Top 50 Western Financial Corp/CA Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ARWR | ARROWHEAD PHARMACEUTICALS IN | 20.13% | 820.2K | $51.4M | +0.00%(+0) | $36.81(+128.20%) | 2026-03-31 | |
| EFSC | ENTERPRISE FINL SVCS CORP | 12.21% | 576.5K | $31.2M | -0.15%(-873) | $47.33(+39.01%) | 2026-03-31 | |
| WFC | WELLS FARGO & CO | 3.06% | 98.1K | $7.8M | +1.74%(+1.68K) | $46.82(+82.62%) | 2026-03-31 | |
| INTC | INTEL CORP | 2.78% | 161.0K | $7.1M | +5.22%(+7.99K) | $35.49(+239.13%) | 2026-03-31 | |
| GE | GE AEROSPACE | 2.22% | 20.0K | $5.7M | -0.23%(-47) | $132.99(+183.86%) | 2026-03-31 | |
| BK | BANK NEW YORK MELLON CORP | 1.91% | 41.2K | $4.9M | +28.92%(+9.25K) | $91.10(+57.85%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 1.9% | 6.8K | $4.8M | new | $582.56(+65.39%) | 2026-03-31 | |
| GS | GOLDMAN SACHS GROUP INC | 1.86% | 5.6K | $4.8M | +29.65%(+1.29K) | $615.05(+66.00%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 1.77% | 21.2K | $4.5M | +189.53%(+13.85K) | $149.56(+134.96%) | 2026-03-31 | |
| GM | GENERAL MTRS CO | 1.75% | 60.1K | $4.5M | new | $77.91(-2.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.07% | +73.11% |
| Top 20 Holdings Unweighted | +21.71% | +80.31% |
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