Fund Holdings

Western Financial Corp/CA

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
CATERPILLAR INC(CAT)06,842+6,84204,847,2831.90%+4,847,283
GENERAL MTRS CO(GM)060,082+60,08204,476,1091.75%+4,476,109
APPLIED MATLS INC011,698+11,69803,998,2591.57%+3,998,259
LOCKHEED MARTIN CORP(LMT)05,969+5,96903,607,6041.41%+3,607,604
LAM RESEARCH CORP(LRCX)7,30821,159+13,8511,250,9834,520,8321.77%+3,269,849
ANALOG DEVICES INC(ADI)09,168+9,16802,916,7081.14%+2,916,708
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
5,52810,264+4,7361,522,3564,021,0251.57%+2,498,669
ASML HLDG NV
N Y REGISTRY SHS
01,872+1,87202,472,5940.97%+2,472,594
WESTERN DIGITAL CORP(WDC)09,065+9,06502,451,9920.96%+2,451,992
ALPHABET INC(GOOG)1,7138,785+7,072537,4562,520,0220.99%+1,982,566
KLA CORP(KLAC)01,276+1,27601,878,9250.74%+1,878,925
INTEL CORP(INTC)153,010160,998+7,9885,646,0697,104,8422.78%+1,458,773
TERADYNE INC(TER)04,230+4,23001,254,0260.49%+1,254,026
BANK NEW YORK MELLON CORP31,97341,220+9,2473,711,7844,889,9591.91%+1,178,175
RTX CORPORATION(RTX)06,041+6,04101,165,3090.46%+1,165,309
VANGUARD INSTL INDEX FD013,923+13,92301,053,3000.41%+1,053,300
EXPEDIA GROUP INC(EXPE)04,208+4,2080971,5850.38%+971,585
GOLDMAN SACHS GROUP INC(GS)4,3415,628+1,2873,815,3904,761,4061.86%+946,016
ALPHABET INC(GOOG)8,69812,756+4,0582,722,5083,668,2321.44%+945,724
WALMART INC(WMT)32,61935,747+3,1283,634,1334,442,6891.74%+808,556
EXXON MOBIL CORP04,507+4,5070764,6580.30%+764,658
MONGODB INC(MDB)03,011+3,0110737,0020.29%+737,002
TAIWAN SEMICONDUCTOR MANUFAC(TSM)02,011+2,0110679,6170.27%+679,617
FREEPORT MCMORAN INC(FCX)011,540+11,5400678,3210.27%+678,321
DEERE & CO(DE)01,192+1,1920671,4540.26%+671,454
MERCK & CO INC(MRK)05,484+5,4840659,6700.26%+659,670
JOHNSON & JOHNSON(JNJ)02,580+2,5800630,6550.25%+630,655
AMGEN INC(AMGN)01,667+1,6670586,5340.23%+586,534
FEDEX CORP(FDX)01,628+1,6280579,8610.23%+579,861
JOHNSON CONTROLS INTERNATION
SHS
04,321+4,3210565,8350.22%+565,835
APPLE INC(AAPL)4,0496,467+2,4181,100,7461,641,3600.64%+540,614
HCA HEALTHCARE INC(HCA)01,128+1,1280533,8150.21%+533,815
ELI LILLY & CO(LLY)3,1464,169+1,0233,381,0753,834,8581.50%+453,783
MONOLITHIC PWR SYS INC(MPWR)0385+3850420,9400.16%+420,940
VERTIV HOLDINGS CO(VRT)01,679+1,6790420,7240.16%+420,724
BAKER HUGHES COMPANY(BKR)06,839+6,8390417,5210.16%+417,521
MONSTER BEVERAGE CORP NEW(MNST)05,458+5,4580395,4870.15%+395,487
3M CO(MMM)21,15226,034+4,8823,386,4273,780,9371.48%+394,510
TESLA INC(TSLA)5,9167,851+1,9352,660,5442,918,6091.14%+258,065
ABBVIE INC(ABBV)01,101+1,1010239,5180.09%+239,518
INVESCO EXCHANGE TRADED FD T
OIL GAS SVC ETF
05,585+5,5850231,4760.09%+231,476
ISHARES TR
US TREAS BD ETF
98,072108,473+10,4012,258,1062,485,1170.97%+227,011
INVESCO EXCHANGE TRADED FD T
SEMICONDUCTORS
02,342+2,3420221,0380.09%+221,038
INVESCO EXCH TRADED FD TR II
GBL CLEAN ENRG
012,112+12,1120217,1680.09%+217,168
ISHARES TR
US SML CAP EQT
02,785+2,7850210,2640.08%+210,264
INVESCO EXCHANGE TRADED FD T
NEXT GEN CON ETF
01,498+1,4980207,5670.08%+207,567
ISHARES TR01,660+1,6600206,3830.08%+206,383
INVESCO EXCHANGE TRADED FD T
RAFI US 1500
04,480+4,4800205,5080.08%+205,508
INVESCO EXCHANGE TRADED FD T
BLDG CONSTR ETF
02,105+2,1050205,3920.08%+205,392
SCHWAB STRATEGIC TR06,312+6,3120204,6850.08%+204,685
VANGUARD INDEX FDS0675+6750204,0700.08%+204,070
QUANTA SVCS INC3,0602,712-3481,291,5041,488,9420.58%+197,438
EQT CORP(EQT)20,45919,919-5401,096,6021,267,6450.50%+171,043
GILEAD SCIENCES INC(GILD)3,9474,563+616484,455635,9450.25%+151,490
JPMORGAN CHASE & CO(JPM)2,4893,197+708802,006940,4300.37%+138,424
CHEVRON CORPORATION(CVX)2,4782,487+9377,711514,5150.20%+136,804
BANCO SANTANDER SA(SAN)011,956+11,9560134,8640.05%+134,864
SIMON PPTY GROUP INC NEW(SPG)2,7493,448+699508,867643,1550.25%+134,288
GE VERNOVA INC(GEV)3,6302,824-8062,372,4712,465,1100.96%+92,639
PFIZER INC(PFE)13,31614,539+1,223331,572408,2440.16%+76,672
MICROSOFT CORP(MSFT)552878+326267,014324,9080.13%+57,894
SPDR SERIES TRUST
ST STR P500ETF
4,0194,955+936322,403379,2750.15%+56,872
MIZUHO FINANCIAL GROUP INC(MFG)13,57516,217+2,64299,369128,7630.05%+29,394
WILLIAMS COS INC(WMB)12,18310,455-1,728732,291760,9370.30%+28,646
HILTON WORLDWIDE HLDGS INC(HLT)4,8354,627-2081,388,9091,406,8360.55%+17,927
ENTERPRISE FINL SVCS CORP(EFSC)577,378576,505-87331,178,42831,194,66712.21%+16,239
ISHARES TR1,3891,423+34294,565300,4660.12%+5,901
ISHARES TR
CORE INTL AGGR
4,3824,332-50219,144216,7730.08%-2,371
ISHARES TR
CORE UNIVRSL USD
10,45710,397-60486,674480,2300.19%-6,444
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
42,87742,329-548846,391830,7090.33%-15,682
BLACKROCK ENHANCED EQUITY DI(BDJ)24,03224,517+485227,824211,3350.08%-16,489
WELLTOWER INC(WELL)10,6969,953-7431,985,2491,967,8580.77%-17,391
TRANE TECHNOLOGIES PLC(TT)1,7341,573-161674,873655,5320.26%-19,341
INVESCO EXCHANGE TRADED FD T
FINL PFD ETF
20,95220,070-882296,267276,1580.11%-20,109
ISHARES TR2,1842,169-15269,200245,3360.10%-23,864
INVESCO EXCH TRD SLF IDX FD
INVSCO 30 CORP
54,95954,176-783929,906905,7740.35%-24,132
ISHARES TR4,1373,857-280393,937366,2470.14%-27,690
SCHWAB STRATEGIC TR25,69824,605-1,093600,553571,3180.22%-29,235
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
44,81543,408-1,407877,257847,7550.33%-29,502
ISHARES TR
FLTG RATE NT ETF
13,64813,035-613694,156664,1140.26%-30,042
VANGUARD INDEX FDS2,1462,1460675,561641,3320.25%-34,229
ISHARES TR
FALN ANGLS USD
25,45024,575-875694,793656,6490.26%-38,144
CLOUDFLARE INC(NET)6,7606,247-5131,332,7341,289,0060.50%-43,728
BONDBLOXX ETF TRUST
BLOOMBERG TEN YR
8,6607,760-900400,265355,8740.14%-44,391
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
50,18548,147-2,038945,227898,4480.35%-46,779
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
47,94545,976-1,969987,657938,9740.37%-48,683
ISHARES TR12,22611,756-4701,346,6751,297,7110.51%-48,964
ARES CAPITAL CORP(ARCC)28,86629,639+773583,960534,1010.21%-49,859
BLACKROCK ETF TRUST
ISHARES US EQUIT
5,2914,564-727321,746265,5340.10%-56,212
ISHARES TR15,53314,932-6011,353,8141,294,4530.51%-59,361
ISHARES TR
0-5YR HI YL CP
33,20232,154-1,0481,423,3591,360,4520.53%-62,907
BLACKROCK ETF TRUST II5,5624,374-1,188293,506227,1480.09%-66,358
AMPHENOL CORP13,58313,971+3881,835,5981,765,2820.69%-70,316
ARISTA NETWORKS INC(ANET)6,1755,936-239809,110728,8220.29%-80,288
BANC OF CALIFORNIA INC(BANC)48,89648,940+44943,205860,3620.34%-82,843
MARRIOTT INTL INC NEW(MAR)4,4323,887-5451,374,9111,271,3850.50%-103,526
OREILLY AUTOMOTIVE INC(ORLY)22,10320,715-1,3882,016,0511,912,2390.75%-103,812
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
2,0301,282-748317,976212,4710.08%-105,505
INTERACTIVE BROKERS GROUP IN(IBKR)21,18518,683-2,5021,362,4071,253,0690.49%-109,338
AUTOZONE INC(AZO)545509-361,847,6891,718,6140.67%-129,075
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