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Portfolio (Quarterly) Guide ↗

Westfuller Advisors, LLC

· CIK 0002024115
13F Portfolio $232M AUM 761 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 39 New 202 Added 312 Reduced 44 Exited
Page 38 of 38  ·  756 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 BX BLACKSTONE INC Financial Services $34.0 -100.0%
742 PSK SPDR SERIES TRUST 1.0 $29.0 -41.0 -97.6% $29.00 +7.1%
743 OGN ORGANON & CO Healthcare 4.0 $22.0 $5.50 +143.1%
744 RCI ROGERS COMMUNICATIONS INC Communication Services 1.0 $22.0 $22.00 +71.0%
745 BCE BCE INC Communication Services 1.0 $16.0 -45.0 -97.8% $16.00 +56.1%
746 MTCH MATCH GROUP INC NEW Communication Services $13.0 -100.0%
747 CHGG CHEGG INC Consumer Defensive 15.0 $11.0 -15.0 -50.0% $0.73 +98.4%
748 BR BROADRIDGE FINL SOLUTIONS IN Technology $9.0 -100.0%
749 J JACOBS SOLUTIONS INC Industrials $7.0 -100.0%
750 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services $7.0 NEW
751 SWKS SKYWORKS SOLUTIONS INC Technology $5.0 -100.0%
752 BKLN INVESCO EXCH TRADED FD TR II $4.0 -100.0%
753 BALL BALL CORP Consumer Cyclical $2.0 -100.0%
754 LII LENNOX INTL INC Industrials $2.0 NEW
755 ALLE ALLEGION PLC Industrials $2.0 NEW
756 ING ING GROEP N.V. Financial Services $1.0 NEW
Page 38 of 38  ·  756 positions

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 32.2%
Financial Services 23.2%
Communication Services 11.1%
Consumer Cyclical 10.0%
Healthcare 7.9%
Industrials 6.1%
Consumer Defensive 3.0%
Utilities 2.4%
Basic Materials 1.9%
Real Estate 1.2%