Western Financial Corp/CA
Top Portfolio Positions
91 positions ·
$233,069,477 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| ARWR |
Arrowhead Pharmaceuticals, Inc.
Healthcare
|
820,239 | $51,428,985 | 22.07% |
| EFSC |
Enterprise Financial Services Corp
Financial Services
|
576,505 | $31,194,685 | 13.38% |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
98,138 | $7,812,766 | 3.35% |
| INTC |
Intel Corp
Technology
|
160,998 | $7,104,841 | 3.05% |
| GE |
General Electric Co
Industrials
|
19,965 | $5,665,468 | 2.43% |
| BK |
Bank of New York Mellon Corp
Financial Services
|
41,220 | $4,889,928 | 2.10% |
| CAT |
Caterpillar Inc
Industrials
|
6,842 | $4,847,283 | 2.08% |
| GS |
Goldman Sachs Group Inc
Financial Services
|
5,628 | $4,761,231 | 2.04% |
| LRCX |
Lam Research Corp
Technology
|
21,159 | $4,520,831 | 1.94% |
| GM |
General Motors Co
Consumer Cyclical
|
60,082 | $4,476,109 | 1.92% |
Holdings in EFSC
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,194,685 | 576,505 | Shares | Sole | 2026-04-23 | |
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