Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 481 | WFC | WELLS FARGO CO NEW | Financial Services | 96.0 | $9K | 0.00% | NEW | — | $93.20 | -7.4% |
| 482 | IGIB | ISHARES TR | — | 163.0 | $9K | 0.00% | NEW | — | $54.01 | -2.7% |
| 483 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 27.0 | $9K | 0.00% | NEW | — | $325.59 | -0.6% |
| 484 | LI | LI AUTO INC | Consumer Cyclical | 519.0 | $9K | 0.00% | NEW | — | $16.93 | -26.9% |
| 485 | MAA | MID-AMER APT CMNTYS INC | Real Estate | 63.0 | $9K | 0.00% | NEW | — | $138.17 | -3.2% |
| 486 | FISV | FISERV INC | Technology | 128.0 | $9K | 0.00% | NEW | — | $67.17 | -23.1% |
| 487 | HST | HOST HOTELS & RESORTS INC | Real Estate | 474.0 | $9K | 0.00% | NEW | — | $18.08 | +33.1% |
| 488 | SNOW | SNOWFLAKE INC | Technology | 39.0 | $9K | 0.00% | NEW | — | $219.36 | +25.1% |
| 489 | FIS | FIDELITY NATL INFORMATION SV | Technology | 128.0 | $9K | 0.00% | NEW | — | $66.45 | -36.4% |
| 490 | MP | MP MATERIALS CORP | Basic Materials | 168.0 | $8K | 0.00% | NEW | — | $50.52 | -9.5% |
| 491 | STZ | CONSTELLATION BRANDS INC | Consumer Defensive | 61.0 | $8K | 0.00% | NEW | — | $138.57 | -3.0% |
| 492 | EXR | EXTRA SPACE STORAGE INC | Real Estate | 65.0 | $8K | 0.00% | NEW | — | $129.89 | +13.4% |
| 493 | ABNB | AIRBNB INC | Consumer Cyclical | 62.0 | $8K | 0.00% | NEW | — | $135.73 | +6.8% |
| 494 | PHM | PULTE GROUP INC | Consumer Cyclical | 71.0 | $8K | 0.00% | NEW | — | $118.32 | +4.1% |
| 495 | LUV | SOUTHWEST AIRLS CO | Industrials | 202.0 | $8K | 0.00% | NEW | — | $41.55 | +16.3% |
| 496 | UPS | UNITED PARCEL SERVICE INC | Industrials | 84.0 | $8K | 0.00% | NEW | — | $98.64 | +14.7% |
| 497 | AEO | AMERICAN EAGLE OUTFITTERS IN | Consumer Cyclical | 314.0 | $8K | 0.00% | NEW | — | $26.38 | -33.5% |
| 498 | ES | EVERSOURCE ENERGY | Utilities | 121.0 | $8K | 0.00% | NEW | — | $67.51 | +9.7% |
| 499 | STIP | ISHARES TR | — | 80.0 | $8K | 0.00% | NEW | — | $101.84 | -0.4% |
| 500 | GE | GE AEROSPACE | Industrials | 26.0 | $8K | 0.00% | NEW | — | $310.65 | +9.9% |
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
32.4%
Financial Services
22.8%
Communication Services
11.3%
Consumer Cyclical
10.8%
Healthcare
8.4%
Industrials
6.1%
Consumer Defensive
2.8%
Basic Materials
2.0%
Utilities
1.4%
Real Estate
1.1%