Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 361 | CME | CME GROUP INC | Financial Services | 87.0 | $24K | 0.01% | NEW | — | $272.39 | +2.2% |
| 362 | ALB | ALBEMARLE CORP | Basic Materials | 167.0 | $24K | 0.01% | NEW | — | $141.59 | +24.9% |
| 363 | — | INGERSOLL RAND INC | — | 298.0 | $24K | 0.01% | NEW | — | $79.32 | — |
| 364 | VOYA | VOYA FINANCIAL INC | Financial Services | 316.0 | $24K | 0.01% | NEW | — | $74.38 | +10.5% |
| 365 | NPO | ENPRO INC | Industrials | 109.0 | $23K | 0.01% | NEW | — | $214.73 | +44.9% |
| 366 | HPQ | HP INC | Technology | 1,032.0 | $23K | 0.01% | NEW | — | $22.58 | +20.7% |
| 367 | MCD | MCDONALDS CORP | Consumer Cyclical | 75.0 | $23K | 0.01% | NEW | — | $307.05 | -9.0% |
| 368 | ON | ON SEMICONDUCTOR CORP | Technology | 425.0 | $23K | 0.01% | NEW | — | $54.15 | +123.7% |
| 369 | SOLS | SOLSTICE ADVANCED MATLS INC | Basic Materials | 469.0 | $23K | 0.01% | NEW | — | $48.58 | +75.7% |
| 370 | TE | T1 ENERGY INC | Industrials | 3,232.0 | $22K | 0.01% | NEW | — | $6.68 | +54.9% |
| 371 | STX | SEAGATE TECHNOLOGY HLDNGS PL | Technology | 77.0 | $21K | 0.01% | NEW | — | $277.56 | +219.7% |
| 372 | SCCO | SOUTHERN COPPER CORP | Basic Materials | 149.0 | $21K | 0.01% | NEW | — | $143.12 | +34.0% |
| 373 | RKLB | ROCKET LAB CORP | Industrials | 303.0 | $21K | 0.01% | NEW | — | $69.76 | +99.6% |
| 374 | RGTI | RIGETTI COMPUTING INC | Technology | 912.0 | $20K | 0.01% | NEW | — | $22.15 | +13.8% |
| 375 | REGN | REGENERON PHARMACEUTICALS | Healthcare | 26.0 | $20K | 0.01% | NEW | — | $773.77 | -20.2% |
| 376 | HCA | HCA HEALTHCARE INC | Healthcare | 43.0 | $20K | 0.01% | NEW | — | $463.70 | -17.6% |
| 377 | VIS | VANGUARD WORLD FD | — | 66.0 | $20K | 0.01% | NEW | — | $297.86 | +14.3% |
| 378 | BX | BLACKSTONE INC | Financial Services | 127.0 | $20K | 0.01% | NEW | — | $154.55 | -24.1% |
| 379 | ITW | ILLINOIS TOOL WKS INC | Industrials | 78.0 | $19K | 0.01% | NEW | — | $247.91 | +0.4% |
| 380 | MPWR | MONOLITHIC PWR SYS INC | Technology | 21.0 | $19K | 0.01% | NEW | — | $918.76 | +73.3% |
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%