First Western Trust Bank holds a concentrated book of 205 stocks worth $2.0B as of Q1 2026 (disclosed May 12, 2026, a ~45-day 13F lag). This quarter they opened Venu Hldg Corp and trimmed Stryker Corp. Their largest long position is Stryker Corp at 50% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1513189/holdings"
Use Arkolith to show First Western Trust Bank's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
67% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Stryker Corporation Common Stock | $992.2M | 3.02M | 50.1% | ▼−7.2% Reduced · −234K sh | |
| 2 | Vanguard S&P 500 Exchange Traded Fund | $134.8M | 225.6K | 6.8% | ▼−4.4% Reduced · −10K sh | |
| 3 | iShares Russell Mid Cap Exchange Traded Fund | $101.1M | 1.04M | 5.1% | ▼−2.7% Reduced · −29K sh | |
| 4 | SPDR S&P 500 Exchange Traded Fund | $81.0M | 124.5K | 4.1% | ▲+173% Added · +79K sh | |
| 5 | Invesco S&P 500 Equal Weight Exchange Traded Fund | $66.0M | 343.7K | 3.3% | ▲+3.2% Added · +11K sh | |
| 6 | Vanguard FTSE Developed Markets Exchange Traded Fund | $59.6M | 930.8K | 3.0% | ▲+38% Added · +256K sh | |
| 7 | iShares Russell 2000 Exchange Traded Fund | $59.0M | 237.9K | 3.0% | ▲+0.4% Added · +914 sh | |
| 8 | Vanguard Index FDS Exchange Traded Fund | $43.4M | 135.2K | 2.2% | ▲72× Added · +133K sh | |
| 9 | Ishares TR Exchange Traded Fund | $33.7M | 594.1K | 1.7% | ▲+49% Added · +195K sh | |
| 10 | Apple Inc Common Stock | $30.2M | 118.8K | 1.5% | ▲+1.5% Added · +2K sh | |
| 11 | Woodward Inc Common Stock | $21.2M | 59.4K | 1.1% | ▼−6.2% Reduced · −4K sh | |
| 12 | Alphabet Inc Common Stock | $18.6M | 64.8K | 0.9% | ▼−1.5% Reduced · −975 sh | |
| 13 | Microsoft Corp Common Stock | $18.5M | 49.9K | 0.9% | ▼−3.0% Reduced · −2K sh | |
| 14 | Ishares TR Exchange Traded Fund | $14.2M | 210.3K | 0.7% | ▲+8.8% Added · +17K sh | |
| 15 | JPMorgan Chase & Co. Common Stock | $12.0M | 41.0K | 0.6% | ▼−2.3% Reduced · −959 sh | |
| 16 | Costco WHSL Corp New Common Stock | $10.6M | 10.6K | 0.5% | ▼−1.6% Reduced · −178 sh | |
| 17 | Nvidia Corporation Common Stock | $10.4M | 59.4K | 0.5% | ▼−0.8% Reduced · −484 sh | |
| 18 | Visa Inc Common Stock | $9.3M | 30.7K | 0.5% | ▼−1.3% Reduced · −412 sh | |
| 19 | Vanguard Russell 2000 Exchange Traded Fund | $9.3M | 92.4K | 0.5% | ▲+6.3% Added · +5K sh | |
| 20 | iShares MSCI EAFE Exchange Traded Fund | $7.8M | 80.3K | 0.4% | ▲+17% Added · +11K sh | |
| 21 | McDonalds Corp Common Stock | $7.4M | 23.8K | 0.4% | ▼−9.6% Reduced · −3K sh | |
| 22 | TJX Cos Inc New Common Stock | $6.7M | 41.8K | 0.3% | ▼−5.9% Reduced · −3K sh | |
| 23 | Gilead Sciences Inc Common Stock | $6.6M | 47.7K | 0.3% | ▼−1.7% Reduced · −848 sh | |
| 24 | Schlumberger Ltd Common Stock | $6.4M | 125.2K | 0.3% | ▲~0% Added · +20 sh | |
| 25 | Home Depot Inc Common Stock | $6.3M | 19.2K | 0.3% | ▼−1.0% Reduced · −199 sh | |
| 26 | Texas Instrs Inc Common Stock | $6.0M | 30.9K | 0.3% | ▼−0.5% Reduced · −144 sh | |
| 27 | iShares Russell 1000 Growth Exchange Traded Fund | $5.9M | 13.9K | 0.3% | ▼−1.5% Reduced · −216 sh | |
| 28 | Oracle Corp Common Stock | $5.1M | 34.8K | 0.3% | ▼−7.3% Reduced · −3K sh | |
| 29 | Ecolab Inc Common Stock | $4.9M | 18.5K | 0.2% | ▼−1.7% Reduced · −325 sh | |
| 30 | Marriott Intl Inc New Common Stock | $4.6M | 14.2K | 0.2% | ▼−1.1% Reduced · −165 sh | |
| 31 | Ishares TR Exchange Traded Fund | $4.5M | 6.9K | 0.2% | ▲+67% Added · +3K sh | |
| 32 | Thermo Fisher Scientific Inc Common Stock | $4.4M | 8.9K | 0.2% | ▼−0.3% Reduced · −30 sh | |
| 33 | Johnson & Johnson Common Stock | $4.3M | 17.7K | 0.2% | ▼−10% Reduced · −2K sh | |
| 34 | Honeywell Intl Inc Common Stock | $4.2M | 18.7K | 0.2% | ▼−0.6% Reduced · −115 sh | |
| 35 | Abbott Labs Common Stock | $4.1M | 40.1K | 0.2% | ▼−1.5% Reduced · −620 sh | |
| 36 | Vanguard Intl Equity Index FDS Exchange Traded Fund | $4.1M | 75.7K | 0.2% | ▲10× Added · +68K sh | |
| 37 | Danaher Corporation Common Stock | $3.9M | 20.4K | 0.2% | ▼−0.1% Reduced · −14 sh | |
| 38 | Alphabet Inc Common Stock | $3.8M | 13.3K | 0.2% | ▼−2.6% Reduced · −349 sh | |
| 39 | Ishares TR Exchange Traded Fund | $3.8M | 30.4K | 0.2% | ▲+0.4% Added · +120 sh | |
| 40 | L3harris Technologies Inc Common Stock | $3.7M | 10.9K | 0.2% | ▼−1.1% Reduced · −124 sh | |
| 41 | BlackRock Inc Common Stock | $3.7M | 3.9K | 0.2% | ▼−0.7% Reduced · −29 sh | |
| 42 | Amazon Com Inc Common Stock | $3.7M | 17.6K | 0.2% | ▼−1.4% Reduced · −246 sh | |
| 43 | Dimensional US Small Cap ETF Exchange Traded Fund | $3.5M | 49.1K | 0.2% | ▼−5.6% Reduced · −3K sh | |
| 44 | Berkshire Hathaway Inc Del Common Stock | $3.4M | 7.2K | 0.2% | ▼−1.3% Reduced · −92 sh | |
| 45 | Intercontinental Exchange Inc Common Stock | $3.3M | 21.0K | 0.2% | ▼−2.7% Reduced · −587 sh | |
| 46 | S&P Global Inc Common Stock | $3.2M | 7.6K | 0.2% | ▼−1.2% Reduced · −93 sh | |
| 47 | NextEra Energy Inc Common Stock | $3.1M | 33.8K | 0.2% | ▲+1.0% Added · +326 sh | |
| 48 | Intuit Common Stock | $3.1M | 7.1K | 0.2% | ▼−6.6% Reduced · −501 sh | |
| 49 | Accenture PLC Ireland Common Stock | $2.8M | 14.0K | 0.1% | ▲+3.3% Added · +446 sh | |
| 50 | Walmart Inc Common Stock | $2.7M | 21.7K | 0.1% | ▲+0.5% Added · +106 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 280 | $2.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 269 | $2.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 262 | $2.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 267 | $2.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 262 | $2.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 271 | $2.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 279 | $2.2B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 5, 2024 | 269 | $2.1B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 16, 2024 | 282 | $2.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 7, 2024 | 273 | $2.0B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 240 | $1.9B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 259 | $2.0B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 264 | $1.9B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 10, 2023 | 264 | $1.7B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 9, 2022 | 248 | $1.5B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 284 | $1.5B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 279 | $1.9B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.