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Portfolio (Quarterly) Guide ↗

Westfuller Advisors, LLC

· CIK 0002024115
13F Portfolio $247M AUM 772 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 765 New
Page 10 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 UNILEVER PLC 2,187.0 $143K 0.06% NEW $65.40
182 SNPS SYNOPSYS INC Technology 304.0 $143K 0.06% NEW $469.72 +1.3%
183 NEE NEXTERA ENERGY INC Utilities 1,765.0 $142K 0.06% NEW $80.26 +7.8%
184 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 1,762.0 $142K 0.06% NEW $80.31 -2.0%
185 AMD ADVANCED MICRO DEVICES INC Technology 656.0 $140K 0.06% NEW $214.16 +137.2%
186 KO COCA COLA CO Consumer Defensive 1,955.0 $137K 0.06% NEW $69.93 +14.6%
187 EA ELECTRONIC ARTS INC Communication Services 650.0 $133K 0.05% NEW $204.46 -1.4%
188 SCHD SCHWAB STRATEGIC TR 4,799.0 $132K 0.05% NEW $27.43 +18.7%
189 YUM YUM BRANDS INC Consumer Cyclical 868.0 $131K 0.05% NEW $151.28 -1.0%
190 HDB HDFC BANK LTD Financial Services 3,560.0 $130K 0.05% NEW $36.54 -34.3%
191 IYF ISHARES TR 1,009.0 $130K 0.05% NEW $128.88 -4.9%
192 EEM ISHARES TR 2,375.0 $130K 0.05% NEW $54.71 +25.2%
193 QCOM QUALCOMM INC Technology 756.0 $129K 0.05% NEW $171.14 +44.9%
194 JCI JOHNSON CTLS INTL PLC Industrials 1,071.0 $129K 0.05% NEW $120.20 +12.7%
195 GRUPO CIBEST SA 2,010.0 $128K 0.05% NEW $63.61
196 CX CEMEX SAB DE CV Basic Materials 11,013.0 $127K 0.05% NEW $11.49 +13.1%
197 DLR DIGITAL RLTY TR INC Real Estate 810.0 $126K 0.05% NEW $155.98 +22.6%
198 HDV ISHARES TR 1,036.0 $126K 0.05% NEW $121.61 -77.5%
199 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 486.0 $124K 0.05% NEW $255.93 -12.2%
200 DUOL DUOLINGO INC Technology 700.0 $123K 0.05% NEW $175.50 -37.7%
Page 10 of 39  ·  765 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 32.4%
Financial Services 22.9%
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%