Portfolio (Quarterly)
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WestHill Financial Advisors, Inc.
· CIK 0001759641| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TCBK | TRICO BANCSHARES | Financial Services | 35,950.0 | $1.9M | 0.33% | NEW | — | $53.85 | +2.3% |
| 2 | BANR | BANNER CORP | Financial Services | 7,652.0 | $508K | 0.09% | NEW | — | $66.44 | +7.1% |
| 3 | INTC | INTEL CORP | Technology | 2,697.0 | $377K | 0.06% | NEW | — | $139.63 | -35.5% |
| 4 | QCOM | QUALCOMM INC | Technology | 1,438.0 | $266K | 0.04% | NEW | — | $184.81 | -13.0% |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 541.0 | $258K | 0.04% | NEW | — | $477.57 | -12.3% |
| 6 | SNDK | SANDISK CORP | Technology | 107.0 | $243K | 0.04% | NEW | — | $2273.73 | -29.8% |
| 7 | IJR | ISHARES TR | — | 1,404.0 | $208K | 0.04% | NEW | — | $148.30 | -0.7% |
| 8 | AMAT | APPLIED MATLS INC | Technology | 285.0 | $206K | 0.04% | NEW | — | $722.46 | -31.9% |
| 9 | VTV | VANGUARD INDEX FDS | — | 942.0 | $205K | 0.04% | NEW | — | $217.93 | +3.9% |
① 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
41.1%
Financial Services
18.5%
Healthcare
15.6%
Consumer Cyclical
9.8%
Industrials
4.8%
Consumer Defensive
3.4%
Utilities
2.6%
Communication Services
2.3%
Energy
1.9%