$4.43 Million is the total value of First Western Capital Management Co's 18 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HD | Sell | HOME DEPOT INC COM | $402,000 | +34.0% | 1,605 | -0.2% | 9.07% | +0.7% |
| AMGN | Sell | AMGEN INC COM | $301,000 | +15.3% | 1,275 | -0.8% | 6.80% | -13.4% |
| MSFT | Sell | MICROSOFT CORP COM | $301,000 | +0.7% | 1,478 | -22.0% | 6.80% | -24.4% |
| CCI | Sell | CROWN CASTLE INTL CORP NEW COM | $294,000 | +15.3% | 1,757 | -0.7% | 6.64% | -13.4% |
| LMT | Sell | LOCKHEED MARTIN CORP COM | $291,000 | +7.4% | 797 | -0.4% | 6.57% | -19.3% |
| MCD | Sell | MC DONALDS CORP | $282,000 | +11.0% | 1,531 | -0.5% | 6.37% | -16.6% |
| JNJ | Sell | JOHNSON & JOHNSON COM | $249,000 | +6.4% | 1,772 | -0.7% | 5.62% | -20.1% |
| HON | Sell | HONEYWELL INTL INC | $248,000 | +7.8% | 1,714 | -0.5% | 5.60% | -19.0% |
| NEE | Sell | NEXTERA ENERGY INC COM | $246,000 | -0.8% | 1,025 | -0.5% | 5.55% | -25.5% |
| ELS | Sell | EQUITY LIFESTYLE PPTYS INC COM | $238,000 | +8.7% | 3,804 | -0.3% | 5.37% | -18.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-13
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.