Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 461 | MLM | MARTIN MARIETTA MATLS INC | Basic Materials | 17.0 | $11K | 0.00% | NEW | — | $623.47 | -5.7% |
| 462 | TM | TOYOTA MOTOR CORP | Consumer Cyclical | 49.0 | $10K | 0.00% | NEW | — | $213.65 | -10.8% |
| 463 | — | LIBERTY LIVE HOLDINGS INC | — | 125.0 | $10K | 0.00% | NEW | — | $83.16 | — |
| 464 | BIIB | BIOGEN INC | Healthcare | 59.0 | $10K | 0.00% | NEW | — | $175.98 | +12.4% |
| 465 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 23.0 | $10K | 0.00% | NEW | — | $448.61 | -0.3% |
| 466 | GNRC | GENERAC HLDGS INC | Industrials | 75.0 | $10K | 0.00% | NEW | — | $136.37 | +104.6% |
| 467 | FITB | FIFTH THIRD BANCORP | Financial Services | 215.0 | $10K | 0.00% | NEW | — | $47.19 | +5.9% |
| 468 | KKR | KKR & CO INC | Financial Services | 79.0 | $10K | 0.00% | NEW | — | $127.48 | -23.8% |
| 469 | SYY | SYSCO CORP | Consumer Defensive | 135.0 | $10K | 0.00% | NEW | — | $73.88 | +2.3% |
| 470 | TMUS | T-MOBILE US INC | Communication Services | 49.0 | $10K | 0.00% | NEW | — | $203.18 | -8.0% |
| 471 | IRM | IRON MTN INC DEL | Real Estate | 118.0 | $10K | 0.00% | NEW | — | $84.12 | +50.7% |
| 472 | AMLX | AMYLYX PHARMACEUTICALS INC | Healthcare | 819.0 | $10K | 0.00% | NEW | — | $12.08 | +16.6% |
| 473 | WDAY | WORKDAY INC | Technology | 46.0 | $10K | 0.00% | NEW | — | $214.78 | -32.2% |
| 474 | SHEL | SHELL PLC | Energy | 134.0 | $10K | 0.00% | NEW | — | $73.28 | +14.4% |
| 475 | KDP | KEURIG DR PEPPER INC | Consumer Defensive | 344.0 | $10K | 0.00% | NEW | — | $28.01 | +7.5% |
| 476 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 252.0 | $9K | 0.00% | NEW | — | $37.00 | -12.6% |
| 477 | WHR | WHIRLPOOL CORP | Consumer Cyclical | 127.0 | $9K | 0.00% | NEW | — | $72.31 | -40.2% |
| 478 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 183.0 | $9K | 0.00% | NEW | — | $50.00 | -37.6% |
| 479 | CPRT | COPART INC | Industrials | 232.0 | $9K | 0.00% | NEW | — | $39.15 | -15.6% |
| 480 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 78.0 | $9K | 0.00% | NEW | — | $115.44 | +10.1% |
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%