Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | VCSH | VANGUARD SCOTTSDALE FDS | — | 182.0 | $14K | 0.01% | +26.0 | +16.7% | $79.37 | -0.3% |
| 122 | CCI | CROWN CASTLE INC | Real Estate | 176.0 | $14K | 0.01% | +18.0 | +11.4% | $81.35 | +12.0% |
| 123 | FNF | FIDELITY NATL FINL INC | Financial Services | 306.0 | $14K | 0.01% | +4.0 | +1.3% | $46.31 | +2.7% |
| 124 | ROL | ROLLINS INC | Consumer Cyclical | 264.0 | $14K | 0.01% | +23.0 | +9.5% | $53.50 | -7.6% |
| 125 | EIX | EDISON INTL | Utilities | 189.0 | $14K | 0.01% | +3.0 | +1.6% | $73.04 | -3.8% |
| 126 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 42.0 | $14K | 0.01% | +15.0 | +55.6% | $321.64 | -5.1% |
| 127 | BTI | BRITISH AMERN TOB PLC | Consumer Defensive | 224.0 | $13K | 0.01% | +3.0 | +1.4% | $59.35 | +6.0% |
| 128 | KDP | KEURIG DR PEPPER INC | Consumer Defensive | 497.0 | $13K | 0.01% | +153.0 | +44.5% | $26.55 | +13.1% |
| 129 | SRE | SEMPRA | Utilities | 130.0 | $13K | 0.01% | +62.0 | +91.2% | $97.83 | -8.0% |
| 130 | SHEL | SHELL PLC | Energy | 135.0 | $13K | 0.01% | +1.0 | +0.8% | $92.80 | -9.7% |
| 131 | WTRG | ESSENTIAL UTILS INC | Utilities | 307.0 | $12K | 0.01% | +2.0 | +0.7% | $40.30 | -9.0% |
| 132 | CWT | CALIFORNIA WTR SVC GROUP | Utilities | 268.0 | $12K | 0.01% | +2.0 | +0.8% | $45.40 | -3.5% |
| 133 | DASH | DOORDASH INC | Communication Services | 81.0 | $12K | 0.01% | +71.0 | +710.0% | $150.15 | +4.4% |
| 134 | QUBT | QUANTUM COMPUTING INC | Technology | 1,757.0 | $12K | 0.01% | +1K | +361.1% | $6.85 | +78.7% |
| 135 | BIIB | BIOGEN INC | Healthcare | 60.0 | $11K | 0.01% | +1.0 | +1.7% | $183.33 | +7.1% |
| 136 | GRMN | GARMIN LTD | Technology | 46.0 | $11K | 0.01% | +39.0 | +557.1% | $232.61 | +1.6% |
| 137 | STZ | CONSTELLATION BRANDS INC | Consumer Defensive | 69.0 | $10K | 0.00% | +8.0 | +13.1% | $149.33 | -4.8% |
| 138 | CNC | CENTENE CORP DEL | Healthcare | 307.0 | $10K | 0.00% | +18.0 | +6.2% | $32.74 | +79.9% |
| 139 | BDX | BECTON DICKINSON & CO | Healthcare | 61.0 | $10K | 0.00% | +2.0 | +3.4% | $158.00 | -6.1% |
| 140 | LYV | LIVE NATION ENTERTAINMENT IN | Communication Services | 62.0 | $9K | 0.00% | +26.0 | +72.2% | $152.52 | +9.5% |
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%