Long-term investor
Western Financial Corp. @westernfinancialcorpca
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001954480).
Record
- Tracked since 2025-06-30 (434 days), 185 trades recorded
- Returns: week n/a · month n/a · 90 days +18.2% · 6 months +13.1% · 1 year +18.3% · all +18.3%
- Max drawdown -4.3% · Sharpe 0.67 · win rate 32% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- ARWR · 19.6% · long · since 2025-06-30
- EFSC · 11.1% · long · since 2025-06-30
- INTC · 5.2% · long · since 2025-12-31
- STX · 2.7% · long · since 2025-09-30
- LRCX · 2.6% · long · since 2025-12-31
- AMAT · 2.5% · long · since 2026-03-31
- GEV · 2.4% · long · since 2025-06-30
- CAT · 2.2% · long · since 2026-03-31
- WFC · 2.2% · long · since 2025-06-30
- BNY · 1.8% · long · since 2025-06-30
- GS · 1.8% · long · since 2025-06-30
- AMD · 1.7% · long · since 2025-09-30