Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 601 | CHD | CHURCH & DWIGHT CO INC | Consumer Defensive | 45.0 | $4K | 0.00% | NEW | — | $83.84 | +17.0% |
| 602 | MAR | MARRIOTT INTL INC NEW | Consumer Cyclical | 12.0 | $4K | 0.00% | NEW | — | $314.00 | +16.6% |
| 603 | WRB | BERKLEY W R CORP | Financial Services | 53.0 | $4K | 0.00% | NEW | — | $70.64 | +1.5% |
| 604 | KTB | KONTOOR BRANDS INC | Consumer Cyclical | 60.0 | $4K | 0.00% | NEW | — | $61.08 | +40.1% |
| 605 | FCX | FREEPORT-MCMORAN INC | Basic Materials | 71.0 | $4K | 0.00% | NEW | — | $50.79 | +15.0% |
| 606 | IVZ | INVESCO LTD | Financial Services | 137.0 | $4K | 0.00% | NEW | — | $26.27 | +12.8% |
| 607 | MIDD | MIDDLEBY CORP | Industrials | 24.0 | $4K | 0.00% | NEW | — | $148.67 | -10.4% |
| 608 | LVS | LAS VEGAS SANDS CORP | Consumer Cyclical | 53.0 | $3K | 0.00% | NEW | — | $65.09 | -30.3% |
| 609 | FN | FABRINET | Technology | 8.0 | $3K | 0.00% | NEW | — | $428.00 | +11.8% |
| 610 | PGNY | PROGYNY INC | Healthcare | 131.0 | $3K | 0.00% | NEW | — | $25.69 | +24.3% |
| 611 | SITM | SITIME CORP | Technology | 9.0 | $3K | 0.00% | NEW | — | $368.89 | +50.4% |
| 612 | CPB | THE CAMPBELLS COMPANY | Consumer Defensive | 117.0 | $3K | 0.00% | NEW | — | $27.87 | -20.8% |
| 613 | J | JACOBS SOLUTIONS INC | Industrials | 24.0 | $3K | 0.00% | NEW | — | $132.79 | -0.8% |
| 614 | PSKY | PARAMOUNT SKYDANCE CORP | Communication Services | 227.0 | $3K | 0.00% | NEW | — | $13.48 | -35.1% |
| 615 | CI | THE CIGNA GROUP | Healthcare | 11.0 | $3K | 0.00% | NEW | — | $275.64 | +2.1% |
| 616 | PCT | PURECYCLE TECHNOLOGIES INC | Industrials | 352.0 | $3K | 0.00% | NEW | — | $8.59 | -29.6% |
| 617 | LGND | LIGAND PHARMACEUTICALS INC | Healthcare | 16.0 | $3K | 0.00% | NEW | — | $188.81 | +60.7% |
| 618 | HAS | HASBRO INC | Consumer Cyclical | 36.0 | $3K | 0.00% | NEW | — | $82.94 | -1.7% |
| 619 | BHP | BHP GROUP LTD | Basic Materials | 49.0 | $3K | 0.00% | NEW | — | $60.49 | +33.3% |
| 620 | ENSG | ENSIGN GROUP INC | Healthcare | 17.0 | $3K | 0.00% | NEW | — | $173.82 | -1.5% |
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%