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Portfolio (Quarterly) Guide ↗

Westfuller Advisors, LLC

· CIK 0002024115
13F Portfolio $275M AUM 770 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 70 New 235 Added 199 Reduced 52 Exited
Page 5 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VPU VANGUARD WORLD FD 334.0 $65K 0.02% -37.0 -10.0% $195.60 -4.7%
82 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 1,214.0 $64K 0.02% -677.0 -35.8% $52.64 +20.7%
83 DNOW DNOW INC Energy 4,728.0 $61K 0.02% -236.0 -4.8% $12.97 +24.3%
84 VDC VANGUARD WORLD FD 272.0 $61K 0.02% -83.0 -23.4% $225.09 +1.4%
85 SCHW SCHWAB CHARLES CORP Financial Services 605.0 $56K 0.02% -37.0 -5.8% $92.27 +18.4%
86 TSLA TESLA INC Consumer Cyclical 132.0 $56K 0.02% -261.0 -66.4% $421.95 -16.1%
87 SHY ISHARES TR 634.0 $52K 0.02% -5K -88.8% $82.16 -0.6%
88 PNC PNC FINL SVCS GROUP INC Financial Services 207.0 $51K 0.02% -4.0 -1.9% $245.99 -0.2%
89 NIO NIO INC Consumer Cyclical 9,952.0 $50K 0.02% -2K -14.8% $5.06 -24.9%
90 EBAY EBAY INC. Consumer Cyclical 334.0 $37K 0.01% -16.0 -4.6% $111.85 -7.5%
91 LNG CHENIERE ENERGY INC Energy 154.0 $37K 0.01% -21.0 -12.0% $239.01 +22.2%
92 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 409.0 $36K 0.01% -60.0 -12.8% $88.60 -28.1%
93 ZS ZSCALER INC Technology 247.0 $35K 0.01% -472.0 -65.7% $141.15 +20.3%
94 CHRW C H ROBINSON WORLDWIDE IN Industrials 178.0 $34K 0.01% -1.0 -0.6% $189.49 -22.1%
95 IYH ISHARES TR 495.0 $33K 0.01% -1K -71.3% $67.01 +8.0%
96 IGSB ISHARES TR 627.0 $33K 0.01% -107.0 -14.6% $52.45 -1.1%
97 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 107.0 $31K 0.01% -3.0 -2.7% $294.02 +2.5%
98 USB US BANCORP Financial Services 484.0 $29K 0.01% -29.0 -5.7% $60.91 +4.0%
99 PHO INVESCO EXCHANGE TRADED FD T 361.0 $25K 0.01% -452.0 -55.6% $69.06 +2.2%
100 REET ISHARES TR 872.0 $24K 0.01% -1K -62.2% $27.63 -0.8%
Page 5 of 10  ·  199 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 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%