Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 221 | TRU | TRANSUNION | Industrials | 1,175.0 | $101K | 0.04% | NEW | — | $85.75 | -15.5% |
| 222 | VMC | VULCAN MATLS CO | Basic Materials | 348.0 | $99K | 0.04% | NEW | — | $284.97 | +0.4% |
| 223 | UBER | UBER TECHNOLOGIES INC | Technology | 1,208.0 | $99K | 0.04% | NEW | — | $81.71 | -12.6% |
| 224 | KR | KROGER CO | Consumer Defensive | 1,552.0 | $97K | 0.04% | NEW | — | $62.48 | +0.5% |
| 225 | VO | VANGUARD INDEX FDS | — | 328.0 | $95K | 0.04% | NEW | — | $290.27 | -72.8% |
| 226 | BKH | BLACK HILLS CORP | Utilities | 1,361.0 | $94K | 0.04% | NEW | — | $69.40 | +5.8% |
| 227 | AMGN | AMGEN INC | Healthcare | 287.0 | $94K | 0.04% | NEW | — | $326.77 | +2.8% |
| 228 | INSW | INTERNATIONAL SEAWAYS INC | Energy | 1,919.0 | $93K | 0.04% | NEW | — | $48.56 | +57.2% |
| 229 | URI | UNITED RENTALS INC | Industrials | 115.0 | $93K | 0.04% | NEW | — | $805.85 | +23.2% |
| 230 | BBY | BEST BUY INC | Consumer Cyclical | 1,338.0 | $91K | 0.04% | NEW | — | $67.92 | +12.0% |
| 231 | DDOG | DATADOG INC | Technology | 657.0 | $89K | 0.04% | NEW | — | $135.99 | +74.4% |
| 232 | IBB | ISHARES TR | — | 527.0 | $89K | 0.04% | NEW | — | $168.83 | +2.1% |
| 233 | HUBS | HUBSPOT INC | Technology | 221.0 | $89K | 0.04% | NEW | — | $401.30 | -47.2% |
| 234 | NULV | NUSHARES ETF TR | — | 1,965.0 | $89K | 0.04% | NEW | — | $45.04 | +12.9% |
| 235 | NKE | NIKE INC | Consumer Cyclical | 1,359.0 | $88K | 0.04% | NEW | — | $65.04 | -28.2% |
| 236 | USHY | ISHARES TR | — | 2,349.0 | $88K | 0.04% | NEW | — | $37.39 | -0.7% |
| 237 | CASY | CASEYS GEN STORES INC | Consumer Cyclical | 157.0 | $87K | 0.04% | NEW | — | $553.04 | +37.8% |
| 238 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 1,579.0 | $86K | 0.04% | NEW | — | $54.32 | +14.1% |
| 239 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 476.0 | $85K | 0.03% | NEW | — | $177.75 | -12.5% |
| 240 | ARCC | ARES CAPITAL CORP | Financial Services | 4,156.0 | $84K | 0.03% | NEW | — | $20.23 | -6.7% |
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%