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Portfolio (Quarterly) Guide ↗

Westfuller Advisors, LLC

· CIK 0002024115
13F Portfolio $275M AUM 770 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 70 New 235 Added 199 Reduced 52 Exited
Page 9 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LQD ISHARES TR 1,553.0 $169K 0.06% -77.0 -4.7% $109.05 -3.3%
162 CVX CHEVRON CORPORATION Energy 1,014.0 $168K 0.06% +246.0 +32.0% $165.83 +25.7%
163 PRU PRUDENTIAL FINL INC Financial Services 1,538.0 $166K 0.06% -67.0 -4.2% $107.90 +13.1%
164 AVAV AEROVIRONMENT INC Industrials 1,000.0 $165K 0.06% $165.07 -12.4%
165 JHG JANUS HENDERSON GROUP PLC Financial Services 3,169.0 $165K 0.06% -121.0 -3.7% $51.95 -0.0%
166 LIN LINDE PLC Basic Materials 316.0 $164K 0.06% +303.0 +2330.8% $519.55 -8.1%
167 CAT CATERPILLAR INC Industrials 153.0 $163K 0.06% +145.0 +1812.5% $1064.90 -23.6%
168 GRUPO CIBEST SA 2,010.0 $162K 0.06% $80.76
169 WDC WESTERN DIGITAL CORP Technology 251.0 $160K 0.06% -315.0 -55.6% $638.76 -26.8%
170 JCI JOHNSON CONTROLS INTERNATION Industrials 1,077.0 $158K 0.06% $146.56 -1.1%
171 INTU INTUIT Technology 599.0 $156K 0.06% +18.0 +3.1% $260.99 +27.5%
172 NEE NEXTERA ENERGY INC Utilities 1,772.0 $156K 0.06% $87.78 -5.0%
173 BEPC BROOKFIELD RENEWABLE CORP Utilities 4,188.0 $155K 0.06% -465.0 -10.0% $37.12 -14.5%
174 SCHD SCHWAB STRATEGIC TR 4,877.0 $155K 0.06% +38.0 +0.8% $31.71 +9.7%
175 R RYDER SYS INC Industrials 585.0 $154K 0.06% -10.0 -1.7% $263.93 -5.9%
176 NOK NOKIA CORP Technology 11,314.0 $150K 0.06% $13.28 -24.4%
177 CAH CARDINAL HEALTH INC Healthcare 632.0 $150K 0.06% -328.0 -34.2% $237.54 +4.1%
178 ORCL ORACLE CORP Technology 1,020.0 $149K 0.05% +288.0 +39.3% $146.55 +8.4%
179 VHT VANGUARD WORLD FD 496.0 $148K 0.05% -318.0 -39.1% $298.75 +7.7%
180 INSW INTERNATIONAL SEAWAYS INC Energy 1,919.0 $147K 0.05% $76.61 +36.4%
Page 9 of 39  ·  765 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 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%