Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 461 | DLR | DIGITAL RLTY TR INC | Real Estate | 66.0 | $12K | 0.00% | — | — | $179.58 | +4.9% |
| 462 | TE | T1 ENERGY INC | Industrials | 1,250.0 | $12K | 0.00% | +50.0 | +4.2% | $9.48 | -51.5% |
| 463 | VLTO | VERALTO CORP | Industrials | 132.0 | $12K | 0.00% | -13.0 | -9.0% | $88.51 | +8.8% |
| 464 | HBAN | HUNTINGTON BANCSHARES INC | Financial Services | 647.0 | $12K | 0.00% | — | — | $17.88 | -4.8% |
| 465 | DDOG | DATADOG INC | Technology | 44.0 | $11K | 0.00% | -29.0 | -39.7% | $260.36 | -18.2% |
| 466 | GNRC | GENERAC HLDGS INC | Industrials | 39.0 | $11K | 0.00% | — | — | $292.82 | -36.0% |
| 467 | VOX | VANGUARD WORLD FD | — | 62.0 | $11K | 0.00% | -23.0 | -27.1% | $183.31 | +3.1% |
| 468 | — | ETSY INC | — | 150.0 | $11K | 0.00% | -7.0 | -4.5% | $75.33 | — |
| 469 | CWT | CALIFORNIA WTR SVC GROUP | Utilities | 231.0 | $11K | 0.00% | -37.0 | -13.8% | $48.63 | +2.9% |
| 470 | LYV | LIVE NATION ENTERTAINMENT IN | Communication Services | 61.0 | $11K | 0.00% | -1.0 | -1.6% | $183.11 | -5.3% |
| 471 | NDAQ | NASDAQ INC | Financial Services | 139.0 | $11K | 0.00% | -52.0 | -27.2% | $78.91 | +22.8% |
| 472 | LMT | LOCKHEED MARTIN CORP | Industrials | 21.0 | $11K | 0.00% | -2.0 | -8.7% | $520.29 | +1.0% |
| 473 | LOGI | LOGITECH INTL S A | Technology | 115.0 | $11K | 0.00% | — | — | $94.04 | +8.5% |
| 474 | ZM | ZOOM COMMUNICATIONS INC | Technology | 125.0 | $11K | 0.00% | — | — | $86.31 | +17.4% |
| 475 | ACWX | ISHARES TR | — | 142.0 | $11K | 0.00% | NEW | — | $75.87 | +3.5% |
| 476 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 22.0 | $11K | 0.00% | — | — | $488.32 | +11.8% |
| 477 | CCI | CROWN CASTLE INC | Real Estate | 141.0 | $11K | 0.00% | -35.0 | -19.9% | $75.81 | +0.0% |
| 478 | NTRS | NORTHERN TR CORP | Financial Services | 61.0 | $11K | 0.00% | +33.0 | +117.9% | $175.20 | +6.5% |
| 479 | CPB | THE CAMPBELLS COMPANY | Consumer Defensive | 474.0 | $11K | 0.00% | +96.0 | +25.4% | $22.27 | -4.0% |
| 480 | SHEL | SHELL PLC | Energy | 136.0 | $11K | 0.00% | +1.0 | +0.7% | $77.57 | +19.8% |
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%