Western Financial Corp
Annual return '25
+16.2%
SPY '25
+17.7%
Alpha
-1.5ptsvs SPY
Invested
$255.5M
Holdings
127
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ARWR
ARROWHEAD PHARMACEUTICALS IN
Q4 2025: Exited (was 820.2k shares)
20.1%
02
$EFSC
ENTERPRISE FINL SVCS CORP
Q4 2025: Exited (was 582.9k shares)
12.2%
03
$WFC
WELLS FARGO & CO
Q1 2026: Sold 4.1% (18.4k → 17.7k shares)
3.1%
04
$INTC
INTEL CORP
Q1 2026: Increased +4.4% (261.5k → 273.0k shares)
2.8%
05
$GE
GE AEROSPACE
Q4 2025: Sold 80.2% (20.0k → 4.0k shares)
2.2%
06
$BK
BANK NEW YORK MELLON CORP
Q4 2025: Exited (was 32.0k shares)
1.9%
07
$CAT
CATERPILLAR INC
Q1 2026: Increased +47.4% (2.2k → 3.2k shares)
1.9%
08
$GS
GOLDMAN SACHS GROUP INC
Q1 2026: Increased +62.5% (1.5k → 2.5k shares)
1.9%
09
$LRCX
LAM RESEARCH CORP
Q1 2026: Increased +6.3% (3.8k → 4.0k shares)
1.8%
10
$GM
GENERAL MTRS CO
Q1 2026: New position (2.6k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:04 UTC.