Western Financial Corp/CA

data from 30/09/2025

Capitalization

$ 229.793 M 23.16 %

Average holding period

6 ans

Performance

$ 54.437 M 33.23 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Western Financial Corp/CA

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 EFSC ENTERPRISE FINL SVCS CORP 14.71% 33.798 M $ 582933 2022/12/31 1.539 M $ 5.23 %
2025/09/30 ARWR ARROWHEAD PHARMACEUTICALS IN 12.31% 28.290 M $ 820239 2022/12/31 15.330 M $ 118.29 %
2025/09/30 WFC WELLS FARGO CO NEW 3.53% 8.112 M $ 96784 2022/12/31 319.594 K $ 4.62 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 3.39% 7.796 M $ 42738 2023/06/30 1.746 M $ 33.82 %
2025/09/30 NFLX NETFLIX INC 3.01% 6.912 M $ 5765 2022/12/31 -636.974 K $ -10.47 %
2025/09/30 GE GE AEROSPACE 2.62% 6.027 M $ 20036 2023/03/31 802.673 K $ 16.87 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 1.77% 4.070 M $ 25154 2025/09/30 0.000 $ 0.00 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 1.65% 3.797 M $ 7743 2024/03/31 -83.443 K $ -3.72 %
2025/09/30 APP APPLOVIN CORP 1.64% 3.777 M $ 5256 2024/12/31 628.592 K $ 105.25 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 1.55% 3.552 M $ 4460 2024/09/30 318.694 K $ 12.52 %
2025/09/30 CTAS CINTAS CORP 1.52% 3.504 M $ 17071 2022/12/31 -235.128 K $ -7.90 %
2025/09/30 BK BANK NEW YORK MELLON CORP 1.52% 3.481 M $ 31951 2024/12/31 457.245 K $ 19.59 %
2025/09/30 AXP AMERICAN EXPRESS CO 1.45% 3.330 M $ 10026 2024/06/30 99.851 K $ 4.13 %
2025/09/30 WMT WALMART INC 1.44% 3.320 M $ 32217 2025/03/31 121.804 K $ 5.40 %
2025/09/30 MMM 3M CO 1.41% 3.238 M $ 20866 2024/09/30 42.953 K $ 1.93 %
2025/09/30 PM PHILIP MORRIS INTL INC 1.31% 3.011 M $ 18562 2025/06/30 -237.346 K $ -10.94 %
2025/09/30 META META PLATFORMS INC 1.20% 2.754 M $ 3750 2023/09/30 -13.849 K $ -0.50 %
2025/09/30 TSLA TESLA INC 1.13% 2.590 M $ 5823 2024/09/30 758.929 K $ 40.00 %
2025/09/30 DASH DOORDASH INC 1.06% 2.429 M $ 8930 2023/09/30 252.353 K $ 10.34 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 1.04% 2.395 M $ 22214 2022/12/31 391.735 K $ 19.62 %
2025/09/30 TMUS T-MOBILE US INC 1.04% 2.382 M $ 9952 2025/03/31 10.764 K $ 0.47 %
2025/09/30 AZO AUTOZONE INC 1.01% 2.316 M $ 540 2022/12/31 310.969 K $ 15.58 %
2025/09/30 GOVT ISHARES TR 1.00% 2.295 M $ 99271 2022/12/31 13.901 K $ 0.61 %
2025/09/30 GEV GE VERNOVA INC 0.99% 2.276 M $ 3701 2025/06/30 195.167 K $ 16.21 %
2025/09/30 COIN COINBASE GLOBAL INC 0.94% 2.155 M $ 6384 2025/09/30 0.000 $ 0.00 %
2025/09/30 WELL WELLTOWER INC 0.92% 2.115 M $ 11874 2025/06/30 284.962 K $ 15.88 %
2025/09/30 RCL ROYAL CARIBBEAN GROUP 0.91% 2.090 M $ 6459 2023/03/31 90.076 K $ 3.33 %
2025/09/30 TDG TRANSDIGM GROUP INC 0.86% 1.978 M $ 1501 2024/03/31 -294.812 K $ -13.32 %
2025/09/30 APO APOLLO GLOBAL MGMT INC 0.85% 1.944 M $ 14583 2024/03/31 -123.409 K $ -6.06 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.81% 1.872 M $ 19171 2024/12/31 -172.098 K $ -9.11 %
2025/09/30 TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.81% 1.851 M $ 7166 2025/06/30 55.696 K $ 6.39 %
2025/09/30 NVDA NVIDIA CORPORATION 0.80% 1.837 M $ 9846 2023/03/31 0.000 $ 0.00 %
2025/09/30 SHOP SHOPIFY INC 0.77% 1.773 M $ 11932 2024/12/31 74.535 K $ 28.83 %
2025/09/30 MSTR STRATEGY INC 0.74% 1.698 M $ 5271 2025/06/30 -583.654 K $ -20.29 %
2025/09/30 STX SEAGATE TECHNOLOGY HLDNGS PL 0.74% 1.692 M $ 7168 2025/09/30 0.000 $ 0.00 %
2025/09/30 MA MASTERCARD INCORPORATED 0.72% 1.656 M $ 2911 2024/03/31 19.668 K $ 1.22 %
2025/09/30 AXON AXON ENTERPRISE INC 0.69% 1.581 M $ 2203 2025/06/30 -98.387 K $ -13.32 %
2025/09/30 RBLX ROBLOX CORP 0.65% 1.505 M $ 10862 2025/03/31 463.647 K $ 31.67 %
2025/09/30 IBKR INTERACTIVE BROKERS GROUP IN 0.64% 1.471 M $ 21384 2025/03/31 326.933 K $ 24.18 %
2025/09/30 HWM HOWMET AEROSPACE INC 0.64% 1.468 M $ 7482 2025/03/31 75.739 K $ 5.43 %
2025/09/30 NET CLOUDFLARE INC 0.63% 1.458 M $ 6793 2023/03/31 157.152 K $ 9.58 %
2025/09/30 SHYG ISHARES TR 0.63% 1.447 M $ 33416 2022/12/31 5.441 K $ 0.37 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.63% 1.443 M $ 5114 2025/06/30 -53.546 K $ -4.28 %
2025/09/30 PWR QUANTA SVCS INC 0.62% 1.424 M $ 3436 2024/09/30 131.732 K $ 9.61 %
2025/09/30 TLT ISHARES TR 0.61% 1.398 M $ 15645 2023/09/30 17.763 K $ 1.27 %
2025/09/30 SHV ISHARES TR 0.59% 1.358 M $ 12291 2023/03/31 894.000 $ 0.06 %
2025/09/30 HLT HILTON WORLDWIDE HLDGS INC 0.55% 1.267 M $ 4883 2023/03/31 -33.602 K $ -2.59 %
2025/09/30 ALNY ALNYLAM PHARMACEUTICALS INC 0.54% 1.242 M $ 2724 2025/09/30 0.000 $ 0.00 %
2025/09/30 ZS ZSCALER INC 0.53% 1.228 M $ 4098 2025/09/30 0.000 $ 0.00 %
2025/09/30 COF CAPITAL ONE FINL CORP 0.52% 1.196 M $ 5628 2024/03/31 -1.042 K $ -0.08 %
2025/09/30 MAR MARRIOTT INTL INC NEW 0.51% 1.169 M $ 4487 2022/12/31 -56.864 K $ -4.67 %
2025/09/30 PODD INSULET CORP 0.50% 1.155 M $ 3742 2025/06/30 -18.459 K $ -1.73 %
2025/09/30 EQT EQT CORP 0.49% 1.125 M $ 20674 2025/06/30 -66.888 K $ -6.67 %
2025/09/30 AVGO BROADCOM INC 0.49% 1.122 M $ 3402 2023/06/30 223.985 K $ 19.68 %
2025/09/30 ARES ARES MANAGEMENT CORPORATION 0.48% 1.105 M $ 6913 2024/12/31 -91.799 K $ -7.68 %
2025/09/30 TRGP TARGA RES CORP 0.47% 1.078 M $ 6434 2025/03/31 -40.273 K $ -3.76 %
2025/09/30 APH AMPHENOL CORP NEW 0.46% 1.055 M $ 8527 2024/09/30 234.150 K $ 25.32 %
2025/09/30 AAPL APPLE INC 0.45% 1.036 M $ 4070 2022/12/31 203.725 K $ 24.11 %
2025/09/30 BSCS INVESCO EXCH TRD SLF IDX FD 0.43% 990.363 K $ 48146 2022/12/31 3.908 K $ 0.39 %
2025/09/30 PAYX PAYCHEX INC 0.43% 979.690 K $ 7729 2022/12/31 -133.817 K $ -12.86 %
2025/09/30 BSCT INVESCO EXCH TRD SLF IDX FD 0.41% 952.176 K $ 50621 2023/12/31 5.627 K $ 0.59 %
2025/09/30 MCK MCKESSON CORP 0.41% 951.060 K $ 1231 2022/12/31 47.831 K $ 5.42 %
2025/09/30 ORCL ORACLE CORP 0.39% 886.750 K $ 3153 2024/12/31 263.337 K $ 28.64 %
2025/09/30 BSCQ INVESCO EXCH TRD SLF IDX FD 0.38% 869.069 K $ 44431 2022/12/31 1.742 K $ 0.20 %
2025/09/30 BSCP INVESCO EXCH TRD SLF IDX FD 0.38% 863.264 K $ 41724 2022/12/31 408.000 $ 0.05 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.38% 862.534 K $ 4236 2023/12/31 -4.595 K $ -0.50 %
2025/09/30 BSCR INVESCO EXCH TRD SLF IDX FD 0.37% 842.667 K $ 42753 2022/12/31 2.571 K $ 0.31 %
2025/09/30 KKR KKR & CO INC 0.36% 818.826 K $ 6301 2025/03/31 -19.558 K $ -2.32 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.35% 814.440 K $ 2582 2024/06/30 67.423 K $ 8.80 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.35% 814.031 K $ 18522 2022/12/31 12.419 K $ 1.57 %
2025/09/30 BANC BANC OF CALIFORNIA INC 0.35% 808.386 K $ 48845 2023/12/31 121.962 K $ 17.79 %
2025/09/30 VV VANGUARD INDEX FDS 0.34% 792.432 K $ 2574 2025/06/30 59.174 K $ 7.91 %
2025/09/30 BX BLACKSTONE INC 0.34% 790.890 K $ 4629 2024/12/31 99.330 K $ 14.22 %
2025/09/30 PH PARKER-HANNIFIN CORP 0.34% 785.579 K $ 1036 2024/09/30 65.230 K $ 8.54 %
2025/09/30 WMB WILLIAMS COS INC 0.34% 776.992 K $ 12265 2025/06/30 6.049 K $ 0.86 %
2025/09/30 PGR PROGRESSIVE CORP 0.33% 764.813 K $ 3097 2024/09/30 -54.394 K $ -7.46 %
2025/09/30 TT TRANE TECHNOLOGIES PLC 0.32% 730.835 K $ 1732 2024/09/30 -27.099 K $ -3.53 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.31% 718.699 K $ 1607 2024/09/30 -289.117 K $ -17.70 %
2025/09/30 FALN ISHARES TR 0.31% 712.092 K $ 25633 2022/12/31 16.629 K $ 2.36 %
2025/09/30 NOW SERVICENOW INC 0.31% 709.536 K $ 771 2024/12/31 -78.693 K $ -10.49 %
2025/09/30 FLOT ISHARES TR 0.30% 696.549 K $ 13635 2022/12/31 963.000 $ 0.14 %
2025/09/30 AMZN AMAZON COM INC 0.29% 665.736 K $ 3032 2023/09/30 541.000 $ 0.08 %
2025/09/30 SCHZ SCHWAB STRATEGIC TR 0.28% 636.305 K $ 27111 2022/12/31 6.272 K $ 0.99 %
2025/09/30 ARCC ARES CAPITAL CORP 0.25% 575.537 K $ 28199 2022/12/31 -42.699 K $ -7.06 %
2025/09/30 IUSB ISHARES TR 0.24% 541.081 K $ 11584 2022/12/31 5.662 K $ 1.04 %
2025/09/30 GOOG ALPHABET INC 0.23% 535.728 K $ 2200 2024/03/31 160.570 K $ 37.30 %
2025/09/30 T AT&T INC 0.22% 508.489 K $ 18006 2025/06/30 -11.557 K $ -2.42 %
2025/09/30 V VISA INC 0.22% 507.333 K $ 1486 2023/12/31 -19.739 K $ -3.85 %
2025/09/30 SPG SIMON PPTY GROUP INC NEW 0.22% 502.768 K $ 2679 2024/03/31 67.893 K $ 16.74 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.22% 500.704 K $ 541 2022/12/31 -193.122 K $ -6.50 %
2025/09/30 XTEN BONDBLOXX ETF TRUST 0.21% 487.190 K $ 10448 2025/03/31 4.857 K $ 1.02 %
2025/09/30 LIN LINDE PLC 0.20% 470.725 K $ 991 2024/03/31 5.104 K $ 1.24 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.20% 456.488 K $ 908 2024/03/31 14.169 K $ 3.49 %
2025/09/30 GILD GILEAD SCIENCES INC 0.20% 450.438 K $ 4058 2025/03/31 605.000 $ 0.12 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.19% 437.966 K $ 81 2023/03/31 -31.587 K $ -6.73 %
2025/09/30 MBB ISHARES TR 0.18% 410.469 K $ 4314 2022/12/31 5.531 K $ 1.34 %
2025/09/30 CVX CHEVRON CORP NEW 0.17% 383.272 K $ 2468 2022/12/31 29.741 K $ 8.45 %
2025/09/30 PFE PFIZER INC 0.15% 335.783 K $ 13178 2022/12/31 16.167 K $ 5.12 %
2025/09/30 SPLG SPDR SERIES TRUST 0.14% 327.383 K $ 4179 2022/12/31 27.577 K $ 7.77 %
2025/09/30 GOOGL ALPHABET INC 0.14% 325.709 K $ 1340 2023/03/31 89.538 K $ 37.93 %