EdgeMarket › What First Western Trust Bank reported owning
What First Western Trust Bank reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.0BPositions
205Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SYK STRYKER CORP | 992.2M | 50.1% | 3.0M | 329.45 | -15.9% |
| VOO Vanguard S&P 500 ETF | 134.8M | 6.8% | 225.6K | 703.71 | +20.0% |
| IWR iShares Russell Mid-Cap ETF | 101.1M | 5.1% | 1.0M | 113.44 | +20.4% |
| SPY SPDR S&P 500 ETF TRUST | 81.0M | 4.1% | 124.5K | 765.72 | +20.0% |
| RSP Invesco S&P 500 Equal Weight ETF | 66.0M | 3.3% | 343.7K | 221.67 | +18.8% |
| VEA Vanguard FTSE Developed Markets ETF | 59.6M | 3.0% | 930.8K | 73.42 | +24.7% |
| IWM iShares Russell 2000 ETF | 59.0M | 3.0% | 237.9K | 299.96 | +33.1% |
| VTI Vanguard Morningstar Total Stock Market ETF | 43.4M | 2.2% | 135.2K | 378.24 | +20.5% |
| EEM iShares MSCI Emerging Markets ETF | 33.7M | 1.7% | 594.1K | 67.12 | +34.9% |
| AAPL Apple Inc. | 30.2M | 1.5% | 118.8K | 309.35 | +36.9% |
| WWD Woodward, Inc. | 21.2M | 1.1% | 59.4K | 343.26 | +39.4% |
| GOOGL Alphabet Inc. | 18.6M | 0.9% | 64.8K | 344.82 | +73.0% |
| MSFT MICROSOFT CORP | 18.5M | 0.9% | 49.9K | 483.24 | -4.4% |
| IJH iShares Core S&P Mid-Cap ETF | 14.2M | 0.7% | 210.3K | 76.77 | +20.8% |
| JPM JPMORGAN CHASE & CO | 12.0M | 0.6% | 41.0K | 351.58 | +20.3% |
| COST COSTCO WHOLESALE CORP /NEW | 10.6M | 0.5% | 10.6K | 947.74 | -4.7% |
| NVDA NVIDIA CORP | 10.4M | 0.5% | 59.4K | 214.72 | +22.4% |
| V VISA INC. | 9.3M | 0.5% | 30.7K | 371.04 | +7.9% |
| VTWO Vanguard Russell 2000 ETF | 9.3M | 0.5% | 92.4K | 121.25 | +33.0% |
| EFA iShares MSCI EAFE ETF | 7.8M | 0.4% | 80.3K | 108.24 | +17.1% |
| MCD MCDONALDS CORP | 7.4M | 0.4% | 23.8K | 270.95 | -13.5% |
| TJX TJX COMPANIES INC /DE/ | 6.7M | 0.3% | 41.8K | 140.53 | +1.6% |
| GILD GILEAD SCIENCES, INC. | 6.6M | 0.3% | 47.7K | 146.12 | +23.1% |
| SLB SLB LIMITED/NV | 6.4M | 0.3% | 125.2K | 53.87 | +61.5% |
| HD HOME DEPOT, INC. | 6.3M | 0.3% | 19.2K | 335.61 | -16.5% |
| TXN TEXAS INSTRUMENTS INC | 6.0M | 0.3% | 30.9K | 264.36 | +31.7% |
| IWF iShares Russell 1000 Growth Fund | 5.9M | 0.3% | 13.9K | 122.39 | +11.2% |
| ORCL ORACLE CORP | 5.1M | 0.3% | 34.8K | 146.47 | -37.7% |
| ECL ECOLAB INC. | 4.9M | 0.2% | 18.5K | 281.63 | -1.3% |
| MAR MARRIOTT INTERNATIONAL INC /MD/ | 4.6M | 0.2% | 14.2K | 356.39 | +35.2% |
| IVV iShares Core S&P 500 ETF | 4.5M | 0.2% | 6.9K | 769.31 | +20.0% |
| TMO THERMO FISHER SCIENTIFIC INC. | 4.4M | 0.2% | 8.9K | 629.27 | +27.2% |
| JNJ JOHNSON & JOHNSON | 4.3M | 0.2% | 17.7K | 270.24 | +51.1% |
| HON HONEYWELL INTERNATIONAL INC | 4.2M | 0.2% | 18.7K | 215.90 | -50.3% |
| ABT ABBOTT LABORATORIES | 4.1M | 0.2% | 40.1K | 116.64 | -11.9% |
| VWO Vanguard FTSE Emerging Markets ETF | 4.1M | 0.2% | 75.7K | 60.45 | +17.7% |
| DHR DANAHER CORP /DE/ | 3.9M | 0.2% | 20.4K | 218.85 | +3.5% |
| GOOG Alphabet Inc. | 3.8M | 0.2% | 13.3K | 341.75 | +70.7% |
| IJR iShares Core S&P Small-Cap ETF | 3.8M | 0.2% | 30.4K | 147.31 | +29.0% |
| LHX L3HARRIS TECHNOLOGIES, INC. /DE/ | 3.7M | 0.2% | 10.9K | 266.73 | -3.4% |
| BLK BlackRock, Inc. | 3.7M | 0.2% | 3.9K | 1,156.55 | +2.5% |
| AMZN AMAZON COM INC | 3.7M | 0.2% | 17.6K | 258.63 | +15.6% |
| DFAS Dimensional U.S. Small Cap ETF | 3.5M | 0.2% | 49.1K | 83.02 | +25.5% |
| unmapped CUSIP 084670702 | 3.4M | 0.2% | 7.2K | — | — |
| ICE Intercontinental Exchange, Inc. | 3.3M | 0.2% | 21.0K | 161.25 | -11.1% |
| SPGI S&P Global Inc. | 3.2M | 0.2% | 7.6K | 431.29 | -22.6% |
| NEE NEXTERA ENERGY INC | 3.1M | 0.2% | 33.8K | 83.65 | +9.8% |
| INTU INTUIT INC. | 3.1M | 0.2% | 7.1K | 367.00 | -47.5% |
| ACN Accenture plc | 2.8M | 0.1% | 14.0K | 185.28 | -27.4% |
| WMT Walmart Inc. | 2.7M | 0.1% | 21.7K | 103.70 | +1.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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