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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 9 of 38  ·  756 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 HDV ISHARES TR 1,043.0 $141K 0.06% +7.0 +0.7% $135.66 -79.8%
162 AMT AMERICAN TOWER CORP Real Estate 819.0 $141K 0.06% -30.0 -3.5% $172.63 +8.1%
163 JCI JOHNSON CONTROLS INTERNATION Industrials 1,075.0 $141K 0.06% $131.38 +3.6%
164 EQIX EQUINIX INC Real Estate 144.0 $141K 0.06% +110.0 +323.5% $980.24 +9.1%
165 FORTINET INC 1,720.0 $141K 0.06% -1K -40.2% $81.71
166 INSW INTERNATIONAL SEAWAYS INC Energy 1,919.0 $140K 0.06% $72.90 +5.4%
167 GEV GE VERNOVA INC Utilities 157.0 $137K 0.06% +105.0 +201.9% $873.74 +14.0%
168 CRM SALESFORCE INC Technology 729.0 $136K 0.06% -171.0 -19.0% $186.56 -5.6%
169 EA ELECTRONIC ARTS INC Communication Services 666.0 $136K 0.06% +16.0 +2.5% $204.00 -1.4%
170 YUM YUM BRANDS INC Consumer Cyclical 868.0 $135K 0.06% $155.48 -2.2%
171 EEM ISHARES TR 2,375.0 $135K 0.06% $56.79 +20.8%
172 RRC RANGE RES CORP Energy 2,975.0 $134K 0.06% $45.19 -12.8%
173 GILD GILEAD SCIENCES INC Healthcare 963.0 $134K 0.06% -477.0 -33.1% $139.34 -2.2%
174 ETHO AMPLIFY ETF TR 2,027.0 $134K 0.06% NEW $66.08 +15.7%
175 SO SOUTHERN CO Utilities 1,382.0 $133K 0.06% $96.53 -4.2%
176 CBRE CBRE GROUP INC Real Estate 963.0 $130K 0.06% -54.0 -5.3% $135.46 -6.7%
177 USHY ISHARES TR 3,528.0 $130K 0.06% +1K +50.2% $36.84 +0.7%
178 CX CEMEX SA EURO MTN BE 144A Basic Materials 11,013.0 $126K 0.05% $11.44 +14.2%
179 ABT ABBOTT LABORATORIES Healthcare 1,219.0 $125K 0.05% -629.0 -34.0% $102.68 -16.0%
180 XEL XCEL ENERGY INC Utilities 1,562.0 $125K 0.05% -12.0 -0.8% $79.99 +1.3%
Page 9 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%