Western Financial Corp/CA
Sector Allocation
- Technology28.7%$86.3M
- Healthcare26.5%$79.6M
- Financials22.4%$67.3M
- Industrials6.5%$19.7M
- Other5.2%$15.5M
- Consumer Discretionary4.1%$12.2M
- Real Estate2.3%$7.0M
- Consumer Staples2.1%$6.4M
- Energy1.2%$3.7M
- Materials0.8%$2.3M
AUM History
13fpro.ai/research/fund/western-financial-corp-ca-1954480
Conviction and streaks
Diversifying · top 10 = 45.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
ARWR
$53.7MEFSC
$33.8MPLTR
$8.7MWFC
$7.1MAAPL
$7.1MBNY
$5.9MPANW
$5.7MFTNT
$5.7MJNJ
$5.1MMRK
$5.0MGM
$5.0MMNST
$4.8MSPG
$4.8MUNP
$4.7MUNH
$4.6MCVS
$4.5MAXON
$3.7MMSTR
$3.6MGOOG
$3.4MNBIS
$3.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/western-financial-corp-ca-1954480
Western Financial Corp/CA 13F holdings — Q3 2026
$300.4M portfolio (-12.0% QoQ) · 136 holdings · Q3 2026 13F · top 10 are 46% of the stock portfolio
$53.7M
17.9% of stocks
No changeThis quarter+1.1%Since filed11+ qtrsHeld$33.8M
11.2% of stocks
-0.4%This quarter+6.2%Since filed11+ qtrsHeld$8.7M
2.9% of stocks
+1747%This quarter-1.1%Since filed11+ qtrsHeld$7.1M
2.4% of stocks
No changeThis quarter+2.2%Since filed11+ qtrsHeld$7.1M
2.4% of stocks
+244%This quarter+0.3%Since filed11+ qtrsHeld$5.9M
2.0% of stocks
-3%This quarter+6.9%Since filed8 qtrsHeld$5.7M
1.9% of stocks
+2114%This quarter+4.1%Since filed2 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$5.7M
1.9% of stocks
NewThis quarter-0.4%Since filedNew this quarterHeld$5.1M
1.7% of stocks
+3%This quarter+4.9%Since filed3 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$5.0M
1.7% of stocks
+531%This quarter-4.6%Since filed3 qtrsHeld
All holdings — Western Financial Corp/CA (Q3 2026)
136 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | General Motors Co | Consumer Discretionary | $5.0M | 1.7% | 65K | -0.7% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Monster Beverage Corp | Consumer Staples | $4.8M | 1.6% | 115K | +680% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | SIMON PROPERTY GROUP INC. | Real Estate | $4.8M | 1.6% | 24K | +600% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | UNION PACIFIC CORP | Industrials | $4.7M | 1.6% | 17K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | UNITEDHEALTH GROUP INC | Healthcare | $4.6M | 1.5% | 13K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | CVS HEALTH Corp | Healthcare | $4.5M | 1.5% | 53K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | AXON ENTERPRISE, INC. | Industrials | $3.7M | 1.2% | 8,812 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Strategy Inc | Financials | $3.6M | 1.2% | 23K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Alphabet Inc. | Technology | $3.4M | 1.1% | 10K | +16% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Nebius Group N.V. | Technology | $3.3M | 1.1% | 14K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Workday, Inc. | Technology | $3.1M | 1.0% | 16K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | AUTOMATIC DATA PROCESSING INC | Technology | $3.0M | 1.0% | 12K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | GENERAL ELECTRIC CO | Industrials | $2.9M | 1.0% | 9,441 | -9% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | LAM RESEARCH CORP | Technology | $2.8M | 0.9% | 8,414 | -60% | 4 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | KLA CORP | Technology | $2.7M | 0.9% | 14K | +11% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $2.6M | 0.9% | 9,982 | +293% | |||
| 27 | $PAYX | PAYCHEX INC | Technology | $2.6M | 0.9% | 27K | New | |||
| 28 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $2.6M | 0.9% | 5,091 | -57% | |||
| 29 | — | ISHARES TR - US TREAS BD ETF | — | $2.5M | 0.8% | 116K | -0.0% | |||
| 30 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $2.4M | 0.8% | 3,914 | -60% | |||
| 31 | $LLY | ELI LILLY & Co | Healthcare | $2.3M | 0.8% | 2,020 | +294% | |||
| 32 | $APH | AMPHENOL CORP /DE/ | Technology | $2.3M | 0.8% | 27K | +97% | |||
| 33 | $AVGO | Broadcom Inc. | Technology | $2.3M | 0.8% | 6,574 | +8% | |||
| 34 | $WELL | WELLTOWER INC. | Real Estate | $2.2M | 0.8% | 9,751 | -4% | |||
| 35 | $ABNB | Airbnb, Inc. | Technology | $1.8M | 0.6% | 11K | New | |||
| 36 | $STX | Seagate Technology Holdings plc | Technology | $1.7M | 0.6% | 1,835 | -81% | |||
| 37 | $NET | Cloudflare, Inc. | Technology | $1.7M | 0.6% | 4,858 | -24% | |||
| 38 | $OKTA | Okta, Inc. | Technology | $1.7M | 0.6% | 8,003 | New | |||
| 39 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.6M | 0.5% | 1,784 | -71% | |||
| 40 | $DDOG | Datadog, Inc. | Technology | $1.6M | 0.5% | 5,850 | New | |||
| 41 | $GOOGL | Alphabet Inc. | Technology | $1.5M | 0.5% | 4,420 | -67% | |||
| 42 | $C | CITIGROUP INC | Financials | $1.5M | 0.5% | 12K | +88% | |||
| 43 | $HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $1.5M | 0.5% | 4,679 | +0.6% | |||
| 44 | $PWR | QUANTA SERVICES, INC. | Industrials | $1.5M | 0.5% | 2,306 | -15% | |||
| 45 | $HWM | Howmet Aerospace Inc. | Materials | $1.4M | 0.5% | 6,406 | +6% | |||
| 46 | $CAT | CATERPILLAR INC | Industrials | $1.4M | 0.5% | 1,770 | -75% | |||
| 47 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $1.4M | 0.5% | 1,057 | +65% | |||
| 48 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $1.4M | 0.5% | 3,953 | +1% | |||
| 49 | — | ISHARES TR - 0-5YR HI YL CP | — | $1.4M | 0.5% | 34K | -1% | |||
| 50 | $IBKR | Interactive Brokers Group, Inc. | Financials | $1.4M | 0.5% | 16K | -13% | |||
| 51 | $INTC | INTEL CORP | Technology | $1.4M | 0.5% | 11K | -91% | |||
| 52 | $VEEV | VEEVA SYSTEMS INC | Technology | $1.4M | 0.5% | 4,792 | New | |||
| 53 | — | ISHARES TR - TRUST ISHARE 0-1 | — | $1.4M | 0.5% | 12K | -0.8% | |||
| 54 | $RTX | RTX Corp | Industrials | $1.3M | 0.5% | 7,240 | +0.2% | |||
| 55 | $DXCM | DEXCOM INC | Healthcare | $1.3M | 0.4% | 15K | New | |||
| 56 | — | ISHARES TR - 20 YR TR BD ETF | — | $1.3M | 0.4% | 17K | +3% | |||
| 57 | $HOOD | Robinhood Markets, Inc. | Financials | $1.3M | 0.4% | 11K | New | |||
| 58 | $FDS | FACTSET RESEARCH SYSTEMS INC | Technology | $1.3M | 0.4% | 4,648 | New | |||
| 59 | $XYZ | Block, Inc. | Technology | $1.2M | 0.4% | 17K | New | |||
| 60 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.2M | 0.4% | 3,434 | -46% | |||
| 61 | $DASH | DoorDash, Inc. | Consumer Discretionary | $1.2M | 0.4% | 6,557 | +447% | |||
| 62 | $MA | Mastercard Inc | Financials | $1.2M | 0.4% | 2,134 | +0.3% | |||
| 63 | $BKR | Baker Hughes Co | Energy | $1.2M | 0.4% | 21K | +56% | |||
| 64 | $EXPE | Expedia Group, Inc. | Consumer Discretionary | $1.2M | 0.4% | 4,389 | +0.9% | |||
| 65 | $JPM | JPMORGAN CHASE & CO | Financials | $1.1M | 0.4% | 3,363 | +2% | |||
| 66 | $DELL | Dell Technologies Inc. | Technology | $1.1M | 0.4% | 2,044 | -23% | |||
| 67 | $NVDA | NVIDIA CORP | Technology | $1.1M | 0.4% | 4,696 | -41% | |||
| 68 | $ANET | Arista Networks, Inc. | Technology | $1.0M | 0.3% | 5,151 | -10% | |||
| 69 | $IVZ | Invesco Ltd. | Financials | $968K | 0.3% | 48K | +0.3% | |||
| 70 | $IVZ | Invesco Ltd. | Financials | $944K | 0.3% | 59K | -0.4% | |||
| 71 | $IVZ | Invesco Ltd. | Financials | $936K | 0.3% | 51K | +0.8% | |||
| 72 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $921K | 0.3% | 2,020 | +0.1% | |||
| 73 | $IVZ | Invesco Ltd. | Financials | $914K | 0.3% | 47K | -0.1% | |||
| 74 | $IVZ | Invesco Ltd. | Financials | $914K | 0.3% | 47K | -2% | |||
| 75 | $MCK | MCKESSON CORP | Consumer Staples | $904K | 0.3% | 1,059 | +0.3% | |||
| 76 | $ADI | ANALOG DEVICES INC | Technology | $894K | 0.3% | 2,253 | -76% | |||
| 77 | $DE | DEERE & CO | Industrials | $870K | 0.3% | 1,296 | +0.7% | |||
| 78 | $FCX | FREEPORT-MCMORAN INC | Materials | $866K | 0.3% | 12K | +0.0% | |||
| 79 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $863K | 0.3% | 5,300 | -41% | |||
| 80 | $BANC | BANC OF CALIFORNIA, INC. | Financials | $845K | 0.3% | 49K | +0.1% | |||
| 81 | $USB | US BANCORP \DE\ | Financials | $820K | 0.3% | 14K | New | |||
| 82 | — | ISHARES TR - CORE UNIVRSL USD | — | $787K | 0.3% | 18K | +33% | |||
| 83 | $AMGN | AMGEN INC | Healthcare | $757K | 0.3% | 1,797 | -6% | |||
| 84 | $PH | Parker-Hannifin Corp | Industrials | $757K | 0.3% | 792 | +0.3% | |||
| 85 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAP | — | $755K | 0.3% | 2,146 | — | |||
| 86 | $JCI | Johnson Controls International plc | Industrials | $755K | 0.3% | 5,077 | +7% | |||
| 87 | $TT | Trane Technologies plc | Technology | $749K | 0.3% | 1,657 | +0.1% | |||
| 88 | $HCA | HCA Healthcare, Inc. | Healthcare | $739K | 0.3% | 1,732 | +16% | |||
| 89 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $738K | 0.3% | 11K | +0.1% | |||
| 90 | $PM | Philip Morris International Inc. | Consumer Staples | $738K | 0.3% | 3,867 | New | |||
| 91 | $CSCO | CISCO SYSTEMS, INC. | Technology | $735K | 0.2% | 6,831 | New | |||
| 92 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $727K | 0.2% | 8,095 | +7% | |||
| 93 | $LMT | LOCKHEED MARTIN CORP | Industrials | $724K | 0.2% | 1,421 | -82% | |||
| 94 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $717K | 0.2% | 4,808 | -1% | |||
| 95 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $710K | 0.2% | 3,679 | -0.2% | |||
| 96 | — | ISHARES TR - FLTG RATE NT ETF | — | $699K | 0.2% | 14K | -0.0% | |||
| 97 | $MS | MORGAN STANLEY | Financials | $694K | 0.2% | 3,692 | +85% | |||
| 98 | — | ISHARES TR - FALN ANGLS USD | — | $673K | 0.2% | 26K | -0.8% | |||
| 99 | $NOW | ServiceNow, Inc. | Technology | $668K | 0.2% | 4,985 | New | |||
| 100 | $FDX | FEDEX CORP | Industrials | $652K | 0.2% | 2,288 | +23% | |||
| 101 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $614K | 0.2% | 28K | +10% | |||
| 102 | $TEAM | Atlassian Corp | Technology | $598K | 0.2% | 3,336 | New | |||
| 103 | $ARCC | ARES CAPITAL CORP | Other | $595K | 0.2% | 31K | +2% | |||
| 104 | $MSFT | MICROSOFT CORP | Technology | $536K | 0.2% | 1,045 | +0.1% | |||
| 105 | $MU | MICRON TECHNOLOGY INC | Technology | $530K | 0.2% | 498 | -90% | |||
| 106 | $CVX | CHEVRON CORP | Energy | $511K | 0.2% | 2,503 | +0.3% | |||
| 107 | $AMZN | AMAZON COM INC | Consumer Discretionary | $504K | 0.2% | 2,021 | — | |||
| 108 | — | WEST COAST COMMUNITY BANCORP - COM | — | $434K | 0.1% | 7,192 | New | |||
| 109 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | — | $434K | 0.1% | 5,731 | -31% | |||
| 110 | $PFE | PFIZER INC | Healthcare | $422K | 0.1% | 15K | +0.9% | |||
| 111 | — | ISHARES TR - MSCI ACWI EX US | — | $397K | 0.1% | 5,246 | New | |||
| 112 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $328K | 0.1% | 7,141 | -2% | |||
| 113 | $ABBV | AbbVie Inc. | Healthcare | $323K | 0.1% | 1,235 | — | |||
| 114 | — | ISHARES TR - S&P 500 GRWT ETF | — | $292K | 0.1% | 2,053 | -0.8% | |||
| 115 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $290K | 0.1% | 4,189 | -2% | |||
| 116 | $IVZ | Invesco Ltd. | Financials | $284K | 0.1% | 22K | +0.8% | |||
| 117 | $IVZ | Invesco Ltd. | Financials | $273K | 0.1% | 1,790 | -12% | |||
| 118 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $262K | 0.1% | 3,065 | -86% | |||
| 119 | $ASML | ASML HOLDING NV | Technology | $261K | 0.1% | 144 | -93% | |||
| 120 | — | INVESCO EXCHANGE TRADED FD T - NEXT GEN CON ETF | — | $258K | 0.1% | 1,259 | -12% | |||
| 121 | $MRVL | Marvell Technology, Inc. | Technology | $247K | 0.1% | 936 | -89% | |||
| 122 | $GEV | GE Vernova Inc. | Industrials | $245K | 0.1% | 258 | -96% | |||
| 123 | — | ISHARES TR - S&P 500 VAL ETF | — | $243K | 0.1% | 1,064 | -7% | |||
| 124 | $BDJ | BlackRock Enhanced Equity Dividend Trust | — | $240K | 0.1% | 25K | +2% | |||
| 125 | $MPC | Marathon Petroleum Corp | Energy | $239K | 0.1% | 605 | New | |||
| 126 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $225K | 0.1% | 305 | +2% | |||
| 127 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YR | — | $223K | 0.1% | 5,272 | -12% | |||
| 128 | — | INVESCO EXCHANGE TRADED FD T - RAFI US 1500 | — | $216K | 0.1% | 4,128 | -8% | |||
| 129 | — | ISHARES TR - US SML CAP EQT | — | $215K | 0.1% | 2,572 | -8% | |||
| 130 | — | ISHARES TR - CORE S&P SCP ETF | — | $213K | 0.1% | 1,563 | -6% | |||
| 131 | — | VANGUARD INDEX FDS - MRNGSTR SM CP GR | — | $212K | 0.1% | 628 | -7% | |||
| 132 | $BSRR | SIERRA BANCORP | Financials | $210K | 0.1% | 5,375 | +0.3% | |||
| 133 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | — | $206K | 0.1% | 5,892 | -7% | |||
| 134 | $MFG | MIZUHO FINANCIAL GROUP INC | Financials | $162K | 0.1% | 15K | -10% | |||
| 135 | $SAN | Banco Santander, S.A. | Financials | $152K | 0.1% | 11K | -8% | |||
| 136 | $UGP | ULTRAPAR HOLDINGS INC | Energy | $142K | 0.1% | 19K | New |
What changed in Q3 2026
Against the previous quarter's 13F: 27 new, 50 added to, 54 trimmed, 20 sold out. Share-count changes; largest moves by dollar size first.
New positions (27)
first bought this quarter
first bought this quarter
first bought this quarter
first bought this quarter
first bought this quarter
first bought this quarter
+21 more in the Excel export
Added to (50)
now $8.7M · held 11+ qtrs
now $5.7M · held 2 qtrs, 2 adds in a row
now $7.1M · held 11+ qtrs
now $5.0M · held 3 qtrs
now $4.8M · held 3 qtrs, 3 adds in a row
now $4.8M · held 11+ qtrs
+44 more in the Excel export
Trimmed (54)
$INTCINTEL CORP-91%
now $1.4M · held 4 qtrs, 2 trims in a row
$STXSeagate Technology Holdings plc-81%
now $1.7M · held 5 qtrs, 2 trims in a row
$GEVGE Vernova Inc.-96%
now $245K · held 6 qtrs
$MUMICRON TECHNOLOGY INC-90%
now $530K · held 4 qtrs, 3 trims in a row
$CATCATERPILLAR INC-75%
now $1.4M · held 3 qtrs
$LRCXLAM RESEARCH CORP-60%
now $2.8M · held 4 qtrs, 2 trims in a row
+48 more in the Excel export
Sold out (20)
$WDCWESTERN DIGITAL CORPwas $5.5M
held 2 qtrs
$TXNTEXAS INSTRUMENTS INCwas $4.5M
held 1 qtr
$WBDWarner Bros. Discovery, Inc.was $2.9M
held 3 qtrs
$FANGDiamondback Energy, Inc.was $2.6M
held 1 qtr
$TERTERADYNE, INCwas $2.1M
held 2 qtrs
$RCLROYAL CARIBBEAN CRUISES LTDwas $1.8M
+14 more in the Excel export
Holdings by quarter
Every 13F Western Financial Corp/CA has filed, 15 earlier quarters. Pick one to see what it held then.
Is it too late to follow Western Financial?
Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Western Financial's top 20 holdings: 57/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+2.7%
Value-weighted move of the 10 largest stock positions
Turnover
29%
Last quarter; 69% over the last 4
Top 10 weight
46%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
63%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Western Financial Corp/CA disclosed 136 positions worth $300.4M in its Form 13F-HR for Q3 2026, led by $ARWR (ARROWHEAD PHARMACEUTICALS, INC.) at 17.9% of the equity portfolio, followed by $EFSC and $PLTR. During the quarter the fund opened 27 new positions and exited 20 — including a new stake in $FTNT and a full exit from $WDC. The portfolio is most concentrated in Technology (28.7% of disclosed assets). All figures are sourced directly from Western Financial Corp/CA’s Form 13F-HR filing with the SEC under CIK 1954480.
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AI-Powered Hedge Fund Analysis: Western Financial Corp/CA
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