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WA

Westfuller Advisors Portfolio holdings

AUM $275M
1-Year Est. Return 24.54%
This Fund
S&P 500
This Quarter Est. Return
+15.28%
1 Year Est. Return
+24.54%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$275M
AUM Growth
+$43M
Cap. Flow
+$18.9M
Cap. Flow %
6.89%
Top 10 Hldgs %
30.8%
Holding
813
New
61
Increased
257
Reduced
205
Closed
54

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$9.49M
2
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$7.51M
3
CVLC icon
Calvert US Large-Cap Core Responsible Index ETF
CVLC
+$3.87M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3M
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$2.06M

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$24.1M
2
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.37M
3
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$412K
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$286K
5
HON icon
Honeywell
HON
+$259K

Sector Composition

Rank Sector Weight
1 Miscellaneous 61.16%
2 Technology 15.07%
3 Financials 5.68%
4 Communication Services 4.81%
5 Consumer Discretionary 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BHE icon
726
Benchmark Electronics
BHE
$2.61B
$535 ﹤0.01%
5
– –
IDEV icon
727
iShares Core MSCI International Developed Markets ETF
IDEV
$33B
$534 ﹤0.01%
6
– –
NSIT icon
728
Insight Enterprises
NSIT
$4.72B
$530 ﹤0.01%
4
– –
POST icon
729
Post Holdings
POST
$3.84B
$518 ﹤0.01%
6
– –
TER icon
730
Teradyne
TER
$55.8B
$484 ﹤0.01%
1
– –
SSB icon
731
SouthState Bank Corp
SSB
$10.5B
$471 ﹤0.01%
5
– –
UHAL icon
732
U-Haul Holding Co
UHAL
$13.1B
$458 ﹤0.01%
7
– –
MBC icon
733
MasterBrand
MBC
$1.73B
$453 ﹤0.01%
44
– –
COIN icon
734
Coinbase
COIN
$48.7B
$439 ﹤0.01%
3
-84
-97% -$15.2K
TAP icon
735
Molson Coors Class B
TAP
$7.55B
$433 ﹤0.01%
11
-137
-93% -$5.72K
ARE icon
736
Alexandria Real Estate Equities
ARE
$9.06B
$380 ﹤0.01%
7
-34
-83% -$1.63K
XYZ
737
Block Inc
XYZ
$49.7B
$380 ﹤0.01%
5
-90
-95% -$6.33K
IVZ icon
738
Invesco
IVZ
$14.6B
$369 ﹤0.01%
14
-183
-93% -$4.85K
ZION icon
739
Zions Bancorporation
ZION
$10.1B
$346 ﹤0.01%
+5
New +$315
TMDX icon
740
Transmedics
TMDX
$3.12B
$335 ﹤0.01%
5
– –
INTA icon
741
Intapp
INTA
$3.19B
$315 ﹤0.01%
12
– –
VISN
742
Vistance Networks Inc
VISN
$1.48B
$307 ﹤0.01%
24
– –
ACB
743
Aurora Cannabis
ACB
$250M
$279 ﹤0.01%
100
-400
-80% -$1.34K
ZBRA icon
744
Zebra Technologies
ZBRA
$17.2B
$263 ﹤0.01%
1
– –
MZTI
745
The Marzetti Company
MZTI
$2.88B
$260 ﹤0.01%
2
– –
ITGR icon
746
Integer Holdings
ITGR
$4.3B
$251 ﹤0.01%
3
– –
ASIX icon
747
AdvanSix
ASIX
$471M
$221 ﹤0.01%
11
– –
EVTC icon
748
Evertec
EVTC
$1.81B
$175 ﹤0.01%
6
– –
AVNS
749
DELISTED
Avanos Medical
AVNS
$149 ﹤0.01%
6
– –
SBRA icon
750
Sabra Healthcare REIT
SBRA
$5.31B
$120 ﹤0.01%
6
– –
28 29
30
31 32

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Westfuller Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Westfuller Advisors held 813 positions worth $275M, up 19% from $232M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Westfuller Advisors deployed $18.9M of net new capital in Q2 2026, opening 61 new positions and adding to 257 existing holdings. Its largest new stake was Jabil: 942 shares worth $363K.

By sector, the portfolio is most concentrated in Miscellaneous at 61% of assets, down from 65% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares 1-3 Year Treasury Bond ETF, an estimated $412K trimmed.

  • Westfuller Advisors's largest Q2 2026 buy was Jabil: 942 shares worth $363K.
  • Westfuller Advisors added most to State Street SPDR S&P 500 ETF Trust in Q2 2026, an estimated $9.49M increase.
  • Westfuller Advisors's biggest Q2 2026 reduction was iShares 1-3 Year Treasury Bond ETF, cutting an estimated $412K.
  • Westfuller Advisors fully exited iShares 0-3 Month Treasury Bond ETF in Q2 2026, selling an estimated $24.1M.
  • Westfuller Advisors's ten largest holdings make up 31% of its $275M portfolio in Q2 2026.
  • Westfuller Advisors opened 61 new positions and closed 54 in Q2 2026.
  • Westfuller Advisors's portfolio value rose 19% quarter-over-quarter to $275M.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.