CIK 1954480
Western Financial Corp/CA
Institutional 13F holdings & portfolio
Holdings
113
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 113
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ARWR | ARROWHEAD PHARMACEUTICALS IN | 820K | $1M+ | SH |
| EFSC | ENTERPRISE FINL SVCS CORP | 577K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 96K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 31K | $1M+ | SH |
| GE | GE AEROSPACE | 20K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 32K | $1M+ | SH |
| INTC | INTEL CORP | 153K | $1M+ | SH |
| APP | APPLOVIN CORP | 6K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 4K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 32K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 10K | $1M+ | SH |
| WMT | WALMART INC | 33K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 8K | $1M+ | SH |
| MMM | 3M CO | 21K | $1M+ | SH |
| LLY | ELI LILLY & CO | 3K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 11K | $1M+ | SH |
| GOOGL | ALPHABET INC | 9K | $1M+ | SH |
| TSLA | TESLA INC | 6K | $1M+ | SH |
| WBD | WARNER BROS DISCOVERY INC | 90K | $1M+ | SH |
| GEV | GE VERNOVA INC | 4K | $1M+ | SH |
| NFLX | NETFLIX INC | 25K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 12K | $1M+ | SH |
| GOVT | ISHARES TR | 98K | $1M+ | SH |
| AVGO | BROADCOM INC | 6K | $1M+ | SH |
| META | META PLATFORMS INC | 3K | $1M+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 22K | $1M+ | SH |
| RCL | ROYAL CARIBBEAN GROUP | 7K | $1M+ | SH |
| WELL | WELLTOWER INC | 11K | $1M+ | SH |
| SHOP | SHOPIFY INC | 12K | $1M+ | SH |
| DASH | DOORDASH INC | 9K | $1M+ | SH |
| TDG | TRANSDIGM GROUP INC | 1K | $1M+ | SH |
| CTAS | CINTAS CORP | 10K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 20K | $1M+ | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 7K | $1M+ | SH |
| AZO | AUTOZONE INC | 545 | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 14K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 3K | $1M+ | SH |
| TMUS | T-MOBILE US INC | 8K | $1M+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 6K | $1M+ | SH |
| HWM | HOWMET AEROSPACE INC | 7K | $1M+ | SH |
| SHYG | ISHARES TR | 33K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 5K | $1M+ | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 5K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 4K | $1M+ | SH |
| IBKR | INTERACTIVE BROKERS GROUP IN | 21K | $1M+ | SH |
| TLT | ISHARES TR | 16K | $1M+ | SH |
| SHV | ISHARES TR | 12K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 6K | $1M+ | SH |
| NET | CLOUDFLARE INC | 7K | $1M+ | SH |
| PWR | QUANTA SVCS INC | 3K | $1M+ | SH |