Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 23.0 | $97K | 0.04% | -8.0 | -25.8% | $4233.74 | -96.0% |
| 82 | AMD | ADVANCED MICRO DEVICES INC | Technology | 474.0 | $96K | 0.04% | -182.0 | -27.7% | $203.43 | +155.0% |
| 83 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 242.0 | $95K | 0.04% | -272.0 | -52.9% | $391.14 | +72.9% |
| 84 | BKH | BLACK HILLS CORP | Utilities | 1,346.0 | $93K | 0.04% | -15.0 | -1.1% | $69.39 | +6.3% |
| 85 | BE | BLOOM ENERGY CORP | Industrials | 677.0 | $92K | 0.04% | -547.0 | -44.7% | $135.49 | +123.1% |
| 86 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 464.0 | $92K | 0.04% | -22.0 | -4.5% | $197.42 | +10.7% |
| 87 | AMGN | AMGEN INC | Healthcare | 260.0 | $91K | 0.04% | -27.0 | -9.4% | $351.21 | -4.5% |
| 88 | XYL | XYLEM INC | Industrials | 722.0 | $86K | 0.04% | -23.0 | -3.1% | $119.58 | -8.6% |
| 89 | ALK | ALASKA AIR GROUP INC | Industrials | 2,264.0 | $83K | 0.04% | -145.0 | -6.0% | $36.78 | +25.1% |
| 90 | URI | UNITED RENTALS INC | Industrials | 114.0 | $83K | 0.04% | -1.0 | -0.9% | $725.49 | +36.7% |
| 91 | UBER | UBER TECHNOLOGIES INC | Technology | 1,116.0 | $80K | 0.04% | -92.0 | -7.6% | $71.93 | -1.5% |
| 92 | TXN | TEXAS INSTRS INC | Technology | 412.0 | $80K | 0.04% | -33.0 | -7.4% | $194.27 | +63.7% |
| 93 | VDC | VANGUARD WORLD FD | — | 355.0 | $80K | 0.03% | -41.0 | -10.3% | $224.53 | +1.8% |
| 94 | SNPS | SYNOPSYS INC | Technology | 201.0 | $80K | 0.03% | -103.0 | -33.9% | $396.48 | +20.9% |
| 95 | XLY | SELECT SECTOR SPDR TR | — | 708.0 | $77K | 0.03% | -1K | -58.8% | $108.98 | +11.6% |
| 96 | IONQ | IONQ INC | Technology | 2,587.0 | $75K | 0.03% | -2K | -48.4% | $28.83 | +138.3% |
| 97 | VPU | VANGUARD WORLD FD | — | 371.0 | $74K | 0.03% | -14.0 | -3.6% | $198.15 | -1.5% |
| 98 | QCOM | QUALCOMM INC | Technology | 545.0 | $70K | 0.03% | -211.0 | -27.9% | $128.73 | +92.8% |
| 99 | DE | DEERE & CO | Industrials | 110.0 | $62K | 0.03% | -8.0 | -6.8% | $562.46 | -4.3% |
| 100 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 35.0 | $61K | 0.03% | -96.0 | -73.3% | $1749.31 | -2.2% |
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
32.2%
Financial Services
23.2%
Communication Services
11.1%
Consumer Cyclical
10.0%
Healthcare
7.9%
Industrials
6.1%
Consumer Defensive
3.0%
Utilities
2.4%
Basic Materials
1.9%
Real Estate
1.2%