Western Financial Corp/CA 13F Holdings · Q2 2026
Western Financial Corp/CA reported 132 securities worth $341.48M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ARWR (19.58%), EFSC (11.09%), INTC (5.23%). Among its top 25 positions this quarter: 1 new, 14 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ARWR | ARROWHEAD PHARMACEUTICALS IN | $66.9M | 19.58% | 820,239 | Hold |
| 2 | EFSC | ENTERPRISE FINL SVCS CORP | $37.9M | 11.09% | 575,021 | Trimmed |
| 3 | INTC | INTEL CORP | $17.9M | 5.23% | 127,847 | Trimmed |
| 4 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $9.3M | 2.72% | 9,634 | Trimmed |
| 5 | LRCX | LAM RESEARCH CORP | $9.0M | 2.64% | 20,810 | Trimmed |
| 6 | AMAT | APPLIED MATLS INC | $8.6M | 2.52% | 11,908 | Added |
| 7 | GEV | GE VERNOVA INC | $8.2M | 2.41% | 6,994 | Added |
| 8 | CAT | CATERPILLAR INC | $7.5M | 2.20% | 7,055 | Added |
| 9 | WFC | WELLS FARGO & CO | $7.3M | 2.15% | 88,892 | Trimmed |
| 10 | BNY | BANK OF NY MELLON CORP | $6.1M | 1.80% | 42,434 | Added |
| 11 | GS | GOLDMAN SACHS GROUP INC | $6.1M | 1.79% | 6,056 | Added |
| 12 | AMD | ADVANCED MICRO DEVICES INC | $5.7M | 1.67% | 9,814 | Added |
| 13 | MU | MICRON TECHNOLOGY INC | $5.6M | 1.64% | 4,843 | Trimmed |
| 14 | WDC | WESTERN DIGITAL CORP | $5.5M | 1.60% | 8,556 | Trimmed |
| 15 | GM | GENERAL MTRS CO | $5.0M | 1.47% | 65,032 | Added |
| 16 | JNJ | JOHNSON & JOHNSON | $4.8M | 1.40% | 18,819 | Added |
| 17 | GOOGL | ALPHABET INC | $4.7M | 1.39% | 13,238 | Added |
| 18 | TXN | TEXAS INSTRS INC | $4.5M | 1.31% | 15,056 | New |
| 19 | LMT | LOCKHEED MARTIN CORP | $4.1M | 1.19% | 7,984 | Added |
| 20 | GE | GE AEROSPACE | $3.9M | 1.14% | 10,397 | Trimmed |
| 21 | ASML | ASML HLDG NV | $3.9M | 1.13% | 1,937 | Added |
| 22 | ADI | ANALOG DEVICES INC | $3.8M | 1.10% | 9,494 | Added |
| 23 | KLAC | KLA CORP | $3.7M | 1.08% | 12,275 | Added |
| 24 | GOOG | ALPHABET INC | $3.1M | 0.91% | 8,749 | Trimmed |
| 25 | WBD | WARNER BROS DISCOVERY INC | $2.9M | 0.86% | 110,480 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR