1y return−4.0%S&P 500 +20.9%
3y return+24.2%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2022: $132 against $165 in the S&P 500.2
First Western Trust BankS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SYKStryker Corporation | $950.0M | 46.3% | |
| VOOVanguard S&P 500 | $150.8M | 7.3% | −2.7% |
| IWRiShares Russell Mid Cap | $112.9M | 5.5% | −1.7% |
| SPYSpdr S&p 500 | $91.8M | 4.5% | −1.2% |
| RSPInvesco S&P 500 Equal Weight | $74.6M | 3.6% | +2.0% |
| IWMiShares Russell 2000 | $70.4M | 3.4% | −1.5% |
| VEAVanguard FTSE Developed Markets | $68.9M | 3.4% | +3.9% |
| VTIVanguard Index Fds | $50.2M | 2.4% | |
| EEMIshares Tr | $45.2M | 2.2% | +11.1% |
| AAPLApple Inc | $33.8M | 1.6% | −1.7% |
| WWDWoodward Inc | $25.2M | 1.2% | |
| GOOGLAlphabet Inc | $20.7M | 1.0% | −10.7% |
| MSFTMicrosoft Corp | $17.6M | 0.9% | −5.7% |
| IJHIshares Tr | $15.5M | 0.8% | −4.5% |
| JPMJpmorgan Chase & Co. | $12.7M | 0.6% | −5.0% |
| NVDANvidia Corporation | $11.1M | 0.5% | −6.6% |
| VTWOVanguard Russell 2000 | $11.0M | 0.5% | −1.6% |
| VVisa Inc | $9.9M | 0.5% | −6.1% |
| COSTCostco Whsl Corp New | $9.1M | 0.4% | −8.1% |
| TXNTexas Instrs Inc | $8.6M | 0.4% | −6.4% |
| EFAiShares MSCI EAFE | $7.9M | 0.4% | −5.4% |
| IWFiShares Russell 1000 Growth | $6.8M | 0.3% | −2.2% |
| XLKSelect Sector Spdr Tr | $6.1M | 0.3% | +1754.7% |
| MCDMcdonalds Corp | $6.0M | 0.3% | −7.0% |
| TJXTjx Cos Inc New | $5.8M | 0.3% | −8.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2022 | +633.3% | $11.1M |
| GEGe Aerospace | March 31, 2022 | +308.5% | $3.6M |
| WWDWoodward Inc | June 30, 2023 | +257.8% | $25.2M |
| GOOGLAlphabet Inc | March 31, 2022 | +157.0% | $20.7M |
| GOOGAlphabet Inc | March 31, 2022 | +153.0% | $3.9M |
| TJXTjx Cos Inc New | March 31, 2022 | +150.1% | $5.8M |
| JPMJpmorgan Chase & Co. | March 31, 2022 | +140.1% | $12.7M |
| GILDGilead Sciences Inc | March 31, 2022 | +112.5% | $5.7M |
| MARMarriott Intl Inc New | March 31, 2022 | +110.9% | $5.0M |
| XLKSelect Sector Spdr Tr | December 31, 2023 | +98.0% | $6.1M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $4.2M
- PYPLPaypal Hldgs Inc was $652K
- SNDKSandisk Corp was $349K
- TAt&t Inc was $273K
- CMCSAComcast Corp New was $266K
- MGCVanguard World Fd was $234K
- CMECme Group Inc was $222K
- VTVVanguard Index Fds was $212K
- GEHCGe Healthcare Technologies Inc was $211K
- KRKroger Co was $206K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +3.9% | +14.8% |
| March 31, 2026 | −4.6% | −4.6% |
| December 31, 2025 | −2.0% | +2.4% |
| September 30, 2025 | −1.1% | +7.8% |
| June 30, 2025 | +7.2% | +10.5% |
| March 31, 2025 | +0.6% | −4.6% |
| December 31, 2024 | −0.3% | +2.1% |
| September 30, 2024 | +6.4% | +5.4% |
| June 30, 2024 | −2.5% | +4.0% |
| March 31, 2024 | +14.1% | +10.0% |
| December 31, 2023 | +10.2% | +11.2% |
| September 30, 2023 | −7.8% | −3.6% |
| June 30, 2023 | +6.3% | +8.3% |
| March 31, 2023 | +11.3% | +7.0% |
| December 31, 2022 | +15.7% | +7.1% |
| September 30, 2022 | −1.4% | −5.3% |
| June 30, 2022 | −21.1% | −16.5% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: First Western Trust Bank Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1513189&type=13F-HR&dateb=&owner=include&count=40CIK 1513189
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1513189/000162828026050494/Filed July 29, 2026 · accession 0001628280-26-050494