Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | TPL | TEXAS PACIFIC LAND CORPORATI | Energy | 3.0 | $1K | — | NEW | — | $437.67 | -17.2% |
| 62 | ZION | ZIONS BANCORPORATION NATL AS | Financial Services | 5.0 | $346.0 | — | NEW | — | $69.20 | +0.2% |
| 63 | LESL | LESLIES INC | Consumer Cyclical | 5.0 | $51.0 | — | NEW | — | $10.20 | -94.4% |
| 64 | MTCH | MATCH GROUP INC NEW | Communication Services | — | $16.0 | — | NEW | — | — | — |
| 65 | J | JACOBS SOLUTIONS INC | Industrials | — | $7.0 | — | NEW | — | — | — |
| 66 | SWKS | SKYWORKS SOLUTIONS INC | Technology | — | $7.0 | — | NEW | — | — | — |
| 67 | BKLN | INVESCO EXCH TRADED FD TR II | — | — | $4.0 | — | NEW | — | — | — |
| 68 | LII | LENNOX INTL INC | Industrials | — | $3.0 | — | NEW | — | — | — |
| 69 | ALLE | ALLEGION PLC | Industrials | — | $2.0 | — | NEW | — | — | — |
| 70 | BALL | BALL CORP | Consumer Cyclical | — | $2.0 | — | NEW | — | — | — |
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%