Universe · entity
First Western Trust Bank
Institutional manager (13F) · CIK 1513189
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.9B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | STRYKER CORPORATION | $992M | 3,019,453 |
| 2 | Vanguard S&P 500 | $135M | 225,569 |
| 3 | iShares Russell Mid Cap | $101M | 1,040,186 |
| 4 | SPDR S&P 500 | $81M | 124,488 |
| 5 | Invesco S&P 500 Equal Weight | $66M | 343,690 |
| 6 | Vanguard FTSE Developed Markets | $60M | 930,771 |
| 7 | iShares Russell 2000 | $59M | 237,881 |
| 8 | VANGUARD INDEX FDS | $43M | 135,208 |
| 9 | ISHARES TR | $34M | 594,143 |
| 10 | APPLE INC | $30M | 118,825 |
| 11 | WOODWARD INC | $21M | 59,370 |
| 12 | ALPHABET INC | $19M | 64,833 |
| 13 | MICROSOFT CORP | $18M | 49,881 |
| 14 | ISHARES TR | $14M | 210,348 |
| 15 | JPMORGAN CHASE & CO. | $12M | 40,951 |
| 16 | COSTCO WHSL CORP NEW | $11M | 10,595 |
| 17 | NVIDIA CORPORATION | $10M | 59,400 |
| 18 | VISA INC | $9M | 30,746 |
| 19 | Vanguard Russell 2000 | $9M | 92,356 |
| 20 | iShares MSCI EAFE | $8M | 80,265 |
| 21 | MCDONALDS CORP | $7M | 23,825 |
| 22 | TJX COS INC NEW | $7M | 41,849 |
| 23 | GILEAD SCIENCES INC | $7M | 47,668 |
| 24 | SCHLUMBERGER LTD | $6M | 125,160 |
| 25 | HOME DEPOT INC | $6M | 19,163 |
| 26 | TEXAS INSTRS INC | $6M | 30,916 |
| 27 | iShares Russell 1000 Growth | $6M | 13,898 |
| 28 | ORACLE CORP | $5M | 34,786 |
| 29 | ECOLAB INC | $5M | 18,520 |
| 30 | MARRIOTT INTL INC NEW | $5M | 14,195 |
| 31 | ISHARES TR | $5M | 6,924 |
| 32 | THERMO FISHER SCIENTIFIC INC | $4M | 8,867 |
| 33 | JOHNSON & JOHNSON | $4M | 17,664 |
| 34 | HONEYWELL INTL INC | $4M | 18,660 |
| 35 | ABBOTT LABS | $4M | 40,142 |
| 36 | VANGUARD INTL EQUITY INDEX FDS | $4M | 75,749 |
| 37 | DANAHER CORPORATION | $4M | 20,353 |
| 38 | ALPHABET INC | $4M | 13,267 |
| 39 | ISHARES TR | $4M | 30,391 |
| 40 | L3HARRIS TECHNOLOGIES INC | $4M | 10,858 |
| 41 | BLACKROCK INC | $4M | 3,870 |
| 42 | AMAZON COM INC | $4M | 17,607 |
| 43 | Dimensional US Small Cap ETF | $3M | 49,052 |
| 44 | BERKSHIRE HATHAWAY INC DEL | $3M | 7,174 |
| 45 | INTERCONTINENTAL EXCHANGE INC | $3M | 21,031 |
| 46 | S&P GLOBAL INC | $3M | 7,633 |
| 47 | NEXTERA ENERGY INC | $3M | 33,776 |
| 48 | INTUIT | $3M | 7,136 |
| 49 | ACCENTURE PLC IRELAND | $3M | 14,041 |
| 50 | WALMART INC | $3M | 21,685 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.