Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 421 | AIG | AMERICAN INTL GROUP INC | Financial Services | 160.0 | $12K | 0.01% | -125.0 | -43.9% | $75.33 | +1.2% |
| 422 | QUBT | QUANTUM COMPUTING INC | Technology | 1,757.0 | $12K | 0.01% | +1K | +361.1% | $6.85 | +16.9% |
| 423 | SERV | SERVE ROBOTICS INC | Industrials | 1,421.0 | $12K | 0.01% | NEW | — | $8.44 | -41.4% |
| 424 | DLR | DIGITAL RLTY TR INC | Real Estate | 66.0 | $12K | 0.01% | -744.0 | -91.8% | $180.21 | +4.5% |
| 425 | — | LIBERTY LIVE HOLDINGS INC | — | 125.0 | $12K | 0.01% | — | — | $94.11 | — |
| 426 | VB | VANGUARD INDEX FDS | — | 44.0 | $12K | 0.01% | — | — | $261.57 | +14.7% |
| 427 | AMLX | AMYLYX PHARMACEUTICALS INC | Healthcare | 819.0 | $11K | 0.01% | — | — | $13.90 | +145.3% |
| 428 | BIIB | BIOGEN INC | Healthcare | 60.0 | $11K | 0.01% | +1.0 | +1.7% | $183.33 | +20.5% |
| 429 | GRMN | GARMIN LTD | Technology | 46.0 | $11K | 0.01% | +39.0 | +557.1% | $232.61 | +19.1% |
| 430 | ASX | ASE TECHNOLOGY HLDG CO LTD | Technology | 485.0 | $11K | 0.01% | — | — | $21.70 | +72.8% |
| 431 | VONE | VANGUARD SCOTTSDALE FDS | — | 36.0 | $11K | 0.01% | — | — | $292.00 | +19.4% |
| 432 | LOGI | LOGITECH INTL S A | Technology | 115.0 | $10K | 0.01% | — | — | $91.12 | +12.0% |
| 433 | STZ | CONSTELLATION BRANDS INC | Consumer Defensive | 69.0 | $10K | 0.00% | +8.0 | +13.1% | $149.33 | -14.2% |
| 434 | HBAN | HUNTINGTON BANCSHARES INC | Financial Services | 650.0 | $10K | 0.00% | -35.0 | -5.1% | $15.81 | +7.7% |
| 435 | TM | TOYOTA MOTOR CORP | Consumer Cyclical | 49.0 | $10K | 0.00% | — | — | $205.71 | -4.2% |
| 436 | CNC | CENTENE CORP DEL | Healthcare | 307.0 | $10K | 0.00% | +18.0 | +6.2% | $32.74 | +104.8% |
| 437 | ZM | ZOOM COMMUNICATIONS INC | Technology | 125.0 | $10K | 0.00% | — | — | $80.39 | +26.0% |
| 438 | ROK | ROCKWELL AUTOMATION INC | Industrials | 28.0 | $10K | 0.00% | -2.0 | -6.7% | $354.64 | +22.3% |
| 439 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 22.0 | $10K | 0.00% | -1.0 | -4.3% | $438.95 | +24.4% |
| 440 | BDX | BECTON DICKINSON & CO | Healthcare | 61.0 | $10K | 0.00% | +2.0 | +3.4% | $158.00 | +16.9% |
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
33.2%
Financial Services
23.8%
Consumer Cyclical
10.3%
Communication Services
8.3%
Healthcare
8.1%
Industrials
6.3%
Consumer Defensive
3.1%
Utilities
2.5%
Basic Materials
2.0%
Real Estate
1.2%