$313 Million is the total value of First Western Capital Management Co's 106 reported holdings in Q4 2015. The portfolio turnover from Q3 2015 to Q4 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HD | New | HOME DEPOT INC | $3,067,000 | – | 23,189 | +100.0% | 0.96% | – |
| GOOGL | New | ALPHABET INC | $3,049,000 | – | 3,919 | +100.0% | 0.95% | – |
| GD | New | GENERAL DYNAMICS CORP | $2,951,000 | – | 21,483 | +100.0% | 0.92% | – |
| GE | New | GENERAL ELECTRIC CO | $2,399,000 | – | 77,015 | +100.0% | 0.75% | – |
| CVX | New | CHEVRON CORP NEW | $1,903,000 | – | 21,155 | +100.0% | 0.59% | – |
| AMGN | New | AMGEN INC | $1,258,000 | – | 7,750 | +100.0% | 0.39% | – |
| TWX | New | TIME WARNER INC | $873,000 | – | 13,500 | +100.0% | 0.27% | – |
| FSLR | New | FIRST SOLAR INC | $816,000 | – | 12,360 | +100.0% | 0.26% | – |
| GOOG | New | ALPHABET INC | $590,000 | – | 778 | +100.0% | 0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-01-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP COM | 28 | Q3 2020 | 9.0% |
| MCDONALDS CORP | 28 | Q3 2020 | 7.6% |
| EQUITY LIFESTYLE PPTYS INC COM | 28 | Q3 2020 | 6.6% |
| LOCKHEED MARTIN CORP COM | 28 | Q3 2020 | 8.1% |
| ENERGY TRANSFER, L.P. | 28 | Q3 2020 | 2.9% |
| PEPSICO INCORPORATED | 27 | Q3 2020 | 4.9% |
| HONEYWELL INTL INC | 26 | Q3 2020 | 6.9% |
| J P MORGAN CHASE & CO COM | 24 | Q3 2020 | 7.5% |
| ABBVIE INC COM | 24 | Q3 2020 | 6.2% |
| JOHNSON & JOHNSON COM | 24 | Q3 2020 | 7.0% |
View First Western Capital Management Co's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-11-18 |
| 13F-HR | 2020-08-13 |
| 13F-HR | 2020-05-14 |
| 13F-HR | 2020-02-13 |
| 13F-HR | 2019-11-13 |
| 13F-HR | 2019-08-14 |
| 13F-HR | 2019-05-14 |
| 13F-HR | 2019-02-08 |
| 13F-HR | 2018-11-14 |
| 13F-HR | 2018-08-13 |
View First Western Capital Management Co's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.