$22.1 Million is the total value of First Western Capital Management Co's 40 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SWKS | Exit | SKYWORKS SOLUTIONS INC COM | $0 | – | -2,025 | -100.0% | -0.96% | – |
| V | Exit | VISA INC CLASS A | $0 | – | -1,897 | -100.0% | -1.08% | – |
| TMO | Exit | THERMO FISHER SCNTFC | $0 | – | -1,137 | -100.0% | -1.12% | – |
| SBAC | Exit | SBA COMMUNICATIONS CORP NEW CL | $0 | – | -1,404 | -100.0% | -1.14% | – |
| SYK | Exit | STRYKER CORP | $0 | – | -1,501 | -100.0% | -1.15% | – |
| EL | Exit | ESTEE LAUDERCO INC CLASS A | $0 | – | -1,751 | -100.0% | -1.24% | – |
| WDC | Exit | WESTERN DIGITAL CORP COM | $0 | – | -5,408 | -100.0% | -2.37% | – |
| WFC | Exit | WELLS FARGO & CO NEW COM | $0 | – | -9,754 | -100.0% | -2.42% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-13
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.