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CIK: 0001513189
Total reported value
$2.1B
$2.1B
205 檔
67.0%
During the Q1 2026 filing period, First Western Trust Bank (CIK: 0001513189) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.1B across 205 reported positions.
First Western Trust Bank executed strategic sector rebalancing during Q1 2026, establishing 17 new positions while fully exiting 9 holdings and trimming 84 positions.
Showing top 200 holdings (of 205 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SYK | Stryker CORP | Stock-Healthcare | 50.10% | -3.79% | -7.19% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.81% | +0.54% | -4.44% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 5.11% | +0.39% | -2.72% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.09% | +0.39% | +172.84% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.33% | +0.31% | +3.19% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.01% | +0.35% | +37.93% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.98% | +0.45% | +0.39% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.19% | +0.26% | +7099.57% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.70% | +0.50% | +48.84% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.52% | +0.13% | +1.47% | |
| 11 | WWD | Woodward Inc | Stock-Industrials | 1.07% | +0.16% | -6.19% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | +0.07% | -1.48% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 0.93% | -0.07% | -3.03% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.72% | +0.03% | +8.79% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | +0.01% | -2.29% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.09% | -1.65% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | +0.02% | -0.81% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | +0.01% | -1.32% | |
| 19 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.47% | +0.07% | +6.27% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.39% | -0.01% | +16.65% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.37% | -0.08% | -9.56% | |
| 22 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.34% | -0.06% | -5.91% | |
| 23 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.34% | -0.06% | -1.75% | |
| 24 | SLB | Slb LTD | Stock-Energy | 0.32% | -0.05% | +0.02% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.32% | -0.20% | -1.03% | |
| 26 | TXN | Texas Instruments Inc | Stock-Tech | 0.30% | +0.12% | -0.46% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.30% | +0.03% | -1.53% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.26% | -0.05% | -7.27% | |
| 29 | ECL | Ecolab Inc | Stock-Materials | 0.25% | -0.02% | -1.72% | |
| 30 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.23% | +0.01% | -1.15% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | +0.02% | +66.72% | |
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.22% | -0.02% | -0.34% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.22% | -0.02% | -10.20% | |
| 34 | HON | Honeywell International Inc | Stock-Industrials | 0.21% | -0.21% | EXIT | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.21% | -0.06% | -1.52% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.21% | +0.03% | +903.56% | |
| 37 | DHR | Danaher CORP | Stock-Healthcare | 0.19% | -0.02% | -0.07% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.19% | — | -2.56% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.19% | +0.02% | +0.40% | |
| 40 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.19% | -0.04% | -1.13% | |
| 41 | BLK | Blackrock Inc | Stock-Financials | 0.19% | -0.03% | -0.74% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | +0.01% | -1.38% | |
| 43 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.18% | -0.01% | -5.62% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | — | -1.27% | |
| 45 | ICE | Intercontinental Exchange In | Stock-Financials | 0.17% | -0.05% | -2.72% | |
| 46 | SPGI | S&p Global Inc | Stock-Financials | 0.16% | -0.02% | -1.20% | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.16% | -0.03% | +0.97% | |
| 48 | INTU | Intuit Inc | Stock-Tech | 0.16% | -0.09% | -6.56% | |
| 49 | ACN | Accenture plc | Stock-Tech | 0.14% | -0.06% | +3.28% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.14% | -0.02% | +0.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.6% | +172.84% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +2.2% | +7099.57% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.9% | +37.93% | Add |
| 4 | EEM | Ishares Msci Emerging Market | +0.6% | +48.84% | Add |
| 5 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +903.56% | Add |
| 6 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +3.19% | Add |
| 7 | WWD | Woodward Inc | +0.1% | -6.19% | Trim |
| 8 | IWM | Ishares Russell 2000 ETF | +0.1% | +0.39% | Add |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.1% | +66.72% | Add |
| 10 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +8.79% | Add |
| 11 | SLB | Slb LTD | +0.1% | +0.02% | Add |
| 12 | COST | Costco Wholesale CORP | +0.1% | -1.65% | Trim |
| 13 | EFA | Ishares Msci Eafe ETF | +0.1% | +16.65% | Add |
| 14 | IWR | Ishares Russell Mid-cap ETF | +0.1% | -2.72% | Trim |
| 15 | GILD | Gilead Sciences Inc | +0.1% | -1.75% | Trim |
| 16 | TXN | Texas Instruments Inc | 0% | -0.46% | Trim |
| 17 | VTWO | Vanguard Russell 2000 ETF | 0% | +6.27% | Add |
| 18 | HON | Honeywell International Inc | 0% | -0.61% | Trim |
| 19 | XOM | Exxon Mobil CORP | 0% | +4.17% | Add |
| 20 | LHX | L3harris Technologies Inc | 0% | -1.13% | Trim |
| 21 | NEE | Nextera Energy Inc | 0% | +0.97% | Add |
| 22 | AZO | Autozone Inc | 0% | +184.44% | Add |
| 23 | GEV | GE Vernova Inc | 0% | -2.59% | Trim |
| 24 | LWLG | Lightwave Logic Inc | 0% | -25.69% | Trim |
| 25 | LMT | Lockheed Martin CORP | 0% | +7.05% | Add |
| 26 | DHY | Credit Suisse High Yield Cre | 0% | +400.00% | Add |
| 27 | KDP | Keurig Dr Pepper Inc | 0% | +24.19% | Add |
| 28 | WMT | Walmart Inc | 0% | +0.49% | Add |
| 29 | JNJ | Johnson & Johnson | 0% | -10.20% | Trim |
| 30 | KO | Coca-cola Co/the | 0% | -0.61% | Trim |
| 31 | CVX | Chevron CORP | 0% | +6.34% | Add |
| 32 | APD | Air Products & Chemicals Inc | 0% | +8.91% | Add |
| 33 | BMY | Bristol-myers Squibb Co | 0% | +0.03% | Add |
| 34 | MAR | Marriott International -cl A | 0% | -1.15% | Trim |
| 35 | OLN | Olin CORP | 0% | — | Unchanged |
| 36 | OKE | Oneok Inc | 0% | +64.71% | Add |
| 37 | AMAT | Applied Materials Inc | 0% | +13.47% | Add |
| 38 | IJR | Ishares Core S&p Small-cap E | 0% | +0.40% | Add |
| 39 | EIX | Edison International | 0% | — | Unchanged |
| 40 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 41 | ADI | Analog Devices Inc | 0% | +4.34% | Add |
| 42 | MRK | Merck & Co. Inc. | 0% | +3.26% | Add |
| 43 | IWD | Ishares Russell 1000 Value E | 0% | +5.00% | Add |
| 44 | RTX | Rtx CORP | 0% | — | Unchanged |
| 45 | PFE | Pfizer Inc | 0% | +3.29% | Add |
| 46 | PEP | Pepsico Inc | 0% | -3.99% | Trim |
| 47 | XEL | Xcel Energy Inc | 0% | +1.20% | Add |
| 48 | COP | Conocophillips | 0% | +0.85% | Add |
| 49 | CASY | Casey's General Stores Inc | 0% | -0.71% | Trim |
| 50 | ETN | Eaton Corporation plc | 0% | -4.49% | Trim |
According to official SEC Form 13F filings, First Western Trust Bank reported a total U.S. public equity portfolio value of $2.1B across 205 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SYK, VOO, IWR) accounted for 67.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
VENU HLDG CORP
市值: $1.3M
Top Position Liquidated / Trimmed
VENU
前期市值: $3.4M
During Q1 2026, First Western Trust Bank's top holdings by market value included SYK (50.1%)、VOO (6.8%)、IWR (5.1%). The largest single position, SYK, represented 50.1% of total portfolio value.
In Q1 2026, First Western Trust Bank made 165 total portfolio adjustments, initiating 17 new buys, adding to 55 positions, trimming 84 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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