Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Western Financial Corp/CA (CIK 1954480) reported $255.5M across 127 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ARWR ($51.4M, 20.13%), EFSC ($31.2M, 12.21%), WFC ($7.8M, 3.06%), INTC ($7.1M, 2.78%), GE ($5.7M, 2.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ARWR | ARROWHEAD PHARMACEUTICALS IN | $51.4M | 20.13% | 820,239 | Hold |
| 2 | EFSC | ENTERPRISE FINL SVCS CORP | $31.2M | 12.21% | 576,505 | Trimmed |
| 3 | WFC | WELLS FARGO & CO | $7.8M | 3.06% | 98,138 | Added |
| 4 | INTC | INTEL CORP | $7.1M | 2.78% | 160,998 | Added |
| 5 | GE | GE AEROSPACE | $5.7M | 2.22% | 19,965 | Trimmed |
| 6 | BK | BANK NEW YORK MELLON CORP | $4.9M | 1.91% | 41,220 | Added |
| 7 | CAT | CATERPILLAR INC | $4.8M | 1.90% | 6,842 | New |
| 8 | GS | GOLDMAN SACHS GROUP INC | $4.8M | 1.86% | 5,628 | Added |
| 9 | LRCX | LAM RESEARCH CORP | $4.5M | 1.77% | 21,159 | Added |
| 10 | GM | GENERAL MTRS CO | $4.5M | 1.75% | 60,082 | New |
| 11 | WMT | WALMART INC | $4.4M | 1.74% | 35,747 | Added |
| 12 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $4.0M | 1.57% | 10,264 | Added |
| 13 | AMAT | APPLIED MATLS INC | $4.0M | 1.57% | 11,698 | New |
| 14 | LLY | ELI LILLY & CO | $3.8M | 1.50% | 4,169 | Added |
| 15 | MMM | 3M CO | $3.8M | 1.48% | 26,034 | Added |
| 16 | GOOGL | ALPHABET INC | $3.7M | 1.44% | 12,756 | Added |
| 17 | LMT | LOCKHEED MARTIN CORP | $3.6M | 1.41% | 5,969 | New |
| 18 | ADI | ANALOG DEVICES INC | $2.9M | 1.14% | 9,168 | New |
| 19 | TSLA | TESLA INC | $2.9M | 1.14% | 7,851 | Added |
| 20 | MU | MICRON TECHNOLOGY INC | $2.6M | 1.02% | 7,710 | Trimmed |
| 21 | GOOG | ALPHABET INC | $2.5M | 0.99% | 8,785 | Added |
| 22 | ASML | ASML HLDG NV | $2.5M | 0.97% | 1,872 | New |
| 23 | GOVT | ISHARES TR | $2.5M | 0.97% | 108,473 | Added |
| 24 | GEV | GE VERNOVA INC | $2.5M | 0.96% | 2,824 | Trimmed |
| 25 | WDC | WESTERN DIGITAL CORP | $2.5M | 0.96% | 9,065 | New |
Source: SEC Form 13F filings · as of 2026-03-31