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 3 of 3 · 44 positions

← Prev 1 2 3

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	—	PLYMOUTH INDL REIT INC	—	48	$1K	—	SOLD
42	JBI	JANUS INTERNATIONAL GROUP IN	Industrials	102	$664.0	—	SOLD
43	CBNK	CAPITAL BANCORP INC MD	Financial Services	3	$96.0	—	SOLD
44	WOLF	WOLFSPEED INC	Technology	1	$17.0	—	SOLD

Page 3 of 3 · 44 positions

← Prev 1 2 3

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%