Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 421 | EXPE | EXPEDIA GROUP INC | Consumer Cyclical | 58.0 | $15K | 0.01% | -1.0 | -1.7% | $257.60 | +15.7% |
| 422 | HUBB | HUBBELL INC | Industrials | 28.0 | $15K | 0.01% | -3.0 | -9.7% | $530.93 | -13.2% |
| 423 | SYY | SYSCO CORP | Consumer Defensive | 178.0 | $15K | 0.01% | -31.0 | -14.8% | $83.47 | -4.1% |
| 424 | AMLX | AMYLYX PHARMACEUTICALS INC | Healthcare | 819.0 | $15K | 0.01% | — | — | $17.96 | +89.9% |
| 425 | PH | PARKER-HANNIFIN CORP | Industrials | 15.0 | $15K | 0.01% | NEW | — | $980.40 | -1.8% |
| 426 | FNF | FIDELITY NATL FINL INC | Financial Services | 309.0 | $15K | 0.01% | +3.0 | +1.0% | $47.15 | -2.9% |
| 427 | RIOT | RIOT PLATFORMS INC | Financial Services | 532.0 | $15K | 0.01% | — | — | $27.38 | -20.4% |
| 428 | VRSK | VERISK ANALYTICS INC | Industrials | 80.0 | $14K | 0.01% | +69.0 | +627.3% | $179.53 | +3.5% |
| 429 | VCSH | VANGUARD SCOTTSDALE FDS | — | 180.0 | $14K | 0.01% | -2.0 | -1.1% | $79.03 | -1.1% |
| 430 | BRO | BROWN & BROWN INC | Financial Services | 220.0 | $14K | 0.01% | +127.0 | +136.6% | $64.17 | +11.3% |
| 431 | EIX | EDISON INTL | Utilities | 189.0 | $14K | 0.01% | — | — | $74.31 | -23.6% |
| 432 | ABNB | AIRBNB INC | Consumer Cyclical | 98.0 | $14K | 0.01% | -35.0 | -26.3% | $143.10 | +27.1% |
| 433 | BTI | BRITISH AMERN TOB PLC | Consumer Defensive | 227.0 | $14K | 0.01% | +3.0 | +1.3% | $61.76 | -10.4% |
| 434 | MUB | ISHARES TR | — | 126.0 | $14K | 0.01% | +1.0 | +0.8% | $107.96 | -3.6% |
| 435 | GEN | GEN DIGITAL INC | Technology | 546.0 | $14K | 0.01% | +92.0 | +20.3% | $24.88 | +23.2% |
| 436 | SCHO | SCHWAB STRATEGIC TR | — | 560.0 | $14K | 0.01% | — | — | $24.14 | -0.5% |
| 437 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | Technology | 349.0 | $14K | 0.01% | +257.0 | +279.4% | $38.73 | +60.9% |
| 438 | VRT | VERTIV HOLDINGS CO | Industrials | 40.0 | $13K | 0.01% | +6.0 | +17.6% | $335.45 | -16.4% |
| 439 | VTIP | VANGUARD MALVERN FDS | — | 267.0 | $13K | 0.01% | — | — | $50.19 | -0.9% |
| 440 | RIO | RIO TINTO PLC | Basic Materials | 140.0 | $13K | 0.01% | +3.0 | +2.2% | $95.22 | +8.5% |
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
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%