First Western Trust Bank: 13F holdings
CIK 15131892026Q2
| Positions | 215 |
|---|
| Reported value | $2.1bn |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 215 (+10 vs prior quarter) |
|---|
| Reported value | $2.1bn (+3.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SYK STRYKER CORPORATION | 3,017,349 | $950.0m | 46.3% |
| VOO Vanguard S&P 500 | 219,510 | $150.8m | 7.3% |
| IWR iShares Russell Mid Cap | 1,022,959 | $112.9m | 5.5% |
| SPY SPDR S&P 500 | 122,949 | $91.8m | 4.5% |
| RSP Invesco S&P 500 Equal Weight | 350,642 | $74.6m | 3.6% |
| IWM iShares Russell 2000 | 234,431 | $70.4m | 3.4% |
| VEA Vanguard FTSE Developed Markets | 966,922 | $68.9m | 3.4% |
| VTI VANGUARD INDEX FDS | 135,734 | $50.2m | 2.4% |
| EEM ISHARES TR | 660,248 | $45.2m | 2.2% |
| AAPL APPLE INC | 116,839 | $33.8m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1513189")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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