Institutional Fund
First Western Trust Bank
Denver, COCIK 15131895 filings on record
Portfolio Value
$1.98B
Q1 2026
Holdings
205
Reported positions
New Buys
17
Opened this quarter
QoQ Change
-2.6%
from $2.03B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Stryker Corporation50.1%
- Vanguard Index Fds6.8%
- Ishares Tr5.1%
- Spdr S&P 500 ETF Tr4.1%
- Invesco Exchange Traded Fd T3.3%
- Vanguard Tax-Managed Fds3.0%
- Other27.6%
Portfolio Holdings
205 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Stryker Corporation | 3.02M | $992.16M | 50.1% | −233.8K | Reduced |
| 2 | Vanguard Index Fds | 225.6K | $134.79M | 6.8% | −10.5K | Reduced |
| 3 | Ishares Tr | 1.04M | $101.14M | 5.1% | −29.1K | Reduced |
| 4 | Spdr S&P 500 ETF Tr | 124.5K | $80.96M | 4.1% | +78.9K | Added |
| 5 | Invesco Exchange Traded Fd T | 343.7K | $65.96M | 3.3% | +10.6K | Added |
| 6 | Vanguard Tax-Managed Fds | 930.8K | $59.64M | 3.0% | +255.9K | Added |
| 7 | Ishares Tr | 237.9K | $58.99M | 3.0% | +914 | Added |
| 8 | Vanguard Index Fds | 135.2K | $43.38M | 2.2% | +133.3K | Added |
| 9 | Ishares Tr | 594.1K | $33.74M | 1.7% | +195.0K | Added |
| 10 | Apple Inc | 118.8K | $30.16M | 1.5% | +1.7K | Added |
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