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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 Q3 2025 · Filed November 14, 2025 · Accession 0001628280-25-052137

Total Value
$2.18B
Positions
262
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (262)

#IssuerTicker / CUSIPSharesValue% of Filing
1STRYKER CORPORATIONSYK3,252,802$1.20B55.22%
2VANGUARD INDEX FDS922908363245,151$150.1M6.89%
3ISHARES TR4642874991,055,362$101.9M4.68%
4SPDR S&P 500 ETF TRSPY107,286$71.5M3.28%
5INVESCO EXCHANGE TRADED FD TRIVZ343,640$65.2M2.99%
6ISHARES TR464287655235,746$57.0M2.62%
7VANGUARD INDEX FDS922908769135,208$44.4M2.04%
8VANGUARD TAX-MANAGED FDS921943858734,757$44.0M2.02%
9APPLE INCAAPL110,049$28.0M1.29%
10MICROSOFT CORPMSFT49,281$25.5M1.17%
11WOODWARD INCWWD63,253$16.0M0.73%
12ALPHABET INCGOOG62,802$15.3M0.70%
13ISHARES TR464287507197,933$12.9M0.59%
14JPMORGAN CHASE & CO.VYLD40,814$12.9M0.59%
15SPDR S&P 500 ETF TRSPY16,401$10.9M0.50%
16NVIDIA CORPORATIONNVDA58,343$10.9M0.50%
17ORACLE CORPORCL-PD36,608$10.3M0.47%
18VISA INCV29,500$10.1M0.46%
19COSTCO WHSL CORP NEW22160K10510,704$9.9M0.45%
20TJX COS INC NEW87254010968,269$9.9M0.45%
21VANGUARD SCOTTSDALE FDS92206C66485,230$8.3M0.38%
22VENU HLDG CORPVENU650,120$8.3M0.38%
23MCDONALDS CORPMCD25,299$7.7M0.35%
24HOME DEPOT INCHD18,359$7.4M0.34%
25ISHARES TR46428761414,898$7.0M0.32%
26ISHARES TR46428746574,007$6.9M0.32%
27TEXAS INSTRS INC88250810431,466$5.8M0.27%
28GILEAD SCIENCES INCGILD47,701$5.3M0.24%
29INTUITINTU7,531$5.1M0.24%
30ABBOTT LABSABLZF38,053$5.1M0.23%
31ECOLAB INCECL18,403$5.0M0.23%
32BLACKROCK INCBLK3,840$4.5M0.21%
33VANGUARD INTL EQUITY INDEX FDS92204285880,316$4.4M0.20%
34SCHLUMBERGER LTDSLB123,298$4.2M0.19%
35THERMO FISHER SCIENTIFIC INCTMO8,598$4.2M0.19%
36ROPER TECHNOLOGIES INCROP7,941$4.0M0.18%
37HONEYWELL INTL INC43851610618,709$3.9M0.18%
38DIMENSIONAL ETF TRUST25434V50055,793$3.8M0.18%
39DANAHER CORPORATION23585110218,690$3.7M0.17%
40S&P GLOBAL INCSPGI7,510$3.7M0.17%
41MARRIOTT INTL INC NEW57190320214,027$3.7M0.17%
42ACCENTURE PLC IRELANDACN14,726$3.6M0.17%
43ISHARES TR46428780430,294$3.6M0.17%
44INTERCONTINENTAL EXCHANGE INC45866F10421,259$3.6M0.16%
45BERKSHIRE HATHAWAY INC DELBRK-A7,026$3.5M0.16%
46ISHARES TR4642876229,329$3.4M0.16%
47FISERV INCFISV26,415$3.4M0.16%
48JOHNSON & JOHNSONJNJ17,988$3.3M0.15%
49L3HARRIS TECHNOLOGIES INCLHX10,567$3.2M0.15%
50ISHARES TR46428749931,955$3.1M0.14%
51KEURIG DR PEPPER INCKDP116,695$3.0M0.14%
52AMERICAN TOWER CORP NEW03027X10015,159$2.9M0.13%
53GE AEROSPACE3696043019,548$2.9M0.13%
54ISHARES TR4642872004,153$2.8M0.13%
55DISNEY WALT CO25468710623,816$2.7M0.13%
56ALPHABET INCGOOG11,044$2.7M0.12%
57NEXTERA ENERGY INCNEE-PW33,168$2.5M0.11%
58FIRST WESTN FINL INC33751L105107,262$2.5M0.11%
59COCA COLA COKO36,315$2.4M0.11%
60ISHARES TR46428730919,886$2.4M0.11%
61EMERSON ELEC COEMR17,494$2.3M0.11%
62WALMART INCWMT21,395$2.2M0.10%
63PEPSICO INCPEP15,459$2.2M0.10%
64PROCTER AND GAMBLE CO74271810913,167$2.0M0.09%
65RTX CORPORATIONRTX11,050$1.8M0.08%
66ADOBE INCADBE4,580$1.6M0.07%
67KNIGHT-SWIFT TRANSN HLDGS INC49904910440,177$1.6M0.07%
68GE VERNOVA INCGEV2,515$1.5M0.07%
69FORTIVE CORPFTV31,284$1.5M0.07%
70ISHARES TR4642875987,491$1.5M0.07%
71PROGRESSIVE CORP7433151036,109$1.5M0.07%
72AIR PRODS & CHEMS INCAIIR5,474$1.5M0.07%
73BRISTOL-MYERS SQUIBB COCELG-RI32,317$1.5M0.07%
74LOCKHEED MARTIN CORPLMT2,783$1.4M0.06%
75ISHARES TR4642877216,700$1.3M0.06%
76BROADCOM INCAVGO3,957$1.3M0.06%
77SPDR SER TR78468R62212,805$1.3M0.06%
78AMERICAN EXPRESS COAXP3,777$1.3M0.06%
79ZIMMER BIOMET HOLDINGS INCZBH12,647$1.2M0.06%
80LAUDER ESTEE COS INC51843910413,795$1.2M0.06%
81AMAZON COM INCAMZN5,488$1.2M0.06%
82MASTERCARD INCORPORATEDMA2,118$1.2M0.06%
83PAYPAL HLDGS INCPYPL17,946$1.2M0.06%
84ABBVIE INCABBV4,934$1.1M0.05%
85APPLE INCAAPL4,472$1.1M0.05%
86PHILIP MORRIS INTL INC7181721096,831$1.1M0.05%
87ISHARES TR4642876554,471$1.1M0.05%
88EATON CORP PLCETN2,794$1.0M0.05%
89XCEL ENERGY INCXELLL12,493$1.0M0.05%
90VANGUARD INDEX FDS92290855310,669$975,3600.04%
91META PLATFORMS INCMETA1,304$957,6320.04%
92INTERNATIONAL BUSINESS MACHSINTR3,319$936,4890.04%
93ELI LILLY & COLLY1,193$910,2590.04%
94EXXON MOBIL CORPXOM8,056$908,3140.04%
95LIGHTWAVE LOGIC INCLWLG233,598$866,6490.04%
96DIMENSIONAL ETF TRUST25434V80718,318$844,8260.04%
97THE CIGNA GROUP1255231002,816$811,7120.04%
983M COMMM5,197$806,4700.04%
99AUTOMATIC DATA PROCESSING INCADP2,716$797,1460.04%
100EDISON INTL28102010714,123$780,7190.04%
101BERKSHIRE HATHAWAY INC DELBRK-A1$754,2000.03%
102BERKSHIRE HATHAWAY INC DELBRK-A1$754,2000.03%
103ISHARES TR4642874815,199$740,3900.03%
104TRANSDIGM GROUP INCTDG560$738,0910.03%
105SCHWAB CHARLES CORPSCHW-PJ7,525$718,4120.03%
106VANGUARD INDEX FDS9229083631,166$714,0350.03%
107SCHWAB STRATEGIC TR80852430021,924$699,5950.03%
108QUALCOMM INCQCOM4,140$688,7300.03%
109ISHARES TR4642882738,893$682,2710.03%
110CHEVRON CORP NEWCVX4,090$635,1360.03%
111SPDR S&P MIDCAP 400 ETF TRMDY1,055$628,8120.03%
112TESLA INCTSLA1,397$621,2740.03%
113INVESCO EXCHANGE TRADED FD TRIVZ3,209$608,7470.03%
114CARRIER GLOBAL CORPORATIONCARR10,018$598,0750.03%
115YUM BRANDS INCYUM3,912$594,6240.03%
116COLGATE PALMOLIVE COCL7,428$593,7940.03%
117MICROSOFT CORPMSFT1,140$590,4630.03%
118DIMENSIONAL ETF TRUST25434V4017,994$579,0850.03%
119MCKESSON CORPMCK741$572,4520.03%
120NIKE INCNKE7,724$538,5950.02%
121PFIZER INCPFE20,962$534,1120.02%
122TOWNEBANK PORTSMOUTH VA89214P10915,366$531,2030.02%
123MERCK & CO INCMRK6,173$518,1000.02%
124ANALOG DEVICES INCADI2,094$514,4960.02%
125JPMORGAN CHASE & CO.VYLD1,610$507,8420.02%
126INTEL CORPINTC15,131$507,6450.02%
127ALTRIA GROUP INCMO7,598$501,9240.02%
128TIDAL ETF TR88636487624,224$492,4740.02%
129UNION PAC CORPUNP2,082$492,1220.02%
130VANGUARD TAX-MANAGED FDS9219438588,059$482,8950.02%
131OLIN CORPOLN19,199$479,7830.02%
132EXXON MOBIL CORPXOM4,232$477,1580.02%
133CATERPILLAR INCCAT1,000$477,1500.02%
134VANGUARD SPECIALIZED FUNDS9219088442,186$471,7170.02%
135CAPITAL ONE FINL CORP14040H1052,186$464,7000.02%
136ISHARES TR4642876302,581$456,3470.02%
137ISHARES TR4642874082,206$455,5610.02%
138OTIS WORLDWIDE CORPOTIS4,942$451,8470.02%
139DUKE ENERGY CORP NEWDUKB3,637$450,0790.02%
140ISHARES TR4642878873,158$446,8570.02%
141UNITEDHEALTH GROUP INCUNH1,289$445,0920.02%
142ISHARES TR4642888692,947$439,3680.02%
143RBB FD INC74933W4118,458$435,6360.02%
144BLACKROCK MUNIYIELD QUALITY FDBLK39,221$434,5690.02%
145CISCO SYS INCCSCO6,053$414,1460.02%
146AFLAC INCAFL3,641$406,7000.02%
147WELLS FARGO CO NEW9497461014,826$404,5150.02%
148WASTE MGMT INC DEL94106L1091,816$401,0270.02%
149ISHARES TR4642876481,209$386,8430.02%
150AUTOZONE INCAZO90$386,1220.02%
151ISHARES TR4642874732,690$375,7410.02%
152DIMENSIONAL ETF TRUST25434V7248,385$374,7260.02%
153ORACLE CORPORCL-PD1,320$371,2370.02%
154TJX COS INC NEW8725401092,560$370,0220.02%
155NU HLDGS LTDNU22,865$366,0690.02%
156NETFLIX INCNFLX300$359,6760.02%
157MONDELEZ INTL INC6092071055,558$347,2080.02%
158STARBUCKS CORPSBUX3,994$337,8920.02%
159TAIWAN SEMICONDUCTOR MFG LTD8740391001,206$336,8240.02%
160ALPHABET INCGOOG1,368$332,5610.02%
161SCHWAB STRATEGIC TR80852440911,304$329,0590.02%
162EMCOR GROUP INCEME503$326,7190.02%
163BOOKING HOLDINGS INCBKNG60$323,9560.01%
164DEERE & CODE708$323,7400.01%
165CVS HEALTH CORPCVS4,252$320,5580.01%
166GOLDMAN SACHS GROUP INCGSCE391$311,3730.01%
167WILLIAMS COS INC9694571004,861$307,9440.01%
168REGENERON PHARMACEUTICALSREGN544$305,8750.01%
169ELEVANCE HEALTH INCELV927$299,5320.01%
170ILLINOIS TOOL WKS INC4523081091,139$297,0060.01%
171STRYKER CORPORATIONSYK800$295,7360.01%
172ASTRAZENECA PLCAZN3,843$294,8350.01%
173SELECT SECTOR SPDR TR81369Y8031,042$293,6980.01%
174COSTCO WHSL CORP NEW22160K105313$289,7220.01%
175INVESCO EXCHANGE TRADED FD TRIVZ4,000$288,4400.01%
176HOME DEPOT INCHD707$286,4690.01%
177XCEL ENERGY INCXELLL3,500$282,2750.01%
178WILLIAMS SONOMA INCWSM1,444$282,2300.01%
179SPDR GOLD TRGLD782$277,9780.01%
180VISA INCV801$273,4450.01%
181RBB FD INC74933W2135,440$272,2990.01%
182VANGUARD SCOTTSDALE FDS92206C6491,738$270,9020.01%
183NORDSON CORPNDSN1,179$267,5740.01%
184ONEOK INC NEWOKE3,622$264,2970.01%
185PUBLIC SVC ENTERPRISE GRP INC7445731063,157$263,4830.01%
186PARKER-HANNIFIN CORPPH340$257,7710.01%
187CASEYS GEN STORES INC147528103451$254,9590.01%
188VERIZON COMMUNICATIONS INCVZ5,776$253,8550.01%
189AMGEN INCAMGN893$252,0050.01%
190AT&T INCT-PC8,911$251,6470.01%
191BROOKFIELD CORP11271J1073,619$248,1910.01%
192BANK AMERICA CORP0605051044,762$245,6720.01%
193ISHARES INC46434G1033,614$238,2350.01%
194APPLIED MATLS INC0382221051,160$237,4980.01%
195ECOLAB INCECL860$235,5200.01%
196VANGUARD WORLD FD921910873958$233,8380.01%
197INVESCO QQQ TRIVZ374$224,5380.01%
198CONOCOPHILLIPSCOP2,365$223,7050.01%
199LINDE PLCLIN464$220,4000.01%
200FABRINETFN594$216,5840.01%
201GE HEALTHCARE TECHNOLOGIES INCGEHC2,801$210,3550.01%
202PPG INDS INC6935061071,994$209,5890.01%
203COMCAST CORP NEWCCZ6,569$206,3980.01%
204VANGUARD INDEX FDS9229087441,102$205,5120.01%
205ISHARES TR4642872343,839$205,0030.01%
206CUMMINS INCCMI484$204,4270.01%
207CME GROUP INCCME750$202,6430.01%
208SPDR SER TR78464A4091,931$201,8090.01%
209DOVER CORPDOV1,208$201,5310.01%
210NVIDIA CORPORATIONNVDA1,024$191,0580.01%
211ISHARES TR4642871681,291$183,4510.01%
212TEXAS INSTRS INC882508104990$181,8930.01%
213GILEAD SCIENCES INCGILD1,570$174,2700.01%
214THERMO FISHER SCIENTIFIC INCTMO344$166,8470.01%
215ROPER TECHNOLOGIES INCROP326$162,5730.01%
216HONEYWELL INTL INC438516106751$158,0850.01%
217MCDONALDS CORPMCD520$158,0230.01%
218ABBOTT LABSABLZF1,144$153,2270.01%
219INVESCO QQQ TRIVZ250$150,0930.01%
220INTUITINTU216$147,5090.01%
221DANAHER CORPORATION235851102714$141,5580.01%
222SCHLUMBERGER LTDSLB3,709$127,4780.01%
223BERKSHIRE HATHAWAY INC DELBRK-A250$125,6850.01%
224ISHARES TR464287168835$118,6540.01%
225S&P GLOBAL INCSPGI241$117,2970.01%
226MARRIOTT INTL INC NEW571903202438$114,0730.01%
227INTERCONTINENTAL EXCHANGE INC45866F104667$112,3760.01%
228KEURIG DR PEPPER INCKDP4,182$106,6830.00%
229BLACKROCK INCBLK91$106,0940.00%
230L3HARRIS TECHNOLOGIES INCLHX345$105,3660.00%
231CREDIT SUISSE HIGH YIELD BD FDDHY50,000$103,0000.00%
232AMERICAN TOWER CORP NEW03027X100527$101,3530.00%
233ISHARES TR464287614180$84,3140.00%
234FISERV INCFISV649$83,6760.00%
235ACCENTURE PLC IRELANDACN326$80,3920.00%
236NEXTERA ENERGY INCNEE-PW960$72,4700.00%
237ALPHABET INCGOOG237$57,7210.00%
238FIRST WESTN FINL INC33751L1052,241$51,5990.00%
239JOHNSON & JOHNSONJNJ250$46,3550.00%
240FORTIVE CORPFTV845$41,3970.00%
241DISNEY WALT CO254687106344$39,3880.00%
242PFIZER INCPFE1,385$35,2900.00%
243AIR PRODS & CHEMS INCAIIR110$29,9990.00%
244LAUDER ESTEE COS INC518439104335$29,5200.00%
245ADOBE INCADBE74$26,1040.00%
246EATON CORP PLCETN69$25,8230.00%
247SCHWAB CHARLES CORPSCHW-PJ256$24,4400.00%
248ISHARES TR464287507360$23,4940.00%
249ISHARES TR464287598106$21,5810.00%
250PAYPAL HLDGS INCPYPL298$19,9840.00%
251VANGUARD SCOTTSDALE FDS92206C664190$18,5860.00%
252MASTERCARD INCORPORATEDMA30$17,0640.00%
253MERCK & CO INCMRK200$16,7860.00%
254INTEL CORPINTC470$15,7690.00%
255AMAZON COM INCAMZN66$14,4920.00%
256PEPSICO INCPEP100$14,0440.00%
257BRISTOL-MYERS SQUIBB COCELG-RI310$13,9810.00%
258COCA COLA COKO200$13,2640.00%
259NIKE INCNKE153$10,6690.00%
260UNITEDHEALTH GROUP INCUNH23$7,9420.00%
261ISHARES TR46428764821$6,7210.00%
262ISHARES TR46428747325$3,4920.00%