Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | AIG | AMERICAN INTL GROUP INC | Financial Services | 166.0 | $12K | 0.01% | +6.0 | +3.8% | $74.60 | +2.2% |
| 182 | AFL | AFLAC INC | Financial Services | 104.0 | $12K | 0.00% | +45.0 | +76.3% | $117.62 | -0.4% |
| 183 | WTRG | ESSENTIAL UTILS INC | Utilities | 310.0 | $12K | 0.00% | +3.0 | +1.0% | $38.32 | +8.8% |
| 184 | TE | T1 ENERGY INC | Industrials | 1,250.0 | $12K | 0.00% | +50.0 | +4.2% | $9.48 | -51.5% |
| 185 | NTRS | NORTHERN TR CORP | Financial Services | 61.0 | $11K | 0.00% | +33.0 | +117.9% | $175.20 | +6.5% |
| 186 | CPB | THE CAMPBELLS COMPANY | Consumer Defensive | 474.0 | $11K | 0.00% | +96.0 | +25.4% | $22.27 | -4.0% |
| 187 | SHEL | SHELL PLC | Energy | 136.0 | $11K | 0.00% | +1.0 | +0.7% | $77.57 | +19.8% |
| 188 | F | FORD MTR CO | Consumer Cyclical | 746.0 | $10K | 0.00% | +245.0 | +48.9% | $13.89 | +5.2% |
| 189 | EXR | EXTRA SPACE STORAGE INC | Real Estate | 66.0 | $10K | 0.00% | +49.0 | +288.2% | $146.36 | -4.9% |
| 190 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 70.0 | $10K | 0.00% | +1.0 | +1.4% | $136.51 | -8.8% |
| 191 | BAC | BANK OF AMER CORP | Financial Services | 167.0 | $10K | 0.00% | +1.0 | +0.6% | $57.05 | +9.9% |
| 192 | — | BROWN FORMAN CORP | — | 342.0 | $9K | 0.00% | +38.0 | +12.5% | $26.90 | — |
| 193 | TMUS | T-MOBILE US INC | Communication Services | 54.0 | $9K | 0.00% | +12.0 | +28.6% | $167.85 | +8.1% |
| 194 | KD | KYNDRYL HLDGS INC | Technology | 800.0 | $9K | 0.00% | +80.0 | +11.1% | $11.31 | +16.3% |
| 195 | IGIB | ISHARES TR | — | 167.0 | $9K | 0.00% | +2.0 | +1.2% | $53.08 | -2.4% |
| 196 | HUM | HUMANA INC | Healthcare | 21.0 | $8K | 0.00% | +7.0 | +50.0% | $398.10 | +0.9% |
| 197 | TM | TOYOTA MOTOR CORP | Consumer Cyclical | 50.0 | $8K | 0.00% | +1.0 | +2.0% | $167.18 | +17.9% |
| 198 | VRSN | VERISIGN INC | Technology | 33.0 | $8K | 0.00% | +31.0 | +1550.0% | $251.97 | +15.9% |
| 199 | ROP | ROPER TECHNOLOGIES INC | Industrials | 24.0 | $8K | 0.00% | +14.0 | +140.0% | $338.79 | +20.2% |
| 200 | — | SMURFIT WESTROCK PLC | — | 176.0 | $8K | 0.00% | +2.0 | +1.1% | $46.20 | — |
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
34.4%
Financial Services
28.1%
Consumer Cyclical
8.4%
Healthcare
7.9%
Communication Services
7.2%
Industrials
6.2%
Consumer Defensive
3.0%
Utilities
1.7%
Basic Materials
1.4%
Real Estate
0.9%