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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 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ABBV ABBVIE INC Healthcare 5,491.0 $1.4M 0.07% -713.0 -11.5% $251.64 +2.1%
82 LMT LOCKHEED MARTIN CORP Industrials 2,675.0 $1.4M 0.07% -90.0 -3.2% $509.46 +19.7%
83 LWLG LIGHTWAVE LOGIC INC Basic Materials 142,698.0 $1.3M 0.07% -31K -17.8% $9.46 -28.8%
84 PGR PROGRESSIVE CORP Financial Services 6,056.0 $1.3M 0.06% -46.0 -0.8% $218.45 -5.3%
85 XOM EXXON MOBIL CORP Energy 9,597.0 $1.3M 0.06% -488.0 -4.8% $136.72 +20.9%
86 AXP AMERICAN EXPRESS CO Financial Services 3,784.0 $1.3M 0.06% -2K -30.9% $338.25 -0.1%
87 CSCO CISCO SYS INC Technology 10,564.0 $1.2M 0.06% $117.46 -5.6%
88 JNK SPDR SER TR 12,419.0 $1.2M 0.06% -424.0 -3.3% $96.37 -0.7%
89 XEL XCEL ENERGY INC Utilities 14,857.0 $1.2M 0.06% $80.30 -0.5%
90 PM PHILIP MORRIS INTL INC Consumer Defensive 6,570.0 $1.2M 0.06% -97.0 -1.4% $180.91 +4.0%
91 ETN EATON CORP PLC Industrials 2,727.0 $1.2M 0.06% $426.12 +1.0%
92 QQQ INVESCO QQQ TR Financial Services 1,499.0 $1.1M 0.05% +702.0 +88.1% $736.40 -2.5%
93 MA MASTERCARD INCORPORATED Financial Services 2,139.0 $1.1M 0.05% $513.60 +11.8%
94 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 12,635.0 $1.1M 0.05% $86.09 +15.5%
95 CAT CATERPILLAR INC Industrials 1,004.0 $1.1M 0.05% $1064.90 -21.2%
96 AMAT APPLIED MATLS INC Technology 1,303.0 $942K 0.05% -11.0 -0.8% $723.00 -30.2%
97 VENU HLDG CORP 400,120.0 $908K 0.04% $2.27
98 IBM INTERNATIONAL BUSINESS MACHS Technology 3,151.0 $886K 0.04% -115.0 -3.5% $281.21 -17.8%
99 ADI ANALOG DEVICES INC Technology 2,213.0 $879K 0.04% $397.17 -6.2%
100 SCHV SCHWAB STRATEGIC TR 23,819.0 $829K 0.04% +13K +110.7% $34.81 +0.8%
Page 5 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%