Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 601 | ESE | ESCO TECHNOLOGIES INC | Technology | 10.0 | $3K | 0.00% | -2.0 | -16.7% | $286.20 | -4.3% |
| 602 | EVR | EVERCORE INC | Financial Services | 10.0 | $3K | 0.00% | -1.0 | -9.1% | $285.60 | +4.3% |
| 603 | KVUE | KENVUE INC | Consumer Defensive | 164.0 | $3K | 0.00% | -146.0 | -47.1% | $17.20 | +9.0% |
| 604 | — | U HAUL HOLDING COMPANY | — | 63.0 | $3K | 0.00% | — | — | $44.67 | — |
| 605 | ARM | ARM HOLDINGS PLC | Technology | 18.0 | $3K | 0.00% | — | — | $151.28 | +66.6% |
| 606 | SITM | SITIME CORP | Technology | 8.0 | $3K | 0.00% | -1.0 | -11.1% | $339.62 | +80.2% |
| 607 | LVS | LAS VEGAS SANDS CORP | Consumer Cyclical | 50.0 | $3K | 0.00% | -3.0 | -5.7% | $53.88 | -17.7% |
| 608 | LGND | LIGAND PHARMACEUTICALS INC | Healthcare | 13.0 | $3K | 0.00% | -3.0 | -18.8% | $204.46 | +39.7% |
| 609 | TFX | TELEFLEX INCORPORATED | Healthcare | 22.0 | $3K | 0.00% | — | — | $119.27 | +16.0% |
| 610 | DG | DOLLAR GEN CORP | Consumer Defensive | 22.0 | $3K | 0.00% | — | — | $119.18 | +11.8% |
| 611 | WST | WEST PHARMACEUTICAL SVSC INC | Healthcare | 10.0 | $3K | 0.00% | — | — | $253.50 | +34.1% |
| 612 | MTD | METTLER TOLEDO INTERNATIONAL | Healthcare | 2.0 | $3K | 0.00% | — | — | $1261.00 | +6.7% |
| 613 | HUM | HUMANA INC | Healthcare | 14.0 | $2K | 0.00% | NEW | — | $174.29 | +130.4% |
| 614 | DOV | DOVER CORP | Industrials | 12.0 | $2K | 0.00% | -1.0 | -7.7% | $202.25 | -4.6% |
| 615 | IJH | ISHARES TR | — | 36.0 | $2K | 0.00% | — | — | $67.06 | +13.1% |
| 616 | LUMN | LUMEN TECHNOLOGIES INC | Communication Services | 340.0 | $2K | 0.00% | — | — | $6.96 | -2.7% |
| 617 | MYRG | MYR GROUP INC | Industrials | 8.0 | $2K | 0.00% | -2.0 | -20.0% | $290.38 | -1.3% |
| 618 | ALNY | ALNYLAM PHARMACEUTICALS INC | Healthcare | 7.0 | $2K | 0.00% | NEW | — | $330.86 | -19.6% |
| 619 | EXR | EXTRA SPACE STORAGE INC | Real Estate | 17.0 | $2K | 0.00% | -48.0 | -73.8% | $134.88 | +3.2% |
| 620 | GSK | GSK PLC | Healthcare | 41.0 | $2K | 0.00% | -18.0 | -30.5% | $55.66 | -10.4% |
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
33.2%
Financial Services
23.8%
Consumer Cyclical
10.3%
Communication Services
8.3%
Healthcare
8.1%
Industrials
6.3%
Consumer Defensive
3.1%
Utilities
2.5%
Basic Materials
2.0%
Real Estate
1.2%