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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

First Western Trust Bank

Quarter ended Q2 2025 · Filed August 8, 2025 · Accession 0001513189-25-000018

Total Value
$2.22B
Positions
267
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (267)

#IssuerTicker / CUSIPSharesValue% of Filing
1STRYKER CORPORATIONSYK3,253,844$1.29B57.89%
2VANGUARD INDEX FDS922908363263,454$149.6M6.73%
3ISHARES TR4642874991,120,124$103.0M4.63%
4SPDR S&P 500 ETF TRSPY109,115$67.4M3.03%
5INVESCO EXCHANGE TRADED FD TRIVZ323,208$58.7M2.64%
6ISHARES TR464287655233,528$50.4M2.27%
7VANGUARD INDEX FDS922908769134,895$41.0M1.84%
8VANGUARD TAX-MANAGED FDS921943858624,734$35.6M1.60%
9MICROSOFT CORPMSFT48,794$24.3M1.09%
10APPLE INCAAPL111,191$22.8M1.03%
11WOODWARD INCWWD64,004$15.7M0.71%
12ISHARES TR464287507208,385$12.9M0.58%
13JPMORGAN CHASE & CO.VYLD42,135$12.2M0.55%
14ALPHABET INCGOOG64,923$11.4M0.51%
15COSTCO WHSL CORP NEW22160K10511,157$11.0M0.50%
16VISA INCV30,035$10.7M0.48%
17SPDR S&P 500 ETF TRSPY16,401$10.1M0.46%
18NVIDIA CORPORATIONNVDA58,201$9.2M0.41%
19TJX COS INC NEW87254010971,105$8.8M0.39%
20ORACLE CORPORCL-PD38,120$8.3M0.37%
21VANGUARD SCOTTSDALE FDS92206C66490,020$7.9M0.35%
22MCDONALDS CORPMCD25,979$7.6M0.34%
23HOME DEPOT INCHD18,937$6.9M0.31%
24ISHARES TR46428746575,595$6.8M0.30%
25ISHARES TR46428761415,888$6.7M0.30%
26TEXAS INSTRS INC88250810432,158$6.7M0.30%
27INTUITINTU7,853$6.2M0.28%
28ABBOTT LABSABLZF39,987$5.4M0.24%
29GILEAD SCIENCES INCGILD48,767$5.4M0.24%
30ECOLAB INCECL19,725$5.3M0.24%
31FISERV INCFISV29,343$5.1M0.23%
32ACCENTURE PLC IRELANDACN16,434$4.9M0.22%
33VENU HLDG CORPVENU400,120$4.7M0.21%
34ROPER TECHNOLOGIES INCROP8,281$4.7M0.21%
35HONEYWELL INTL INC43851610619,330$4.5M0.20%
36SCHLUMBERGER LTDSLB130,324$4.4M0.20%
37KEURIG DR PEPPER INCKDP127,952$4.2M0.19%
38BLACKROCK INCBLK3,961$4.2M0.19%
39INTERCONTINENTAL EXCHANGE INC45866F10422,463$4.1M0.19%
40S&P GLOBAL INCSPGI7,784$4.1M0.18%
41MARRIOTT INTL INC NEW57190320214,641$4.0M0.18%
42VANGUARD INTL EQUITY INDEX FDS92204285877,957$3.9M0.17%
43DANAHER CORPORATION23585110219,512$3.9M0.17%
44DIMENSIONAL ETF TRUST25434V50059,032$3.8M0.17%
45THERMO FISHER SCIENTIFIC INCTMO9,110$3.7M0.17%
46ISHARES TR46428780432,045$3.5M0.16%
47AMERICAN TOWER CORP NEW03027X10015,752$3.5M0.16%
48ISHARES TR4642872005,352$3.3M0.15%
49BERKSHIRE HATHAWAY INC DELBRK-A6,798$3.3M0.15%
50ISHARES TR4642876229,472$3.2M0.14%
51ISHARES TR46428749933,208$3.1M0.14%
52DISNEY WALT CO25468710624,354$3.0M0.14%
53GE AEROSPACE36960430111,182$2.9M0.13%
54ISHARES TR46428730925,966$2.9M0.13%
55JOHNSON & JOHNSONJNJ18,584$2.8M0.13%
56L3HARRIS TECHNOLOGIES INCLHX10,658$2.7M0.12%
57COCA COLA COKO37,450$2.6M0.12%
58NEXTERA ENERGY INCNEE-PW36,286$2.5M0.11%
59FIRST WESTN FINL INC33751L105110,424$2.5M0.11%
60EMERSON ELEC COEMR17,547$2.3M0.11%
61WALMART INCWMT21,860$2.1M0.10%
62PROCTER AND GAMBLE CO74271810913,293$2.1M0.10%
63PEPSICO INCPEP15,653$2.1M0.09%
64ALPHABET INCGOOG11,197$2.0M0.09%
65ADOBE INCADBE5,111$2.0M0.09%
66ISHARES TR4642875989,847$1.9M0.09%
67FORTIVE CORPFTV34,440$1.8M0.08%
68KNIGHT-SWIFT TRANSN HLDGS INC49904910440,177$1.8M0.08%
69PROGRESSIVE CORP7433151036,291$1.7M0.08%
70RTX CORPORATIONRTX11,101$1.6M0.07%
71AIR PRODS & CHEMS INCAIIR5,491$1.5M0.07%
72BRISTOL-MYERS SQUIBB COCELG-RI33,080$1.5M0.07%
73GE VERNOVA INCGEV2,870$1.5M0.07%
74PAYPAL HLDGS INCPYPL18,815$1.4M0.06%
75LOCKHEED MARTIN CORPLMT2,803$1.3M0.06%
76PHILIP MORRIS INTL INC7181721096,841$1.2M0.06%
77AMERICAN EXPRESS COAXP3,792$1.2M0.05%
78AMAZON COM INCAMZN5,501$1.2M0.05%
79MASTERCARD INCORPORATEDMA2,124$1.2M0.05%
80LAUDER ESTEE COS INC51843910414,391$1.2M0.05%
81ISHARES TR4642877216,700$1.2M0.05%
82ZIMMER BIOMET HOLDINGS INCZBH12,636$1.2M0.05%
83BROADCOM INCAVGO3,969$1.1M0.05%
84ISHARES TR4642876555,053$1.1M0.05%
85PFIZER INCPFE44,236$1.1M0.05%
86META PLATFORMS INCMETA1,406$1.0M0.05%
87EATON CORP PLCETN2,869$1.0M0.05%
88INTERNATIONAL BUSINESS MACHSINTR3,363$991,3450.04%
89EXXON MOBIL CORPXOM9,116$982,7050.04%
90VANGUARD INDEX FDS92290855310,669$950,1810.04%
91XCEL ENERGY INCXELLL13,919$947,8840.04%
92ELI LILLY & COLLY1,203$937,7750.04%
93THE CIGNA GROUP1255231002,818$931,5740.04%
94APPLE INCAAPL4,499$923,0600.04%
95BROWN FORMAN CORPBF-B34,223$920,9410.04%
96ISHARES TR46428827312,538$911,2620.04%
97ABBVIE INCABBV4,875$904,8980.04%
98TRANSDIGM GROUP INCTDG560$851,5580.04%
99AUTOMATIC DATA PROCESSING INCADP2,739$844,7080.04%
100DIMENSIONAL ETF TRUST25434V80719,497$835,0570.04%
101ISHARES TR4642874815,820$807,1180.04%
1023M COMMM5,197$791,1910.04%
103EDISON INTL28102010714,556$751,0900.03%
104CARRIER GLOBAL CORPORATIONCARR10,018$733,2170.03%
105BERKSHIRE HATHAWAY INC DELBRK-A1$728,8000.03%
106BERKSHIRE HATHAWAY INC DELBRK-A1$728,8000.03%
107ISHARES TR4642874083,662$715,6280.03%
108SCHWAB CHARLES CORPSCHW-PJ7,641$697,1650.03%
109VANGUARD INDEX FDS9229083631,197$679,9320.03%
110COLGATE PALMOLIVE COCL7,431$675,4780.03%
111QUALCOMM INCQCOM4,185$666,5030.03%
112SCHWAB STRATEGIC TR80852430021,924$640,4000.03%
113CHEVRON CORP NEWCVX4,349$622,7330.03%
114MERCK & CO INCMRK7,773$615,3110.03%
115MICROSOFT CORPMSFT1,220$606,8400.03%
116SPDR S&P MIDCAP 400 ETF TRMDY1,055$597,6360.03%
117NIKE INCNKE8,225$584,3040.03%
118YUM BRANDS INCYUM3,918$580,5690.03%
119INVESCO EXCHANGE TRADED FD TRIVZ3,182$578,2970.03%
120MCKESSON CORPMCK752$551,0510.02%
121DIMENSIONAL ETF TRUST25434V4017,994$535,7580.02%
122TOWNEBANK PORTSMOUTH VA89214P10915,467$528,6620.02%
123JPMORGAN CHASE & CO.VYLD1,777$515,1700.02%
124VANGUARD SPECIALIZED FUNDS9219088442,507$513,1080.02%
125ANALOG DEVICES INCADI2,100$499,8420.02%
126OTIS WORLDWIDE CORPOTIS4,958$490,9410.02%
127WILLIAMS COS INC9694571007,669$481,6900.02%
128UNION PAC CORPUNP2,092$481,3270.02%
129TIDAL ETF TR88636487624,224$479,3930.02%
130ISHARES TR4642874733,533$466,8180.02%
131CAPITAL ONE FINL CORP14040H1052,193$466,5830.02%
132EXXON MOBIL CORPXOM4,232$456,2100.02%
133ALTRIA GROUP INCMO7,598$445,4710.02%
134CISCO SYS INCCSCO6,376$442,3670.02%
135CATERPILLAR INCCAT1,128$437,9010.02%
136TESLA INCTSLA1,368$434,5590.02%
137DUKE ENERGY CORP NEWDUKB3,651$430,8180.02%
138DIMENSIONAL ETF TRUST25434V7249,953$420,8130.02%
139ISHARES TR4642878873,158$420,1400.02%
140WASTE MGMT INC DEL94106L1091,826$417,8250.02%
141NETFLIX INCNFLX308$412,4520.02%
142BLACKROCK MUNIYIELD QUALITY FDBLK39,221$411,4280.02%
143ISHARES TR4642876302,581$407,1790.02%
144UNITEDHEALTH GROUP INCUNH1,278$398,6980.02%
145RBB FD INC74933W4117,808$396,3280.02%
146AFLAC INCAFL3,690$389,1470.02%
147OLIN CORPOLN19,087$383,4580.02%
148MONDELEZ INTL INC6092071055,616$378,7430.02%
149VANGUARD TAX-MANAGED FDS9219438586,636$378,3180.02%
150ISHARES TR4642888692,947$376,2140.02%
151STARBUCKS CORPSBUX4,089$374,6750.02%
152ELEVANCE HEALTH INCELV960$373,4020.02%
153WELLS FARGO CO NEW9497461014,622$370,3150.02%
154DEERE & CODE721$366,6210.02%
155INTEL CORPINTC15,167$339,7410.02%
156COSTCO WHSL CORP NEW22160K105343$339,5490.02%
157BOOKING HOLDINGS INCBKNG58$335,7760.02%
158AUTOZONE INCAZO90$334,1010.02%
159TJX COS INC NEW8725401092,659$328,3600.01%
160STRYKER CORPORATIONSYK814$322,0430.01%
161ISHARES TR4642876481,121$320,3610.01%
162ORACLE CORPORCL-PD1,455$318,1070.01%
163NU HLDGS LTDNU22,865$313,7080.01%
164SCHWAB STRATEGIC TR80852440911,304$312,7820.01%
165BROWN FORMAN CORPBF-B11,124$305,5760.01%
166BROOKFIELD INFRAST PARTNERS LPG162521019,039$302,8070.01%
167ALPHABET INCGOOG1,704$300,2960.01%
168CVS HEALTH CORPCVS4,332$298,8210.01%
169ONEOK INC NEWOKE3,633$296,5620.01%
170SPDR GOLD TRGLD957$291,7220.01%
171LIGHTWAVE LOGIC INCLWLG233,598$289,6620.01%
172ILLINOIS TOOL WKS INC4523081091,160$286,8100.01%
173REGENERON PHARMACEUTICALSREGN545$286,1250.01%
174HOME DEPOT INCHD768$281,5800.01%
175INVESCO EXCHANGE TRADED FD TRIVZ4,000$279,6400.01%
176GENERAL MLS INC3703341045,386$279,0490.01%
177GOLDMAN SACHS GROUP INCGSCE392$277,4380.01%
178TAIWAN SEMICONDUCTOR MFG LTD8740391001,206$273,1470.01%
179AT&T INCT-PC9,430$272,9040.01%
180RBB FD INC74933W2135,440$272,4080.01%
181VISA INCV760$269,8380.01%
182EMCOR GROUP INCEME503$269,0500.01%
183ASTRAZENECA PLCAZN3,843$268,5490.01%
184PUBLIC SVC ENTERPRISE GRP INC7445731063,165$266,4300.01%
185SELECT SECTOR SPDR TR81369Y8031,042$263,8660.01%
186WEC ENERGY GROUP INCWEC2,490$259,4580.01%
187NORDSON CORPNDSN1,201$257,4580.01%
188CASEYS GEN STORES INC147528103495$252,5840.01%
189GE HEALTHCARE TECHNOLOGIES INCGEHC3,346$247,8380.01%
190AMGEN INCAMGN876$244,5880.01%
191CONSTELLATION ENERGY CORPCEG754$243,3610.01%
192VANGUARD SCOTTSDALE FDS92206C6491,738$241,7380.01%
193BANK AMERICA CORP0605051045,095$241,0950.01%
194VERIZON COMMUNICATIONS INCVZ5,547$240,0190.01%
195XCEL ENERGY INCXELLL3,500$238,3500.01%
196PARKER-HANNIFIN CORPPH340$237,4800.01%
197WILLIAMS SONOMA INCWSM1,444$235,9060.01%
198COMCAST CORP NEWCCZ6,586$235,0540.01%
199ECOLAB INCECL867$233,6040.01%
200LINDE PLCLIN485$227,5520.01%
201PPG INDS INC6935061071,999$227,3860.01%
202BROOKFIELD CORP11271J1073,619$223,8350.01%
203DOVER CORPDOV1,208$221,3420.01%
204TEXAS INSTRS INC8825081041,055$219,0390.01%
205ISHARES INC46434G1033,614$216,9480.01%
206VANGUARD WORLD FD921910873958$215,4730.01%
207CME GROUP INCCME772$212,7790.01%
208CONOCOPHILLIPSCOP2,368$212,5040.01%
209APPLIED MATLS INC0382221051,160$212,3610.01%
210AXON ENTERPRISE INCAXON255$211,1250.01%
211EXTRA SPACE STORAGE INCEXR1,410$207,8900.01%
212PALO ALTO NETWORKS INCPANW1,009$206,4820.01%
213INVESCO QQQ TRIVZ374$206,3130.01%
214INTUITINTU236$185,8810.01%
215ROPER TECHNOLOGIES INCROP326$184,7900.01%
216GILEAD SCIENCES INCGILD1,635$181,2720.01%
217HONEYWELL INTL INC438516106756$176,0570.01%
218ISHARES TR4642871681,281$170,1300.01%
219NVIDIA CORPORATIONNVDA1,016$160,5180.01%
220ABBOTT LABSABLZF1,174$159,6760.01%
221MCDONALDS CORPMCD523$152,8050.01%
222DANAHER CORPORATION235851102745$147,1670.01%
223MARRIOTT INTL INC NEW571903202533$145,6210.01%
224THERMO FISHER SCIENTIFIC INCTMO357$144,7490.01%
225ACCENTURE PLC IRELANDACN478$142,8690.01%
226AMERICAN TOWER CORP NEW03027X100630$139,2430.01%
227INVESCO QQQ TRIVZ250$137,9100.01%
228S&P GLOBAL INCSPGI260$137,0950.01%
229KEURIG DR PEPPER INCKDP4,144$137,0010.01%
230FISERV INCFISV743$128,1010.01%
231INTERCONTINENTAL EXCHANGE INC45866F104692$126,9610.01%
232SCHLUMBERGER LTDSLB3,596$121,5450.01%
233BERKSHIRE HATHAWAY INC DELBRK-A250$121,4430.01%
234BLACKROCK INCBLK113$118,5650.01%
235ISHARES TR464287168835$110,8960.00%
236CREDIT SUISSE HIGH YIELD BD FDDHY50,000$106,5000.00%
237DISNEY WALT CO254687106732$90,7750.00%
238L3HARRIS TECHNOLOGIES INCLHX345$86,5400.00%
239ADOBE INCADBE216$83,5660.00%
240NEXTERA ENERGY INCNEE-PW1,139$79,0690.00%
241ISHARES TR464287614180$76,4240.00%
242FORTIVE CORPFTV974$50,7750.00%
243FIRST WESTN FINL INC33751L1052,241$50,5570.00%
244PAYPAL HLDGS INCPYPL609$45,2610.00%
245ALPHABET INCGOOG245$43,4610.00%
246JOHNSON & JOHNSONJNJ250$38,1880.00%
247VANGUARD SCOTTSDALE FDS92206C664418$36,4580.00%
248PFIZER INCPFE1,385$33,5720.00%
249AIR PRODS & CHEMS INCAIIR108$30,4620.00%
250LAUDER ESTEE COS INC518439104374$30,2190.00%
251EATON CORP PLCETN69$24,6320.00%
252SCHWAB CHARLES CORPSCHW-PJ256$23,3570.00%
253ISHARES TR464287507360$22,3270.00%
254AMAZON COM INCAMZN101$22,1580.00%
255ISHARES TR464287598106$20,5880.00%
256MASTERCARD INCORPORATEDMA30$16,8580.00%
257MERCK & CO INCMRK200$15,8320.00%
258BRISTOL-MYERS SQUIBB COCELG-RI310$14,3500.00%
259NIKE INCNKE202$14,3500.00%
260COCA COLA COKO200$14,1500.00%
261PEPSICO INCPEP100$13,2040.00%
262CHEVRON CORP NEWCVX83$11,8850.00%
263ELEVANCE HEALTH INCELV28$10,8910.00%
264INTEL CORPINTC470$10,5280.00%
265UNITEDHEALTH GROUP INCUNH23$7,1750.00%
266ISHARES TR46428764821$6,0030.00%
267ISHARES TR46428747325$3,3040.00%