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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 23 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ETSY INC 214.0 $12K 0.01% NEW $55.44
442 WTRG ESSENTIAL UTILS INC Utilities 305.0 $12K 0.01% NEW $38.32 -3.6%
443 HLI HOULIHAN LOKEY INC Financial Services 67.0 $12K 0.01% NEW $173.31 -18.5%
444 CWT CALIFORNIA WTR SVC GROUP Utilities 266.0 $12K 0.01% NEW $43.40 +3.5%
445 AJG GALLAGHER ARTHUR J & CO Financial Services 45.0 $12K 0.01% NEW $256.36 -20.8%
446 ROK ROCKWELL AUTOMATION INC Industrials 30.0 $12K 0.01% NEW $384.47 +18.0%
447 LOGI LOGITECH INTL S A Technology 115.0 $12K 0.01% NEW $100.22 +21.5%
448 BDX BECTON DICKINSON & CO Healthcare 59.0 $12K 0.01% NEW $195.05 -23.8%
449 RBRK RUBRIK INC. Technology 150.0 $11K 0.01% NEW $76.48 +0.5%
450 VRSK VERISK ANALYTICS INC Industrials 51.0 $11K 0.01% NEW $224.25 -22.1%
451 ABAT AMERICAN BATTERY TECHNOLOGY Basic Materials 3,408.0 $11K 0.01% NEW $3.34 +10.0%
452 VB VANGUARD INDEX FDS 44.0 $11K 0.01% NEW $256.61 +14.5%
453 AKAM AKAMAI TECHNOLOGIES INC Technology 129.0 $11K 0.01% NEW $87.25 +70.1%
454 EIX EDISON INTL Utilities 186.0 $11K 0.01% NEW $60.02 +15.8%
455 PRCH PORCH GROUP INC Technology 1,204.0 $11K 0.00% NEW $9.13 +14.1%
456 VONE VANGUARD SCOTTSDALE FDS 36.0 $11K 0.00% NEW $304.89 +11.9%
457 RIO RIO TINTO PLC Basic Materials 137.0 $11K 0.00% NEW $80.03 +33.4%
458 BA BOEING CO Industrials 50.0 $11K 0.00% NEW $217.12 +7.0%
459 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 550.0 $11K 0.00% NEW $19.71 -17.6%
460 ZM ZOOM COMMUNICATIONS INC Technology 125.0 $11K 0.00% NEW $86.29 +18.0%
Page 23 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%