Western Financial Corp/CA
•CIK: 1954480•Filing: Q4 2025
**Western Financial Corp/CA** manages $252M across a diversified portfolio of 113 positions. The fund exhibits significant concentration in technology and industrials, led by a substantial $54.5M allocation to ARWR. Other notable top holdings include EFSC at $31.2M, followed by WFC ($9.0M) and AMD ($6.7M). This positioning suggests a focused, high-conviction approach targeting growth within specific market sectors.
Total AUM
$252.1M
QoQ Performance
+9.7%
Positions
90
Top 10 Concentration
51.7%
Latest Filing
Q4 2025
Top Holdings Allocation
ARWR
EFSC
ARWR21.6%
EFSC12.4%
WFC3.6%
AMD2.6%
GE2.4%
PLTR2.3%
INTC2.2%
APP1.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other68.5%
Technology10.7%
Financial8.7%
Consumer4.8%
Industrial3.8%
Healthcare1.7%
Communication1.6%
Real Estate0.2%
🚪 Exited Positionssold since Q3 2025
+11 more exited positions
Changes from Q3 2025
NEW9 new positions
↑42 increased
↓60 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023