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Portfolio (Quarterly) Guide ↗

Western Financial Corp/CA

· CIK 0001954480
13F Portfolio $341M AUM 132 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 51 New 34 Added 40 Reduced 32 Exited
Page 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BSCR INVESCO EXCH TRD SLF IDX FD 46,810.0 $918K 0.27% +4K +9.2% $19.61 +0.0%
22 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 3,023.0 $910K 0.27% +292.0 +10.7% $301.03 -21.2%
23 SPG SIMON PPTY GROUP INC NEW Real Estate 3,397.0 $760K 0.22% +648.0 +23.6% $223.65 -4.1%
24 FALN ISHARES TR 26,187.0 $713K 0.21% +737.0 +2.9% $27.24 -0.8%
25 SPYM SPDR SERIES TRUST 7,563.0 $665K 0.20% +4K +88.2% $87.89 +3.1%
26 IUSB ISHARES TR 13,400.0 $618K 0.18% +3K +28.1% $46.15 -1.4%
27 GILD GILEAD SCIENCES INC Healthcare 4,860.0 $614K 0.18% +913.0 +23.1% $126.34 +15.3%
28 ARCC ARES CAPITAL CORP Financial Services 30,404.0 $563K 0.17% +2K +5.3% $18.53 +7.7%
29 CVX CHEVRON CORPORATION Energy 2,495.0 $414K 0.12% +17.0 +0.7% $165.78 +21.8%
30 MSFT MICROSOFT CORP Technology 1,044.0 $390K 0.11% +492.0 +89.1% $373.15 +37.6%
31 PFE PFIZER INC Healthcare 14,678.0 $353K 0.10% +1K +10.2% $24.08 +16.1%
32 PGF INVESCO EXCHANGE TRADED FD T 22,086.0 $303K 0.09% +1K +5.4% $13.71 -2.0%
33 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 25,006.0 $239K 0.07% +974.0 +4.0% $9.57 +3.1%
34 MFG MIZUHO FINANCIAL GROUP INC Financial Services 16,217.0 $155K 0.04% +3K +19.5% $9.58 +11.1%
Page 2 of 2  ·  34 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.1%
Healthcare 24.4%
Financial Services 20.8%
Industrials 8.3%
Consumer Cyclical 5.3%
Communication Services 3.0%
Utilities 2.6%
Energy 2.5%
Real Estate 1.0%
Consumer Defensive 0.8%