Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | CHD | CHURCH & DWIGHT CO INC | Consumer Defensive | 48.0 | $4K | 0.00% | +3.0 | +6.7% | $93.31 | +4.9% |
| 182 | ANGL | VANECK ETF TRUST | — | 135.0 | $4K | 0.00% | +61.0 | +82.4% | $28.72 | +1.5% |
| 183 | RF | REGIONS FINANCIAL CORP NEW | Financial Services | 147.0 | $4K | 0.00% | +2.0 | +1.4% | $26.34 | +5.7% |
| 184 | WAT | WATERS CORP | Healthcare | 13.0 | $4K | 0.00% | +3.0 | +30.0% | $297.77 | +21.9% |
| 185 | APLD | APPLIED DIGITAL CORP | Technology | 156.0 | $4K | 0.00% | +148.0 | +1850.0% | $23.74 | +106.9% |
| 186 | BHP | BHP BILLITON LIMITED | Basic Materials | 50.0 | $4K | 0.00% | +1.0 | +2.0% | $72.90 | +20.7% |
| 187 | OTIS | OTIS WORLDWIDE CORP | Industrials | 47.0 | $4K | 0.00% | +46.0 | +4600.0% | $76.47 | -7.2% |
| 188 | PGX | INVESCO EXCH TRADED FD TR II | — | 282.0 | $3K | 0.00% | +37.0 | +15.1% | $10.88 | +1.4% |
| 189 | VONG | VANGUARD SCOTTSDALE FDS | — | 20.0 | $2K | 0.00% | +4.0 | +25.0% | $109.70 | +19.2% |
| 190 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 22.0 | $2K | 0.00% | +7.0 | +46.7% | $97.77 | +2.2% |
| 191 | EBF | ENNIS INC | Industrials | 98.0 | $2K | 0.00% | +2.0 | +2.1% | $21.34 | -4.6% |
| 192 | VOD | VODAFONE GROUP PLC | Communication Services | 135.0 | $2K | 0.00% | +2.0 | +1.5% | $15.06 | -1.0% |
| 193 | ARE | ALEXANDRIA REAL ESTATE EQ IN | Real Estate | 41.0 | $2K | 0.00% | +34.0 | +485.7% | $47.24 | +5.5% |
| 194 | KRG | KITE REALTY GROUP TRUST | Real Estate | 76.0 | $2K | 0.00% | +2.0 | +2.7% | $24.42 | +12.6% |
| 195 | MOH | MOLINA HEALTHCARE INC | Healthcare | 13.0 | $2K | 0.00% | +6.0 | +85.7% | $133.31 | +32.7% |
| 196 | HYG | ISHARES TR | — | 20.0 | $2K | 0.00% | +1.0 | +5.3% | $77.80 | +3.1% |
| 197 | GAP | GAP INC | Consumer Cyclical | 39.0 | $934.0 | — | +1.0 | +2.6% | $23.95 | +4.7% |
| 198 | AVEM | AMERICAN CENTY ETF TR | — | 9.0 | $725.0 | — | +1.0 | +12.5% | $80.56 | +20.3% |
| 199 | IEMG | ISHARES INC | — | 10.0 | $698.0 | — | +1.0 | +11.1% | $69.80 | +19.5% |
| 200 | MBLY | MOBILEYE GLOBAL INC | Consumer Cyclical | 89.0 | $611.0 | — | +84.0 | +1680.0% | $6.87 | +51.1% |
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
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%