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AI & tech investing

First Western Trust Bank

CIK 1513189

13F filing for Q2 2026・No. 1,614

Holdings
US$2.05B
Quarter change
+US$70.92M
Entries
290
Net bought (estimate)
−US$7.13M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 20
  • Sold out 10
  • Cut 105
  • Added 61
  • Corporate actions 2
  • Unchanged 29

Largest holdings

215 stocks worth US$2.05B, options and bonds left out.

StockThis quarterValueWeight
SYKSTRYKER CORPORATIONCommon StockCutUS$949.98M46.31%
VOOVanguard S&P 500 ETFExchange Traded FundCutUS$150.76M7.35%
iShares Russell Mid CapExchange Traded FundCutUS$112.85M5.50%
SPYSPDR S&P 500Exchange Traded FundCutUS$91.81M4.48%
RSPInvesco S&P 500 Equal WeightExchange Traded FundAddedUS$74.61M3.64%
IWMiShares Russell 2000Exchange Traded FundCutUS$70.43M3.43%
Vanguard FTSE Developed MarketsExchange Traded FundAddedUS$68.89M3.36%
VANGUARD INDEX FDSExchange Traded FundAddedUS$50.23M2.45%
EEMISHARES TRExchange Traded FundAddedUS$45.17M2.20%
AAPLAppleCommon StockCutUS$33.81M1.65%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.