Back to Western Financial Corp/CA

Western Financial Corp/CA

Q2 2026 13F filing

Updated 51 days ago

132 disclosed positions worth $341.5M

Portfolio value
$341.5M
Total holdings
132
New positions
15
Closed positions
10
Increased
78
Decreased
34
Turnover
18.9%
Filed
2026-07-22

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

ARROWHEAD PHARMACEUTICALS IN

Unchanged
Value
$66.9M
Shares
820.2K
% Port
19.58%
E

ENTERPRISE FINL SVCS CORP

-0.3%
Value
$37.9M
Shares
575.0K
% Port
11.09%
I

INTEL CORP

-20.6%
Value
$17.9M
Shares
127.8K
% Port
5.23%
S
4.STX

SEAGATE TECHNOLOGY HLDNGS PL

-6.1%
Value
$9.3M
Shares
9.6K
% Port
2.72%
L

LAM RESEARCH CORP

-1.6%
Value
$9M
Shares
20.8K
% Port
2.64%
A

APPLIED MATLS INC

+1.8%
Value
$8.6M
Shares
11.9K
% Port
2.52%
G
7.GEV

GE VERNOVA INC

+147.7%
Value
$8.2M
Shares
7.0K
% Port
2.41%
C
8.CAT

CATERPILLAR INC

+3.1%
Value
$7.5M
Shares
7.1K
% Port
2.20%
W

WELLS FARGO & CO

-9.4%
Value
$7.3M
Shares
88.9K
% Port
2.15%
B

BANK OF NY MELLON CORP

+3.0%
Value
$6.1M
Shares
42.4K
% Port
1.80%
G

GOLDMAN SACHS GROUP INC

+7.6%
Value
$6.1M
Shares
6.1K
% Port
1.79%
A
12.AMD

ADVANCED MICRO DEVICES INC

+2.5%
Value
$5.7M
Shares
9.8K
% Port
1.67%
M
13.MU

MICRON TECHNOLOGY INC

-37.2%
Value
$5.6M
Shares
4.8K
% Port
1.64%
W
14.WDC

WESTERN DIGITAL CORP

-5.6%
Value
$5.5M
Shares
8.6K
% Port
1.60%
G
15.GM

GENERAL MTRS CO

+8.2%
Value
$5M
Shares
65.0K
% Port
1.47%
J
16.JNJ

JOHNSON & JOHNSON

+629.4%
Value
$4.8M
Shares
18.8K
% Port
1.40%
G

ALPHABET INC

+3.8%
Value
$4.7M
Shares
13.2K
% Port
1.39%
T
18.TXN

TEXAS INSTRS INC

Value
$4.5M
Shares
15.1K
% Port
1.31%
L
19.LMT

LOCKHEED MARTIN CORP

+33.8%
Value
$4.1M
Shares
8.0K
% Port
1.19%
G
20.GE

GE AEROSPACE

-47.9%
Value
$3.9M
Shares
10.4K
% Port
1.14%
A

ASML HLDG NV

+3.5%
Value
$3.9M
Shares
1.9K
% Port
1.13%
A
22.ADI

ANALOG DEVICES INC

+3.6%
Value
$3.8M
Shares
9.5K
% Port
1.10%
K
23.KLAC

KLA CORP

+862.0%
Value
$3.7M
Shares
12.3K
% Port
1.08%
G

ALPHABET INC

-0.4%
Value
$3.1M
Shares
8.7K
% Port
0.91%
?
25.N/A

WARNER BROS DISCOVERY INC

+30.5%
Value
$2.9M
Shares
110.5K
% Port
0.86%
T
26.TSLA

TESLA INC

-18.5%
Value
$2.7M
Shares
6.4K
% Port
0.79%
?
27.N/A

ISHARES TR

+6.8%
Value
$2.6M
Shares
115.9K
% Port
0.77%
F
28.FANG

DIAMONDBACK ENERGY INC

Value
$2.6M
Shares
14.9K
% Port
0.77%
A
29.APH

AMPHENOL CORP

+0.0%
Value
$2.5M
Shares
14.0K
% Port
0.72%
M
30.MRVL

MARVELL TECHNOLOGY INC

Value
$2.5M
Shares
8.3K
% Port
0.72%
W
31.WELL

WELLTOWER INC

+1.9%
Value
$2.3M
Shares
10.1K
% Port
0.67%
A
32.AVGO

BROADCOM INC

-0.8%
Value
$2.3M
Shares
6.1K
% Port
0.67%
?
33.N/A

TERADYNE INC

+0.3%
Value
$2.1M
Shares
4.2K
% Port
0.60%
O
34.ORLY

OREILLY AUTOMOTIVE INC

+2.9%
Value
$2M
Shares
21.3K
% Port
0.57%
P
35.PWR

QUANTA SVCS INC

+0.5%
Value
$2M
Shares
2.7K
% Port
0.57%
C
36.CRWD

CROWDSTRIKE HLDGS INC

-1.9%
Value
$1.9M
Shares
2.5K
% Port
0.57%
R
37.RCL

ROYAL CARIBBEAN GROUP

-15.9%
Value
$1.8M
Shares
5.6K
% Port
0.52%
A
38.AAPL

APPLE INC

-4.8%
Value
$1.8M
Shares
6.2K
% Port
0.52%
I
39.IBKR

INTERACTIVE BROKERS GROUP IN

-0.3%
Value
$1.6M
Shares
18.6K
% Port
0.47%
H
40.HWM

HOWMET AEROSPACE INC

+1.0%
Value
$1.6M
Shares
6.0K
% Port
0.47%
N
41.NVDA

NVIDIA CORPORATION

-3.2%
Value
$1.6M
Shares
8.0K
% Port
0.47%
N
42.NET

CLOUDFLARE INC

+2.5%
Value
$1.6M
Shares
6.4K
% Port
0.46%
H
43.HLT

HILTON WORLDWIDE HLDGS INC

+0.6%
Value
$1.5M
Shares
4.7K
% Port
0.45%
E
44.ETHA

ISHARES TR

+6.4%
Value
$1.5M
Shares
34.2K
% Port
0.42%
M
45.MAR

MARRIOTT INTL INC NEW

+0.7%
Value
$1.5M
Shares
3.9K
% Port
0.42%
M
46.MNST

MONSTER BEVERAGE CORP NEW

+171.2%
Value
$1.4M
Shares
14.8K
% Port
0.42%
E
47.ETHA

ISHARES TR

+7.8%
Value
$1.4M
Shares
16.1K
% Port
0.41%
?
48.N/A

ISHARES TR

+5.7%
Value
$1.4M
Shares
12.4K
% Port
0.40%
R
49.RTX

RTX CORPORATION

+19.7%
Value
$1.4M
Shares
7.2K
% Port
0.40%
W
50.WMT

WALMART INC

-69.3%
Value
$1.2M
Shares
11.0K
% Port
0.36%