StockDriftsStockDriftsTop 50 First Western Trust Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SYK | STRYKER CORPORATION | 46.31% | 3.02M | $950.0M | -0.07%(-2.10K) | $267.37(+24.05%) | 2026-06-30 | |
| VOO | Vanguard S&P 500 | 7.35% | 219.5K | $150.8M | -2.69%(-6.06K) | $423.42(+68.32%) | 2026-06-30 | |
| IWR | iShares Russell Mid Cap | 5.5% | 1.02M | $112.9M | -1.66%(-17.23K) | $78.72(+45.48%) | 2026-06-30 | |
| SPY | SPDR S&P 500 | 4.48% | 122.9K | $91.8M | -1.24%(-1.54K) | $586.11(+32.29%) | 2026-06-30 | |
| RSP | Invesco S&P 500 Equal Weight | 3.64% | 350.6K | $74.6M | +2.02%(+6.95K) | $174.84(+26.83%) | 2026-06-30 | |
| IWM | iShares Russell 2000 | 3.43% | 234.4K | $70.4M | -1.45%(-3.45K) | $212.24(+43.12%) | 2026-06-30 | |
| VEA | Vanguard FTSE Developed Markets | 3.36% | 966.9K | $68.9M | +3.88%(+36.15K) | $54.37(+36.11%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.45% | 135.7K | $50.2M | +0.39%(+526) | $326.43(+17.44%) | 2026-06-30 | |
| EEM | ISHARES TR | 2.2% | 660.2K | $45.2M | +11.13%(+66.11K) | $55.29(+22.45%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.65% | 116.8K | $33.8M | -1.67%(-1.99K) | $177.76(+71.79%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.56% | +24.44% | — | — | +34.59% |
| Top 20 Holdings Unweighted | +18.59% | +66.78% | — | — | +63.86% |
First Western Trust Bank reports $2.05B in US-listed equity holdings across 215 positions in its most recent 13F filing. Its largest disclosed positions are SYK (46.3%), VOO (7.3%) and IWR (5.5%). The top 20 holdings account for 87.26% of reported assets. Its disclosed equity book has returned +24.44% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from First Western Trust Bank’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1513189). View First Western Trust Bank’s 13F filings on SEC