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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 19 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 TFC TRUIST FINL CORP Financial Services 580.0 $29K 0.01% +69.0 +13.5% $49.80 +3.7%
362 SMH VANECK ETF TRUST 44.0 $29K 0.01% $655.89 -13.6%
363 QBTS D-WAVE QUANTUM INC Technology 1,188.0 $28K 0.01% $23.99 -30.9%
364 SPSB SPDR SERIES TRUST 908.0 $27K 0.01% $30.00 -0.6%
365 SCHG SCHWAB STRATEGIC TR 802.0 $27K 0.01% $33.83 +5.0%
366 KOD KODIAK SCIENCES INC Healthcare 692.0 $27K 0.01% $38.96 -9.2%
367 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 290.0 $27K 0.01% $92.09 -4.6%
368 WM WASTE MGMT INC DEL Industrials 118.0 $26K 0.01% NEW $222.88 -1.7%
369 RKLB ROCKET LAB CORP Industrials 258.0 $26K 0.01% $101.65 -36.8%
370 CPRT COPART INC Industrials 887.0 $25K 0.01% NEW $28.19 +19.6%
371 PHO INVESCO EXCHANGE TRADED FD T 361.0 $25K 0.01% -452.0 -55.6% $69.06 +2.2%
372 NVS NOVARTIS AG Healthcare 156.0 $24K 0.01% $156.29 +2.4%
373 REET ISHARES TR 872.0 $24K 0.01% -1K -62.2% $27.63 -0.8%
374 LNC LINCOLN NATL CORP IND Financial Services 675.0 $24K 0.01% NEW $35.35 +28.6%
375 VBR VANGUARD INDEX FDS 97.0 $24K 0.01% $242.96 +1.7%
376 ALC ALCON AG Healthcare 343.0 $23K 0.01% NEW $67.10 +5.1%
377 HIG HARTFORD INSURANCE GROUP INC Financial Services 165.0 $22K 0.01% -51.0 -23.6% $133.54 +3.6%
378 ASX ASE TECHNOLOGY HLDG CO LTD Technology 485.0 $22K 0.01% $45.16 -16.9%
379 FTXN FIRST TR EXCHANGE TRADED FD 649.0 $22K 0.01% $33.41 +21.5%
380 VSNT VERSANT MEDIA GROUP INC Industrials 584.0 $21K 0.01% +7.0 +1.2% $36.01 +7.2%
Page 19 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%