Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 601 | MTB | M & T BK CORP | Financial Services | 17.0 | $4K | 0.00% | -2.0 | -10.5% | $242.88 | -1.3% |
| 602 | PHIN | PHINIA INC | Consumer Cyclical | 50.0 | $4K | 0.00% | NEW | — | $82.38 | -19.6% |
| 603 | MYRG | MYR GROUP INC | Industrials | 8.0 | $4K | 0.00% | — | — | $514.75 | -43.4% |
| 604 | SOUN | SOUNDHOUND AI INC | Technology | 616.0 | $4K | 0.00% | — | — | $6.47 | -3.3% |
| 605 | HYLB | DBX ETF TR | — | 109.0 | $4K | 0.00% | — | — | $36.52 | -1.8% |
| 606 | CORP | PIMCO ETF TR | — | 41.0 | $4K | 0.00% | — | — | $96.90 | -3.5% |
| 607 | WST | WEST PHARMACEUTICAL SVSC INC | Healthcare | 11.0 | $4K | 0.00% | +1.0 | +10.0% | $361.00 | -4.1% |
| 608 | ANGL | VANECK ETF TRUST | — | 135.0 | $4K | 0.00% | — | — | $29.24 | -2.5% |
| 609 | MCK | MCKESSON CORP | Healthcare | 5.0 | $4K | 0.00% | — | — | $756.40 | +16.5% |
| 610 | RJF | RAYMOND JAMES FINL INC | Financial Services | 25.0 | $4K | 0.00% | -15.0 | -37.5% | $151.04 | +14.8% |
| 611 | WRB | BERKLEY W R CORP | Financial Services | 52.0 | $4K | 0.00% | — | — | $71.67 | -2.5% |
| 612 | WULF | TERAWULF INC | Financial Services | 148.0 | $4K | 0.00% | — | — | $24.70 | -32.2% |
| 613 | FN | FABRINET | Technology | 7.0 | $4K | 0.00% | — | — | $522.00 | -20.6% |
| 614 | MLI | MUELLER INDS INC | Industrials | 30.0 | $4K | 0.00% | — | — | $121.43 | -50.2% |
| 615 | VOYA | VOYA FINANCIAL INC | Financial Services | 40.0 | $4K | 0.00% | NEW | — | $91.00 | +13.6% |
| 616 | — | U HAUL HOLDING COMPANY | — | 63.0 | $4K | 0.00% | — | — | $57.70 | — |
| 617 | — | BETTER HOME & FINANCE HOLDIN | — | 131.0 | $4K | 0.00% | — | — | $27.50 | — |
| 618 | APA | APA CORPORATION | Energy | 110.0 | $4K | 0.00% | NEW | — | $32.57 | +37.3% |
| 619 | ESE | ESCO TECHNOLOGIES INC | Technology | 10.0 | $4K | 0.00% | — | — | $356.20 | -24.1% |
| 620 | WSM | WILLIAMS SONOMA INC | Consumer Cyclical | 15.0 | $3K | 0.00% | +13.0 | +650.0% | $233.13 | -3.0% |
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
34.4%
Financial Services
28.1%
Consumer Cyclical
8.4%
Healthcare
7.9%
Communication Services
7.2%
Industrials
6.2%
Consumer Defensive
3.0%
Utilities
1.7%
Basic Materials
1.4%
Real Estate
0.9%