Cap Value ETF | +12,515 | 23,819 | $829,139 | |
| RSP | Victory Portfolios II | +6,952 | 350,642 | $74,606,097 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | +6,494 | 82,243 | $4,909,084 | |
| VO | VANGUARD MID-CAP INDEX FUND | +3,727 | 4,428 | $356,763 | |
| IWB | iShares Russell 1000 ETF | +1,757 | 8,476 | $0 | |
| IWD | iShares Russell 1000 Value ETF | +1,616 | 9,592 | $0 | |
| BKNG | Booking Holdings Inc. | +1,165 | 1,225 | $218,344 | |
| QQQ | Invesco Qqq Trust, Series 1 | +702 | 1,499 | $1,103,863 | |
| — | +527 | 3,108 | $687,489 | ||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | +526 | 135,734 | $50,227,009 | |
| NTR | Nutrien Ltd. | +366 | 3,668 | $230,900 | |
| NU | Nu Holdings Ltd. | +305 | 27,039 | $361,240 | |
| GE | General Electric Co | +212 | 9,581 | $3,580,707 | |
| UNH | Unitedhealth Group Inc | +155 | 1,165 | $484,208 | |
| RTX | RTX Corp | +92 | 11,130 | $2,111,694 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KDP | Keurig Dr Pepper Inc. | −57,801 | 21,972 | $719,143 | |
| LWLG | Lightwave Logic, Inc. | −30,900 | 142,698 | $1,349,923 | |
| IWR | iShares Russell Mid-Cap ETF | −17,227 | 1,022,959 | $0 | |
| HD | Home Depot, Inc. | −12,125 | 7,038 | $2,482,161 | |
| EL | Estee Lauder Companies Inc | −10,824 | 2,914 | $230,060 | |
| HON | Honeywell International Inc | −10,085 | 8,575 | $1,919,942 | |
| IJH | iShares Core S&P Mid-Cap ETF | −9,569 | 200,779 | $0 | |
| SLB | Slb Limited/Nv | −8,092 | 117,068 | $5,442,490 | |
| DFAS | Dimensional U.S. Small Cap ETF | −7,388 | 41,664 | $3,430,613 | |
| GOOGL | Alphabet Inc. | −6,958 | 57,875 | $20,682,788 | |
| VOO | VANGUARD 500 INDEX FUND | −6,059 | 219,510 | $150,761,662 | |
| MYFW | First Western Financial Inc | −5,990 | 92,241 | $2,961,858 | |
| ABT | Abbott Laboratories | −5,925 | 34,217 | $3,104,850 | |
| ORCL | Oracle Corp | −4,896 | 29,890 | $4,380,378 | |
| EFA | iShares MSCI EAFE ETF | −4,338 | 75,927 | $0 | |
| NVDA | Nvidia Corp | −3,895 | 55,505 | $11,105,995 | |
| SCHW | Schwab Charles Corp | −3,625 | 3,703 | $341,675 | |
| TJX | Tjx Companies Inc /De/ | −3,511 | 38,338 | $5,808,206 | |
| IWM | iShares Russell 2000 ETF | −3,450 | 234,431 | $0 | |
| PG | PROCTER & GAMBLE Co | −3,213 | 11,991 | $1,758,360 | |
| KNX | Knight-Swift Transportation Holdings Inc. | −3,174 | 34,286 | $2,669,850 | |
| FTV | Fortive Corp | −3,101 | 28,045 | $1,713,268 | |
| MSFT | Microsoft Corp | −2,826 | 47,055 | $17,552,455 | |
| GILD | Gilead Sciences, Inc. | −2,734 | 44,934 | $5,676,961 | |
| NEE | Nextera Energy Inc | −2,611 | 31,165 | $2,735,351 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XLI | State Street(R) Industrial Select Sector SPDR(R) ETF | 21,021 | $3,893,719 | |
| HONA | Honeywell Aerospace Inc. | 8,574 | $1,895,539 | |
| FTSM | First Trust Enhanced Short Maturity ETF | 8,320 | $496,953 | |
| SCHF | Schwab International Equity ETF | 17,324 | $479,874 | |
| AMD | Advanced Micro Devices Inc | 614 | $356,678 | |
| SCHM | Schwab U.S. Mid-Cap ETF | 8,858 | $326,594 | |
| SCHA | Schwab U.S. Small-Cap ETF | 7,877 | $284,596 | |
| KEYS | Keysight Technologies, Inc. | 683 | $239,097 | |
| EMXC | iShares MSCI Emerging Markets ex China ETF | 2,332 | $238,563 | |
| PANW | Palo Alto Networks Inc | 680 | $231,893 | |
| MS | Morgan Stanley | 1,101 | $230,153 | |
| ALL | Allstate Corp | 928 | $220,808 | |
| SCHE | Schwab Emerging Markets Equity ETF | 6,043 | $219,119 | |
| SNA | Snap-on Inc | 540 | $217,296 | |
| TRV | Travelers Companies, Inc. | 647 | $213,587 | |
| EXR | Extra Space Storage Inc. | 1,453 | $211,120 | |
| UMBF | Umb Financial Corp | 1,475 | $210,571 | |
| PHM | Pultegroup Inc/Mi/ | 1,492 | $204,717 | |
| EFV | iShares MSCI EAFE Value ETF | 2,680 | $0 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PYPL | PayPal Holdings, Inc. | 14,419 | $652,171 | |
| SNDK | Sandisk Corp | 550 | $349,437 | |
| T | At&T Inc. | 9,409 | $272,766 | |
| CMCSA | Comcast Corp | 9,256 | $265,739 | |
| CME | Cme Group Inc. | 750 | $221,512 | |
| GEHC | GE HealthCare Technologies Inc. | 2,964 | $210,977 | |
| KR | Kroger Co | 2,841 | $205,574 | |
| MGC | VANGUARD MEGA CAP INDEX FUND | 991 | $0 | |
| VTV | VANGUARD VALUE INDEX FUND | 1,079 | $0 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SYK |
Stryker Corp
Healthcare
|
Reduced | 3,017,349 | $949,982,158 | 52.63% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 219,510 | $150,761,662 | 8.35% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 122,949 | $91,814,623 | 5.09% | |
| RSP |
Victory Portfolios II
|
Added | 350,642 | $74,606,097 | 4.13% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 966,922 | $68,893,192 | 3.82% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 135,734 | $50,227,009 | 2.78% | |
| EEM |
iShares MSCI Emerging Markets ETF
|
Added | 660,248 | $45,167,564 | 2.50% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 116,839 | $33,808,532 | 1.87% | |
| WWD |
Woodward, Inc.
Industrials
|
Reduced | 59,158 | $25,168,179 | 1.39% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 57,875 | $20,682,788 | 1.15% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 47,055 | $17,552,455 | 0.97% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 38,920 | $12,739,683 | 0.71% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 55,505 | $11,105,995 | 0.62% | |
| VTWO |
VANGUARD RUSSELL 2000 INDEX FUND
|
Reduced | 90,853 | $11,031,370 | 0.61% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 28,885 | $9,910,153 | 0.55% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 9,740 | $9,111,477 | 0.50% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 28,924 | $8,621,376 | 0.48% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Added | 31,864 | $6,070,728 | 0.34% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 22,163 | $5,990,879 | 0.33% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 38,338 | $5,808,206 | 0.32% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Reduced | 44,934 | $5,676,961 | 0.31% | |
| SLB |
Slb Limited/Nv
Energy
|
Reduced | 117,068 | $5,442,490 | 0.30% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Reduced | 13,386 | $4,960,717 | 0.27% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Added | 82,243 | $4,909,084 | 0.27% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Reduced | 17,199 | $4,791,812 | 0.27% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 29,890 | $4,380,378 | 0.24% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 16,144 | $4,100,091 | 0.23% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 8,028 | $4,024,917 | 0.22% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 16,817 | $4,008,163 | 0.22% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 11,123 | $3,930,089 | 0.22% | |
| XLI |
State Street(R) Industrial Select Sector SPDR(R) ETF
|
NEW | 21,021 | $3,893,719 | 0.22% | |
| GE |
General Electric Co
Industrials
|
Added | 9,581 | $3,580,707 | 0.20% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 7,138 | $3,571,783 | 0.20% | |
| DFAS |
Dimensional U.S. Small Cap ETF
|
Reduced | 41,664 | $3,430,613 | 0.19% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Reduced | 17,843 | $3,398,733 | 0.19% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 3,461 | $3,327,959 | 0.18% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 34,217 | $3,104,850 | 0.17% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Reduced | 10,312 | $2,996,563 | 0.17% | |
| MYFW |
First Western Financial Inc
Financial Services
|
Reduced | 92,241 | $2,961,858 | 0.16% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 34,569 | $2,809,422 | 0.16% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Reduced | 6,844 | $2,787,286 | 0.15% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 31,165 | $2,735,351 | 0.15% | |
| KNX |
Knight-Swift Transportation Holdings Inc.
Industrials
|
Reduced | 34,286 | $2,669,850 | 0.15% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 2,222 | $2,610,538 | 0.14% | |
| EMR |
Emerson Electric Co
Industrials
|
Reduced | 17,390 | $2,489,378 | 0.14% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 7,038 | $2,482,161 | 0.14% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Reduced | 19,456 | $2,395,227 | 0.13% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 20,999 | $2,378,346 | 0.13% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 17,292 | $2,341,336 | 0.13% | |
| INTC |
Intel Corp
Technology
|
Added | 15,511 | $2,165,800 | 0.12% |
Showing the top 50 of 213 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.