Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | XLK | SELECT SECTOR SPDR TR | — | 769.0 | $147K | 0.05% | — | — | $190.56 | -1.7% |
| 182 | EQIX | EQUINIX INC | Real Estate | 140.0 | $146K | 0.05% | -4.0 | -2.8% | $1042.39 | -0.6% |
| 183 | AVY | AVERY DENNISON CORP | Industrials | 889.0 | $144K | 0.05% | NEW | — | $162.37 | +7.8% |
| 184 | HDV | ISHARES TR | — | 5,248.0 | $144K | 0.05% | +4K | +403.2% | $27.41 | +7.3% |
| 185 | YUM | YUM BRANDS INC | Consumer Cyclical | 868.0 | $139K | 0.05% | — | — | $159.86 | -5.7% |
| 186 | C | CITIGROUP INC | Financial Services | 989.0 | $138K | 0.05% | -424.0 | -30.0% | $139.98 | -1.6% |
| 187 | IONQ | IONQ INC | Technology | 2,587.0 | $138K | 0.05% | — | — | $53.26 | -25.8% |
| 188 | ACN | ACCENTURE PLC IRELAND | Technology | 1,092.0 | $136K | 0.05% | +127.0 | +13.2% | $124.43 | +50.1% |
| 189 | AMT | AMERICAN TOWER CORP | Real Estate | 815.0 | $135K | 0.05% | — | — | $165.45 | +6.3% |
| 190 | DIA | STATE STR SPDR DOW JONES IND | Financial Services | 255.0 | $134K | 0.05% | — | — | $523.84 | +2.0% |
| 191 | USHY | ISHARES TR | — | 3,589.0 | $133K | 0.05% | +61.0 | +1.7% | $37.02 | -1.1% |
| 192 | CASY | CASEYS GEN STORES INC | Consumer Cyclical | 167.0 | $133K | 0.05% | — | — | $795.47 | -5.0% |
| 193 | SO | SOUTHERN CO | Utilities | 1,386.0 | $133K | 0.05% | — | — | $95.72 | -8.0% |
| 194 | CX | CEMEX SA EURO MTN BE 144A | Basic Materials | 11,013.0 | $132K | 0.05% | — | — | $12.00 | -8.1% |
| 195 | IYF | ISHARES TR | — | 1,017.0 | $130K | 0.05% | — | — | $127.46 | +8.3% |
| 196 | URI | UNITED RENTALS INC | Industrials | 114.0 | $129K | 0.05% | — | — | $1128.24 | -10.5% |
| 197 | LOW | LOWES COS INC | Consumer Cyclical | 576.0 | $127K | 0.05% | -60.0 | -9.4% | $220.59 | -7.3% |
| 198 | ADI | ANALOG DEVICES INC | Technology | 319.0 | $127K | 0.05% | +170.0 | +114.1% | $397.07 | -8.8% |
| 199 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 506.0 | $126K | 0.05% | +42.0 | +9.1% | $249.89 | -14.1% |
| 200 | IDXX | IDEXX LABS INC | Healthcare | 239.0 | $126K | 0.05% | +60.0 | +33.5% | $526.44 | +1.7% |
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%