First Western Trust Bank

13F filer · CIK 0001513189

Reported Jul 29, 2026

Net seller this quarter

13F portfolio value$2.05BU.S. long equity reported on 13F

Positions15611 new · 8 closed

Net flow last quarter-$29.2MBuys minus sells

Top 10 positions weight57.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 2026156 positions
SYKStryker Corp	$950M	46.31%	0.79%	-0.1%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$91.8M	4.48%	Not reported	-1.2%	Q1 2022
AAPLApple Inc.	$33.8M	1.65%	0.00%	-1.7%	Q1 2022
WWDWoodward, Inc.	$25.2M	1.23%	0.10%	-0.4%	Q2 2023
GOOGLAlphabet Inc.	$20.7M	1.01%	0.00%	-10.7%	Q1 2022
MSFTMicrosoft Corp	$17.6M	0.86%	0.00%	-5.7%	Q1 2022
JPMJPMorgan Chase & Co	$12.7M	0.62%	0.00%	-5.0%	Q1 2022
NVDANvidia Corp	$11.1M	0.54%	0.00%	-6.6%	Q1 2022
VVisa Inc.	$9.91M	0.48%	0.00%	-6.1%	Q1 2022
COSTCostco Wholesale Corp	$9.11M	0.44%	0.00%	-8.1%	Q1 2022
TXNTexas Instruments Inc	$8.62M	0.42%	0.00%	-6.4%	Q1 2022
MCDMcdonalds Corp	$5.99M	0.29%	0.00%	-7.0%	Q1 2022
TJXTJX Companies Inc	$5.81M	0.28%	0.00%	-8.4%	Q1 2022
GILDGilead Sciences, Inc.	$5.68M	0.28%	0.00%	-5.7%	Q1 2022
SLBSLB Limited	$5.44M	0.27%	0.01%	-6.5%	Q1 2022
MARMarriott International Inc	$4.96M	0.24%	0.01%	-5.7%	Q1 2022
ECLEcolab Inc.	$4.79M	0.23%	0.01%	-7.1%	Q1 2022
ORCLOracle Corp	$4.38M	0.21%	0.00%	-14.1%	Q1 2022
JNJJohnson & Johnson	$4.1M	0.20%	0.00%	-8.6%	Q1 2022
TMOThermo Fisher Scientific Inc.	$4.03M	0.20%	0.00%	-9.5%	Q1 2022
AMZNAmazon Com Inc	$4.01M	0.20%	0.00%	-4.5%	Q1 2022
GOOGAlphabet Inc.	$3.93M	0.19%	Not reported	-16.2%	Q1 2022
GEGeneral Electric Co	$3.58M	0.17%	0.00%	+2.3%	Q1 2022
BRK.BBerkshire Hathaway Inc	$3.57M	0.17%	Not reported	-0.5%	Q1 2022
DHRDanaher Corp	$3.4M	0.17%	0.00%	-12.3%	Q1 2022
BLKBlackRock, Inc.	$3.33M	0.16%	0.00%	-10.6%	Q1 2022
ABTAbbott Laboratories	$3.1M	0.15%	0.00%	-14.8%	Q1 2022
LHXL3harris Technologies, Inc.	$3M	0.15%	0.01%	-5.0%	Q1 2022
MYFWFirst Western Financial Inc	$2.96M	0.14%	0.94%	-6.1%	Q1 2022
KOCoca Cola Co	$2.81M	0.14%	0.00%	-1.8%	Q1 2022
SPGIS&P Global Inc.	$2.79M	0.14%	0.00%	-10.3%	Q1 2022
NEENextera Energy Inc	$2.74M	0.13%	0.00%	-7.7%	Q1 2022
KNXKnight-Swift Transportation Holdings Inc.	$2.67M	0.13%	0.02%	-8.5%	Q1 2022
GEVGE Vernova Inc.	$2.61M	0.13%	0.00%	-3.3%	Q2 2024
EMREmerson Electric Co	$2.49M	0.12%	0.00%	-0.7%	Q1 2022
HDHome Depot, Inc.	$2.48M	0.12%	0.00%	-63.3%	Q1 2022
ICEIntercontinental Exchange, Inc.	$2.4M	0.12%	0.00%	-7.5%	Q1 2022
WMTWalmart Inc.	$2.38M	0.12%	0.00%	-3.2%	Q1 2022
PEPPepsico Inc	$2.34M	0.11%	0.00%	+0.1%	Q1 2022
INTCIntel Corp	$2.17M	0.11%	0.00%	+0.5%	Q1 2022
AMTAmerican Tower Corp	$2.15M	0.10%	0.00%	-10.2%	Q1 2022
RTXRTX Corp	$2.11M	0.10%	0.00%	+0.8%	Q1 2022
DISWalt Disney Co	$1.99M	0.10%	0.00%	-6.2%	Q1 2022
HONHoneywell International Inc	$1.92M	0.09%	0.00%	-8.1%	Q1 2022
HONAHoneywell Aerospace Inc.	$1.89M	0.09%	Not reported	-8.1%	Q2 2026
BMYBristol Myers Squibb Co	$1.88M	0.09%	0.00%	-0.2%	Q1 2022
PGPROCTER & GAMBLE Co	$1.76M	0.09%	0.00%	-21.1%	Q1 2022
FTVFortive Corp	$1.71M	0.08%	0.01%	-10.0%	Q1 2022
AVGOBroadcom Inc.	$1.56M	0.08%	0.00%	-0.7%	Q1 2022
ACNAccenture plc	$1.54M	0.08%	0.00%	-11.7%	Q1 2022

Q1 2026Reported May 12, 2026151 positions
SYKStryker Corp	$992M	50.10%	0.79%	-7.2%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$81M	4.09%	Not reported	+172.8%	Q1 2022
AAPLApple Inc.	$30.2M	1.52%	0.00%	+1.5%	Q1 2022
WWDWoodward, Inc.	$21.2M	1.07%	0.10%	-6.2%	Q2 2023
GOOGLAlphabet Inc.	$18.6M	0.94%	0.00%	-1.5%	Q1 2022
MSFTMicrosoft Corp	$18.5M	0.93%	0.00%	-3.0%	Q1 2022
JPMJPMorgan Chase & Co	$12M	0.61%	0.00%	-2.3%	Q1 2022
COSTCostco Wholesale Corp	$10.6M	0.53%	0.00%	-1.7%	Q1 2022
NVDANvidia Corp	$10.4M	0.52%	0.00%	-0.8%	Q1 2022
VVisa Inc.	$9.29M	0.47%	0.00%	-1.3%	Q1 2022
MCDMcdonalds Corp	$7.4M	0.37%	0.00%	-9.6%	Q1 2022
TJXTJX Companies Inc	$6.68M	0.34%	0.00%	-5.9%	Q1 2022
GILDGilead Sciences, Inc.	$6.64M	0.34%	0.00%	-1.8%	Q1 2022
SLBSLB Limited	$6.43M	0.32%	0.01%	0.0%	Q1 2022
HDHome Depot, Inc.	$6.3M	0.32%	0.00%	-1.0%	Q1 2022
TXNTexas Instruments Inc	$6M	0.30%	0.00%	-0.5%	Q1 2022
ORCLOracle Corp	$5.12M	0.26%	0.00%	-7.3%	Q1 2022
ECLEcolab Inc.	$4.93M	0.25%	0.01%	-1.7%	Q1 2022
MARMarriott International Inc	$4.64M	0.23%	0.01%	-1.2%	Q1 2022
TMOThermo Fisher Scientific Inc.	$4.36M	0.22%	0.00%	-0.3%	Q1 2022
JNJJohnson & Johnson	$4.32M	0.22%	0.00%	-10.2%	Q1 2022
HONHoneywell International Inc	$4.22M	0.21%	0.00%	-0.6%	Q1 2022
ABTAbbott Laboratories	$4.12M	0.21%	0.00%	-1.5%	Q1 2022
DHRDanaher Corp	$3.86M	0.19%	0.00%	-0.1%	Q1 2022
GOOGAlphabet Inc.	$3.81M	0.19%	Not reported	-2.6%	Q1 2022
LHXL3harris Technologies, Inc.	$3.75M	0.19%	0.01%	-1.1%	Q1 2022
BLKBlackRock, Inc.	$3.72M	0.19%	0.00%	-0.7%	Q1 2022
AMZNAmazon Com Inc	$3.67M	0.19%	0.00%	-1.4%	Q1 2022
BRK.BBerkshire Hathaway Inc	$3.44M	0.17%	Not reported	-1.3%	Q1 2022
ICEIntercontinental Exchange, Inc.	$3.31M	0.17%	0.00%	-2.7%	Q1 2022
SPGIS&P Global Inc.	$3.25M	0.16%	0.00%	-1.2%	Q1 2022
NEENextera Energy Inc	$3.14M	0.16%	0.00%	+1.0%	Q1 2022
INTUIntuit Inc.	$3.09M	0.16%	0.00%	-6.6%	Q1 2022
ACNAccenture plc	$2.78M	0.14%	0.00%	+3.3%	Q1 2022
WMTWalmart Inc.	$2.7M	0.14%	0.00%	+0.5%	Q1 2022
PEPPepsico Inc	$2.68M	0.14%	0.00%	-4.0%	Q1 2022
KOCoca Cola Co	$2.68M	0.14%	0.00%	-0.6%	Q1 2022
GEGeneral Electric Co	$2.66M	0.13%	0.00%	-2.4%	Q1 2022
AMTAmerican Tower Corp	$2.52M	0.13%	0.00%	+0.9%	Q1 2022
MYFWFirst Western Financial Inc	$2.41M	0.12%	1.01%	+7.4%	Q1 2022
EMREmerson Electric Co	$2.29M	0.12%	0.00%	-10.3%	Q1 2022
PGPROCTER & GAMBLE Co	$2.2M	0.11%	0.00%	-0.9%	Q1 2022
KNXKnight-Swift Transportation Holdings Inc.	$2.16M	0.11%	0.02%	-6.8%	Q1 2022
RTXRTX Corp	$2.13M	0.11%	0.00%	Not reported	Q1 2022
DISWalt Disney Co	$2.12M	0.11%	0.00%	+1.6%	Q1 2022
KDPKeurig Dr Pepper Inc.	$2.1M	0.11%	0.01%	+24.2%	Q4 2022
GEVGE Vernova Inc.	$2.01M	0.10%	0.00%	-2.6%	Q2 2024
BMYBristol Myers Squibb Co	$1.98M	0.10%	0.00%	0.0%	Q1 2022
FTVFortive Corp	$1.72M	0.09%	0.01%	-0.9%	Q1 2022
XOMExxonMobil Holdings Corp	$1.71M	0.09%	0.00%	+4.2%	Q1 2022

Q4 2025Reported Feb 12, 2026151 positions
SYKStryker Corp	$1.14B	56.21%	0.85%	0.0%	Q1 2022
AAPLApple Inc.	$31.8M	1.57%	0.00%	+2.3%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$31.1M	1.53%	Not reported	-63.1%	Q1 2022
MSFTMicrosoft Corp	$24.9M	1.22%	0.00%	+2.0%	Q1 2022
GOOGLAlphabet Inc.	$20.6M	1.01%	0.00%	+2.6%	Q1 2022
WWDWoodward, Inc.	$19.1M	0.94%	0.11%	+0.1%	Q2 2023
JPMJPMorgan Chase & Co	$13.5M	0.66%	0.00%	-1.2%	Q1 2022
NVDANvidia Corp	$11.2M	0.55%	0.00%	+0.9%	Q1 2022
VVisa Inc.	$10.9M	0.54%	0.00%	+2.8%	Q1 2022
COSTCostco Wholesale Corp	$9.29M	0.46%	0.00%	-2.2%	Q1 2022
MCDMcdonalds Corp	$8.05M	0.40%	0.00%	+2.0%	Q1 2022
ORCLOracle Corp	$7.31M	0.36%	0.00%	-1.1%	Q1 2022
TJXTJX Companies Inc	$6.83M	0.34%	0.00%	-37.2%	Q1 2022
HDHome Depot, Inc.	$6.66M	0.33%	0.00%	+1.6%	Q1 2022
GILDGilead Sciences, Inc.	$5.95M	0.29%	0.00%	-1.5%	Q1 2022
TXNTexas Instruments Inc	$5.39M	0.26%	0.00%	-4.3%	Q1 2022
TMOThermo Fisher Scientific Inc.	$5.16M	0.25%	0.00%	-0.5%	Q1 2022
ABTAbbott Laboratories	$5.11M	0.25%	0.00%	+4.0%	Q1 2022
INTUIntuit Inc.	$5.06M	0.25%	0.00%	-1.4%	Q1 2022
ECLEcolab Inc.	$4.95M	0.24%	0.01%	-2.2%	Q1 2022
SLBSLB Limited	$4.8M	0.24%	0.01%	-1.5%	Q1 2022
DHRDanaher Corp	$4.66M	0.23%	0.00%	+5.0%	Q1 2022
MARMarriott International Inc	$4.46M	0.22%	0.01%	-0.7%	Q1 2022
GOOGAlphabet Inc.	$4.27M	0.21%	Not reported	+20.7%	Q1 2022
BLKBlackRock, Inc.	$4.17M	0.21%	0.00%	-0.8%	Q1 2022
AMZNAmazon Com Inc	$4.12M	0.20%	0.00%	+221.4%	Q1 2022
JNJJohnson & Johnson	$4.07M	0.20%	0.00%	+7.9%	Q1 2022
SPGIS&P Global Inc.	$4.04M	0.20%	0.00%	-0.3%	Q1 2022
HONHoneywell International Inc	$3.66M	0.18%	0.00%	-3.5%	Q1 2022
BRK.BBerkshire Hathaway Inc	$3.65M	0.18%	Not reported	-0.1%	Q1 2022
ACNAccenture plc	$3.65M	0.18%	0.00%	-9.7%	Q1 2022
ICEIntercontinental Exchange, Inc.	$3.5M	0.17%	0.00%	-1.4%	Q1 2022
ROPRoper Technologies Inc	$3.47M	0.17%	0.01%	-5.6%	Q1 2022
VENUVenu Holding Corp	$3.37M	0.17%	0.93%	-38.5%	Q1 2025
LHXL3harris Technologies, Inc.	$3.22M	0.16%	0.01%	+0.6%	Q1 2022
GEGeneral Electric Co	$2.96M	0.15%	0.00%	+0.6%	Q1 2022
NEENextera Energy Inc	$2.69M	0.13%	0.00%	-2.0%	Q1 2022
EMREmerson Electric Co	$2.59M	0.13%	0.00%	+11.5%	Q1 2022
PEPPepsico Inc	$2.58M	0.13%	0.00%	+15.6%	Q1 2022
AMTAmerican Tower Corp	$2.55M	0.13%	0.00%	-7.5%	Q1 2022
KOCoca Cola Co	$2.48M	0.12%	0.00%	-3.0%	Q1 2022
DISWalt Disney Co	$2.47M	0.12%	0.00%	-10.2%	Q1 2022
MYFWFirst Western Financial Inc	$2.45M	0.12%	0.94%	-16.5%	Q1 2022
WMTWalmart Inc.	$2.4M	0.12%	0.00%	+0.9%	Q1 2022
AXPAmerican Express Co	$2.24M	0.11%	0.00%	+60.4%	Q1 2022
PGPROCTER & GAMBLE Co	$2.2M	0.11%	0.00%	+16.6%	Q1 2022
KNXKnight-Swift Transportation Holdings Inc.	$2.1M	0.10%	0.02%	Not reported	Q1 2022
RTXRTX Corp	$2.02M	0.10%	0.00%	-0.1%	Q1 2022
KDPKeurig Dr Pepper Inc.	$1.8M	0.09%	0.00%	-46.9%	Q4 2022
BMYBristol Myers Squibb Co	$1.76M	0.09%	0.00%	-0.1%	Q1 2022

Q3 2025Reported Nov 14, 2025146 positions
SYKStryker Corp	$1.2B	55.23%	0.85%	0.0%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$82.4M	3.78%	Not reported	-1.5%	Q1 2022
AAPLApple Inc.	$29.2M	1.34%	0.00%	-1.0%	Q1 2022
MSFTMicrosoft Corp	$26.1M	1.20%	0.00%	+0.8%	Q1 2022
WWDWoodward, Inc.	$16M	0.73%	0.11%	-1.2%	Q2 2023
GOOGLAlphabet Inc.	$15.6M	0.72%	0.00%	-3.7%	Q1 2022
JPMJPMorgan Chase & Co	$13.4M	0.61%	0.00%	-3.4%	Q1 2022
NVDANvidia Corp	$11.1M	0.51%	0.00%	+0.3%	Q1 2022
ORCLOracle Corp	$10.7M	0.49%	0.00%	-4.2%	Q1 2022
VVisa Inc.	$10.3M	0.48%	0.00%	-1.6%	Q1 2022
TJXTJX Companies Inc	$10.2M	0.47%	0.01%	-4.0%	Q1 2022
COSTCostco Wholesale Corp	$10.2M	0.47%	0.00%	-4.2%	Q1 2022
VENUVenu Holding Corp	$8.33M	0.38%	1.50%	+62.5%	Q1 2025
MCDMcdonalds Corp	$7.85M	0.36%	0.00%	-2.6%	Q1 2022
HDHome Depot, Inc.	$7.73M	0.35%	0.00%	-3.2%	Q1 2022
TXNTexas Instruments Inc	$5.96M	0.27%	0.00%	-2.3%	Q1 2022
GILDGilead Sciences, Inc.	$5.47M	0.25%	0.00%	-2.2%	Q1 2022
INTUIntuit Inc.	$5.29M	0.24%	0.00%	-4.2%	Q1 2022
ECLEcolab Inc.	$5.28M	0.24%	0.01%	-6.5%	Q1 2022
ABTAbbott Laboratories	$5.25M	0.24%	0.00%	-4.8%	Q1 2022
BLKBlackRock, Inc.	$4.58M	0.21%	0.00%	-3.5%	Q1 2022
SLBSLB Limited	$4.37M	0.20%	0.01%	-5.2%	Q1 2022
TMOThermo Fisher Scientific Inc.	$4.34M	0.20%	0.00%	-5.6%	Q1 2022
ROPRoper Technologies Inc	$4.12M	0.19%	0.01%	-4.0%	Q1 2022
HONHoneywell International Inc	$4.1M	0.19%	0.00%	-3.1%	Q1 2022
DHRDanaher Corp	$3.85M	0.18%	0.00%	-4.2%	Q1 2022
SPGIS&P Global Inc.	$3.77M	0.17%	0.00%	-3.6%	Q1 2022
MARMarriott International Inc	$3.77M	0.17%	0.01%	-4.7%	Q1 2022
ACNAccenture plc	$3.71M	0.17%	0.00%	-11.0%	Q1 2022
ICEIntercontinental Exchange, Inc.	$3.69M	0.17%	0.00%	-5.3%	Q1 2022
BRK.BBerkshire Hathaway Inc	$3.66M	0.17%	Not reported	+3.2%	Q1 2022
FISVFiserv Inc	$3.49M	0.16%	0.01%	-10.0%	Q1 2022
JNJJohnson & Johnson	$3.38M	0.16%	0.00%	-3.2%	Q1 2022
LHXL3harris Technologies, Inc.	$3.33M	0.15%	0.01%	-0.8%	Q1 2022
KDPKeurig Dr Pepper Inc.	$3.08M	0.14%	0.01%	-8.5%	Q4 2022
AMTAmerican Tower Corp	$3.02M	0.14%	0.00%	-4.3%	Q1 2022
GEGeneral Electric Co	$2.87M	0.13%	0.00%	-14.6%	Q1 2022
DISWalt Disney Co	$2.77M	0.13%	0.00%	-3.7%	Q1 2022
GOOGAlphabet Inc.	$2.75M	0.13%	Not reported	-1.4%	Q1 2022
NEENextera Energy Inc	$2.58M	0.12%	0.00%	-8.8%	Q1 2022
MYFWFirst Western Financial Inc	$2.52M	0.12%	1.13%	-2.8%	Q1 2022
KOCoca Cola Co	$2.42M	0.11%	0.00%	-3.0%	Q1 2022
EMREmerson Electric Co	$2.29M	0.11%	0.00%	-0.3%	Q1 2022
WMTWalmart Inc.	$2.2M	0.10%	0.00%	-2.1%	Q1 2022
PEPPepsico Inc	$2.19M	0.10%	0.00%	-1.2%	Q1 2022
PGPROCTER & GAMBLE Co	$2.02M	0.09%	0.00%	-1.0%	Q1 2022
RTXRTX Corp	$1.85M	0.08%	0.00%	-0.5%	Q1 2022
ADBEAdobe Inc.	$1.64M	0.08%	0.00%	-12.6%	Q1 2022
KNXKnight-Swift Transportation Holdings Inc.	$1.59M	0.07%	0.02%	Not reported	Q1 2022
FTVFortive Corp	$1.57M	0.07%	0.01%	-9.3%	Q1 2022

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