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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 5 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHW SCHWAB CHARLES CORP Financial Services 3,703.0 $342K 0.02% -4K -49.5% $92.27 +19.8%
82 ITW ILLINOIS TOOL WKS INC Industrials 1,187.0 $321K 0.02% -64.0 -5.1% $270.47 +6.2%
83 FDX FEDEX CORP Industrials 1,021.0 $320K 0.02% -198.0 -16.2% $313.13 +5.9%
84 ELV ELEVANCE HEALTH INC Healthcare 805.0 $311K 0.01% -224.0 -21.8% $386.73 +0.9%
85 ROP ROPER TECHNOLOGIES INC Industrials 886.0 $300K 0.01% -420.0 -32.2% $338.39 +15.2%
86 NKE NIKE INC Consumer Cyclical 7,294.0 $299K 0.01% -241.0 -3.2% $41.05 -4.8%
87 PHO INVESCO EXCHANGE TRADED FD TR 4,000.0 $276K 0.01% -1K -20.7% $69.08 +3.1%
88 PEG PUBLIC SVC ENTERPRISE GRP INC Utilities 3,088.0 $251K 0.01% -69.0 -2.2% $81.16 -6.8%
89 TGT TARGET CORP Consumer Defensive 1,917.0 $250K 0.01% -110.0 -5.4% $130.61 +15.6%
90 EL LAUDER ESTEE COS INC Consumer Defensive 2,914.0 $230K 0.01% -11K -78.8% $78.95 +6.8%
91 FN FABRINET Technology 398.0 $224K 0.01% -105.0 -20.9% $562.08 +6.5%
92 HYG ISHARES TR 2,705.0 $216K 0.01% -100.0 -3.6% $79.97 -0.5%
93 VZ VERIZON COMMUNICATIONS INC Communication Services 4,841.0 $205K 0.01% -336.0 -6.5% $42.34 +13.5%
94 PSX PHILLIPS 66 Energy 1,210.0 $205K 0.01% -8.0 -0.7% $169.05 +42.3%
95 VYM VANGUARD WHITEHALL FDS 1,281.0 $202K 0.01% -309.0 -19.4% $158.03 +4.8%
Page 5 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%