Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | ECL | ECOLAB INC | Basic Materials | 780.0 | $218K | 0.08% | — | — | $279.50 | -0.1% |
| 142 | GLW | CORNING INC | Technology | 841.0 | $215K | 0.08% | — | — | $255.41 | -39.6% |
| 143 | JMST | J P MORGAN EXCHANGE TRADED F | — | 4,207.0 | $215K | 0.08% | NEW | — | $51.00 | -0.3% |
| 144 | NFLX | NETFLIX INC. | Communication Services | 2,950.0 | $211K | 0.08% | -516.0 | -14.9% | $71.40 | +9.6% |
| 145 | TT | TRANE TECHNOLOGIES PLC | Industrials | 427.0 | $210K | 0.08% | -20.0 | -4.5% | $491.10 | -8.8% |
| 146 | BBVA | BANCO BILBAO VIZCAYA ARGENTA | Financial Services | 8,320.0 | $209K | 0.08% | — | — | $25.06 | +17.8% |
| 147 | GRID | FIRST TR EXCHANGE-TRADED FD | — | 1,086.0 | $208K | 0.08% | — | — | $191.78 | -6.7% |
| 148 | NEM | NEWMONT CORP | Basic Materials | 2,211.0 | $207K | 0.07% | — | — | $93.40 | +37.1% |
| 149 | BE | BLOOM ENERGY CORP | Industrials | 677.0 | $205K | 0.07% | — | — | $302.70 | -16.5% |
| 150 | AYI | ACUITY INC | Industrials | 538.0 | $203K | 0.07% | +321.0 | +147.9% | $376.72 | -11.3% |
| 151 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 260.0 | $199K | 0.07% | +18.0 | +7.4% | $191.12 | +11.5% |
| 152 | VGT | VANGUARD WORLD FD | — | 1,638.0 | $196K | 0.07% | +1K | +355.0% | $119.51 | +1.5% |
| 153 | T | AT&T INC | Communication Services | 9,362.0 | $194K | 0.07% | -97.0 | -1.0% | $20.70 | +24.0% |
| 154 | XYL | XYLEM INC | Industrials | 1,623.0 | $192K | 0.07% | +901.0 | +124.8% | $118.25 | -10.6% |
| 155 | SLV | ISHARES SILVER TR | Financial Services | 3,510.0 | $188K | 0.07% | — | — | $53.47 | +11.9% |
| 156 | EEM | ISHARES TR | — | 2,727.0 | $187K | 0.07% | +352.0 | +14.8% | $68.41 | +0.4% |
| 157 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,187.0 | $180K | 0.07% | +44.0 | +3.9% | $151.47 | -12.8% |
| 158 | NI | NISOURCE INC | Utilities | 3,764.0 | $179K | 0.07% | — | — | $47.55 | -13.0% |
| 159 | NOW | SERVICENOW INC | Technology | 1,725.0 | $171K | 0.06% | -24.0 | -1.4% | $99.26 | +42.3% |
| 160 | KLAC | KLA CORP | Technology | 563.0 | $170K | 0.06% | +538.0 | +2152.0% | $301.45 | -38.4% |
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
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%