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Home > Institutional Investor > Western Financial Corp > Profile

Instuitional Investor - Western Financial Corp

Fund Profile
Filing Period:
Fund Name: Western Financial Corp
Portfolio Value $300,367,470
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Arrowhead Pharmaceuticals Inc.
 ARWR 820,239 $53,684,643 17.87%
2.
Enterprise Financial Services Corp
 EFSC 572,533 $33,750,821 11.24%
3.
Palantir Technologies Inc.
 PLTR 46,609 $8,718,145 2.9%
4.
Wells Fargo & Company
 WFC 88,892 $7,115,805 2.37%
5.
Apple Inc.
 AAPL 21,209 $7,062,953 2.35%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.