Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 541 | RL | RALPH LAUREN CORP | Consumer Cyclical | 17.0 | $6K | 0.00% | NEW | — | $355.29 | +6.0% |
| 542 | TRMB | TRIMBLE INC | Technology | 75.0 | $6K | 0.00% | NEW | — | $78.35 | -32.1% |
| 543 | VDE | VANGUARD WORLD FD | — | 46.0 | $6K | 0.00% | NEW | — | $127.09 | +28.6% |
| 544 | PINS | PINTEREST INC | Communication Services | 225.0 | $6K | 0.00% | NEW | — | $25.89 | -11.9% |
| 545 | ROP | ROPER TECHNOLOGIES INC | Industrials | 13.0 | $6K | 0.00% | NEW | — | $445.15 | -18.5% |
| 546 | LAMR | LAMAR ADVERTISING CO NEW | Real Estate | 45.0 | $6K | 0.00% | NEW | — | $127.58 | +26.3% |
| 547 | MRVL | MARVELL TECHNOLOGY INC | Technology | 67.0 | $6K | 0.00% | NEW | — | $85.00 | +129.3% |
| 548 | VRT | VERTIV HOLDINGS CO | Industrials | 35.0 | $6K | 0.00% | NEW | — | $162.29 | +78.4% |
| 549 | HLT | HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 19.0 | $5K | 0.00% | NEW | — | $287.26 | +12.6% |
| 550 | DLX | DELUXE CORP | Communication Services | 244.0 | $5K | 0.00% | NEW | — | $22.30 | +17.1% |
| 551 | WTW | WILLIS TOWERS WATSON PLC LTD | Financial Services | 16.0 | $5K | 0.00% | NEW | — | $338.19 | -13.2% |
| 552 | KVUE | KENVUE INC | Consumer Defensive | 310.0 | $5K | 0.00% | NEW | — | $17.23 | +10.4% |
| 553 | — | HILLENBRAND INC | — | 168.0 | $5K | 0.00% | NEW | — | $31.70 | — |
| 554 | MSCI | MSCI INC | Financial Services | 9.0 | $5K | 0.00% | NEW | — | $591.11 | +5.8% |
| 555 | VSH | VISHAY INTERTECHNOLOGY INC | Technology | 362.0 | $5K | 0.00% | NEW | — | $14.49 | +160.9% |
| 556 | SNA | SNAP ON INC | Industrials | 15.0 | $5K | 0.00% | NEW | — | $347.53 | +17.0% |
| 557 | LYV | LIVE NATION ENTERTAINMENT IN | Communication Services | 36.0 | $5K | 0.00% | NEW | — | $142.50 | +26.9% |
| 558 | PFG | PRINCIPAL FINANCIAL GROUP IN | Financial Services | 58.0 | $5K | 0.00% | NEW | — | $87.97 | +27.4% |
| 559 | PHG | KONINKLIJKE PHILIPS N V | Healthcare | 188.0 | $5K | 0.00% | NEW | — | $27.12 | -1.4% |
| 560 | HYLB | DBX ETF TR | — | 135.0 | $5K | 0.00% | NEW | — | $36.83 | -1.2% |
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
22.8%
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%