Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | 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% |
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
22.9%
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%