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Investment manager · 13F filer · SEC CIK 1513189

First Western Trust Bank

Reported value$2.05Bas of Jun 30, 2026

Positions215 19 new, 9 sold out

Top 10 weight80.4%SYK alone is 46%

FiledJul 2929 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

SYKStryker Corp

46.3%

VOOVanguard S&P 500

7.3%Trimmed −3%

IWRiShares Russell Mid Cap

5.5%

SPYSPDR S&P 500 ETF Trust

4.5%

RSPInvesco S&P 500 Equal Weight

3.6%Added +2%

IWMiShares Russell 2000

3.4%

VEAVanguard FTSE Developed Markets

3.4%+4%

VTIVanguard Index FDS

2.4%

EEMiShares Tr

2.2%+11%

AAPLApple Inc.

1.6%

WWD1.2%

SYKStryker Corp

46.3%

VOOVanguard S&P 500

7.3%−3%

IWRiShares Russell Mid Cap

5.5%

SPY4.5%

RSP3.6%

IWM3.4%

VEA3.4%

VTI2.4%

EEM2.2%

AAPL

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

SYK Stryker Corp 46.3% Held

VOO Vanguard S&P 500 7.3% Trimmed −3%

IWR iShares Russell Mid Cap 5.5% Held

SPY SPDR S&P 500 ETF Trust 4.5% Held

RSP Invesco S&P 500 Equal Weight 3.6% Added +2%

IWM iShares Russell 2000 3.4% Held

VEA Vanguard FTSE Developed Markets 3.4% Added +4%

VTI Vanguard Index FDS 2.4% Held

EEM iShares Tr 2.2% Added +11%

AAPL Apple Inc. 1.6% Held WWD Woodward, Inc. 1.2% Held GOOGL Alphabet Inc. 1.0% Trimmed −11%

What changed

Biggest moves since Mar 31, 2026

Filed Jul 29, 2026, compared with the May 12, 2026 filing

add_circleNew

XLI $3.89M
HONA $1.89M
FTSM $497K
SCHF $480K

arrow_upwardAdded

XLK +1755%
EEM +11%
VWO +9%
VEA +4%

arrow_downwardTrimmed

ORCL −14%
GOOGL −11%
TJX −8%
COST −8%

remove_circleSold out

PYPL $652K
SNDK $349K
T $273K
CMCSA $266K

First Western Trust Bank

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Where the money is

Biggest moves since Mar 31, 2026

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