Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | HST | HOST HOTELS & RESORTS INC | Real Estate | 483.0 | $9K | 0.00% | +9.0 | +1.9% | $19.37 | +13.9% |
| 142 | VTR | VENTAS INC | Real Estate | 110.0 | $9K | 0.00% | +19.0 | +20.9% | $82.40 | +9.6% |
| 143 | IGIB | ISHARES TR | — | 165.0 | $9K | 0.00% | +2.0 | +1.2% | $53.12 | -2.4% |
| 144 | HRL | HORMEL FOODS CORP | Consumer Defensive | 387.0 | $9K | 0.00% | +115.0 | +42.3% | $22.64 | -4.8% |
| 145 | FIX | COMFORT SYS USA INC | Industrials | 6.0 | $9K | 0.00% | +1.0 | +20.0% | $1451.17 | +11.0% |
| 146 | ETHE | GRAYSCALE ETHEREUM STAKING E | Financial Services | 509.0 | $9K | 0.00% | +3.0 | +0.6% | $17.07 | +15.8% |
| 147 | KKR | KKR & CO INC | — | 93.0 | $9K | 0.00% | +14.0 | +17.7% | $92.51 | — |
| 148 | GEN | GEN DIGITAL INC | Technology | 454.0 | $9K | 0.00% | +202.0 | +80.2% | $18.82 | +62.8% |
| 149 | ES | EVERSOURCE ENERGY | Utilities | 122.0 | $8K | 0.00% | +1.0 | +0.8% | $69.47 | +2.3% |
| 150 | PHM | PULTE GROUP INC | Consumer Cyclical | 72.0 | $8K | 0.00% | +1.0 | +1.4% | $117.28 | +6.1% |
| 151 | CPB | THE CAMPBELLS COMPANY | Consumer Defensive | 378.0 | $8K | 0.00% | +261.0 | +223.1% | $22.27 | -4.0% |
| 152 | VDE | VANGUARD WORLD FD | — | 47.0 | $8K | 0.00% | +1.0 | +2.2% | $171.89 | +5.1% |
| 153 | DAC | DANAOS CORPORATION | Industrials | 71.0 | $8K | 0.00% | +1.0 | +1.4% | $112.61 | +37.9% |
| 154 | CTAS | CINTAS CORP | Industrials | 45.0 | $8K | 0.00% | +7.0 | +18.4% | $169.13 | +18.5% |
| 155 | CSGP | COSTAR GROUP INC | Real Estate | 186.0 | $8K | 0.00% | +120.0 | +181.8% | $40.34 | -23.4% |
| 156 | PCAR | PACCAR INC | Industrials | 64.0 | $7K | 0.00% | +1.0 | +1.6% | $114.64 | +8.8% |
| 157 | MTG | MGIC INVT CORP WIS | Financial Services | 274.0 | $7K | 0.00% | +2.0 | +0.7% | $26.21 | +18.3% |
| 158 | DRI | DARDEN RESTAURANTS INC | Consumer Cyclical | 36.0 | $7K | 0.00% | +3.0 | +9.1% | $198.06 | +9.5% |
| 159 | WHR | WHIRLPOOL CORP | Consumer Cyclical | 129.0 | $7K | 0.00% | +2.0 | +1.6% | $54.09 | -27.3% |
| 160 | — | SMURFIT WESTROCK PLC | — | 174.0 | $7K | 0.00% | +2.0 | +1.2% | $39.80 | — |
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
33.2%
Financial Services
23.8%
Consumer Cyclical
10.3%
Communication Services
8.3%
Healthcare
8.1%
Industrials
6.3%
Consumer Defensive
3.1%
Utilities
2.5%
Basic Materials
2.0%
Real Estate
1.2%