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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 7 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IEI ISHARES TR 2,310.0 $276K 0.11% NEW $119.33 -1.4%
122 VGT VANGUARD WORLD FD 364.0 $275K 0.11% NEW $754.41 -84.0%
123 ETN EATON CORP PLC Industrials 845.0 $269K 0.11% NEW $318.46 +25.4%
124 SYK STRYKER CORPORATION Healthcare 750.0 $264K 0.11% NEW $352.35 -12.5%
125 MELI MERCADOLIBRE INC Consumer Cyclical 131.0 $263K 0.11% NEW $2010.15 -15.7%
126 EFA ISHARES TR 2,740.0 $263K 0.11% NEW $96.04 +9.3%
127 VWO VANGUARD INTL EQUITY INDEX F 4,808.0 $258K 0.10% NEW $53.76 +11.6%
128 RTX RTX CORPORATION Industrials 1,406.0 $258K 0.10% NEW $183.37 -3.9%
129 BLV VANGUARD BD INDEX FDS 3,701.0 $257K 0.10% NEW $69.52 -1.1%
130 TPC TUTOR PERINI CORP Industrials 3,834.0 $257K 0.10% NEW $67.02 +6.8%
131 SPEM SPDR INDEX SHS FDS 5,417.0 $254K 0.10% NEW $46.81 +12.0%
132 ADI ANALOG DEVICES INC Technology 903.0 $245K 0.10% NEW $271.23 +53.1%
133 AVAV AEROVIRONMENT INC Industrials 1,000.0 $242K 0.10% NEW $241.89 -18.1%
134 CRWD CROWDSTRIKE HLDGS INC Technology 514.0 $241K 0.10% NEW $469.17 +52.0%
135 CRM SALESFORCE INC Technology 900.0 $239K 0.10% NEW $265.32 -28.7%
136 ABT ABBOTT LABS Healthcare 1,848.0 $231K 0.09% NEW $125.27 -30.9%
137 FORTINET INC 2,877.0 $228K 0.09% NEW $79.42
138 SLV ISHARES SILVER TR Financial Services 3,510.0 $226K 0.09% NEW $64.42 +5.0%
139 IONQ IONQ INC Technology 5,009.0 $225K 0.09% NEW $44.87 +51.4%
140 VANGUARD MUN BD FDS 2,226.0 $224K 0.09% NEW $100.84
Page 7 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%