Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | IDXX | IDEXX LABS INC | Healthcare | 179.0 | $101K | 0.04% | -71.0 | -28.4% | $561.89 | +1.1% |
| 202 | DHR | DANAHER CORP DEL | Healthcare | 528.0 | $100K | 0.04% | -696.0 | -56.9% | $190.12 | -5.0% |
| 203 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 23.0 | $97K | 0.04% | -8.0 | -25.8% | $4233.74 | -96.0% |
| 204 | VMC | VULCAN MATLS CO | Basic Materials | 357.0 | $97K | 0.04% | +9.0 | +2.6% | $272.07 | +1.3% |
| 205 | AMD | ADVANCED MICRO DEVICES INC | Technology | 474.0 | $96K | 0.04% | -182.0 | -27.7% | $203.43 | +154.7% |
| 206 | ADSK | AUTODESK INC | Technology | 402.0 | $96K | 0.04% | +40.0 | +11.1% | $239.40 | +0.6% |
| 207 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 242.0 | $95K | 0.04% | -272.0 | -52.9% | $391.14 | +71.5% |
| 208 | VO | VANGUARD INDEX FDS | — | 329.0 | $95K | 0.04% | — | — | $287.45 | -72.6% |
| 209 | BKH | BLACK HILLS CORP | Utilities | 1,346.0 | $93K | 0.04% | -15.0 | -1.1% | $69.39 | +5.3% |
| 210 | BE | BLOOM ENERGY CORP | Industrials | 677.0 | $92K | 0.04% | -547.0 | -44.7% | $135.49 | +114.0% |
| 211 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 464.0 | $92K | 0.04% | -22.0 | -4.5% | $197.42 | +10.4% |
| 212 | AMGN | AMGEN INC | Healthcare | 260.0 | $91K | 0.04% | -27.0 | -9.4% | $351.21 | -4.2% |
| 213 | NOK | NOKIA CORP | Technology | 11,314.0 | $91K | 0.04% | — | — | $8.04 | +90.0% |
| 214 | BBY | BEST BUY INC | Consumer Cyclical | 1,389.0 | $91K | 0.04% | +51.0 | +3.8% | $65.16 | +14.7% |
| 215 | PNR | PENTAIR PLC | Industrials | 1,036.0 | $90K | 0.04% | — | — | $87.10 | -18.1% |
| 216 | NULV | NUSHARES ETF TR | — | 1,965.0 | $89K | 0.04% | — | — | $45.49 | +11.7% |
| 217 | HE | HAWAIIAN ELEC INDS INC MTN B | Utilities | 6,000.0 | $89K | 0.04% | — | — | $14.84 | -9.1% |
| 218 | IBB | ISHARES TR | — | 527.0 | $89K | 0.04% | — | — | $168.95 | +1.9% |
| 219 | NYT | NEW YORK TIMES CO MTN BE | Communication Services | 1,034.0 | $87K | 0.04% | — | — | $83.73 | -10.4% |
| 220 | XYL | XYLEM INC | Industrials | 722.0 | $86K | 0.04% | -23.0 | -3.1% | $119.58 | -7.9% |
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%