Westfuller Advisors, LLC

CIK

2024115

Location

New York, NY

Portfolio Value

Micro $90,100,970

Diversification

Diversified

Filing Date

Global Rank

#5,920 / 8,622 ▲ 15 · as of Mar 2026

Top Industry

Semiconductors 14.7%

3Y Alpha vs SPY

+5.3%

Period ended 4 months ago

Filed Apr 28, 2026 · 3mo

7 quarters · since Sep 2024

Clone Performance

Nov 2024–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+36.7%

SPY

+27.1%

Annualised alpha

+5.1%

Max drawdown

−21.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

603 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.4%

−0.1 pts

Top 5

30.9%

−0.1 pts

Top 10

44.8%

−1.0 pts

HHI

293

Diversified+1

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.2%	$28,972,683	112
Financial Services	14.3%	$12,864,289	102
Unclassified	12.1%	$10,878,358	10
Consumer Cyclical	9.9%	$8,929,386	64
Communication Services	7.9%	$7,155,672	26
Healthcare	7.8%	$6,994,467	68
Industrials	6.0%	$5,450,497	87
Consumer Defensive	3.1%	$2,797,571	39
Basic Materials	2.3%	$2,068,312	30
Utilities	2.2%	$2,000,185	22
Real Estate	1.2%	$1,046,544	22
Energy	1.0%	$943,006	21

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAUM	iShares Gold Trust Micro	+13,394	35,165	$1,642,205
T	At&T Inc.	+8,760	9,459	$274,216
ED	Consolidated Edison Inc	+4,447	4,723	$534,549
IBM	International Business Machines Corp	+3,947	4,685	$1,135,597
NVDA	Nvidia Corp	+1,868	43,483	$7,583,435
VZ	Verizon Communications Inc	+1,422	3,060	$153,612
QUBT	Quantum Computing Inc.	+1,376	1,757	$12,035
JPM	Jpmorgan Chase & Co	+837	7,747	$2,278,857
DECK	Deckers Outdoor Corp	+560	562	$56,250
WFC	Wells Fargo & Company/Mn	+510	606	$48,243
NCLH	Norwegian Cruise Line Holdings Ltd.	+390	3,677	$68,759
CTVA	Corteva, Inc.	+387	401	$33,567
LRCX	Lam Research Corp	+369	6,844	$1,462,289
MDLZ	Mondelez International, Inc.	+369	1,948	$112,282
USA	Liberty All Star Equity Fund	+325	7,034	$39,038
HON	Honeywell International Inc	+324	2,536	$573,212
WDC	Western Digital Corp	+315	566	$153,097
SPY	Spdr S&P 500 ETF Trust	+279	3,007	$1,955,572
CPB	CAMPBELL'S Co	+261	378	$8,418
EXC	Exelon Corp	+232	2,091	$102,500
CVX	Chevron Corp	+222	768	$158,899
GEN	Gen Digital Inc.	+202	454	$8,548
CAH	Cardinal Health Inc	+197	960	$202,857
OBDC	Blue Owl Capital Corp	+186	6,514	$72,044
HOG	Harley-Davidson, Inc.	+158	4,160	$84,115
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DNOW	DNOW Inc.	−4,162	4,964	$59,121
QBTS	D-Wave Quantum Inc.	−3,373	1,188	$17,142
HPE	Hewlett Packard Enterprise Co	−2,716	297	$7,071
IONQ	IonQ, Inc.	−2,422	2,587	$74,583
ABAT	AMERICAN BATTERY TECHNOLOGY Co	−2,230	1,178	$3,286
TE	T1 Energy Inc.	−2,032	1,200	$5,268
NVS	Novartis AG	−1,472	156	$23,829
AMZN	Amazon Com Inc	−1,467	27,685	$5,765,954
TJX	Tjx Companies Inc /De/	−1,416	1,143	$182,537
AAPL	Apple Inc.	−1,247	29,313	$7,439,346
EMR	Emerson Electric Co	−1,231	190	$24,893
V	Visa Inc.	−1,172	1,492	$450,942
FTNT	Fortinet, Inc.	−1,157	1,720	$140,558
CL	Colgate Palmolive Co	−1,149	218	$18,580
INTC	Intel Corp	−955	4,105	$181,153
ABBV	AbbVie Inc.	−934	543	$118,097
QQQ	Invesco Qqq Trust, Series 1	−869	4,816	$2,779,698
ZS	Zscaler, Inc.	−845	719	$100,868
NOW	ServiceNow, Inc.	−794	1,749	$182,857
GLD	Spdr Gold Trust	−779	9,490	$4,083,452
UNP	Union Pacific Corp	−755	5,046	$1,224,260
ADI	Analog Devices Inc	−754	149	$47,402
DLR	Digital Realty Trust, Inc.	−744	66	$11,893
ECL	Ecolab Inc.	−708	781	$207,761
DHR	Danaher Corp /De/	−696	528	$100,108
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
ALAB	Astera Labs, Inc.	667	$73,103
NXT	Nextpower Inc.	550	$66,302
AZN	Astrazeneca PLC	166	$32,738
KOD	Kodiak Sciences Inc.	692	$26,379
MSTR	Strategy Inc	202	$25,209
VSNT	Versant Media Group, Inc.	577	$21,360
BFLY	Butterfly Network, Inc.	4,717	$19,056
HUT	Hut 8 Corp.	314	$14,729
GIS	General Mills Inc	355	$13,213
SERV	Serve Robotics Inc. /DE/	1,421	$11,993
LEU	Centrus Energy Corp	55	$9,547
KD	Kyndryl Holdings, Inc.	720	$9,446
AAOI	Applied Optoelectronics, Inc.	111	$9,389
RIOT	Riot Platforms, Inc.	532	$6,575
PAYC	Paycom Software, Inc.	54	$6,563
CTSH	Cognizant Technology Solutions Corp	92	$5,644
GDDY	GoDaddy Inc.	63	$5,208
QSR	Restaurant Brands International Inc.	69	$5,099
GLUE	Monte Rosa Therapeutics, Inc.	301	$4,951
TDG	TransDigm Group INC	4	$4,635
FLNC	Fluence Energy, Inc.	316	$4,348
SOUN	Soundhound Ai, Inc.	616	$4,231
CPAY	Corpay, Inc.	11	$3,200
IT	Gartner Inc	19	$3,008
HUM	Humana Inc	14	$2,427
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
UL	Unilever PLC	2,187	$143,029
HDB	Hdfc Bank Ltd	3,560	$130,082
EXPD	Expeditors International Of Washington Inc	775	$115,482
FIVE	Five Below, Inc	572	$107,741
TRU	TransUnion	1,175	$100,756
KR	Kroger Co	1,552	$96,968
GWRE	Guidewire Software, Inc.	338	$67,941
KSS	KOHLS Corp	2,612	$53,310
QQQX	Nuveen NASDAQ 100 Dynamic Overwrite Fund	1,675	$47,771
VOYA	Voya Financial, Inc.	316	$23,538
HPQ	Hp Inc	1,032	$22,992
SCCO	Southern Copper Corp/	149	$21,377
RGTI	Rigetti Computing, Inc.	912	$20,200
BX	Blackstone Inc.	127	$19,575
CIFR	Cipher Digital Inc.	1,279	$18,878
PLUG	Plug Power Inc	7,674	$15,117
DNA	Ginkgo Bioworks Holdings, Inc.	1,698	$14,110
BR	Broadridge Financial Solutions, Inc.	63	$14,059
PRCH	Porch Group, Inc.	1,204	$10,992
CPRT	Copart Inc	232	$9,082
MP	MP Materials Corp. / DE	168	$8,487
HOLX	HOLOGIC INC	107	$7,970
MICC	Magnum Ice Cream Co N.V.	492	$7,798
HOOD	Robinhood Markets, Inc.	60	$6,786
U	Unity Software Inc.	151	$6,669
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

603 tracked positions · $90,100,970 total · filing declares 761 positions · $231,695,889 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 603 positions by value · page 1 of 13

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	43,483	+1,868	$7,583,435	−2.3%	8.42%
AAPL	Apple Inc. Technology	Reduced	29,313	-1,247	$7,439,346	−10.5%	8.26%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	27,685	-1,467	$5,765,954	−14.3%	6.40%
GLD	Spdr Gold Trust	Reduced	9,490	-779	$4,083,452	+0.3%	4.53%
GOOGL	Alphabet Inc. Communication Services	Added	10,257	+12	$2,949,502	−8.0%	3.27%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	6,051	+1	$2,899,639	−4.6%	3.22%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,816	-869	$2,779,698	−20.4%	3.09%
AVGO	Broadcom Inc. Technology	Added	7,624	+36	$2,359,704	−10.1%	2.62%
JPM	Jpmorgan Chase & Co Financial Services	Added	7,747	+837	$2,278,857	+2.3%	2.53%
MSFT	Microsoft Corp Technology	Reduced	6,068	-648	$2,246,191	−30.8%	2.49%
LLY	ELI LILLY & Co Healthcare	Reduced	2,163	-124	$1,989,462	−19.1%	2.21%
SPY	Spdr S&P 500 ETF Trust	Added	3,007	+279	$1,955,572	+5.1%	2.17%
JNJ	Johnson & Johnson Healthcare	Reduced	7,434	-9	$1,817,166	+18.0%	2.02%
GS	Goldman Sachs Group Inc Financial Services	Reduced	1,969	-40	$1,665,754	−5.7%	1.85%
IAUM	iShares Gold Trust Micro	Added	35,165	+13,394	$1,642,205	+75.5%	1.82%
LRCX	Lam Research Corp Technology	Added	6,844	+369	$1,462,289	+31.9%	1.62%
UNP	Union Pacific Corp Industrials	Reduced	5,046	-755	$1,224,260	−8.8%	1.36%
IBM	International Business Machines Corp Technology	Added	4,685	+3,947	$1,135,597	+419.5%	1.26%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,016	-99	$1,012,372	+5.3%	1.12%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	11,213	-616	$1,004,572	+0.8%	1.11%
META	Meta Platforms, Inc. Communication Services	Added	1,740	+4	$995,506	−13.1%	1.10%
PEP	Pepsico Inc Consumer Defensive	Reduced	6,168	-43	$957,828	+7.5%	1.06%
AXP	American Express Co Financial Services	Added	3,108	+14	$940,107	−17.9%	1.04%
DIS	Walt Disney Co Communication Services	Reduced	9,287	-118	$895,081	−16.3%	0.99%
PANW	Palo Alto Networks Inc Technology	Reduced	4,944	-56	$792,622	−13.9%	0.88%
BNY	Bank of New York Mellon Corp Financial Services	Added	5,783	+20	$686,037	+2.5%	0.76%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	1,341	-14	$659,141	−16.0%	0.73%
WMG	Warner Music Group Corp. Communication Services	Held	22,980	0	$586,909	−16.7%	0.65%
HON	Honeywell International Inc Industrials	Added	2,536	+324	$573,212	+32.8%	0.64%
MA	Mastercard Inc Financial Services	Reduced	1,090	-27	$544,629	−14.6%	0.60%
ED	Consolidated Edison Inc Utilities	Added	4,723	+4,447	$534,549	+1850.1%	0.59%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,439	-1	$486,310	+11.1%	0.54%
V	Visa Inc. Financial Services	Reduced	1,492	-1,172	$450,942	−51.7%	0.50%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,360	+35	$447,290	−1.9%	0.50%
CSCO	Cisco Systems, Inc. Technology	Reduced	5,758	-167	$446,763	−2.1%	0.50%
CMCSA	Comcast Corp Communication Services	Reduced	15,191	-148	$436,133	−4.9%	0.48%
MRK	Merck & Co., Inc. Healthcare	Added	3,061	+54	$368,207	+16.3%	0.41%
AMAT	Applied Materials Inc /De Technology	Reduced	1,067	-194	$364,689	+12.5%	0.40%
NXPI	NXP Semiconductors N.V. Technology	Reduced	1,816	-40	$357,497	−11.3%	0.40%
AU	AngloGold Ashanti PLC Basic Materials	Reduced	3,632	-66	$353,611	+12.1%	0.39%
NSC	Norfolk Southern Corp Industrials	Added	1,227	+22	$352,149	+1.2%	0.39%
BN	BROOKFIELD Corp /ON/ Financial Services	Held	8,641	0	$349,701	−11.8%	0.39%
CB	Chubb Ltd Financial Services	Reduced	1,061	-445	$345,811	−26.4%	0.38%
NFLX	Netflix Inc Communication Services	Reduced	3,466	-234	$333,255	−3.9%	0.37%
PLD	Prologis, Inc. Real Estate	Held	2,402	0	$317,496	+3.5%	0.35%
PAAS	Pan American Silver Corp Basic Materials	Held	5,653	0	$308,823	+5.4%	0.34%
ETN	Eaton Corp plc Industrials	Reduced	843	-2	$301,515	+12.0%	0.33%
TPC	Tutor Perini Corp Industrials	Held	3,834	0	$295,946	+15.2%	0.33%
PYPL	PayPal Holdings, Inc. Financial Services	Added	6,385	+11	$288,793	−22.4%	0.32%
T	At&T Inc. Communication Services	Added	9,459	+8,760	$274,216	+1479.3%	0.30%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.