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Portfolio (Quarterly) Guide ↗

Westfuller Advisors, LLC

· CIK 0002024115
13F Portfolio $247M AUM 772 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 765 New
Page 17 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 Q QNITY ELECTRONICS INC Technology 410.0 $33K 0.01% NEW $81.65 +70.4%
322 COF CAPITAL ONE FINL CORP Financial Services 137.0 $33K 0.01% NEW $242.07 -14.6%
323 XOM EXXON MOBIL CORP Energy 273.0 $33K 0.01% NEW $120.34 +25.6%
324 USB US BANCORP DEL Financial Services 608.0 $33K 0.01% NEW $53.88 +17.8%
325 MBB ISHARES TR 344.0 $33K 0.01% NEW $95.22 -2.0%
326 ROKU ROKU INC Communication Services 300.0 $33K 0.01% NEW $108.49 +33.0%
327 PAYX PAYCHEX INC Industrials 281.0 $32K 0.01% NEW $112.27 +0.6%
328 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 809.0 $31K 0.01% NEW $38.73 -24.1%
329 DELL DELL TECHNOLOGIES INC Technology 248.0 $31K 0.01% NEW $125.70 +223.8%
330 RACE FERRARI N V Consumer Cyclical 83.0 $31K 0.01% NEW $367.60 +0.8%
331 EBAY EBAY INC. Consumer Cyclical 349.0 $30K 0.01% NEW $87.09 +29.3%
332 MDT MEDTRONIC PLC Healthcare 314.0 $30K 0.01% NEW $96.75 -14.5%
333 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 1,302.0 $30K 0.01% NEW $23.32 +13.1%
334 SNDK SANDISK CORP Technology 126.0 $30K 0.01% NEW $237.38 +560.5%
335 HIG HARTFORD INSURANCE GROUP INC Financial Services 215.0 $30K 0.01% NEW $138.59 +1.3%
336 APD AIR PRODS & CHEMS INC Basic Materials 120.0 $30K 0.01% NEW $247.91 +20.5%
337 VBR VANGUARD INDEX FDS 139.0 $29K 0.01% NEW $212.12 +14.8%
338 RVT ROYCE SMALL CAP TRUST INC Financial Services 1,828.0 $29K 0.01% NEW $16.10 +12.6%
339 FAST FASTENAL CO Industrials 730.0 $29K 0.01% NEW $40.13 +11.6%
340 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 427.0 $29K 0.01% NEW $68.36 -24.6%
Page 17 of 39  ·  765 positions

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 32.4%
Financial Services 22.8%
Communication Services 11.3%
Consumer Cyclical 10.8%
Healthcare 8.4%
Industrials 6.1%
Consumer Defensive 2.8%
Basic Materials 2.0%
Utilities 1.4%
Real Estate 1.1%