Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | PBR | PETROLEO BRASILEIRO SA PETRO | Energy | 6,888.0 | $84K | 0.03% | NEW | — | $12.20 | +49.0% |
| 242 | VDC | VANGUARD WORLD FD | — | 396.0 | $84K | 0.03% | NEW | — | $211.15 | +8.7% |
| 243 | CVX | CHEVRON CORP NEW | Energy | 546.0 | $83K | 0.03% | NEW | — | $152.53 | +24.3% |
| 244 | HOG | HARLEY DAVIDSON INC | Consumer Cyclical | 4,002.0 | $82K | 0.03% | NEW | — | $20.49 | +35.8% |
| 245 | IGSB | ISHARES TR | — | 1,549.0 | $82K | 0.03% | NEW | — | $52.87 | -1.3% |
| 246 | LYB | LYONDELLBASELL INDUSTRIES N | Basic Materials | 1,872.0 | $81K | 0.03% | NEW | — | $43.30 | +40.3% |
| 247 | EXC | EXELON CORP | Utilities | 1,859.0 | $81K | 0.03% | NEW | — | $43.59 | +5.4% |
| 248 | — | BLUE OWL CAPITAL CORPORATION | — | 6,328.0 | $81K | 0.03% | NEW | — | $12.80 | — |
| 249 | GLW | CORNING INC | Technology | 916.0 | $80K | 0.03% | NEW | — | $87.55 | +74.9% |
| 250 | EW | EDWARDS LIFESCIENCES CORP | Healthcare | 938.0 | $80K | 0.03% | NEW | — | $85.25 | -0.3% |
| 251 | XMMO | INVESCO EXCHANGE TRADED FD T | — | 571.0 | $79K | 0.03% | NEW | — | $138.36 | +12.9% |
| 252 | APP | APPLOVIN CORP | Technology | 117.0 | $79K | 0.03% | NEW | — | $673.82 | -37.0% |
| 253 | AYI | ACUITY INC | Industrials | 217.0 | $78K | 0.03% | NEW | — | $360.10 | -9.2% |
| 254 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 540.0 | $77K | 0.03% | NEW | — | $143.31 | +4.1% |
| 255 | TXN | TEXAS INSTRS INC | Technology | 445.0 | $77K | 0.03% | NEW | — | $173.67 | +63.6% |
| 256 | AMP | AMERIPRISE FINL INC | Financial Services | 157.0 | $77K | 0.03% | NEW | — | $491.52 | +7.1% |
| 257 | ZTS | ZOETIS INC | Healthcare | 612.0 | $77K | 0.03% | NEW | — | $125.80 | -39.1% |
| 258 | LAZ | LAZARD INC | Financial Services | 1,550.0 | $75K | 0.03% | NEW | — | $48.56 | -13.2% |
| 259 | NWE | NORTHWESTERN ENERGY GROUP IN | Utilities | 1,165.0 | $75K | 0.03% | NEW | — | $64.56 | +11.3% |
| 260 | NTAP | NETAPP INC | Technology | 695.0 | $74K | 0.03% | NEW | — | $107.08 | +50.5% |
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
32.4%
Financial Services
22.8%
Communication Services
11.3%
Consumer Cyclical
10.8%
Healthcare
8.4%
Industrials
6.1%
Consumer Defensive
2.8%
Basic Materials
2.0%
Utilities
1.4%
Real Estate
1.1%