Western Financial Corp/Ca Portfolio Stock Holdings

Western Financial Corp/Ca disclosed 127 stock positions valued at approximately $255.5 million in its latest SEC 13F filing. The largest holdings include ARROWHEAD PHARMACEUTICALS IN, ENTERPRISE FINL SVCS CORP, and WELLS FARGO & CO. The filing reflects positions held as of March 31, 2026 and was filed on April 23, 2026.

Report Period
March 31, 2026
No. of Stocks
127
Portfolio Value
$255.5M
Holdings by Sector
Western Financial Corp/Ca Portfolio Holdings in Q1 2026

125 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ARROWHEAD PHARMACEUTICALS INARWRHealthcare20.13%820,239--$51,428,985
ENTERPRISE FINL SVCS CORPEFSCFinancial Services12.21%576,505-873-0.15%$31,194,667
WELLS FARGO & COWFCFinancial Services3.06%98,138+1,682+1.74%$7,812,766
INTEL CORPINTCTechnology2.78%160,998+7,988+5.22%$7,104,842
GE AEROSPACEGEIndustrials2.22%19,965-47-0.23%$5,665,467
BANK NEW YORK MELLON CORPBKFinancial Services1.91%41,220+9,247+28.92%$4,889,959
CATERPILLAR INCCATIndustrials1.90%6,842+6,842+100.00%$4,847,283
GOLDMAN SACHS GROUP INCGSFinancial Services1.86%5,628+1,287+29.65%$4,761,406
LAM RESEARCH CORPLRCXOther1.77%21,159+13,851+189.53%$4,520,832
GENERAL MTRS COGMConsumer Cyclical1.75%60,082+60,082+100.00%$4,476,109
WALMART INCWMTConsumer Defensive1.74%35,747+3,128+9.59%$4,442,689
SEAGATE TECHNOLOGY HLDNGS PLSTXOther1.57%10,264+4,736+85.67%$4,021,025
APPLIED MATLS INCAMATTechnology1.57%11,698+11,698+100.00%$3,998,259
ELI LILLY & COLLYHealthcare1.50%4,169+1,023+32.52%$3,834,858
3M COMMMIndustrials1.48%26,034+4,882+23.08%$3,780,937
ALPHABET INCGOOGLCommunication Services1.44%12,756+4,058+46.65%$3,668,232
LOCKHEED MARTIN CORPLMTIndustrials1.41%5,969+5,969+100.00%$3,607,604
TESLA INCTSLAConsumer Cyclical1.14%7,851+1,935+32.71%$2,918,609
ANALOG DEVICES INCADITechnology1.14%9,168+9,168+100.00%$2,916,708
MICRON TECHNOLOGY INCMUTechnology1.02%7,710-3,708-32.48%$2,604,746
ALPHABET INCGOOGCommunication Services0.99%8,785+7,072+412.84%$2,520,022
ISHARES TRGOVTOther0.97%108,473+10,401+10.61%$2,485,117
ASML HLDG NVASMLOther0.97%1,872+1,872+100.00%$2,472,594
GE VERNOVA INCGEVUtilities0.96%2,824-806-22.20%$2,465,110
WESTERN DIGITAL CORPWDCTechnology0.96%9,065+9,065+100.00%$2,451,992
WARNER BROS DISCOVERY INCWBDCommunication Services0.91%84,662-5,586-6.19%$2,324,819
WELLTOWER INCWELLReal Estate0.77%9,953-743-6.95%$1,967,858
ADVANCED MICRO DEVICES INCAMDTechnology0.76%9,579-21,524-69.20%$1,948,656
OREILLY AUTOMOTIVE INCORLYConsumer Cyclical0.75%20,715-1,388-6.28%$1,912,239
BROADCOM INCAVGOTechnology0.74%6,137-344-5.31%$1,899,382
KLA CORPKLACTechnology0.74%1,276+1,276+100.00%$1,878,925
ROYAL CARIBBEAN GROUPRCLOther0.72%6,710-432-6.05%$1,846,594
AMPHENOL CORPAPHTechnology0.69%13,971+388+2.86%$1,765,282
META PLATFORMS INCMETACommunication Services0.69%3,085-50-1.59%$1,765,144
AUTOZONE INCAZOConsumer Cyclical0.67%509-36-6.61%$1,718,614
APPLE INCAAPLTechnology0.64%6,467+2,418+59.72%$1,641,360
TRANSDIGM GROUP INCTDGIndustrials0.63%1,393-43-2.99%$1,614,431
QUANTA SVCS INCPWRIndustrials0.58%2,712-348-11.37%$1,488,942
NVIDIA CORPORATIONNVDATechnology0.56%8,232-4,218-33.88%$1,435,684
HILTON WORLDWIDE HLDGS INCHLTConsumer Cyclical0.55%4,627-208-4.30%$1,406,836
HOWMET AEROSPACE INCHWMIndustrials0.54%5,969-1,411-19.12%$1,375,616
ISHARES TRSHYGOther0.53%32,154-1,048-3.16%$1,360,452
ISHARES TRSHVOther0.51%11,756-470-3.84%$1,297,711
ISHARES TRTLTOther0.51%14,932-601-3.87%$1,294,453
CLOUDFLARE INCNETTechnology0.50%6,247-513-7.59%$1,289,006
MARRIOTT INTL INC NEWMARConsumer Cyclical0.50%3,887-545-12.30%$1,271,385
EQT CORPEQTEnergy0.50%19,919-540-2.64%$1,267,645
TERADYNE INCTERTechnology0.49%4,230+4,230+100.00%$1,254,026
INTERACTIVE BROKERS GROUP INIBKRFinancial Services0.49%18,683-2,502-11.81%$1,253,069
RTX CORPORATIONRTXIndustrials0.46%6,041+6,041+100.00%$1,165,309
MASTERCARD INCORPORATEDMAFinancial Services0.40%2,060-883-30.00%$1,029,300
CROWDSTRIKE HLDGS INCCRWDTechnology0.40%2,587-5,138-66.51%$1,009,991
EXPEDIA GROUP INCEXPEConsumer Cyclical0.38%4,208+4,208+100.00%$971,585
ALNYLAM PHARMACEUTICALS INCALNYHealthcare0.37%2,866+135+4.94%$948,273
JPMORGAN CHASE & COJPMFinancial Services0.37%3,197+708+28.45%$940,430
INVESCO EXCH TRD SLF IDX FDBSCSOther0.37%45,976-1,969-4.11%$938,974
PALANTIR TECHNOLOGIES INCPLTRTechnology0.36%6,259-26,076-80.64%$915,567
INVESCO EXCH TRD SLF IDX FDBSCUOther0.35%54,176-783-1.42%$905,774
INVESCO EXCH TRD SLF IDX FDBSCTOther0.35%48,147-2,038-4.06%$898,448
BANC OF CALIFORNIA INCBANCFinancial Services0.34%48,940+44+0.09%$860,362
INVESCO EXCH TRD SLF IDX FDBSCQOther0.33%43,408-1,407-3.14%$847,755
INVESCO EXCH TRD SLF IDX FDBSCROther0.33%42,329-548-1.28%$830,709
INSULET CORPPODDHealthcare0.32%3,875+192+5.21%$813,130
MCKESSON CORPMCKHealthcare0.31%915-237-20.57%$791,521
EXXON MOBIL CORPXOMEnergy0.30%4,507+4,507+100.00%$764,658
WILLIAMS COS INCWMBEnergy0.30%10,455-1,728-14.18%$760,937
MONGODB INCMDBTechnology0.29%3,011+3,011+100.00%$737,002
ARISTA NETWORKS INCANETOther0.29%5,936-239-3.87%$728,822
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.27%2,011+2,011+100.00%$679,617
FREEPORT MCMORAN INCFCXBasic Materials0.27%11,540+11,540+100.00%$678,321
DEERE & CODEIndustrials0.26%1,192+1,192+100.00%$671,454
AMERICAN EXPRESS COAXPFinancial Services0.26%2,213-7,654-77.57%$669,388
ISHARES TRFLOTOther0.26%13,035-613-4.49%$664,114
MERCK & CO INCMRKHealthcare0.26%5,484+5,484+100.00%$659,670
ISHARES TRFALNOther0.26%24,575-875-3.44%$656,649
TRANE TECHNOLOGIES PLCTTOther0.26%1,573-161-9.28%$655,532
CINTAS CORPCTASIndustrials0.25%3,823-6,322-62.32%$646,607
SIMON PPTY GROUP INC NEWSPGReal Estate0.25%3,448+699+25.43%$643,155
VANGUARD INDEX FDSVVOther0.25%2,146--$641,332
PARKER-HANNIFIN CORPPHIndustrials0.25%713-202-22.08%$638,581
GILEAD SCIENCES INCGILDHealthcare0.25%4,563+616+15.61%$635,945
JOHNSON & JOHNSONJNJHealthcare0.25%2,580+2,580+100.00%$630,655
CAPITAL ONE FINL CORPCOFFinancial Services0.23%3,277-2,268-40.90%$597,822
AMGEN INCAMGNHealthcare0.23%1,667+1,667+100.00%$586,534
FEDEX CORPFDXIndustrials0.23%1,628+1,628+100.00%$579,861
SCHWAB STRATEGIC TRSCHZOther0.22%24,605-1,093-4.25%$571,318
JOHNSON CONTROLS INTERNATIONJCIIndustrials0.22%4,321+4,321+100.00%$565,835
ARES CAPITAL CORPARCCFinancial Services0.21%29,639+773+2.68%$534,101
HCA HEALTHCARE INCHCAHealthcare0.21%1,128+1,128+100.00%$533,815
DOORDASH INCDASHCommunication Services0.21%3,537-5,056-58.84%$531,081
CHEVRON CORPORATIONCVXEnergy0.20%2,487+9+0.36%$514,515
BOSTON SCIENTIFIC CORPBSXHealthcare0.19%7,927-11,768-59.75%$497,419
ISHARES TRIUSBOther0.19%10,397-60-0.57%$480,230
ARES MANAGEMENT CORPORATIONARESFinancial Services0.18%4,198-2,631-38.53%$458,002
MONOLITHIC PWR SYS INCMPWRTechnology0.16%385+385+100.00%$420,940
VERTIV HOLDINGS COVRTIndustrials0.16%1,679+1,679+100.00%$420,724
BAKER HUGHES COMPANYBKREnergy0.16%6,839+6,839+100.00%$417,521
PFIZER INCPFEHealthcare0.16%14,539+1,223+9.18%$408,244
MONSTER BEVERAGE CORP NEWMNSTConsumer Defensive0.15%5,458+5,458+100.00%$395,487
SPDR SERIES TRUSTSPLGOther0.15%4,955+936+23.29%$379,275