Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 581 | EME | EMCOR GROUP INC | Industrials | 7.0 | $4K | 0.00% | NEW | — | $613.29 | +21.3% |
| 582 | XRT | SPDR SERIES TRUST | — | 50.0 | $4K | 0.00% | NEW | — | $85.74 | +3.7% |
| 583 | INDI | INDIE SEMICONDUCTOR INC | Technology | 1,210.0 | $4K | 0.00% | NEW | — | $3.53 | +6.8% |
| 584 | — | BETTER HOME & FINANCE HOLDIN | — | 131.0 | $4K | 0.00% | NEW | — | $32.58 | — |
| 585 | LEN | LENNAR CORP | Consumer Cyclical | 41.0 | $4K | 0.00% | NEW | — | $102.80 | -19.4% |
| 586 | PPG | PPG INDS INC | Basic Materials | 41.0 | $4K | 0.00% | NEW | — | $102.46 | +12.9% |
| 587 | MTSI | MACOM TECH SOLUTIONS HLDGS I | Technology | 24.0 | $4K | 0.00% | NEW | — | $174.42 | +54.7% |
| 588 | VT | VANGUARD INTL EQUITY INDEX F | — | 30.0 | $4K | 0.00% | NEW | — | $139.07 | +10.9% |
| 589 | MOD | MODINE MFG CO | Consumer Cyclical | 31.0 | $4K | 0.00% | NEW | — | $133.58 | +70.6% |
| 590 | TPG | TPG INC | Financial Services | 64.0 | $4K | 0.00% | NEW | — | $63.84 | -32.7% |
| 591 | ARES | ARES MANAGEMENT CORPORATION | Financial Services | 25.0 | $4K | 0.00% | NEW | — | $161.32 | -24.8% |
| 592 | RF | REGIONS FINANCIAL CORP NEW | Financial Services | 145.0 | $4K | 0.00% | NEW | — | $27.43 | +13.4% |
| 593 | MLI | MUELLER INDS INC | Industrials | 34.0 | $4K | 0.00% | NEW | — | $116.18 | -49.2% |
| 594 | CRBN | ISHARES TR | — | 17.0 | $4K | 0.00% | NEW | — | $231.24 | +8.3% |
| 595 | EVR | EVERCORE INC | Financial Services | 11.0 | $4K | 0.00% | NEW | — | $355.45 | -6.2% |
| 596 | QUBT | QUANTUM COMPUTING INC | Technology | 381.0 | $4K | 0.00% | NEW | — | $10.26 | -22.8% |
| 597 | MTB | M & T BK CORP | Financial Services | 19.0 | $4K | 0.00% | NEW | — | $203.68 | +22.5% |
| 598 | NTRS | NORTHERN TR CORP | Financial Services | 28.0 | $4K | 0.00% | NEW | — | $137.54 | +32.9% |
| 599 | SWK | STANLEY BLACK & DECKER INC | Industrials | 52.0 | $4K | 0.00% | NEW | — | $73.58 | +18.9% |
| 600 | WAT | WATERS CORP | Healthcare | 10.0 | $4K | 0.00% | NEW | — | $379.80 | -2.8% |
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
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%