Institutions / Western Financial Corp/CA
Western Financial Corp/CA
CIK 1954480 · Institution · as of Dec 31, 2025
Portfolio value
$252.15M
Positions
113
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 113 →
| Company | Value | % of portfolio |
|---|---|---|
| Arrowhead Pharmaceuticals, Inc. | $54.46M | 21.6% |
| Enterprise Financial Services Corp | $31.18M | 12.4% |
| Wells Fargo & COMPANY/MN | $8.99M | 3.6% |
| Advanced Micro Devices Inc | $6.66M | 2.6% |
| General Electric Co | $6.16M | 2.4% |
| Palantir Technologies Inc | $5.75M | 2.3% |
| Intel Corp | $5.65M | 2.2% |
| AppLovin Corp | $4.08M | 1.6% |
| The Goldman Sachs Group, Inc. | $3.82M | 1.5% |
| Bank of New York Mellon Corp/The | $3.71M | 1.5% |
| American Express Co | $3.65M | 1.4% |
| Walmart Inc. | $3.63M | 1.4% |
| CrowdStrike Holdings, Inc. | $3.62M | 1.4% |
| 3M Co | $3.39M | 1.3% |
| ELI LILLY & Co | $3.38M | 1.3% |
| Micron Technology Inc | $3.26M | 1.3% |
| Alphabet Inc. | $2.72M | 1.1% |
| Tesla Inc | $2.66M | 1.1% |
| Warner Bros. Discovery, Inc. | $2.60M | 1.0% |
| GE Vernova Inc. | $2.37M | 0.9% |
| Netflix Inc | $2.35M | 0.9% |
| NVIDIA Corp | $2.32M | 0.9% |
| iShares MSCI UAE ETF | $2.26M | 0.9% |
| Broadcom Inc. | $2.24M | 0.9% |
| Meta Platforms Inc | $2.07M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.