Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | KOF | COCA-COLA FEMSA SAB DE CV | Consumer Defensive | 169.0 | $18K | 0.01% | +2.0 | +1.2% | $106.05 | +5.6% |
| 162 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 417.0 | $18K | 0.01% | +15.0 | +3.7% | $42.68 | +12.0% |
| 163 | ALL | ALLSTATE CORP | Financial Services | 72.0 | $17K | 0.01% | +8.0 | +12.5% | $238.88 | +8.7% |
| 164 | CAG | CONAGRA BRANDS INC | Consumer Defensive | 1,255.0 | $17K | 0.01% | +261.0 | +26.3% | $13.46 | +15.0% |
| 165 | ROK | ROCKWELL AUTOMATION INC | Industrials | 31.0 | $16K | 0.01% | +3.0 | +10.7% | $501.16 | -13.4% |
| 166 | CCEP | COCA-COLA EUROPACIFIC PARTNE | Consumer Defensive | 152.0 | $15K | 0.01% | +2.0 | +1.3% | $99.96 | +5.8% |
| 167 | WMB | WILLIAMS COS INC | Energy | 203.0 | $15K | 0.01% | +4.0 | +2.0% | $74.34 | -0.3% |
| 168 | FNF | FIDELITY NATL FINL INC | Financial Services | 309.0 | $15K | 0.01% | +3.0 | +1.0% | $47.15 | -2.9% |
| 169 | VRSK | VERISK ANALYTICS INC | Industrials | 80.0 | $14K | 0.01% | +69.0 | +627.3% | $179.53 | +3.5% |
| 170 | BRO | BROWN & BROWN INC | Financial Services | 220.0 | $14K | 0.01% | +127.0 | +136.6% | $64.17 | +11.3% |
| 171 | BTI | BRITISH AMERN TOB PLC | Consumer Defensive | 227.0 | $14K | 0.01% | +3.0 | +1.3% | $61.76 | -10.4% |
| 172 | MUB | ISHARES TR | — | 126.0 | $14K | 0.01% | +1.0 | +0.8% | $107.96 | -3.6% |
| 173 | GEN | GEN DIGITAL INC | Technology | 546.0 | $14K | 0.01% | +92.0 | +20.3% | $24.88 | +23.2% |
| 174 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | Technology | 349.0 | $14K | 0.01% | +257.0 | +279.4% | $38.73 | +60.9% |
| 175 | VRT | VERTIV HOLDINGS CO | Industrials | 40.0 | $13K | 0.01% | +6.0 | +17.6% | $335.45 | -16.4% |
| 176 | RIO | RIO TINTO PLC | Basic Materials | 140.0 | $13K | 0.01% | +3.0 | +2.2% | $95.22 | +8.5% |
| 177 | FIS | FIDELITY NATL INFORMATION SV | Technology | 343.0 | $13K | 0.01% | +214.0 | +165.9% | $38.83 | +7.9% |
| 178 | DEO | DIAGEO PLC | Consumer Defensive | 157.0 | $13K | 0.01% | +92.0 | +141.5% | $80.24 | +11.2% |
| 179 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 366.0 | $12K | 0.01% | +125.0 | +51.9% | $34.00 | +8.6% |
| 180 | STE | STERIS PLC | Healthcare | 59.0 | $12K | 0.01% | +49.0 | +490.0% | $210.68 | +6.6% |
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%