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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 18 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 1,354.0 $35K 0.01% +26.0 +2.0% $25.54 +2.3%
342 CHRW C H ROBINSON WORLDWIDE IN Industrials 178.0 $34K 0.01% -1.0 -0.6% $189.49 -22.1%
343 L LOEWS CORP Financial Services 295.0 $33K 0.01% +149.0 +102.0% $113.24 -3.5%
344 IYH ISHARES TR 495.0 $33K 0.01% -1K -71.3% $67.01 +8.0%
345 IGSB ISHARES TR 627.0 $33K 0.01% -107.0 -14.6% $52.45 -1.1%
346 DHI D R HORTON INC Consumer Cyclical 200.0 $33K 0.01% $162.88 -12.4%
347 MMM 3M CO Industrials 200.0 $32K 0.01% NEW $161.91 +4.1%
348 CFG CITIZENS FINL GROUP INC Financial Services 460.0 $32K 0.01% +448.0 +3733.3% $70.07 +1.0%
349 MET METLIFE INC Financial Services 379.0 $32K 0.01% +294.0 +345.9% $84.61 +15.4%
350 ALB ALBEMARLE CORP Basic Materials 236.0 $32K 0.01% +69.0 +41.3% $135.40 -6.7%
351 AZN ASTRAZENECA PLC Healthcare 168.0 $32K 0.01% +2.0 +1.2% $189.12 -14.0%
352 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 107.0 $31K 0.01% -3.0 -2.7% $294.02 +2.5%
353 ITW ILLINOIS TOOL WKS INC Industrials 115.0 $31K 0.01% +64.0 +125.5% $272.85 -1.0%
354 MTUM ISHARES TR 91.0 $31K 0.01% NEW $342.84 -11.1%
355 SMOG VANECK ETF TRUST 212.0 $31K 0.01% $146.32 -4.4%
356 SHW SHERWIN WILLIAMS CO Basic Materials 89.0 $31K 0.01% +47.0 +111.9% $344.97 -3.3%
357 MPWR MONOLITHIC PWR SYS INC Technology 22.0 $31K 0.01% +1.0 +4.8% $1394.82 -12.3%
358 LVHD LEGG MASON ETF INVT 689.0 $30K 0.01% +6.0 +0.9% $43.98 -0.0%
359 IJR ISHARES TR 201.0 $30K 0.01% NEW $148.02 -1.8%
360 USB US BANCORP Financial Services 484.0 $29K 0.01% -29.0 -5.7% $60.91 +4.0%
Page 18 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%