§ 13F · FUND PROFILE
First Western Trust Bank.
AUM · $2.1B (13F)Positions · 290Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SYK | STRYKER CORPORATION | 3.02M | $950M | 46.3% | ±0% |
| 2 | VOO | Vanguard S&P 500 | 218K | $150M | 7.3% | −3% |
| 3 | IWR | iShares Russell Mid Cap | 999K | $110M | 5.4% | −2% |
| 4 | RSP | Invesco S&P 500 Equal Weight | 348K | $74M | 3.6% | +2% |
| 5 | SPY | SPDR S&P 500 | 95K | $71M | 3.5% | −1% |
| 6 | IWM | iShares Russell 2000 | 231K | $69M | 3.4% | −1% |
| 7 | VEA | Vanguard FTSE Developed Markets | 804K | $57M | 2.8% | +4% |
| 8 | VTI | VANGUARD INDEX FDS | 133K | $49M | 2.4% | ±0% |
| 9 | EEM | ISHARES TR | 646K | $44M | 2.2% | +11% |
| 10 | AAPL | APPLE INC | 112K | $33M | 1.6% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIRST SIGNAL
AC read
First Western Trust Bank is a Dealer / Bank fund managing $2.1 billion in assets. The fund runs a broad portfolio of 290 positions.
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