Westfuller Advisors, LLC
Filing Date
Global Rank
#5,917
/ 8,605
▲ 21
· as of Mar 2026
Top Industry
Semiconductors
14.7%
3Y Alpha vs SPY
+5.5%
Period ended 3 months ago
Filed Apr 28, 2026 · 2mo
7 quarters · since Sep 2024
Clone Performance
Nov 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+38.0%
SPY
+28.3%
Annualised alpha
+5.3%
Max drawdown
−21.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
603 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.4%
−0.1 pts
Top 5
30.9%
−0.2 pts
Top 10
44.9%
−1.1 pts
HHI
294
Diversified−0
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.1% | $28,868,694 |
| Financial Services | 14.3% | $12,858,303 |
| Unclassified | 12.1% | $10,878,358 |
| Consumer Cyclical | 9.8% | $8,836,422 |
| Communication Services | 8.0% | $7,155,672 |
| Healthcare | 7.8% | $6,994,467 |
| Industrials | 6.1% | $5,476,015 |
| Consumer Defensive | 3.1% | $2,797,571 |
| Basic Materials | 2.4% | $2,143,883 |
| Utilities | 2.2% | $2,000,185 |
| Real Estate | 1.2% | $1,046,544 |
| Energy | 1.0% | $943,006 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | $601,166 | |
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | $20,997 | |
| 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. | ||||
603 positions ·
$89,999,120 total
· 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 43,483 | $7,583,435 | 8.43% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 29,313 | $7,439,346 | 8.27% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 27,685 | $5,765,954 | 6.41% | |
| GLD |
Spdr Gold Trust
|
Reduced | 9,490 | $4,083,452 | 4.54% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 10,257 | $2,949,502 | 3.28% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 6,051 | $2,899,639 | 3.22% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 4,816 | $2,779,698 | 3.09% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 7,624 | $2,359,704 | 2.62% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 7,747 | $2,278,857 | 2.53% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 6,068 | $2,246,191 | 2.50% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 2,163 | $1,989,462 | 2.21% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 3,007 | $1,955,572 | 2.17% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 7,434 | $1,817,166 | 2.02% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 1,969 | $1,665,754 | 1.85% | |
| IAUM |
iShares Gold Trust Micro
|
Added | 35,165 | $1,642,205 | 1.82% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 6,844 | $1,462,289 | 1.62% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 5,046 | $1,224,260 | 1.36% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 4,685 | $1,135,597 | 1.26% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 1,016 | $1,012,372 | 1.12% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Reduced | 11,213 | $1,004,572 | 1.12% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,740 | $995,506 | 1.11% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 6,168 | $957,828 | 1.06% | |
| AXP |
American Express Co
Financial Services
|
Added | 3,108 | $940,107 | 1.04% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 9,287 | $895,081 | 0.99% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 4,944 | $792,622 | 0.88% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Added | 5,783 | $686,037 | 0.76% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 1,341 | $659,141 | 0.73% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 2,536 | $601,166 | 0.67% | |
| WMG |
Warner Music Group Corp.
Communication Services
|
Held | 22,980 | $586,909 | 0.65% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 1,090 | $544,629 | 0.61% | |
| ED |
Consolidated Edison Inc
Utilities
|
Added | 4,723 | $534,549 | 0.59% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 1,439 | $486,310 | 0.54% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 1,492 | $450,942 | 0.50% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,360 | $447,290 | 0.50% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 5,758 | $446,763 | 0.50% | |
| CMCSA |
Comcast Corp
Communication Services
|
Reduced | 15,191 | $436,133 | 0.48% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 3,061 | $368,207 | 0.41% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 1,067 | $364,689 | 0.41% | |
| NXPI |
NXP Semiconductors N.V.
Technology
|
Reduced | 1,816 | $357,497 | 0.40% | |
| AU |
AngloGold Ashanti PLC
Basic Materials
|
Reduced | 3,632 | $353,611 | 0.39% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Added | 1,227 | $352,149 | 0.39% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
Held | 8,641 | $349,701 | 0.39% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 1,061 | $345,811 | 0.38% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 3,466 | $333,255 | 0.37% | |
| PLD |
Prologis, Inc.
Real Estate
|
Held | 2,402 | $317,496 | 0.35% | |
| PAAS |
Pan American Silver Corp
Basic Materials
|
Held | 5,653 | $308,823 | 0.34% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 843 | $301,515 | 0.34% | |
| TPC |
Tutor Perini Corp
Industrials
|
Held | 3,834 | $295,946 | 0.33% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Added | 6,385 | $288,793 | 0.32% | |
| T |
At&T Inc.
Communication Services
|
Added | 9,459 | $274,216 | 0.30% |