Arkolith/Funds/First Western Trust Bank

First Western Trust Bank

CIK: 1513189Q1 2026
Active Filer
Portfolio Value
$2.0B
Positions
289
New Buys
17
9 sold
Changes
82 ↑ / 116 ↓

Top HoldingsQ1 2026

289 total positions
#SecurityValueShares% PortChangeΔ Shares
1STRYKER CORPORATION
Common Stock
$991.9M3.02M50.1%
ADDED
+3.02M
2Vanguard S&P 500
Exchange Traded Fund
$134.1M224.4K6.8%
REDUCED
-10,473
3iShares Russell Mid Cap
Exchange Traded Fund
$98.2M1.01M5.0%
REDUCED
-28,463
4Invesco S&P 500 Equal Weight
Exchange Traded Fund
$65.4M340.8K3.3%
ADDED
+338.0K
5SPDR S&P 500
Exchange Traded Fund
$61.8M95.0K3.1%
ADDED
+78.6K
6iShares Russell 2000
Exchange Traded Fund
$57.9M233.4K2.9%
ADDED
+229.0K
7Vanguard FTSE Developed Markets
Exchange Traded Fund
$49.2M767.9K2.5%
ADDED
+103.2K
8VANGUARD INDEX FDS
Exchange Traded Fund
$42.8M133.3K2.2%
ADDED
+131.5K
9ISHARES TR
Exchange Traded Fund
$32.9M579.5K1.7%
ADDED
+567.5K
10APPLE INC
Common Stock
$29.0M114.1K1.5%
ADDED
+1.5K
11WOODWARD INC
Common Stock
$21.2M59.4K1.1%
REDUCED
-3,916
12SPDR S&P 500
Exchange Traded Fund
$19.2M29.5K1.0%
ADDED
+13.1K
13ALPHABET INC
Common Stock
$18.3M63.5K0.9%
ADDED
+62.1K
14MICROSOFT CORP
Common Stock
$18.0M48.8K0.9%
ADDED
+47.6K
15ISHARES TR
Exchange Traded Fund
$14.2M210.0K0.7%
ADDED
+209.6K
16JPMORGAN CHASE & CO.
Common Stock
$11.6M39.4K0.6%
REDUCED
-927
17Vanguard FTSE Developed Markets
Exchange Traded Fund
$10.4M162.8K0.5%
REDUCED
-501,888
18COSTCO WHSL CORP NEW
Common Stock
$10.2M10.3K0.5%
ADDED
+10.0K
19NVIDIA CORPORATION
Common Stock
$10.2M58.5K0.5%
REDUCED
-467
20Vanguard Russell 2000
Exchange Traded Fund
$9.2M92.2K0.5%
ADDED
+5.5K
21VISA INC
Common Stock
$9.0M29.9K0.5%
REDUCED
-412
22iShares MSCI EAFE
Exchange Traded Fund
$7.8M80.3K0.4%
ADDED
+11.5K
23MCDONALDS CORP
Common Stock
$7.2M23.3K0.4%
ADDED
+22.7K
24TJX COS INC NEW
Common Stock
$6.5M40.4K0.3%
REDUCED
-2,603
25GILEAD SCIENCES INC
Common Stock
$6.4M46.1K0.3%
REDUCED
-825
Showing top 25 of 289 positions

Filing History

Q1 2026280 pos
$2.0B
Q4 2025269 pos
$2.0B

Data Source

Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.

Last filed: May 12, 2026