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Western Financial Corp/CA 13F holdings

Filed 2026-07-22 · Western Financial Corp/CA · 132 positions · $341.5M

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TickerCompanySharesValue% of portfolio
ARWRARROWHEAD PHARMACEUTICALS IN820.2K$66.9M19.6%
EFSCENTERPRISE FINL SVCS CORP575.0K$37.9M11.1%
INTCINTEL CORP127.8K$17.9M5.2%
STXSEAGATE TECHNOLOGY HLDNGS PL9.6K$9.3M2.7%
LRCXLAM RESEARCH CORP20.8K$9.0M2.6%
AMATAPPLIED MATLS INC11.9K$8.6M2.5%
GEVGE VERNOVA INC7.0K$8.2M2.4%
CATCATERPILLAR INC7.1K$7.5M2.2%
WFCWELLS FARGO & CO88.9K$7.3M2.2%
BNYBANK OF NY MELLON CORP42.4K$6.1M1.8%
GSGOLDMAN SACHS GROUP INC6.1K$6.1M1.8%
AMDADVANCED MICRO DEVICES INC9.8K$5.7M1.7%
MUMICRON TECHNOLOGY INC4.8K$5.6M1.6%
WDCWESTERN DIGITAL CORP8.6K$5.5M1.6%
GMGENERAL MTRS CO65.0K$5.0M1.5%
JNJJOHNSON & JOHNSON18.8K$4.8M1.4%
GOOGLALPHABET INC13.2K$4.7M1.4%
TXNTEXAS INSTRS INC15.1K$4.5M1.3%
LMTLOCKHEED MARTIN CORP8.0K$4.1M1.2%
GEGE AEROSPACE10.4K$3.9M1.1%
ASMLASML HLDG NV1.9K$3.9M1.1%
ADIANALOG DEVICES INC9.5K$3.8M1.1%
KLACKLA CORP12.3K$3.7M1.1%
GOOGALPHABET INC8.7K$3.1M0.9%
WBDWARNER BROS DISCOVERY INC110.5K$2.9M0.9%
TSLATESLA INC6.4K$2.7M0.8%
GOVTISHARES TR115.9K$2.6M0.8%
FANGDIAMONDBACK ENERGY INC14.9K$2.6M0.8%
APHAMPHENOL CORP14.0K$2.5M0.7%
MRVLMARVELL TECHNOLOGY INC8.3K$2.5M0.7%
WELLWELLTOWER INC10.1K$2.3M0.7%
AVGOBROADCOM INC6.1K$2.3M0.7%
TERTERADYNE INC4.2K$2.1M0.6%
ORLYOREILLY AUTOMOTIVE INC21.3K$2.0M0.6%
PWRQUANTA SVCS INC2.7K$2.0M0.6%
CRWDCROWDSTRIKE HLDGS INC2.5K$1.9M0.6%
RCLROYAL CARIBBEAN GROUP5.6K$1.8M0.5%
AAPLAPPLE INC6.2K$1.8M0.5%
IBKRINTERACTIVE BROKERS GROUP IN18.6K$1.6M0.5%
HWMHOWMET AEROSPACE INC6.0K$1.6M0.5%
NVDANVIDIA CORPORATION8.0K$1.6M0.5%
NETCLOUDFLARE INC6.4K$1.6M0.5%
HLTHILTON WORLDWIDE HLDGS INC4.7K$1.5M0.5%
SHYGISHARES TR34.2K$1.5M0.4%
MARMARRIOTT INTL INC NEW3.9K$1.5M0.4%
MNSTMONSTER BEVERAGE CORP NEW14.8K$1.4M0.4%
TLTISHARES TR16.1K$1.4M0.4%
SHVISHARES TR12.4K$1.4M0.4%
RTXRTX CORPORATION7.2K$1.4M0.4%
WMTWALMART INC11.0K$1.2M0.4%
EXMOCEXXON MOBIL CORP8.9K$1.2M0.4%
METAMETA PLATFORMS INC2.1K$1.2M0.3%
DELLDELL TECHNOLOGIES INC2.6K$1.1M0.3%
TDGTRANSDIGM GROUP INC851$1.1M0.3%
EXPEEXPEDIA GROUP INC4.3K$1.1M0.3%
EQTEQT CORP20.8K$1.1M0.3%
MAMASTERCARD INCORPORATED2.1K$1.1M0.3%
JPMJPMORGAN CHASE & CO3.3K$1.1M0.3%
BANCBANC OF CALIFORNIA INC49.0K$1.0M0.3%
VRTVERTIV HOLDINGS CO2.9K$983,7010.3%
Top Fund Holdings
13F
Top Fund Holdings

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