Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | EQIX | EQUINIX INC | Real Estate | 144.0 | $141K | 0.06% | +110.0 | +323.5% | $980.24 | +9.1% |
| 62 | GEV | GE VERNOVA INC | Utilities | 157.0 | $137K | 0.06% | +105.0 | +201.9% | $873.74 | +14.0% |
| 63 | EA | ELECTRONIC ARTS INC | Communication Services | 666.0 | $136K | 0.06% | +16.0 | +2.5% | $204.00 | -1.4% |
| 64 | USHY | ISHARES TR | — | 3,528.0 | $130K | 0.06% | +1K | +50.2% | $36.84 | +0.8% |
| 65 | R | RYDER SYS INC | Industrials | 595.0 | $122K | 0.05% | +19.0 | +3.3% | $204.83 | +21.3% |
| 66 | CASY | CASEYS GEN STORES INC | Consumer Cyclical | 167.0 | $122K | 0.05% | +10.0 | +6.4% | $728.49 | +7.2% |
| 67 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 408.0 | $113K | 0.05% | +31.0 | +8.2% | $277.64 | +34.7% |
| 68 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 1,948.0 | $113K | 0.05% | +369.0 | +23.4% | $58.15 | +7.3% |
| 69 | UNM | UNUM GROUP | Financial Services | 1,414.0 | $103K | 0.04% | +39.0 | +2.8% | $73.05 | +12.9% |
| 70 | EXC | EXELON CORP | Utilities | 2,091.0 | $103K | 0.04% | +232.0 | +12.5% | $49.02 | -7.0% |
| 71 | VMC | VULCAN MATLS CO | Basic Materials | 357.0 | $97K | 0.04% | +9.0 | +2.6% | $272.07 | +1.7% |
| 72 | ADSK | AUTODESK INC | Technology | 402.0 | $96K | 0.04% | +40.0 | +11.1% | $239.40 | +0.8% |
| 73 | BBY | BEST BUY INC | Consumer Cyclical | 1,389.0 | $91K | 0.04% | +51.0 | +3.8% | $65.16 | +14.7% |
| 74 | HUBS | HUBSPOT INC | Technology | 347.0 | $85K | 0.04% | +126.0 | +57.0% | $244.10 | -18.5% |
| 75 | HOG | HARLEY DAVIDSON INC | Consumer Cyclical | 4,160.0 | $84K | 0.04% | +158.0 | +4.0% | $20.22 | +19.3% |
| 76 | — | SANDISK CORP | — | 130.0 | $83K | 0.04% | +4.0 | +3.2% | $635.34 | — |
| 77 | EW | EDWARDS LIFESCIENCES CORP | Healthcare | 996.0 | $80K | 0.03% | +58.0 | +6.2% | $80.08 | +7.4% |
| 78 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 543.0 | $78K | 0.03% | +3.0 | +0.6% | $144.39 | +1.1% |
| 79 | ANET | ARISTA NETWORKS INC | Technology | 632.0 | $78K | 0.03% | +81.0 | +14.7% | $122.73 | +26.5% |
| 80 | ZTS | ZOETIS INC | Healthcare | 656.0 | $78K | 0.03% | +44.0 | +7.2% | $118.18 | -33.8% |
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
32.2%
Financial Services
23.2%
Communication Services
11.1%
Consumer Cyclical
10.0%
Healthcare
7.9%
Industrials
6.1%
Consumer Defensive
3.0%
Utilities
2.4%
Basic Materials
1.9%
Real Estate
1.2%