Western Financial Corp holds a focused book of 132 stocks worth $341.5M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Texas Instruments Inc and trimmed Enterprise Financial Service. Their largest long position is Arrowhead Pharmaceuticals In at 20% of the equity book. Cloning the disclosed picks since 2025 would be +23% (+31.4%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1954480/holdings"
Use Arkolith to show Western Financial Corp/CA's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +27.9%, a 4.7-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Western Financial Corp's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
94% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Western Financial Corp
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $747.2B |
| JPMORGAN CHASE & CO | 80 / 80 | $476.0B |
| MORGAN STANLEY | 80 / 80 | $429.8B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $298.1B |
| ROYAL BANK OF CANADA | 80 / 80 | $119.4B |
| UBS Group AG | 80 / 80 | $118.3B |
| AMERIPRISE FINANCIAL INC | 80 / 80 | $115.2B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $104.4B |
Ranked by how many of Western Financial Corp's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Arrowhead Pharmaceuticals In COM | $66.9M | 820.2K | 19.6% | —Held | |
| 2 | Enterprise Finl Svcs Corp COM | $37.9M | 575.0K | 11.1% | ▼−0.3% Reduced · −1K sh | |
| 3 | Intel Corp COM | $17.9M | 127.8K | 5.2% | ▼−21% Reduced · −33K sh | |
| 4 | Seagate Technology HLDNGS PL ORD SHS | $9.3M | 9.6K | 2.7% | ▼−6.1% Reduced · −630 sh | |
| 5 | Lam Research Corp COM NEW | $9.0M | 20.8K | 2.6% | ▼−1.6% Reduced · −349 sh | |
| 6 | Applied Matls Inc COM | $8.6M | 11.9K | 2.5% | ▲+1.8% Added · +210 sh | |
| 7 | Ge Vernova Inc COM | $8.2M | 7.0K | 2.4% | ▲+148% Added · +4K sh | |
| 8 | Caterpillar Inc COM | $7.5M | 7.1K | 2.2% | ▲+3.1% Added · +213 sh | |
| 9 | Wells Fargo & Co COM | $7.3M | 88.9K | 2.2% | ▼−9.4% Reduced · −9K sh | |
| 10 | Bank Of NY Mellon Corp COM | $6.1M | 42.4K | 1.8% | ▲+2.9% Added · +1K sh | |
| 11 | Goldman Sachs Group Inc COM | $6.1M | 6.1K | 1.8% | ▲+7.6% Added · +428 sh | |
| 12 | Advanced Micro Devices Inc COM | $5.7M | 9.8K | 1.7% | ▲+2.5% Added · +235 sh | |
| 13 | Micron Technology Inc COM | $5.6M | 4.8K | 1.6% | ▼−37% Reduced · −3K sh | |
| 14 | Western Digital Corp COM | $5.5M | 8.6K | 1.6% | ▼−5.6% Reduced · −509 sh | |
| 15 | General MTRS Co COM | $5.0M | 65.0K | 1.5% | ▲+8.2% Added · +5K sh | |
| 16 | Johnson & Johnson COM | $4.8M | 18.8K | 1.4% | ▲+629% Added · +16K sh | |
| 17 | Alphabet Inc CAP STK CL A | $4.7M | 13.2K | 1.4% | ▲+3.8% Added · +482 sh | |
| 18 | Texas Instrs Inc COM | $4.5M | 15.1K | 1.3% | ▲New New position | |
| 19 | Lockheed Martin Corp COM | $4.1M | 8.0K | 1.2% | ▲+34% Added · +2K sh | |
| 20 | Ge Aerospace COM NEW | $3.9M | 10.4K | 1.1% | ▼−48% Reduced · −10K sh | |
| 21 | ASML Hldg NV N Y REGISTRY SHS | $3.9M | 1.9K | 1.1% | ▲+3.5% Added · +65 sh | |
| 22 | Analog Devices Inc COM | $3.8M | 9.5K | 1.1% | ▲+3.5% Added · +326 sh | |
| 23 | Kla Corp COM NEW | $3.7M | 12.3K | 1.1% | ▲+862% Added · +11K sh | |
| 24 | Alphabet Inc CAP STK CL C | $3.1M | 8.7K | 0.9% | ▼−0.4% Reduced · −36 sh | |
| 25 | Warner Bros Discovery Inc COM SER A | $2.9M | 110.5K | 0.9% | ▲+30% Added · +26K sh | |
| 26 | Tesla Inc COM | $2.7M | 6.4K | 0.8% | ▼−18% Reduced · −1K sh | |
| 27 | Ishares TR US TREAS BD ETF | $2.6M | 115.9K | 0.8% | ▲+6.8% Added · +7K sh | |
| 28 | Diamondback Energy Inc COM | $2.6M | 14.9K | 0.8% | ▲New New position | |
| 29 | Amphenol Corp CL A | $2.5M | 14.0K | 0.7% | ▲~0% Added · +5 sh | |
| 30 | Marvell Technology Inc COM | $2.5M | 8.3K | 0.7% | ▲New New position | |
| 31 | Welltower Inc COM | $2.3M | 10.1K | 0.7% | ▲+1.9% Added · +187 sh | |
| 32 | Broadcom Inc COM | $2.3M | 6.1K | 0.7% | ▼−0.8% Reduced · −48 sh | |
| 33 | Teradyne Inc COM | $2.1M | 4.2K | 0.6% | ▲+0.3% Added · +11 sh | |
| 34 | Oreilly Automotive Inc COM | $2.0M | 21.3K | 0.6% | ▲+2.9% Added · +599 sh | |
| 35 | Quanta Svcs Inc COM | $2.0M | 2.7K | 0.6% | ▲+0.5% Added · +13 sh | |
| 36 | Crowdstrike Hldgs Inc CL A | $1.9M | 2.5K | 0.6% | ▼−1.9% Reduced · −49 sh | |
| 37 | Royal Caribbean Group COM | $1.8M | 5.6K | 0.5% | ▼−16% Reduced · −1K sh | |
| 38 | Apple Inc COM | $1.8M | 6.2K | 0.5% | ▼−4.7% Reduced · −307 sh | |
| 39 | Interactive Brokers Group In COM CL A | $1.6M | 18.6K | 0.5% | ▼−0.3% Reduced · −58 sh | |
| 40 | Howmet Aerospace Inc COM | $1.6M | 6.0K | 0.5% | ▲+1.0% Added · +59 sh | |
| 41 | Nvidia Corporation COM | $1.6M | 8.0K | 0.5% | ▼−3.2% Reduced · −263 sh | |
| 42 | Cloudflare Inc CL A COM | $1.6M | 6.4K | 0.5% | ▲+2.5% Added · +157 sh | |
| 43 | Hilton Worldwide Hldgs Inc COM | $1.5M | 4.7K | 0.5% | ▲+0.6% Added · +26 sh | |
| 44 | Ishares TR 0-5YR HI YL CP | $1.5M | 34.2K | 0.4% | ▲+6.4% Added · +2K sh | |
| 45 | Marriott Intl Inc New CL A | $1.5M | 3.9K | 0.4% | ▲+0.7% Added · +26 sh | |
| 46 | Monster Beverage Corp New COM | $1.4M | 14.8K | 0.4% | ▲+171% Added · +9K sh | |
| 47 | Ishares TR 20 YR TR BD ETF | $1.4M | 16.1K | 0.4% | ▲+7.8% Added · +1K sh | |
| 48 | Ishares TR TRUST ISHARE 0-1 | $1.4M | 12.4K | 0.4% | ▲+5.7% Added · +675 sh | |
| 49 | RTX Corporation COM | $1.4M | 7.2K | 0.4% | ▲+20% Added · +1K sh | |
| 50 | Walmart Inc COM | $1.2M | 11.0K | 0.4% | ▼−69% Reduced · −25K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.