Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 541 | LEN | LENNAR CORP | Consumer Cyclical | 75.0 | $7K | 0.00% | +34.0 | +82.9% | $90.49 | -7.6% |
| 542 | TDG | TRANSDIGM GROUP INC | Industrials | 5.0 | $7K | 0.00% | +1.0 | +25.0% | $1332.00 | -12.8% |
| 543 | FLRN | SPDR SERIES TRUST | — | 214.0 | $7K | 0.00% | +2.0 | +0.9% | $30.86 | -0.3% |
| 544 | PODD | INSULET CORP | Healthcare | 43.0 | $7K | 0.00% | NEW | — | $152.26 | -3.1% |
| 545 | ETHE | GRAYSCALE ETHEREUM STAKING E | Financial Services | 511.0 | $7K | 0.00% | — | — | $12.76 | +54.9% |
| 546 | RL | RALPH LAUREN CORP | Consumer Cyclical | 16.0 | $6K | 0.00% | — | — | $404.44 | -13.2% |
| 547 | ARM | ARM HOLDINGS PLC | Technology | 18.0 | $6K | 0.00% | — | — | $354.56 | -28.9% |
| 548 | CI | THE CIGNA GROUP | Healthcare | 23.0 | $6K | 0.00% | +18.0 | +360.0% | $275.87 | +2.4% |
| 549 | FLNC | FLUENCE ENERGY INC | Utilities | 316.0 | $6K | 0.00% | — | — | $19.88 | -47.9% |
| 550 | HLT | HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 19.0 | $6K | 0.00% | — | — | $330.47 | -5.8% |
| 551 | — | LIBERTY MEDIA CORP DEL | — | 66.0 | $6K | 0.00% | -2.0 | -2.9% | $95.14 | — |
| 552 | SOLV | SOLVENTUM CORP | Healthcare | 81.0 | $6K | 0.00% | +50.0 | +161.3% | $77.15 | +18.8% |
| 553 | KVUE | KENVUE INC | Consumer Defensive | 326.0 | $6K | 0.00% | +162.0 | +98.8% | $19.09 | -1.8% |
| 554 | VB | VANGUARD INDEX FDS | — | 20.0 | $6K | 0.00% | -24.0 | -54.5% | $309.25 | -3.0% |
| 555 | APOS | APOLLO GLOBAL MGMT INC | — | 52.0 | $6K | 0.00% | +21.0 | +67.7% | $117.67 | — |
| 556 | LI | LI AUTO INC | Consumer Cyclical | 519.0 | $6K | 0.00% | — | — | $11.74 | +5.4% |
| 557 | DASH | DOORDASH INC | Communication Services | 33.0 | $6K | 0.00% | -48.0 | -59.3% | $184.52 | +14.7% |
| 558 | SYF | SYNCHRONY FINANCIAL | Financial Services | 80.0 | $6K | 0.00% | +26.0 | +48.1% | $76.05 | +5.1% |
| 559 | SIMO | SILICON MOTION TECHNOLOGY CO | Technology | 18.0 | $6K | 0.00% | — | — | $332.50 | -22.9% |
| 560 | DLX | DELUXE CORP MEDIUM TERM NTS | Communication Services | 249.0 | $6K | 0.00% | +3.0 | +1.2% | $23.92 | +1.6% |
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
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%