account_balance
Investment manager · 13F filer · SEC CIK 1954480
Western Financial Corp
Reported value$300Mas of Sep 30, 2026
Positions136 27 new, 23 sold out
Top 10 weight45.9%ARWR alone is 18%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ARWRArrowhead Pharmaceuticals, Inc.
17.9%
EFSCEnterprise Financial Services Corp
11.2%
PLTRPalantir Technologies Inc.
2.9%Added +1747%
WFCWells Fargo & Company
2.4%
AAPLApple Inc.
2.4%Added +244%
BNYBank of New York Mellon Corp
2.0%−3%
PANWPalo Alto Networks Inc
1.9%+2114%
FTNTFortinet, Inc.
1.9%New
JNJJohnson & Johnson
1.7%Added +3%
MRKMerck & Co., Inc.
1.7%
GMGeneral Motors Co
1.7%
MNST1.6%ARWRArrowhead Pharmaceuticals, Inc.
17.9%
EFSCEnterprise Financial Services Corp
11.2%
PLTRPalantir Technologies Inc.
2.9%
WFCWells Fargo & Company
2.4%
AAPL2.4%BNY2.0%PANW1.9%FTNT1.9%JNJ1.7%MRK1.7%GM1.7%MNST1.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ARWR Arrowhead Pharmaceuticals, Inc. 17.9% HeldEFSC Enterprise Financial Services Corp 11.2% HeldPLTR Palantir Technologies Inc. 2.9% Added +1747%WFC Wells Fargo & Company 2.4% HeldAAPL Apple Inc. 2.4% Added +244%BNY Bank of New York Mellon Corp 2.0% Trimmed −3%PANW Palo Alto Networks Inc 1.9% Added +2114%FTNT Fortinet, Inc. 1.9% NewJNJ Johnson & Johnson 1.7% Added +3%MRK Merck & Co., Inc. 1.7% Added +531%GM General Motors Co 1.7% HeldMNST Monster Beverage Corp 1.6% Added +290%
What changed
Biggest moves since Jun 30, 2026
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