Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | KLAC | KLA CORP | Technology | 563.0 | $170K | 0.06% | +538.0 | +2152.0% | $301.45 | -38.4% |
| 82 | CVX | CHEVRON CORPORATION | Energy | 1,014.0 | $168K | 0.06% | +246.0 | +32.0% | $165.83 | +25.7% |
| 83 | LIN | LINDE PLC | Basic Materials | 316.0 | $164K | 0.06% | +303.0 | +2330.8% | $519.55 | -8.1% |
| 84 | CAT | CATERPILLAR INC | Industrials | 153.0 | $163K | 0.06% | +145.0 | +1812.5% | $1064.90 | -23.6% |
| 85 | INTU | INTUIT | Technology | 599.0 | $156K | 0.06% | +18.0 | +3.1% | $260.99 | +27.5% |
| 86 | SCHD | SCHWAB STRATEGIC TR | — | 4,877.0 | $155K | 0.06% | +38.0 | +0.8% | $31.71 | +9.7% |
| 87 | ORCL | ORACLE CORP | Technology | 1,020.0 | $149K | 0.05% | +288.0 | +39.3% | $146.55 | +8.4% |
| 88 | HDV | ISHARES TR | — | 5,248.0 | $144K | 0.05% | +4K | +403.2% | $27.41 | +7.3% |
| 89 | ACN | ACCENTURE PLC IRELAND | Technology | 1,092.0 | $136K | 0.05% | +127.0 | +13.2% | $124.43 | +50.1% |
| 90 | USHY | ISHARES TR | — | 3,589.0 | $133K | 0.05% | +61.0 | +1.7% | $37.02 | -1.1% |
| 91 | ADI | ANALOG DEVICES INC | Technology | 319.0 | $127K | 0.05% | +170.0 | +114.1% | $397.07 | -8.8% |
| 92 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 506.0 | $126K | 0.05% | +42.0 | +9.1% | $249.89 | -14.1% |
| 93 | IDXX | IDEXX LABS INC | Healthcare | 239.0 | $126K | 0.05% | +60.0 | +33.5% | $526.44 | +1.7% |
| 94 | PFE | PFIZER INC | Healthcare | 5,206.0 | $125K | 0.05% | +4K | +547.5% | $24.08 | +18.2% |
| 95 | MRVL | MARVELL TECHNOLOGY INC | Technology | 420.0 | $125K | 0.04% | +353.0 | +526.9% | $297.57 | -24.9% |
| 96 | BLK | BLACKROCK INC | Financial Services | 126.0 | $121K | 0.04% | +13.0 | +11.5% | $962.59 | +16.6% |
| 97 | PAYX | PAYCHEX INC | Industrials | 1,216.0 | $120K | 0.04% | +1K | +502.0% | $98.37 | +23.7% |
| 98 | BGRN | ISHARES TR | — | 2,459.0 | $117K | 0.04% | +16.0 | +0.7% | $47.47 | -1.7% |
| 99 | NOBL | PROSHARES TR | — | 2,051.0 | $115K | 0.04% | +1K | +101.1% | $56.16 | +2.7% |
| 100 | SPGI | S&P GLOBAL INC | Financial Services | 279.0 | $114K | 0.04% | +18.0 | +6.9% | $407.64 | +8.8% |
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
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%