Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | MMM | 3M CO | Industrials | 200.0 | $32K | 0.01% | NEW | — | $161.91 | +4.1% |
| 22 | MTUM | ISHARES TR | — | 91.0 | $31K | 0.01% | NEW | — | $342.84 | -11.1% |
| 23 | IJR | ISHARES TR | — | 201.0 | $30K | 0.01% | NEW | — | $148.02 | -1.8% |
| 24 | WM | WASTE MGMT INC DEL | Industrials | 118.0 | $26K | 0.01% | NEW | — | $222.88 | -1.7% |
| 25 | CPRT | COPART INC | Industrials | 887.0 | $25K | 0.01% | NEW | — | $28.19 | +19.6% |
| 26 | LNC | LINCOLN NATL CORP IND | Financial Services | 675.0 | $24K | 0.01% | NEW | — | $35.35 | +28.6% |
| 27 | ALC | ALCON AG | Healthcare | 343.0 | $23K | 0.01% | NEW | — | $67.10 | +5.1% |
| 28 | WSO | WATSCO INC | Industrials | 46.0 | $19K | 0.01% | NEW | — | $416.74 | -24.4% |
| 29 | AOS | SMITH A O CORP | Industrials | 268.0 | $17K | 0.01% | NEW | — | $62.72 | -3.6% |
| 30 | BWA | BORGWARNER INC | Consumer Cyclical | 250.0 | $17K | 0.01% | NEW | — | $66.40 | +1.7% |
| 31 | GGG | GRACO INC | Industrials | 203.0 | $15K | 0.01% | NEW | — | $75.61 | +3.0% |
| 32 | PH | PARKER-HANNIFIN CORP | Industrials | 15.0 | $15K | 0.01% | NEW | — | $980.40 | -1.8% |
| 33 | ACWX | ISHARES TR | — | 142.0 | $11K | 0.00% | NEW | — | $75.87 | +3.5% |
| 34 | — | SPACE EXPLORATION TECHN CORP | — | 50.0 | $9K | 0.00% | NEW | — | $170.86 | — |
| 35 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 80.0 | $8K | 0.00% | NEW | — | $96.12 | -54.4% |
| 36 | PODD | INSULET CORP | Healthcare | 43.0 | $7K | 0.00% | NEW | — | $152.26 | -3.1% |
| 37 | — | CENCORA INC | — | 20.0 | $6K | 0.00% | NEW | — | $283.60 | — |
| 38 | AN | AUTONATION INC | Consumer Cyclical | 30.0 | $6K | 0.00% | NEW | — | $185.80 | +14.3% |
| 39 | CE | CELANESE CORP DEL | Basic Materials | 121.0 | $6K | 0.00% | NEW | — | $46.00 | -2.9% |
| 40 | MHK | MOHAWK INDS INC | Consumer Cyclical | 42.0 | $5K | 0.00% | NEW | — | $121.33 | +10.1% |
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%