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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 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IEMG ISHARES INC 4,387.0 $306K 0.01% +753.0 +20.7% $69.75 +22.8%
42 ELV ELEVANCE HEALTH INC Healthcare 1,029.0 $301K 0.01% +100.0 +10.8% $292.75 +32.7%
43 MU MICRON TECHNOLOGY INC Technology 824.0 $278K 0.01% +15.0 +1.9% $337.84 +235.7%
44 CMCSA COMCAST CORP NEW Communication Services 9,256.0 $266K 0.01% +243.0 +2.7% $28.71 -21.9%
45 NTR NUTRIEN LTD Basic Materials 3,302.0 $249K 0.01% +30.0 +0.9% $75.46 -16.7%
46 LIN LINDE PLC Basic Materials 491.0 $243K 0.01% +9.0 +1.9% $495.76 +3.3%
47 BAC BANK AMERICA CORP Financial Services 4,857.0 $237K 0.01% +115.0 +2.4% $48.75 +15.3%
48 VB VANGUARD INDEX FDS 833.0 $218K 0.01% +49.0 +6.2% $261.92 +13.2%
Page 3 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%