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Portfolio (Quarterly) Guide ↗

First Western Trust Bank

· CIK 0001513189
13F Portfolio $2.0B AUM 280 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 48 Added 81 Reduced 9 Exited
Page 1 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY SPDR S&P 500 Financial Services 124,488.0 $81.0M 4.09% +79K +172.8% $650.34 +14.8%
2 RSP Invesco S&P 500 Equal Weight 343,690.0 $66.0M 3.33% +11K +3.2% $191.92 +9.4%
3 VEA Vanguard FTSE Developed Markets 930,771.0 $59.6M 3.01% +256K +37.9% $64.08 +12.8%
4 VTI VANGUARD INDEX FDS 135,208.0 $43.4M 2.19% +133K +7099.6% $320.81 +15.3%
5 EEM ISHARES TR 594,143.0 $33.7M 1.70% +195K +48.8% $56.79 +24.7%
6 AAPL APPLE INC Technology 118,825.0 $30.2M 1.52% +2K +1.5% $253.79 +17.4%
7 IJH ISHARES TR 210,348.0 $14.2M 0.72% +17K +8.8% $67.53 +12.2%
8 VTWO Vanguard Russell 2000 92,356.0 $9.3M 0.47% +5K +6.3% $100.17 +19.2%
9 EFA iShares MSCI EAFE 80,265.0 $7.8M 0.39% +11K +16.6% $97.13 +7.5%
10 IVV ISHARES TR 6,924.0 $4.5M 0.23% +3K +66.7% $653.21 +14.8%
11 VWO VANGUARD INTL EQUITY INDEX FDS 75,749.0 $4.1M 0.21% +68K +903.6% $54.05 +12.4%
12 NEE NEXTERA ENERGY INC Utilities 33,776.0 $3.1M 0.16% +326.0 +1.0% $92.88 -6.6%
13 ACN ACCENTURE PLC IRELAND Technology 14,041.0 $2.8M 0.14% +446.0 +3.3% $198.30 -35.5%
14 AMT AMERICAN TOWER CORP NEW Real Estate 14,630.0 $2.5M 0.13% +124.0 +0.8% $172.58 +2.0%
15 MYFW FIRST WESTN FINL INC Financial Services 98,231.0 $2.4M 0.12% +7K +7.4% $24.58 +24.3%
16 DIS DISNEY WALT CO Communication Services 22,047.0 $2.1M 0.11% +351.0 +1.6% $96.38 +7.8%
17 KDP KEURIG DR PEPPER INC Consumer Defensive 79,773.0 $2.1M 0.11% +16K +24.2% $26.33 +16.8%
18 XOM EXXON MOBIL CORP Energy 10,085.0 $1.7M 0.09% +404.0 +4.2% $169.66 -18.8%
19 IWD iShares Russell 1000 Value 7,976.0 $1.7M 0.09% +380.0 +5.0% $213.67 +13.3%
20 LMT LOCKHEED MARTIN CORP Industrials 2,765.0 $1.7M 0.08% +182.0 +7.0% $604.39 -15.5%
Page 1 of 3  ·  48 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 73.3%
Financial Services 9.0%
Technology 6.1%
Industrials 3.5%
Consumer Cyclical 2.3%
Communication Services 1.9%
Consumer Defensive 1.9%
Energy 0.7%
Basic Materials 0.6%
Utilities 0.6%