§ 13F · FUND PROFILE
First Western Trust Bank.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $2.2B (13F)Positions · 262Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SYK | STRYKER CORPORATION | 3.02M | $992M | 50.1% | −7% |
| 2 | VOO | Vanguard S&P 500 | 224K | $134M | 6.8% | −4% |
| 3 | IWR | iShares Russell Mid Cap | 1.01M | $98M | 5.0% | −3% |
| 4 | RSP | Invesco S&P 500 Equal Weight | 341K | $65M | 3.3% | +3% |
| 5 | SPY | SPDR S&P 500 | 95K | $62M | 3.1% | +173% |
| 6 | IWM | iShares Russell 2000 | 233K | $58M | 2.9% | ±0% |
| 7 | VEA | Vanguard FTSE Developed Markets | 768K | $49M | 2.5% | +38% |
| 8 | VTI | VANGUARD INDEX FDS | 133K | $43M | 2.2% | +7100% |
| 9 | EEM | ISHARES TR | 579K | $33M | 1.7% | +49% |
| 10 | AAPL | APPLE INC | 114K | $29M | 1.5% | +1% |
§ 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 $2.2 billion in assets. The fund runs a broad portfolio of 262 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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