Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 661 | GTLS | CHART INDS INC | Industrials | 9.0 | $2K | 0.00% | — | — | $220.00 | -4.6% |
| 662 | QYLD | GLOBAL X FDS | — | 106.0 | $2K | 0.00% | — | — | $18.46 | -0.6% |
| 663 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 30.0 | $2K | 0.00% | -59.0 | -66.3% | $64.00 | +7.6% |
| 664 | — | RALLIANT CORP | — | 26.0 | $2K | 0.00% | -124.0 | -82.7% | $73.69 | — |
| 665 | INVH | INVITATION HOMES INC | Real Estate | 61.0 | $2K | 0.00% | NEW | — | $30.51 | -6.9% |
| 666 | — | PATHWARD FINANCIAL INC | — | 21.0 | $2K | 0.00% | — | — | $87.86 | — |
| 667 | BDC | BELDEN INC | Technology | 15.0 | $2K | 0.00% | — | — | $122.53 | -0.2% |
| 668 | DAN | DANA INC | Consumer Cyclical | 67.0 | $2K | 0.00% | +1.0 | +1.5% | $27.06 | +18.4% |
| 669 | NU | NU HLDGS LTD | Financial Services | 134.0 | $2K | 0.00% | — | — | $13.34 | +15.2% |
| 670 | VEEV | VEEVA SYS INC | Healthcare | 10.0 | $2K | 0.00% | NEW | — | $177.50 | +55.0% |
| 671 | KEX | KIRBY CORP | Industrials | 12.0 | $2K | 0.00% | — | — | $141.58 | -0.6% |
| 672 | WTW | WILLIS TOWERS WATSON PLC LTD | Financial Services | 6.0 | $2K | 0.00% | -10.0 | -62.5% | $282.67 | +18.4% |
| 673 | MSCI | MSCI INC | Financial Services | 3.0 | $2K | 0.00% | — | — | $560.00 | +2.3% |
| 674 | KBR | KBR INC | Industrials | 48.0 | $2K | 0.00% | — | — | $34.85 | +5.6% |
| 675 | FSS | FEDERAL SIGNAL CORP | Industrials | 13.0 | $2K | 0.00% | — | — | $128.15 | -6.9% |
| 676 | LVS | LAS VEGAS SANDS CORP | Consumer Cyclical | 36.0 | $2K | 0.00% | -14.0 | -28.0% | $46.19 | -3.9% |
| 677 | WAL | WESTERN ALLIANCE BANCORP | Financial Services | 20.0 | $2K | 0.00% | NEW | — | $82.65 | -2.1% |
| 678 | BOOT | BOOT BARN HLDGS INC | Consumer Cyclical | 10.0 | $2K | 0.00% | — | — | $163.30 | -5.5% |
| 679 | NMIH | NMI HLDGS INC | Financial Services | 39.0 | $2K | 0.00% | — | — | $40.82 | +9.8% |
| 680 | PSA | PUBLIC STORAGE | Real Estate | 5.0 | $2K | 0.00% | NEW | — | $318.40 | -5.1% |
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%