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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 13 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 EW EDWARDS LIFESCIENCES CORP Healthcare 964.0 $87K 0.03% -32.0 -3.2% $90.46 -0.6%
242 EA ELECTRONIC ARTS INC Communication Services 419.0 $86K 0.03% -247.0 -37.1% $205.25 +2.2%
243 PBW INVESCO EXCHANGE TRADED FD T 2,204.0 $86K 0.03% $39.00 -18.5%
244 VLUE ISHARES TR 427.0 $85K 0.03% +247.0 +137.2% $200.00 +2.8%
245 ACGL ARCH CAP GROUP LTD Financial Services 879.0 $85K 0.03% +873.0 +10000.0% $97.06 +1.1%
246 SNPS SYNOPSYS INC Technology 191.0 $85K 0.03% -10.0 -5.0% $446.07 -11.7%
247 PGR PROGRESSIVE CORP Financial Services 389.0 $85K 0.03% +143.0 +58.1% $218.50 +0.2%
248 BR BROADRIDGE FINL SOLUTIONS IN Technology 615.0 $85K 0.03% NEW $137.98 +25.3%
249 CRM SALESFORCE INC Technology 532.0 $84K 0.03% -197.0 -27.0% $157.05 +65.1%
250 NWE NORTHWESTERN ENERGY GROUP IN Utilities 1,165.0 $83K 0.03% $71.65 -1.2%
251 XLY SELECT SECTOR SPDR TR 709.0 $83K 0.03% $117.36 -2.1%
252 MCHP MICROCHIP TECHNOLOGY INC. Technology 912.0 $83K 0.03% NEW $91.20 -18.7%
253 HE HAWAIIAN ELEC INDS INC MTN B Utilities 6,000.0 $81K 0.03% $13.53 -18.0%
254 ARCC ARES CAPITAL CORP Financial Services 4,380.0 $81K 0.03% +111.0 +2.6% $18.53 +8.2%
255 DUOL DUOLINGO INC Technology 700.0 $81K 0.03% $115.02 +34.3%
256 EMR EMERSON ELEC CO Industrials 551.0 $79K 0.03% +361.0 +190.0% $143.20 +6.7%
257 DHR DANAHER CORP DEL Healthcare 413.0 $79K 0.03% -115.0 -21.8% $190.72 +8.9%
258 QUAL ISHARES TR 352.0 $77K 0.03% NEW $219.43 +1.4%
259 CVS CVS HEALTH CORP Healthcare 740.0 $77K 0.03% +505.0 +214.9% $103.50 -6.5%
260 HOOD ROBINHOOD MKTS INC Financial Services 763.0 $77K 0.03% NEW $100.28 +21.8%
Page 13 of 39  ·  765 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%