Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 441 | — | ETSY INC | — | 214.0 | $12K | 0.01% | NEW | — | $55.44 | — |
| 442 | WTRG | ESSENTIAL UTILS INC | Utilities | 305.0 | $12K | 0.01% | NEW | — | $38.32 | +1.4% |
| 443 | HLI | HOULIHAN LOKEY INC | Financial Services | 67.0 | $12K | 0.01% | NEW | — | $173.31 | -19.1% |
| 444 | CWT | CALIFORNIA WTR SVC GROUP | Utilities | 266.0 | $12K | 0.01% | NEW | — | $43.40 | +16.4% |
| 445 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 45.0 | $12K | 0.01% | NEW | — | $256.36 | -2.8% |
| 446 | ROK | ROCKWELL AUTOMATION INC | Industrials | 30.0 | $12K | 0.01% | NEW | — | $384.47 | +21.1% |
| 447 | LOGI | LOGITECH INTL S A | Technology | 115.0 | $12K | 0.01% | NEW | — | $100.22 | +3.7% |
| 448 | BDX | BECTON DICKINSON & CO | Healthcare | 59.0 | $12K | 0.01% | NEW | — | $153.34 | +0.1% |
| 449 | RBRK | RUBRIK INC. | Technology | 150.0 | $11K | 0.01% | NEW | — | $76.48 | -1.6% |
| 450 | VRSK | VERISK ANALYTICS INC | Industrials | 51.0 | $11K | 0.01% | NEW | — | $224.25 | -12.8% |
| 451 | ABAT | AMERICAN BATTERY TECHNOLOGY | Basic Materials | 3,408.0 | $11K | 0.01% | NEW | — | $3.34 | -28.0% |
| 452 | VB | VANGUARD INDEX FDS | — | 44.0 | $11K | 0.01% | NEW | — | $256.61 | +15.7% |
| 453 | AKAM | AKAMAI TECHNOLOGIES INC | Technology | 129.0 | $11K | 0.01% | NEW | — | $87.25 | +43.2% |
| 454 | EIX | EDISON INTL | Utilities | 186.0 | $11K | 0.01% | NEW | — | $60.02 | +29.8% |
| 455 | PRCH | PORCH GROUP INC | Technology | 1,204.0 | $11K | 0.00% | NEW | — | $9.13 | +43.8% |
| 456 | VONE | VANGUARD SCOTTSDALE FDS | — | 36.0 | $11K | 0.00% | NEW | — | $304.89 | +11.0% |
| 457 | RIO | RIO TINTO PLC | Basic Materials | 137.0 | $11K | 0.00% | NEW | — | $80.03 | +13.5% |
| 458 | BA | BOEING CO | Industrials | 50.0 | $11K | 0.00% | NEW | — | $217.12 | -3.8% |
| 459 | RIVN | RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 550.0 | $11K | 0.00% | NEW | — | $19.71 | -10.9% |
| 460 | ZM | ZOOM COMMUNICATIONS INC | Technology | 125.0 | $11K | 0.00% | NEW | — | $86.29 | +3.6% |
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%