Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 381 | COIN | COINBASE GLOBAL INC | Financial Services | 87.0 | $15K | 0.01% | +31.0 | +55.4% | $174.61 | -8.1% |
| 382 | IRM | IRON MTN INC DEL | Real Estate | 147.0 | $15K | 0.01% | +29.0 | +24.6% | $102.76 | +20.9% |
| 383 | CINF | CINCINNATI FINL CORP | Financial Services | 95.0 | $15K | 0.01% | — | — | $158.16 | +14.0% |
| 384 | SYY | SYSCO CORP | Consumer Defensive | 209.0 | $15K | 0.01% | +74.0 | +54.8% | $71.25 | +13.4% |
| 385 | — | HUT 8 CORP | — | 314.0 | $15K | 0.01% | NEW | — | $46.91 | — |
| 386 | APP | APPLOVIN CORP | Technology | 37.0 | $15K | 0.01% | -80.0 | -68.4% | $398.00 | +6.7% |
| 387 | ICLN | ISHARES TR | — | 797.0 | $15K | 0.01% | — | — | $18.30 | -0.9% |
| 388 | XLF | SELECT SECTOR SPDR TR | — | 294.0 | $15K | 0.01% | — | — | $49.37 | +13.5% |
| 389 | SPG | SIMON PPTY GROUP INC NEW | Real Estate | 78.0 | $15K | 0.01% | -2.0 | -2.5% | $185.94 | +22.7% |
| 390 | WMB | WILLIAMS COS INC | Energy | 199.0 | $14K | 0.01% | -16.0 | -7.4% | $72.78 | +1.9% |
| 391 | VCSH | VANGUARD SCOTTSDALE FDS | — | 182.0 | $14K | 0.01% | +26.0 | +16.7% | $79.37 | -0.9% |
| 392 | CCI | CROWN CASTLE INC | Real Estate | 176.0 | $14K | 0.01% | +18.0 | +11.4% | $81.35 | -3.9% |
| 393 | FNF | FIDELITY NATL FINL INC | Financial Services | 306.0 | $14K | 0.01% | +4.0 | +1.3% | $46.31 | +9.8% |
| 394 | ROL | ROLLINS INC | Consumer Cyclical | 264.0 | $14K | 0.01% | +23.0 | +9.5% | $53.50 | -16.4% |
| 395 | LMT | LOCKHEED MARTIN CORP | Industrials | 23.0 | $14K | 0.01% | -4.0 | -14.8% | $611.61 | -16.7% |
| 396 | EIX | EDISON INTL | Utilities | 189.0 | $14K | 0.01% | +3.0 | +1.6% | $73.04 | +5.8% |
| 397 | EXPE | EXPEDIA GROUP INC | Consumer Cyclical | 59.0 | $14K | 0.01% | -30.0 | -33.7% | $232.42 | +14.1% |
| 398 | AON | AON PLC | Financial Services | 42.0 | $14K | 0.01% | -363.0 | -89.6% | $325.90 | +11.3% |
| 399 | CCEP | COCA-COLA EUROPACIFIC PARTNE | Consumer Defensive | 150.0 | $14K | 0.01% | — | — | $90.84 | +16.8% |
| 400 | KEY | KEYCORP | Financial Services | 679.0 | $14K | 0.01% | -27.0 | -3.8% | $20.06 | +16.3% |
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
32.2%
Financial Services
23.1%
Communication Services
11.0%
Consumer Cyclical
10.0%
Healthcare
7.9%
Industrials
6.1%
Consumer Defensive
3.0%
Utilities
2.4%
Basic Materials
1.9%
Real Estate
1.2%