First Western Trust Bank

First Western Trust Bank reported 290 holdings worth US$2.05B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 29, 2026

First Western Trust Bank reported 290 holdings worth US$2.05B as of Jun 30, 2026. Largest: Stryker Corporation, Apple Inc and Woodward, Inc. Filed Jul 29, 2026 (Form 13F).

Holdings
290
Value as reported
US$2.05B

The filing in full

CompanySharesValue as reported% of portfolio
Stryker Corporation3.02MUS$950M46.3%
Apple Inc117KUS$33.8M1.6%
Woodward, Inc.59,158US$25.2M1.2%
Alphabet Inc (google) Class C68,872US$24.6M1.2%
Microsoft Corp.47,055US$17.6M0.86%
Jp Morgan Chase & Co.38,920US$12.7M0.62%
Nvidia Corporation55,505US$11.1M0.54%
Visa Inc.28,885US$9.91M0.48%
Costco Wholesale Corporation9,740US$9.11M0.44%
Texas Instruments Incorporated28,924US$8.62M0.42%
Mcdonald's Corporation22,163US$5.99M0.29%
Tjx Companies, Inc. (the)38,338US$5.81M0.28%
Gilead Sciences, Inc.44,934US$5.68M0.28%
Berkshire Hathaway Inc.10,131US$5.07M0.25%
Marriott International13,386US$4.96M0.24%
Ecolab Inc.17,199US$4.79M0.23%
Oracle Corporation29,890US$4.38M0.21%
Johnson & Johnson16,144US$4.1M0.20%
Thermo Fisher Scientific Inc8,028US$4.03M0.20%
Amazon.com, Inc.16,817US$4.01M0.20%
Ge Aerospace9,581US$3.58M0.17%
Danaher Corporation17,843US$3.4M0.17%
Blackrock, Inc.3,461US$3.33M0.16%
Abbott Laboratories34,217US$3.1M0.15%
L3harris Technologies, Inc.10,312US$3M0.15%
First Western Financial, Inc.92,241US$2.96M0.14%
Coca-cola Company (the)34,569US$2.81M0.14%
S&p Global Inc.6,844US$2.79M0.14%
Nextera Energy, Inc.31,165US$2.74M0.13%
Knight-swift Transportation Holdings Inc.34,286US$2.67M0.13%
Ge Vernova Inc.2,222US$2.61M0.13%
Emerson Electric Company17,390US$2.49M0.12%
Home Depot, Inc. (the)7,038US$2.48M0.12%
Intercontinental Exchange Inc.19,456US$2.4M0.12%
Walmart Inc.20,999US$2.38M0.12%
Pepsico, Inc.17,292US$2.34M0.11%
Intel Corporation15,511US$2.17M0.11%
American Tower Corporation (reit)13,139US$2.15M0.10%
Rtx Corporation11,130US$2.11M0.10%
Walt Disney Company (the)20,671US$1.99M0.10%
Bristol-myers Squibb Company32,542US$1.88M0.09%
Procter & Gamble Company (the)11,991US$1.76M0.09%
Fortive Corporation28,045US$1.71M0.08%
Broadcom Inc.4,123US$1.56M0.08%
Intuit Inc.5,772US$1.51M0.07%
Eli Lilly And Company1,182US$1.42M0.07%
Abbvie Inc.5,491US$1.38M0.07%
Lockheed Martin Corporation2,675US$1.36M0.07%
Lightwave Logic, Inc.143KUS$1.35M0.07%
Progressive Corporation (the)6,056US$1.32M0.06%
Exxon Mobil Corporation9,597US$1.31M0.06%
American Express Company3,784US$1.28M0.06%
Cisco Systems, Inc.10,564US$1.24M0.06%
Xcel Energy Inc.14,857US$1.19M0.06%
Philip Morris International Inc6,570US$1.19M0.06%
Mastercard Incorporated2,139US$1.1M0.05%
Zimmer Biomet Holdings, Inc.12,635US$1.09M0.05%
Caterpillar, Inc.1,004US$1.07M0.05%
Applied Materials, Inc.1,303US$942K0.05%
International Business Machines Corporation3,151US$886K0.04%
Analog Devices, Inc.2,213US$879K0.04%
Autozone, Inc.258US$825K0.04%
Merck & Company, Inc.6,333US$814K0.04%
3m Company4,943US$800K0.04%
Edison International10,623US$791K0.04%
The Cigna Group2,813US$775K0.04%
Parker-hannifin Corporation791US$774K0.04%
Adobe Inc.3,735US$766K0.04%
Meta Platforms, Inc.1,332US$750K0.04%
Transdigm Group Inc.561US$747K0.04%
Keurig Dr Pepper Inc.21,972US$719K0.04%
Qualcomm Incorporated3,847US$711K0.03%
Colgate-palmolive Company7,440US$682K0.03%
Chevron Corporation4,099US$679K0.03%
Micron Technology, Inc.565US$652K0.03%
Wells Fargo & Company7,757US$641K0.03%
Yum! Brands, Inc.3,898US$623K0.03%
Pfizer, Inc.25,721US$619K0.03%
Automatic Data Processing, Inc.2,731US$612K0.03%
Taiwan Semiconductor Manufacturing Co., Ltd.1,232US$588K0.03%
Mckesson Corporation752US$568K0.03%
Union Pacific Corporation2,077US$565K0.03%
Carrier Global Corporation7,688US$564K0.03%
Air Products And Chemicals, Inc.1,861US$546K0.03%
Towne Bank15,038US$545K0.03%
Amgen Inc.1,496US$542K0.03%
Altria Group, Inc.7,480US$538K0.03%
Tesla, Inc.1,240US$522K0.03%
Unitedhealth Group Incorporated1,165US$484K0.02%
Duke Energy Corporation (holding Company)3,701US$468K0.02%
Cvs Health Corporation4,454US$461K0.02%
Lam Research Corporation1,038US$450K0.02%
Capital One Financial Corporation2,191US$440K0.02%
Aflac Incorporated3,698US$434K0.02%
Emcor Group, Inc.499US$414K0.02%
Waste Management, Inc.1,850US$412K0.02%
Starbucks Corporation3,998US$409K0.02%
Goldman Sachs Group, Inc. (the)390US$394K0.02%
Deere & Company621US$394K0.02%
Mondelez International, Inc.6,564US$380K0.02%

Every holding of First Western Trust Bank

Source

View original at SEC

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