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Portfolio (Quarterly) Guide ↗

First Western Trust Bank

· CIK 0001513189
13F Portfolio $2.1B AUM 290 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 34 Added 95 Reduced 10 Exited
Page 2 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ECL ECOLAB INC Basic Materials 17,199.0 $4.8M 0.23% -1K -7.1% $278.60 -1.0%
22 IJR ISHARES TR 29,712.0 $4.4M 0.21% -679.0 -2.2% $148.31 +1.0%
23 ORCL ORACLE CORP Technology 29,890.0 $4.4M 0.21% -5K -14.1% $146.55 +0.1%
24 JNJ JOHNSON & JOHNSON Healthcare 16,144.0 $4.1M 0.20% -2K -8.6% $253.97 +3.3%
25 TMO THERMO FISHER SCIENTIFIC INC Healthcare 8,028.0 $4.0M 0.20% -839.0 -9.5% $501.39 +16.8%
26 AMZN AMAZON COM INC Consumer Cyclical 16,817.0 $4.0M 0.20% -790.0 -4.5% $238.34 +9.6%
27 GOOG ALPHABET INC Communication Services 11,123.0 $3.9M 0.19% -2K -16.2% $353.33 -3.4%
28 BERKSHIRE HATHAWAY INC DEL 7,138.0 $3.6M 0.17% -36.0 -0.5% $500.39
29 DFAS Dimensional US Small Cap ETF 41,664.0 $3.4M 0.17% -7K -15.1% $82.34 +2.2%
30 DHR DANAHER CORPORATION Healthcare 17,843.0 $3.4M 0.17% -3K -12.3% $190.48 +6.4%
31 BLK BLACKROCK INC Financial Services 3,461.0 $3.3M 0.16% -409.0 -10.6% $961.62 +19.3%
32 ABT ABBOTT LABS Healthcare 34,217.0 $3.1M 0.15% -6K -14.8% $90.74 +21.6%
33 LHX L3HARRIS TECHNOLOGIES INC Industrials 10,312.0 $3.0M 0.15% -546.0 -5.0% $290.59 -4.2%
34 MYFW FIRST WESTN FINL INC Financial Services 92,241.0 $3.0M 0.14% -6K -6.1% $32.11 -1.5%
35 KO COCA COLA CO Consumer Defensive 34,569.0 $2.8M 0.14% -637.0 -1.8% $81.27 +7.0%
36 SPGI S&P GLOBAL INC Financial Services 6,844.0 $2.8M 0.14% -789.0 -10.3% $407.26 +0.8%
37 NEE NEXTERA ENERGY INC Utilities 31,165.0 $2.7M 0.13% -3K -7.7% $87.77 -1.8%
38 KNX KNIGHT-SWIFT TRANSN HLDGS INC Industrials 34,286.0 $2.7M 0.13% -3K -8.5% $77.87 -6.5%
39 GEV GE VERNOVA INC Utilities 2,222.0 $2.6M 0.13% -76.0 -3.3% $1174.86 -8.2%
40 EMR EMERSON ELEC CO Industrials 17,390.0 $2.5M 0.12% -117.0 -0.7% $143.15 +13.2%
Page 2 of 5  ·  95 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 71.9%
Financial Services 10.1%
Technology 6.8%
Industrials 3.7%
Communication Services 2.0%
Consumer Cyclical 2.0%
Consumer Defensive 1.6%
Basic Materials 0.6%
Energy 0.6%
Utilities 0.6%