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Western Financial Corp/CA

All holdings · as of Dec 31, 2025

113 positions

CompanyClassValueShares% of portfolio
CrowdStrike Holdings, Inc.$3.62M7,7251.4%
Walmart Inc.$3.63M32,6191.4%
AMERICAN EXPRESS CO$3.65M9,8671.4%
Bank of New York Mellon Corp/The$3.71M31,9731.5%
THE GOLDMAN SACHS GROUP, INC.$3.82M4,3411.5%
AppLovin Corp$4.08M6,0571.6%
INTEL CORP$5.65M153,0102.2%
Palantir Technologies Inc$5.75M32,3352.3%
GENERAL ELECTRIC CO$6.16M20,0122.4%
ADVANCED MICRO DEVICES INC$6.66M31,1032.6%
WELLS FARGO & COMPANY/MN$8.99M96,4563.6%
Enterprise Financial Services Corp$31.18M577,37812.4%
ARROWHEAD PHARMACEUTICALS, INC.$54.46M820,23921.6%
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