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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 6 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 1,328.0 $29K 0.01% +26.0 +2.0% $21.89 +16.0%
102 HCA HCA HEALTHCARE INC Healthcare 56.0 $26K 0.01% +13.0 +30.2% $470.77 -18.3%
103 INGERSOLL RAND INC 320.0 $26K 0.01% +22.0 +7.4% $80.22
104 VLUE ISHARES TR 180.0 $26K 0.01% +1.0 +0.6% $142.02 +38.0%
105 TFC TRUIST FINL CORP Financial Services 511.0 $23K 0.01% +29.0 +6.0% $45.93 +4.1%
106 PFE PFIZER INC Healthcare 804.0 $23K 0.01% +104.0 +14.9% $28.09 -6.9%
107 REGN REGENERON PHARMACEUTICALS Healthcare 28.0 $22K 0.01% +2.0 +7.7% $774.57 -19.8%
108 BMY BRISTOL-MYERS SQUIBB CO Healthcare 341.0 $21K 0.01% +78.0 +29.7% $60.60 -6.1%
109 CBOE CBOE GLOBAL MKTS INC Financial Services 73.0 $21K 0.01% +1.0 +1.4% $282.37 +21.9%
110 D DOMINION ENERGY INC Utilities 313.0 $19K 0.01% +20.0 +6.8% $61.77 +9.1%
111 OKE ONEOK INC NEW Energy 214.0 $19K 0.01% +3.0 +1.4% $90.32 -3.7%
112 XLP SELECT SECTOR SPDR TR 220.0 $18K 0.01% +2.0 +0.9% $81.82 +3.2%
113 MRSH MARSH & MCLENNAN COS INC Financial Services 100.0 $17K 0.01% +27.0 +37.0% $174.08 -8.4%
114 CVS CVS HEALTH CORP Healthcare 235.0 $17K 0.01% +2.0 +0.9% $71.96 +29.2%
115 ABNB AIRBNB INC Consumer Cyclical 133.0 $17K 0.01% +71.0 +114.5% $126.28 +6.5%
116 NDAQ NASDAQ INC Financial Services 191.0 $16K 0.01% +50.0 +35.5% $84.96 +7.1%
117 HUBB HUBBELL INC Industrials 31.0 $15K 0.01% +3.0 +10.7% $496.61 -4.6%
118 COIN COINBASE GLOBAL INC Financial Services 87.0 $15K 0.01% +31.0 +55.4% $174.61 +4.4%
119 IRM IRON MTN INC DEL Real Estate 147.0 $15K 0.01% +29.0 +24.6% $102.76 +23.4%
120 SYY SYSCO CORP Consumer Defensive 209.0 $15K 0.01% +74.0 +54.8% $71.25 +6.6%
Page 6 of 11  ·  202 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%