Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | BXP | BXP INC | Real Estate | 17.0 | $1K | — | -14.0 | -45.2% | $66.12 | +2.4% |
| 182 | — | MILLROSE PPTYS INC | — | 34.0 | $1K | — | -4.0 | -10.5% | $30.06 | — |
| 183 | DECK | DECKERS OUTDOOR CORP | Consumer Cyclical | 9.0 | $894.0 | — | -553.0 | -98.4% | $99.33 | -13.6% |
| 184 | MBLY | MOBILEYE GLOBAL INC | Consumer Cyclical | 86.0 | $832.0 | — | -3.0 | -3.4% | $9.67 | -11.5% |
| 185 | IBKR | INTERACTIVE BROKERS GROUP IN | Financial Services | 9.0 | $783.0 | — | -2.0 | -18.2% | $87.00 | +6.5% |
| 186 | VNT | VONTIER CORPORATION | Technology | 22.0 | $640.0 | — | -31.0 | -58.5% | $29.09 | +14.5% |
| 187 | RMD | RESMED INC | Healthcare | 3.0 | $585.0 | — | -7.0 | -70.0% | $195.00 | +17.1% |
| 188 | COIN | COINBASE GLOBAL INC | Financial Services | 3.0 | $439.0 | — | -84.0 | -96.5% | $146.33 | +26.2% |
| 189 | TAP | MOLSON COORS BEVERAGE CO | Consumer Defensive | 11.0 | $433.0 | — | -137.0 | -92.6% | $39.36 | +2.9% |
| 190 | ARE | ALEXANDRIA REAL ESTATE EQ IN | Real Estate | 7.0 | $380.0 | — | -34.0 | -82.9% | $54.29 | -3.0% |
| 191 | — | BLOCK INC | — | 5.0 | $380.0 | — | -90.0 | -94.7% | $76.00 | — |
| 192 | IVZ | INVESCO LTD | Financial Services | 14.0 | $369.0 | — | -183.0 | -92.9% | $26.36 | +25.5% |
| 193 | — | AURORA CANNABIS INC | — | 100.0 | $279.0 | — | -400.0 | -80.0% | $2.79 | — |
| 194 | HSBC | HSBC HLDGS PLC | Financial Services | — | $18.0 | — | — | -100.0% | — | — |
| 195 | BDX | BECTON DICKINSON & CO | Healthcare | — | $17.0 | — | — | -100.0% | — | — |
| 196 | LH | LABCORP HOLDINGS INC | Healthcare | — | $8.0 | — | — | -100.0% | — | — |
| 197 | MLM | MARTIN MARIETTA MATLS INC | Basic Materials | — | $4.0 | — | — | -100.0% | — | — |
| 198 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | — | $2.0 | — | — | -100.0% | — | — |
| 199 | — | EVEREST GROUP LTD | — | — | $2.0 | — | — | -100.0% | — | — |
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%