Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 461 | ES | EVERSOURCE ENERGY | Utilities | 122.0 | $8K | 0.00% | +1.0 | +0.8% | $69.47 | +2.3% |
| 462 | PHM | PULTE GROUP INC | Consumer Cyclical | 72.0 | $8K | 0.00% | +1.0 | +1.4% | $117.28 | +6.1% |
| 463 | CPB | THE CAMPBELLS COMPANY | Consumer Defensive | 378.0 | $8K | 0.00% | +261.0 | +223.1% | $22.27 | -4.0% |
| 464 | RIVN | RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 550.0 | $8K | 0.00% | — | — | $15.05 | +4.6% |
| 465 | EL | LAUDER ESTEE COS INC | Consumer Defensive | 115.0 | $8K | 0.00% | -9.0 | -7.3% | $71.76 | +44.7% |
| 466 | STRL | STERLING INFRASTRUCTURE INC | Industrials | 20.0 | $8K | 0.00% | -2.0 | -9.1% | $412.30 | +18.0% |
| 467 | PWR | QUANTA SVCS INC | Industrials | 15.0 | $8K | 0.00% | -3.0 | -16.7% | $549.07 | +13.7% |
| 468 | — | BROWN FORMAN CORP | — | 304.0 | $8K | 0.00% | -208.0 | -40.6% | $26.85 | — |
| 469 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 180.0 | $8K | 0.00% | -3.0 | -1.6% | $45.29 | -22.7% |
| 470 | BAC | BANK AMERICA CORP | Financial Services | 166.0 | $8K | 0.00% | -122.0 | -42.4% | $48.87 | +28.2% |
| 471 | VDE | VANGUARD WORLD FD | — | 47.0 | $8K | 0.00% | +1.0 | +2.2% | $171.89 | +5.1% |
| 472 | DAC | DANAOS CORPORATION | Industrials | 71.0 | $8K | 0.00% | +1.0 | +1.4% | $112.61 | +37.9% |
| 473 | — | ETSY INC | — | 157.0 | $8K | 0.00% | -57.0 | -26.6% | $49.98 | — |
| 474 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 241.0 | $8K | 0.00% | -11.0 | -4.4% | $32.01 | +15.4% |
| 475 | GNRC | GENERAC HLDGS INC | Industrials | 39.0 | $8K | 0.00% | -36.0 | -48.0% | $195.33 | -4.1% |
| 476 | CTAS | CINTAS CORP | Industrials | 45.0 | $8K | 0.00% | +7.0 | +18.4% | $169.13 | +18.5% |
| 477 | LUV | SOUTHWEST AIRLS CO | Industrials | 200.0 | $8K | 0.00% | -2.0 | -1.0% | $37.78 | +4.9% |
| 478 | CRWV | COREWEAVE INC | Technology | 97.0 | $8K | 0.00% | — | — | $77.47 | +15.3% |
| 479 | CSGP | COSTAR GROUP INC | Real Estate | 186.0 | $8K | 0.00% | +120.0 | +181.8% | $40.34 | -23.4% |
| 480 | GE | GE AEROSPACE | Industrials | 26.0 | $7K | 0.00% | — | — | $286.69 | +17.6% |
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%