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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 10 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SCHA SCHWAB STRATEGIC TR 7,877.0 $285K 0.01% NEW $36.13 -0.9%
182 BAC BANK AMERICA CORP Financial Services 4,924.0 $281K 0.01% +67.0 +1.4% $56.98 +12.1%
183 PHO INVESCO EXCHANGE TRADED FD TR 4,000.0 $276K 0.01% -1K -20.7% $69.08 +3.1%
184 OTIS OTIS WORLDWIDE CORP Industrials 3,826.0 $274K 0.01% $71.60 -1.5%
185 DOV DOVER CORP Industrials 1,208.0 $271K 0.01% $224.28 -7.9%
186 LIN LINDE PLC Basic Materials 495.0 $257K 0.01% +4.0 +0.8% $518.94 -8.6%
187 VB VANGUARD INDEX FDS 833.0 $252K 0.01% $303.12 +1.6%
188 PEG PUBLIC SVC ENTERPRISE GRP INC Utilities 3,088.0 $251K 0.01% -69.0 -2.2% $81.16 -6.8%
189 TGT TARGET CORP Consumer Defensive 1,917.0 $250K 0.01% -110.0 -5.4% $130.61 +15.6%
190 COP CONOCOPHILLIPS Energy 2,383.0 $248K 0.01% $103.96 +22.7%
191 LOW LOWES COS INC Consumer Cyclical 1,110.0 $245K 0.01% $220.49 -2.1%
192 PPG PPG INDS INC Basic Materials 2,002.0 $243K 0.01% $121.29 -6.5%
193 KEYS KEYSIGHT TECHNOLOGIES INC Technology 683.0 $239K 0.01% NEW $350.07 +3.2%
194 EMXC ISHARES INC 2,332.0 $239K 0.01% NEW $102.30 -3.9%
195 SCHH SCHWAB STRATEGIC TR 9,860.0 $233K 0.01% $23.68 +1.1%
196 PANW PALO ALTO NETWORKS INC Technology 680.0 $232K 0.01% NEW $341.02 +10.2%
197 BN BROOKFIELD CORP Financial Services 5,428.0 $231K 0.01% $42.59 +0.4%
198 NTR NUTRIEN LTD Basic Materials 3,668.0 $231K 0.01% +366.0 +11.1% $62.95 +8.5%
199 MS MORGAN STANLEY Financial Services 1,101.0 $230K 0.01% NEW $209.04 +4.4%
200 EL LAUDER ESTEE COS INC Consumer Defensive 2,914.0 $230K 0.01% -11K -78.8% $78.95 +6.8%
Page 10 of 11  ·  215 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%