§ 13F · FUND PROFILE
First Western Trust Bank.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $2223.9T (13F)Positions · 267Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SYK | STRYKER CORPORATION | 3.25M | $1143.1T | 56.2% | — |
| 2 | VOO | Vanguard S&P 500 | 235K | $147.3T | 7.2% | −4% |
| 3 | IWR | iShares Russell Mid Cap | 1.04M | $99.9T | 4.9% | −2% |
| 4 | RSP | Invesco S&P 500 Equal Weight | 330K | $63.3T | 3.1% | −4% |
| 5 | IWM | iShares Russell 2000 | 233K | $57.2T | 2.8% | −1% |
| 6 | VEA | Vanguard FTSE Developed Markets | 665K | $41.5T | 2.0% | −10% |
| 7 | AAPL | APPLE INC | 113K | $30.6T | 1.5% | +2% |
| 8 | MSFT | MICROSOFT CORP | 50K | $24.3T | 1.2% | +2% |
| 9 | EEM | ISHARES TR | 387K | $21.2T | 1.0% | — |
| 10 | GOOGL | ALPHABET INC | 64K | $20.2T | 1.0% | +3% |
§ 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 $2223851.9 trillion in assets. The fund runs a broad portfolio of 267 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed