Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 561 | HPE | HEWLETT PACKARD ENTERPRISE C | Technology | 131.0 | $6K | 0.00% | -166.0 | -55.9% | $45.34 | +14.7% |
| 562 | SITM | SITIME CORP | Technology | 8.0 | $6K | 0.00% | — | — | $733.25 | -16.5% |
| 563 | EME | EMCOR GROUP INC | Industrials | 7.0 | $6K | 0.00% | — | — | $832.71 | -9.4% |
| 564 | APLD | APPLIED DIGITAL CORP | Technology | 156.0 | $6K | 0.00% | — | — | $37.30 | -29.3% |
| 565 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 79.0 | $6K | 0.00% | -30.0 | -27.5% | $73.53 | -18.8% |
| 566 | — | CANADIAN PACIFIC KANSAS CITY | — | 66.0 | $6K | 0.00% | — | — | $86.95 | — |
| 567 | — | CENCORA INC | — | 20.0 | $6K | 0.00% | NEW | — | $283.60 | — |
| 568 | AN | AUTONATION INC | Consumer Cyclical | 30.0 | $6K | 0.00% | NEW | — | $185.80 | +14.3% |
| 569 | CE | CELANESE CORP DEL | Basic Materials | 121.0 | $6K | 0.00% | NEW | — | $46.00 | -2.9% |
| 570 | PFG | PRINCIPAL FINANCIAL GROUP IN | Financial Services | 51.0 | $5K | 0.00% | -5.0 | -8.9% | $107.43 | +8.6% |
| 571 | AEO | AMERICAN EAGLE OUTFITTERS IN | Consumer Cyclical | 318.0 | $5K | 0.00% | +2.0 | +0.6% | $17.19 | +1.2% |
| 572 | SNOW | SNOWFLAKE INC | Technology | 21.0 | $5K | 0.00% | — | — | $254.52 | +32.5% |
| 573 | PHG | KONINKLIJKE PHILIPS N V | Healthcare | 195.0 | $5K | 0.00% | +7.0 | +3.7% | $27.23 | -4.9% |
| 574 | SNA | SNAP ON INC | Industrials | 13.0 | $5K | 0.00% | — | — | $406.31 | -5.7% |
| 575 | WHR | WHIRLPOOL CORP | Consumer Cyclical | 129.0 | $5K | 0.00% | — | — | $39.54 | -0.6% |
| 576 | MHK | MOHAWK INDS INC | Consumer Cyclical | 42.0 | $5K | 0.00% | NEW | — | $121.33 | +10.1% |
| 577 | GRMN | GARMIN LTD | Technology | 21.0 | $5K | 0.00% | -25.0 | -54.4% | $238.86 | +16.0% |
| 578 | MKC | MCCORMICK & CO INC | Consumer Defensive | 99.0 | $5K | 0.00% | +29.0 | +41.4% | $50.49 | +3.1% |
| 579 | PPG | PPG INDS INC | Basic Materials | 41.0 | $5K | 0.00% | -23.0 | -35.9% | $121.29 | -7.2% |
| 580 | FERG | FERGUSON ENTERPRISES INC | Industrials | 21.0 | $5K | 0.00% | +1.0 | +5.0% | $233.05 | -2.0% |
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%