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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 14 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 HE HAWAIIAN ELEC INDUSTRIES Utilities 6,000.0 $74K 0.03% NEW $12.30 +8.6%
262 MS MORGAN STANLEY Financial Services 414.0 $74K 0.03% NEW $177.62 +16.2%
263 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 3,287.0 $73K 0.03% NEW $22.32 -18.0%
264 NOK NOKIA CORP Technology 11,314.0 $73K 0.03% NEW $6.47 +127.7%
265 HPE HEWLETT PACKARD ENTERPRISE C Technology 3,013.0 $73K 0.03% NEW $24.16 +80.6%
266 ANET ARISTA NETWORKS INC Technology 551.0 $72K 0.03% NEW $130.98 +20.0%
267 SCHW SCHWAB CHARLES CORP Financial Services 721.0 $72K 0.03% NEW $99.98 -13.2%
268 NYT NEW YORK TIMES CO Communication Services 1,031.0 $72K 0.03% NEW $69.45 +8.8%
269 VPU VANGUARD WORLD FD 385.0 $71K 0.03% NEW $184.96 +4.2%
270 USMV ISHARES TR 740.0 $70K 0.03% NEW $94.21 +2.4%
271 GWRE GUIDEWIRE SOFTWARE INC Technology 338.0 $68K 0.03% NEW $201.01 -26.3%
272 PBW INVESCO EXCHANGE TRADED FD T 2,193.0 $67K 0.03% NEW $30.55 +46.0%
273 VZ VERIZON COMMUNICATIONS INC Communication Services 1,638.0 $67K 0.03% NEW $40.74 +17.7%
274 JEPI J P MORGAN EXCHANGE TRADED F 1,128.0 $65K 0.03% NEW $57.66 -2.7%
275 SJT SAN JUAN BASIN RTY TR Energy 11,430.0 $64K 0.03% NEW $5.62 -30.4%
276 FSLR FIRST SOLAR INC Energy 245.0 $64K 0.03% NEW $261.23 +15.0%
277 DHS WISDOMTREE TR 614.0 $62K 0.03% NEW $101.75 +10.3%
278 A AGILENT TECHNOLOGIES INC Healthcare 440.0 $60K 0.02% NEW $135.98 +0.4%
279 NIO NIO INC Consumer Cyclical 11,680.0 $60K 0.02% NEW $5.10 +7.4%
280 XLB SELECT SECTOR SPDR TR 1,293.0 $59K 0.02% NEW $45.36 +13.6%
Page 14 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%