Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 165.0 | $22K | 0.01% | -51.0 | -23.6% | $133.54 | +3.6% |
| 102 | BTC | GRAYSCALE BITCOIN MINI TR ET | Financial Services | 796.0 | $21K | 0.01% | -13.0 | -1.6% | $25.95 | +36.1% |
| 103 | UBER | UBER TECHNOLOGIES INC | Technology | 281.0 | $20K | 0.01% | -835.0 | -74.8% | $72.16 | +5.0% |
| 104 | D | DOMINION ENERGY INC | Utilities | 287.0 | $20K | 0.01% | -26.0 | -8.3% | $68.28 | -3.6% |
| 105 | MO | ALTRIA GROUP INC | Consumer Defensive | 242.0 | $18K | 0.01% | -6.0 | -2.4% | $72.95 | -5.6% |
| 106 | CBOE | CBOE GLOBAL MKTS INC | Financial Services | 70.0 | $17K | 0.01% | -3.0 | -4.1% | $243.83 | +22.4% |
| 107 | CINF | CINCINNATI FINL CORP | Financial Services | 90.0 | $17K | 0.01% | -5.0 | -5.3% | $186.58 | -8.3% |
| 108 | NKE | NIKE INC | Consumer Cyclical | 387.0 | $17K | 0.01% | -1K | -72.5% | $42.68 | -10.0% |
| 109 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 361.0 | $16K | 0.01% | -66.0 | -15.5% | $45.52 | +35.6% |
| 110 | FTV | FORTIVE CORP | Technology | 268.0 | $16K | 0.01% | -369.0 | -57.9% | $61.26 | -7.1% |
| 111 | CSX | CSX CORP | Industrials | 343.0 | $16K | 0.01% | -36.0 | -9.5% | $47.54 | +3.9% |
| 112 | MDT | MEDTRONIC PLC | Healthcare | 206.0 | $16K | 0.01% | -15.0 | -6.8% | $79.00 | +19.2% |
| 113 | IRM | IRON MTN INC DEL | Real Estate | 120.0 | $15K | 0.01% | -27.0 | -18.4% | $126.81 | -7.8% |
| 114 | NOC | NORTHROP GRUMMAN CORP | Industrials | 30.0 | $15K | 0.01% | -1.0 | -3.2% | $502.47 | +2.5% |
| 115 | REGN | REGENERON PHARMACEUTICALS | Healthcare | 24.0 | $15K | 0.01% | -4.0 | -14.3% | $625.25 | +32.4% |
| 116 | EXPE | EXPEDIA GROUP INC | Consumer Cyclical | 58.0 | $15K | 0.01% | -1.0 | -1.7% | $257.60 | +15.7% |
| 117 | HUBB | HUBBELL INC | Industrials | 28.0 | $15K | 0.01% | -3.0 | -9.7% | $530.93 | -13.2% |
| 118 | SYY | SYSCO CORP | Consumer Defensive | 178.0 | $15K | 0.01% | -31.0 | -14.8% | $83.47 | -4.1% |
| 119 | VCSH | VANGUARD SCOTTSDALE FDS | — | 180.0 | $14K | 0.01% | -2.0 | -1.1% | $79.03 | -1.1% |
| 120 | ABNB | AIRBNB INC | Consumer Cyclical | 98.0 | $14K | 0.01% | -35.0 | -26.3% | $143.10 | +27.1% |
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%