First Western Trust Bank

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CIK 1513189

13F portfolio (2026-Q1)

$2.0B

Positions

205

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

205

Top 5

69.4%

Top 10

80.8%

Effective N

3.8

HHI

0.265

This quarter

17 new · 0 exit →

By sector

Health Care51.3%

Unclassified33.3%

Information Technology6.1%

Consumer Discretionary2.3%

Financials2.2%

Industrials1.4%

Communication Services1.3%

Materials0.6%

Other1.4%

By market cap

Large ($10–200B)57.4%

Unknown33.4%

Mega (>$200B)9.1%

Small ($300M–2B)0.2%

Mid ($2–10B)0.0%

By region

North America66.7%

Other33.3%

Asia-Pacific0.0%

Latin America0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Health Care Equipment & Supplies	50.21%	4
Unclassified	33.48%	64
Technology Hardware & Equipment	2.15%	8
Specialty Retail	1.61%	10
Electrical Equipment & Components	1.44%	5
Software	1.40%	4
Software & IT Services	1.20%	4
Pharmaceuticals & Biotechnology	1.11%	10
Semiconductors & Semiconductor Equipment	1.02%	8
Banks	0.90%	7
Commercial Services & Supplies	0.88%	6
Hotels, Restaurants & Leisure	0.66%	4
Chemicals	0.65%	11
Aerospace & Defense	0.63%	5
Oil, Gas & Consumable Fuels	0.48%	5
Capital Markets	0.42%	5
Beverages	0.38%	3
Utilities	0.32%	7
Machinery	0.22%	9
Insurance	0.17%	6
Road & Rail	0.13%	2
Equity Real Estate Investment Trusts (REITs)	0.13%	1
Entertainment	0.11%	1
Tobacco	0.08%	2
Communications Equipment	0.04%	2
Distributors	0.03%	1
Automobiles & Components	0.03%	1
Food & Staples Retailing	0.03%	2
Diversified Telecommunication Services	0.03%	2
Airlines	0.02%	1
Food Products	0.02%	1
Construction & Engineering	0.02%	1
Media & Entertainment	0.01%	1
Transportation Infrastructure	0.01%	1
Real Estate Management & Development	0.01%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	SYK	STRYKER CORP	Health Care	50.10%
2	VOO	VANGUARD INDEX FDS	Unclassified	6.81%
3	IWR	ISHARES TR	Unclassified	5.11%
4	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	4.09%
5	RSP	INVESCO EXCHANGE TRADED FD T	Unclassified	3.33%
6	VEA	VANGUARD TAX-MANAGED FDS	Unclassified	3.01%
7	IWM	ISHARES TR	Unclassified	2.98%
8	VTI	VANGUARD INDEX FDS	Unclassified	2.19%
9	EEM	ISHARES TR	Unclassified	1.70%
10	AAPL	Apple Inc.	Information Technology	1.52%

142/205 names classified · sector 66.7% of weight · industry 66.5% · mkt cap 66.6%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 17 quarters

Health CareSYK, ABT, GILD, JNJ, BMY · other

Information TechnologyMSFT, AAPL, ORCL, DHR, WWD · other

Consumer DiscretionaryCOST, MCD, HD, TJX, DG · other

FinancialsV, JPM, BLK, SCHW, PYPL · other

IndustrialsACN, HON, FISV, UNP, WSC · other

MaterialsECL, NKE, EL, PG, APD · other

Communication ServicesGOOGL, DIS, GOOG, VENU, META · other

EnergySLB, XOM, CVX, COP, PSX · other

Consumer StaplesKDP, PEP, KO, PM, BF.B · other

UtilitiesNEE, XEL, DUK, EIX, WMB · other

Real EstateAMT, EXR, BN

UnclassifiedVOO, IWR, IWM, SPY, RSP · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 66.7% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (135 classified)First Western Trust Bank centroid (Large Growth)

Health CareInformation TechnologyConsumer DiscretionaryFinancialsIndustrialsCommunication ServicesMaterialsConsumer StaplesEnergyUtilitiesReal Estate

Style box summary for First Western Trust Bank: centroid Large Growth. Heaviest cells: Large Growth 57.2%, Large Core 4.0%, Large Value 2.7%.

Classified: 66.4% of book weight (135/205 names) · unclassified 33.6%: VOO, IWR, SPY, RSP, VEA, IWM, VTI, EEM, IJH, VTWO +60 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 205 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	SYKSTRYKER CORPORATION	3,019,453	$992M	50.1%	TRIM −7%
2	VOOVANGUARD INDEX FDS	225,569	$135M	6.8%	TRIM −4%
3	IWRISHARES TR	1,040,186	$101M	5.1%	TRIM −3%
4	SPYSTATE STR SPDR S&P 500 ETF T	124,488	$81M	4.1%	ADD 173%
5	RSPINVESCO EXCHANGE TRADED FD T	343,690	$66M	3.3%	ADD 3%
6	VEAVANGUARD TAX-MANAGED FDS	930,771	$60M	3.0%	ADD 38%
7	IWMISHARES TR	237,881	$59M	3.0%	HOLD
8	VTIVANGUARD INDEX FDS	135,208	$43M	2.2%	ADD 7100%
9	EEMISHARES TR	594,143	$34M	1.7%	ADD 49%
10	AAPLAPPLE INC	118,825	$30M	1.5%	HOLD
11	WWDWOODWARD INC	59,370	$21M	1.1%	TRIM −6%
12	GOOGLALPHABET INC	64,833	$19M	0.9%	HOLD
13	MSFTMICROSOFT CORP	49,881	$18M	0.9%	TRIM −3%
14	IJHISHARES TR	210,348	$14M	0.7%	ADD 9%
15	JPMJPMORGAN CHASE & CO	40,951	$12M	0.6%	TRIM −2%
16	COSTCOSTCO WHSL CORP NEW	10,595	$11M	0.5%	HOLD
17	NVDANVIDIA CORPORATION	59,400	$10M	0.5%	HOLD
18	VVISA INC	30,746	$9M	0.5%	HOLD
19	VTWOVANGUARD SCOTTSDALE FDS	92,356	$9M	0.5%	ADD 6%
20	EFAISHARES TR	80,265	$8M	0.4%	ADD 17%
21	MCDMCDONALDS CORP	23,825	$7M	0.4%	TRIM −10%
22	TJXTJX COS INC NEW	41,849	$7M	0.3%	TRIM −6%
23	GILDGILEAD SCIENCES INC	47,668	$7M	0.3%	HOLD
24	SLBSCHLUMBERGER LTD	125,160	$6M	0.3%	HOLD
25	HDHOME DEPOT INC	19,163	$6M	0.3%	HOLD
26	TXNTEXAS INSTRS INC	30,916	$6M	0.3%	HOLD
27	IWFISHARES TR	13,898	$6M	0.3%	HOLD
28	ORCLORACLE CORP	34,786	$5M	0.3%	TRIM −7%
29	ECLECOLAB INC	18,520	$5M	0.2%	HOLD
30	MARMARRIOTT INTL INC NEW	14,195	$5M	0.2%	HOLD
31	IVVISHARES TR	6,924	$5M	0.2%	ADD 67%
32	TMOTHERMO FISHER SCIENTIFIC INC	8,867	$4M	0.2%	HOLD
33	JNJJOHNSON & JOHNSON	17,664	$4M	0.2%	TRIM −10%
34	HONHONEYWELL INTL INC	18,660	$4M	0.2%	HOLD
35	ABTABBOTT LABS	40,142	$4M	0.2%	HOLD
36	VWOVANGUARD INTL EQUITY INDEX F	75,749	$4M	0.2%	ADD 904%
37	DHRDANAHER CORP DEL	20,353	$4M	0.2%	HOLD
38	GOOGALPHABET INC	13,267	$4M	0.2%	TRIM −3%
39	IJRISHARES TR	30,391	$4M	0.2%	HOLD
40	LHXL3HARRIS TECHNOLOGIES INC	10,858	$4M	0.2%	HOLD
41	BLKBLACKROCK INC	3,870	$4M	0.2%	HOLD
42	AMZNAMAZON COM INC	17,607	$4M	0.2%	HOLD
43	DFASDIMENSIONAL ETF TRUST	49,052	$3M	0.2%	TRIM −6%
44	BRK.BBERKSHIRE HATHAWAY INC DEL	7,174	$3M	0.2%	HOLD
45	ICEINTERCONTINENTAL EXCHANGE IN	21,031	$3M	0.2%	TRIM −3%
46	SPGIS&P GLOBAL INC	7,633	$3M	0.2%	HOLD
47	NEENEXTERA ENERGY INC	33,776	$3M	0.2%	HOLD
48	INTUINTUIT	7,136	$3M	0.2%	TRIM −7%
49	ACNACCENTURE PLC IRELAND	14,041	$3M	0.1%	ADD 3%
50	WMTWALMART INC	21,685	$3M	0.1%	HOLD
51	PEPPEPSICO INC	17,268	$3M	0.1%	TRIM −4%
52	KOCOCA COLA CO	35,206	$3M	0.1%	HOLD
53	GEGE AEROSPACE	9,369	$3M	0.1%	TRIM −2%
54	AMTAMERICAN TOWER CORP	14,630	$3M	0.1%	HOLD
55	MYFWFIRST WESTN FINL INC	98,231	$2M	0.1%	ADD 7%
56	IWBISHARES TR	6,719	$2M	0.1%	TRIM −28%
57	EMREMERSON ELEC CO	17,507	$2M	0.1%	TRIM −10%
58	IVWISHARES TR	19,957	$2M	0.1%	HOLD
59	PGPROCTER AND GAMBLE CO	15,204	$2M	0.1%	HOLD
60	KNXKNIGHT-SWIFT TRANSN HLDGS IN	37,460	$2M	0.1%	TRIM −7%
61	RTXRTX CORPORATION	11,038	$2M	0.1%	HOLD
62	DISDISNEY WALT CO	22,047	$2M	0.1%	HOLD
63	KDPKEURIG DR PEPPER INC	79,773	$2M	0.1%	ADD 24%
64	GEVGE VERNOVA INC	2,298	$2M	0.1%	TRIM −3%
65	BMYBRISTOL-MYERS SQUIBB CO	32,614	$2M	0.1%	HOLD
66	FTVFORTIVE CORP	31,146	$2M	0.1%	HOLD
67	XOMEXXON MOBIL CORP	10,085	$2M	0.1%	ADD 4%
68	IWDISHARES TR	7,976	$2M	0.1%	ADD 5%
69	LMTLOCKHEED MARTIN CORP	2,765	$2M	0.1%	ADD 7%
70	AXPAMERICAN EXPRESS CO	5,479	$2M	0.1%	TRIM −10%
71	BRK.ABERKSHIRE HATHAWAY INC DEL	2	$1M	0.1%	HOLD
72	ABBVABBVIE INC	6,204	$1M	0.1%	HOLD
73	VENU HLDG CORP	400,120	$1M	0.1%	NEW
74	AVGOBROADCOM INC	4,150	$1M	0.1%	HOLD
75	JNKSPDR SER TR	12,843	$1M	0.1%	HOLD
76	LWLGLIGHTWAVE LOGIC INC	173,598	$1M	0.1%	TRIM −26%
77	IYWISHARES TR	6,700	$1M	0.1%	HOLD
78	PGRPROGRESSIVE CORP	6,102	$1M	0.1%	HOLD
79	APDAIR PRODS & CHEMS INC	4,096	$1M	0.1%	ADD 9%
80	XELXCEL ENERGY INC	14,882	$1M	0.1%	HOLD
81	ZBHZIMMER BIOMET HOLDINGS INC	12,647	$1M	0.1%	HOLD
82	PMPHILIP MORRIS INTL INC	6,667	$1M	0.1%	TRIM −2%
83	LLYELI LILLY & CO	1,179	$1M	0.1%	TRIM −3%
84	MAMASTERCARD INCORPORATED	2,136	$1M	0.1%	HOLD
85	ELLAUDER ESTEE COS INC	13,738	$985,953	0.0%	HOLD
86	ETNEATON CORP PLC	2,721	$973,220	0.0%	TRIM −4%
87	ADBEADOBE INC	3,995	$971,104	0.0%	ADD 2%
88	CVXCHEVRON CORP NEW	4,212	$871,463	0.0%	ADD 6%
89	AZOAUTOZONE INC	256	$864,712	0.0%	ADD 184%
90	CSCOCISCO SYS INC	10,543	$818,031	0.0%	ADD 9%
91	IBMINTERNATIONAL BUSINESS MACHS	3,266	$791,646	0.0%	HOLD
92	MRKMERCK & CO INC	6,581	$791,628	0.0%	ADD 3%
93	EIXEDISON INTL	10,623	$777,391	0.0%	HOLD
94	METAMETA PLATFORMS INC	1,323	$756,928	0.0%	TRIM −2%
95	CITHE CIGNA GROUP	2,807	$748,767	0.0%	HOLD
96	PFEPFIZER INC	25,835	$725,447	0.0%	ADD 3%
97	MMM3M CO	4,975	$722,520	0.0%	HOLD
98	CATCATERPILLAR INC	1,000	$708,460	0.0%	HOLD
99	PHPARKER-HANNIFIN CORP	790	$707,240	0.0%	HOLD
100	ADIANALOG DEVICES INC	2,212	$703,726	0.0%	ADD 4%
101	SCHWSCHWAB CHARLES CORP	7,328	$688,685	0.0%	TRIM −3%
102	INTCINTEL CORP	15,438	$681,279	0.0%	ADD 6%
103	PYPLPAYPAL HLDGS INC	14,419	$652,171	0.0%	TRIM −2%
104	MDYSPDR S&P MIDCAP 400 ETF TR	1,055	$650,682	0.0%	HOLD
105	TDGTRANSDIGM GROUP INC	560	$649,018	0.0%	HOLD
106	MCKMCKESSON CORP	743	$642,962	0.0%	HOLD
107	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	21,924	$638,646	0.0%	HOLD
108	SCZISHARES TR	8,137	$638,022	0.0%	HOLD
109	IWPISHARES TR	4,965	$636,116	0.0%	TRIM −2%
110	CLCOLGATE PALMOLIVE CO	7,428	$633,088	0.0%	HOLD
111	WFCWELLS FARGO CO NEW	7,803	$621,197	0.0%	HOLD
112	YUMYUM BRANDS INC	3,952	$614,457	0.0%	HOLD
113	DFIVDIMENSIONAL ETF TRUST	11,159	$588,972	0.0%	TRIM −27%
114	ADPAUTOMATIC DATA PROCESSING IN	2,801	$569,107	0.0%	HOLD
115	OLNOLIN CORP	19,087	$567,457	0.0%	HOLD
116	TSLATESLA INC	1,492	$554,651	0.0%	HOLD
117	AMGNAMGEN INC	1,493	$525,312	0.0%	HOLD
118	TOWNTOWNEBANK PORTSMOUTH VA	14,994	$504,848	0.0%	HOLD
119	QCOMQUALCOMM INC	3,909	$503,401	0.0%	TRIM −14%
120	UNPUNION PAC CORP	2,073	$502,951	0.0%	HOLD
121	MOALTRIA GROUP INC	7,542	$497,697	0.0%	HOLD
122	IWNISHARES TR	2,581	$489,332	0.0%	HOLD
123	VNQVANGUARD INDEX FDS	5,515	$489,181	0.0%	TRIM −46%
124	IBHLISHARES TR	19,339	$488,310	0.0%	NEW
125	IBHJISHARES TR	18,608	$487,902	0.0%	NEW
126	IBHIISHARES TR	20,938	$487,499	0.0%	NEW
127	IVEISHARES TR	2,308	$487,334	0.0%	ADD 5%
128	IBHKISHARES TR	19,143	$487,189	0.0%	NEW
129	IBHHISHARES TR	20,734	$486,627	0.0%	NEW
130	DUKDUKE ENERGY CORP NEW	3,641	$476,753	0.0%	ADD 31%
131	DHYCREDIT SUISSE HIGH YIELD CRE	250,000	$475,000	0.0%	ADD 400%
132	DFUSDIMENSIONAL ETF TRUST	6,670	$472,970	0.0%	TRIM −17%
133	JSTCTIDAL TRUST I	24,224	$472,126	0.0%	NEW
134	IWCISHARES TR	2,947	$470,371	0.0%	HOLD
135	ROPROPER TECHNOLOGIES INC	1,306	$462,141	0.0%	TRIM −83%
136	CBCHUBB LIMITED	1,416	$461,517	0.0%	HOLD
137	QQQINVESCO QQQ TR	797	$460,012	0.0%	HOLD
138	IJTISHARES TR	3,132	$453,232	0.0%	HOLD
139	AMATAPPLIED MATLS INC	1,314	$449,112	0.0%	ADD 13%
140	FDXFEDEX CORP	1,219	$434,183	0.0%	HOLD
141	CARRCARRIER GLOBAL CORPORATION	7,688	$432,911	0.0%	HOLD
142	AMLPALPS ETF TR	8,000	$421,120	0.0%	NEW
143	REGNREGENERON PHARMACEUTICALS	544	$420,316	0.0%	HOLD
144	VIGVANGUARD SPECIALIZED FUNDS	1,954	$420,227	0.0%	TRIM −10%
145	WMWASTE MGMT INC DEL	1,805	$414,771	0.0%	HOLD
146	TSMTAIWAN SEMICONDUCTOR MFG LTD	1,209	$408,582	0.0%	HOLD
147	AFLAFLAC INC	3,686	$404,391	0.0%	HOLD
148	DEDEERE & CO	708	$398,816	0.0%	HOLD
149	COFCAPITAL ONE FINL CORP	2,186	$398,792	0.0%	HOLD
150	NKENIKE INC	7,535	$397,999	0.0%	TRIM −2%
151	NUNU HLDGS LTD	26,734	$384,168	0.0%	HOLD
152	MDLZMONDELEZ INTL INC	6,576	$379,041	0.0%	HOLD
153	IWOISHARES TR	1,195	$375,003	0.0%	TRIM −3%
154	EMEEMCOR GROUP INC	503	$371,370	0.0%	HOLD
155	DVYISHARES TR	2,386	$361,264	0.0%	ADD 13%
156	SBUXSTARBUCKS CORP	3,986	$357,106	0.0%	TRIM −6%
157	IWSISHARES TR	2,430	$354,149	0.0%	TRIM −4%
158	DFUVDIMENSIONAL ETF TRUST	7,287	$353,128	0.0%	HOLD
159	SNDKSANDISK CORP	550	$349,437	0.0%	NEW
160	SCHVSCHWAB STRATEGIC TR	11,304	$344,772	0.0%	HOLD
161	CVSCVS HEALTH CORP	4,697	$337,339	0.0%	ADD 11%
162	PHOINVESCO EXCHANGE TRADED FD T	5,044	$337,242	0.0%	TRIM −30%
163	GLDSPDR GOLD TR	782	$336,487	0.0%	TRIM −4%
164	GSGOLDMAN SACHS GROUP INC	389	$329,090	0.0%	HOLD
165	OKEONEOK INC NEW	3,622	$327,393	0.0%	ADD 65%
166	ITWILLINOIS TOOL WKS INC	1,251	$325,623	0.0%	HOLD
167	COPCONOCOPHILLIPS	2,386	$314,952	0.0%	HOLD
168	SPMOInvesco ETF Trust II - S&P500 Momentum ETF	2,763	$309,760	0.0%	TRIM −8%
169	NDSNNORDSON CORP	1,156	$307,565	0.0%	HOLD
170	IEMGISHARES INC	4,387	$305,993	0.0%	ADD 21%
171	CASYCASEYS GEN STORES INC	419	$304,973	0.0%	HOLD
172	ELVELEVANCE HEALTH INC FORMERLY	1,029	$301,240	0.0%	ADD 11%
173	OTISOTIS WORLDWIDE CORP	3,826	$294,908	0.0%	HOLD
174	VTWVVANGUARD SCOTTSDALE FDS	1,738	$290,628	0.0%	HOLD
175	MUMICRON TECHNOLOGY INC	824	$278,380	0.0%	HOLD
176	UNHUNITEDHEALTH GROUP INC	1,010	$273,296	0.0%	TRIM −25%
177	TAT&T INC	9,409	$272,767	0.0%	TRIM −4%
178	CMCSACOMCAST CORP NEW	9,256	$265,740	0.0%	ADD 3%
179	WSMWILLIAMS SONOMA INC	1,444	$263,285	0.0%	HOLD
180	FNFABRINET	503	$262,325	0.0%	TRIM −16%
181	LOWLOWES COS INC	1,107	$261,562	0.0%	NEW
182	VZVERIZON COMMUNICATIONS INC	5,177	$259,885	0.0%	TRIM −16%
183	PEGPUBLIC SVC ENTERPRISE GROUP	3,157	$255,559	0.0%	HOLD
184	BKNGBOOKING HOLDINGS INC	60	$252,619	0.0%	HOLD
185	DOVDOVER CORP	1,208	$251,808	0.0%	HOLD
186	NTRNUTRIEN LTD	3,302	$249,169	0.0%	HOLD
187	TGTTARGET CORP	2,027	$245,672	0.0%	HOLD
188	LINLINDE PLC	491	$243,418	0.0%	HOLD
189	BACBANK AMERICA CORP	4,857	$236,779	0.0%	ADD 2%
190	VYMVANGUARD WHITEHALL FDS	1,590	$235,479	0.0%	HOLD
191	MGCVanguard Mega Cap ETF	991	$234,223	0.0%	TRIM −19%
192	XLKSELECT SECTOR SPDR TR	1,718	$228,322	0.0%	TRIM −54%
193	HYGISHARES TR	2,805	$223,166	0.0%	NEW
194	PSXPHILLIPS 66	1,218	$221,895	0.0%	NEW
195	LRCXLAM RESEARCH CORP	1,038	$221,779	0.0%	NEW
196	CMECME GROUP INC	750	$221,513	0.0%	HOLD
197	BNBROOKFIELD CORP	5,428	$219,671	0.0%	HOLD
198	VBVANGUARD INDEX FDS	833	$218,179	0.0%	ADD 6%
199	PPGPPG INDS INC	1,998	$213,546	0.0%	HOLD
200	SCHHSCHWAB STRATEGIC TR	9,860	$211,891	0.0%	NEW

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

SYKSTRYKER CORPORATION

3.5M

3.3M

3.0M

$992M

VOOVANGUARD INDEX FDS

274K

276K

265K

246K

236K

226K

$135M

IWRISHARES TR

1.1M

1.2M

1.1M

1.0M

$101M

SPYSTATE STR SPDR S&P 500 ETF T

114K

122K

126K

124K

46K

124K

$81M

RSPINVESCO EXCHANGE TRADED FD T

236K

314K

326K

347K

333K

344K

$66M

VEAVANGUARD TAX-MANAGED FDS

691K

650K

631K

743K

675K

931K

$60M

IWMISHARES TR

236K

241K

239K

240K

237K

238K

$59M

VTIVANGUARD INDEX FDS

135K

$43M

EEMISHARES TR

—

399K

594K

$34M

AAPLAPPLE INC

115K

112K

116K

115K

117K

119K

$30M

WWDWOODWARD INC

70K

68K

64K

63K

59K

$21M

GOOGLALPHABET INC

76K

70K

67K

64K

66K

65K

$19M

MSFTMICROSOFT CORP

57K

52K

50K

51K

50K

$18M

IJHISHARES TR

202K

180K

209K

198K

193K

210K

$14M

JPMJPMORGAN CHASE & CO

46K

45K

44K

42K

41K

$12M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆First Western Trust Bank

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 205 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

First Western Trust Bank