Western Financial Corp/Ca Top Holdings and 13F Report (2026) About Western Financial Corp/CaInvestment ActivityWestern Financial Corp/Ca has $255.48 million in total holdings as of March 31, 2026.Western Financial Corp/Ca owns shares of 127 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 22.49% of the portfolio was purchased this quarter.About 18.10% of the portfolio was sold this quarter.This quarter, Western Financial Corp/Ca has purchased 113 new stocks and bought additional shares in 29 stocks.Western Financial Corp/Ca sold shares of 57 stocks and completely divested from 25 stocks this quarter.Largest Holdings Arrowhead Pharmaceuticals $51,428,985Enterprise Financial Services $31,194,667Wells Fargo & Company $7,812,766Intel $7,104,842GE Aerospace $5,665,467 Largest New Holdings this Quarter 149123101 - Caterpillar $4,847,283 Holding37045V100 - General Motors $4,476,109 Holding038222105 - Applied Materials $3,998,259 Holding539830109 - Lockheed Martin $3,607,604 Holding032654105 - Analog Devices $2,916,708 Holding Largest Purchases this Quarter Caterpillar 6,842 shares (about $4.85M)General Motors 60,082 shares (about $4.48M)Applied Materials 11,698 shares (about $4.00M)Lockheed Martin 5,969 shares (about $3.61M)LAM RESEARCH CORP 13,851 shares (about $2.96M) Largest Sales this Quarter Advanced Micro Devices 21,524 shares (about $4.38M)PALANTIR TECHNOLOGIES INC 26,076 shares (about $3.81M)American Express 7,654 shares (about $2.32M)CrowdStrike 5,138 shares (about $2.01M)Micron Technology 3,708 shares (about $1.25M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWestern Financial Corp/Ca Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorARWRArrowhead Pharmaceuticals$51,428,9850.0%820,23920.1%MedicalEFSCEnterprise Financial Services$31,194,667$47,238 ▼-0.2%576,50512.2%FinanceWFCWells Fargo & Company$7,812,766$133,904 ▲1.7%98,1383.1%FinanceINTCIntel$7,104,842$352,510 ▲5.2%160,9982.8%Computer and TechnologyGEGE Aerospace$5,665,467$13,337 ▼-0.2%19,9652.2%AerospaceBKBNY$4,889,959$1,096,978 ▲28.9%41,2201.9%FinanceCATCaterpillar$4,847,283$4,847,283 ▲New Holding6,8421.9%IndustrialsGSThe Goldman Sachs Group$4,761,406$1,088,829 ▲29.6%5,6281.9%FinanceLAM RESEARCH CORP$4,520,832$2,959,405 ▲189.5%21,1591.8%COM NEWGMGeneral Motors$4,476,109$4,476,109 ▲New Holding60,0821.8%Auto/Tires/TrucksWALMART INC$4,442,689$388,752 ▲9.6%35,7471.7%COMSTXSeagate Technology$4,021,025$1,855,376 ▲85.7%10,2641.6%Computer and TechnologyAMATApplied Materials$3,998,259$3,998,259 ▲New Holding11,6981.6%Computer and TechnologyLLYEli Lilly and Company$3,834,858$941,007 ▲32.5%4,1691.5%MedicalMMM3M$3,780,937$709,016 ▲23.1%26,0341.5%Multi-Sector ConglomeratesGOOGLAlphabet$3,668,232$1,166,956 ▲46.7%12,7561.4%Computer and TechnologyLMTLockheed Martin$3,607,604$3,607,604 ▲New Holding5,9691.4%AerospaceTSLATesla$2,918,609$719,336 ▲32.7%7,8511.1%Auto/Tires/TrucksADIAnalog Devices$2,916,708$2,916,708 ▲New Holding9,1681.1%Computer and TechnologyMUMicron Technology$2,604,746$1,252,711 ▼-32.5%7,7101.0%Computer and TechnologyGOOGAlphabet$2,520,022$2,028,639 ▲412.8%8,7851.0%Computer and TechnologyGOVTiShares U.S. Treasury Bond ETF$2,485,117$238,287 ▲10.6%108,4731.0%ETFASMLASML$2,472,594$2,472,594 ▲New Holding1,8721.0%Computer and TechnologyGE VERNOVA INC$2,465,110$703,569 ▼-22.2%2,8241.0%COMWDCWestern Digital$2,451,992$2,451,992 ▲New Holding9,0651.0%Computer and TechnologyWBDWarner Bros. Discovery$2,324,819$153,392 ▼-6.2%84,6620.9%Consumer DiscretionaryWELLWelltower$1,967,858$146,902 ▼-6.9%9,9530.8%FinanceAMDAdvanced Micro Devices$1,948,656$4,378,627 ▼-69.2%9,5790.8%Computer and TechnologyORLYO'Reilly Automotive$1,912,239$128,129 ▼-6.3%20,7150.7%Retail/WholesaleAVGOBroadcom$1,899,382$106,467 ▼-5.3%6,1370.7%Computer and TechnologyKLACKLA$1,878,925$1,878,925 ▲New Holding1,2760.7%Computer and TechnologyRCLRoyal Caribbean Cruises$1,846,594$118,887 ▼-6.0%6,7100.7%Consumer DiscretionaryAPHAmphenol$1,765,282$49,025 ▲2.9%13,9710.7%Computer and TechnologyMETAMeta Platforms$1,765,144$28,608 ▼-1.6%3,0850.7%Computer and TechnologyAZOAutoZone$1,718,614$121,552 ▼-6.6%5090.7%Retail/WholesaleAAPLApple$1,641,360$613,702 ▲59.7%6,4670.6%Computer and TechnologyTDGTransdigm Group$1,614,431$49,835 ▼-3.0%1,3930.6%AerospacePWRQuanta Services$1,488,942$191,059 ▼-11.4%2,7120.6%ConstructionNVDANVIDIA$1,435,684$735,631 ▼-33.9%8,2320.6%Computer and TechnologyHLTHilton Worldwide$1,406,836$63,242 ▼-4.3%4,6270.6%Consumer DiscretionaryHWMHowmet Aerospace$1,375,616$325,179 ▼-19.1%5,9690.5%AerospaceSHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,360,452$44,341 ▼-3.2%32,1540.5%ETFSHViShares Short Treasury Bond ETF$1,297,711$51,882 ▼-3.8%11,7560.5%ETFTLTiShares 20+ Year Treasury Bond ETF$1,294,453$52,101 ▼-3.9%14,9320.5%ETFNETCloudflare$1,289,006$105,852 ▼-7.6%6,2470.5%Computer and TechnologyMARMarriott International$1,271,385$178,262 ▼-12.3%3,8870.5%Consumer DiscretionaryEQTEQT$1,267,645$34,366 ▼-2.6%19,9190.5%EnergyTERTeradyne$1,254,026$1,254,026 ▲New Holding4,2300.5%Computer and TechnologyIBKRInteractive Brokers Group$1,253,069$167,809 ▼-11.8%18,6830.5%FinanceRTXRTX$1,165,309$1,165,309 ▲New Holding6,0410.5%AerospaceVANGUARD INSTL INDEX FD$1,053,300$1,053,300 ▲New Holding13,9230.4%0-3 MO TREAS BILMAMastercard$1,029,300$441,200 ▼-30.0%2,0600.4%Business ServicesCRWDCrowdStrike$1,009,991$2,005,927 ▼-66.5%2,5870.4%Computer and TechnologyEXPEExpedia Group$971,585$971,585 ▲New Holding4,2080.4%Retail/WholesaleALNYAlnylam Pharmaceuticals$948,273$44,667 ▲4.9%2,8660.4%MedicalJPMJPMorgan Chase & Co.$940,430$208,265 ▲28.4%3,1970.4%FinanceBSCSInvesco BulletShares 2028 Corporate Bond ETF$938,974$40,213 ▼-4.1%45,9760.4%ETFPALANTIR TECHNOLOGIES INC$915,567$3,814,399 ▼-80.6%6,2590.4%CL ABSCUInvesco BulletShares 2030 Corporate Bond ETF$905,774$13,091 ▼-1.4%54,1760.4%ManufacturingBSCTInvesco BulletShares 2029 Corporate Bond ETF$898,448$38,030 ▼-4.1%48,1470.4%ETFBANCBanc of California$860,362$774 ▲0.1%48,9400.3%FinanceBSCQInvesco BulletShares 2026 Corporate Bond ETF$847,755$27,479 ▼-3.1%43,4080.3%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$830,709$10,755 ▼-1.3%42,3290.3%ETFPODDInsulet$813,130$40,289 ▲5.2%3,8750.3%MedicalMCKMcKesson$791,521$205,017 ▼-20.6%9150.3%MedicalXOMExxonMobil$764,658$764,658 ▲New Holding4,5070.3%EnergyWMBWilliams Companies$760,937$125,767 ▼-14.2%10,4550.3%EnergyMDBMongoDB$737,002$737,002 ▲New Holding3,0110.3%Computer and TechnologyARISTA NETWORKS INC$728,822$29,344 ▼-3.9%5,9360.3%COM SHSTSMTaiwan Semiconductor Manufacturing$679,617$679,617 ▲New Holding2,0110.3%Computer and TechnologyFCXFreeport-McMoRan$678,321$678,321 ▲New Holding11,5400.3%Basic MaterialsDEDeere & Company$671,454$671,454 ▲New Holding1,1920.3%IndustrialsAXPAmerican Express$669,388$2,315,181 ▼-77.6%2,2130.3%FinanceFLOTiShares Floating Rate Bond ETF$664,114$31,231 ▼-4.5%13,0350.3%ETFMRKMerck & Co., Inc.$659,670$659,670 ▲New Holding5,4840.3%MedicalFALNiShares Fallen Angels USD Bond ETF$656,649$23,380 ▼-3.4%24,5750.3%ManufacturingTTTrane Technologies$655,532$67,095 ▼-9.3%1,5730.3%ConstructionCTASCintas$646,607$1,069,278 ▼-62.3%3,8230.3%Business ServicesSPGSimon Property Group$643,155$130,384 ▲25.4%3,4480.3%FinanceVVVanguard Large-Cap ETF$641,3320.0%2,1460.3%ETFPHParker-Hannifin$638,581$180,916 ▼-22.1%7130.2%IndustrialsGILDGilead Sciences$635,945$85,852 ▲15.6%4,5630.2%MedicalJNJJohnson & Johnson$630,655$630,655 ▲New Holding2,5800.2%MedicalCOFCapital One Financial$597,822$413,750 ▼-40.9%3,2770.2%FinanceAMGNAmgen$586,534$586,534 ▲New Holding1,6670.2%MedicalFDXFedEx$579,861$579,861 ▲New Holding1,6280.2%TransportationSCHZSchwab U.S. Aggregate Bond ETF$571,318$25,379 ▼-4.3%24,6050.2%ETFJCIJohnson Controls International$565,835$565,835 ▲New Holding4,3210.2%ConstructionARCCAres Capital$534,101$13,930 ▲2.7%29,6390.2%FinanceHCAHCA Healthcare$533,815$533,815 ▲New Holding1,1280.2%MedicalDOORDASH INC$531,081$759,159 ▼-58.8%3,5370.2%CL ACVXChevron$514,515$1,862 ▲0.4%2,4870.2%EnergyBSXBoston Scientific$497,419$738,442 ▼-59.8%7,9270.2%MedicalIUSBiShares Core Total USD Bond Market ETF$480,230$2,771 ▼-0.6%10,3970.2%ManufacturingARESAres Management$458,002$287,042 ▼-38.5%4,1980.2%FinanceMPWRMonolithic Power Systems$420,940$420,940 ▲New Holding3850.2%Computer and TechnologyVRTVertiv$420,724$420,724 ▲New Holding1,6790.2%Computer and TechnologyBKRBaker Hughes$417,521$417,521 ▲New Holding6,8390.2%EnergyPFEPfizer$408,244$34,341 ▲9.2%14,5390.2%MedicalMNSTMonster Beverage$395,487$395,487 ▲New Holding5,4580.2%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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