Westfuller Advisors, LLC

Westfuller Advisors, LLC reported 770 holdings worth US$275M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 29, 2026

Westfuller Advisors, LLC reported 770 holdings worth US$275M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Jul 29, 2026 (Form 13F).

Holdings
770
Value as reported
US$275M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc33,909US$9.81M3.6%
Alphabet Inc (google) Class C25,409US$9.08M3.3%
Nvidia Corporation43,871US$8.78M3.2%
Amazon.com, Inc.28,647US$6.83M2.5%
Microsoft Corp.9,159US$3.42M1.2%
Jp Morgan Chase & Co.10,306US$3.37M1.2%
Berkshire Hathaway Inc.6,385US$3.19M1.2%
Broadcom Inc.7,743US$2.92M1.1%
Lam Research Corporation6,468US$2.8M1.0%
Johnson & Johnson10,413US$2.64M0.96%
Eli Lilly And Company2,096US$2.51M0.92%
Goldman Sachs Group, Inc. (the)1,971US$1.99M0.73%
Palo Alto Networks, Inc.5,158US$1.76M0.64%
Union Pacific Corporation5,514US$1.5M0.55%
International Business Machines Corporation4,702US$1.32M0.48%
Costco Wholesale Corporation1,292US$1.21M0.44%
Starbucks Corporation11,787US$1.2M0.44%
Advanced Micro Devices Inc1,800US$1.05M0.38%
American Express Company3,069US$1.04M0.38%
Meta Platforms, Inc.1,755US$988K0.36%
Walt Disney Company (the)9,754US$946K0.34%
Pepsico, Inc.6,654US$901K0.33%
The Bank Of New York Mellon Corporation5,350US$774K0.28%
Visa Inc.2,172US$745K0.27%
Cisco Systems, Inc.6,106US$717K0.26%
Taiwan Semiconductor Manufacturing Co., Ltd.1,451US$694K0.25%
Thermo Fisher Scientific Inc1,374US$690K0.25%
Applied Materials, Inc.950US$687K0.25%
Micron Technology, Inc.540US$624K0.23%
Warner Music Group Corp.22,980US$622K0.23%
Mastercard Incorporated1,131US$581K0.21%
Consolidated Edison, Inc.4,829US$534K0.19%
Intel Corporation3,576US$499K0.18%
Home Depot, Inc. (the)1,370US$483K0.18%
Abbvie Inc.1,648US$415K0.15%
Walmart Inc.3,554US$402K0.15%
Merck & Company, Inc.3,016US$390K0.14%
Norfolk Southern Corporation1,204US$379K0.14%
Brookfield Corporation8,649US$368K0.13%
Comcast Corporation14,937US$367K0.13%
Coca-cola Company (the)4,482US$367K0.13%
Jabil Inc.942US$363K0.13%
Automatic Data Processing, Inc.1,566US$353K0.13%
Prologis, Inc.2,432US$330K0.12%
Astera Labs, Inc.667US$322K0.12%
Tutor Perini Corporation3,834US$318K0.12%
Amgen Inc.861US$312K0.11%
Sandisk Corporation131US$298K0.11%
Paccar Inc.2,441US$293K0.11%
Fortinet, Inc.1,841US$283K0.10%
Paypal Holdings, Inc.6,294US$272K0.10%
Rtx Corporation1,402US$266K0.10%
Verizon Communications Inc.6,242US$264K0.10%
Stryker Corporation826US$261K0.09%
Abbott Laboratories2,833US$257K0.09%
Pan American Silver Corp.5,653US$253K0.09%
Welltower Inc.1,060US$241K0.09%
W.w. Grainger, Inc.172US$235K0.09%
Deere & Company360US$229K0.08%
Hecla Mining Company14,685US$227K0.08%
Cummins Inc.315US$224K0.08%
Intuitive Surgical, Inc.559US$222K0.08%
Ecolab Inc.780US$218K0.08%
Corning Incorporated841US$215K0.08%
Netflix, Inc.2,950US$211K0.08%
Banco Bilbao Vizcaya Argentaria, S.a.8,320US$209K0.08%
Newmont Corporation2,211US$207K0.08%
Bloom Energy Corporation677US$205K0.07%
Acuity Inc.538US$203K0.07%
Crowdstrike Holdings, Inc.260US$199K0.07%
At&t Inc.9,362US$194K0.07%
Xylem Inc.1,623US$192K0.07%
Tjx Companies, Inc. (the)1,187US$180K0.07%
Nisource Inc3,764US$179K0.07%
Servicenow, Inc.1,725US$171K0.06%
Kla Corporation563US$170K0.06%
Chevron Corporation1,014US$168K0.06%
Prudential Financial, Inc.1,538US$166K0.06%
Aerovironment, Inc.1,000US$165K0.06%
Caterpillar, Inc.153US$163K0.06%
Grupo Cibest S.a.2,010US$162K0.06%
Western Digital Corporation251US$160K0.06%
Intuit Inc.599US$156K0.06%
Nextera Energy, Inc.1,772US$156K0.06%
Brookfield Renewable Corporation4,188US$155K0.06%
Ryder System, Inc.585US$154K0.06%
Nokia Oyj11,314US$150K0.05%
Cardinal Health, Inc.632US$150K0.05%
Oracle Corporation1,020US$149K0.05%
International Seaways, Inc.1,919US$147K0.05%
Equinix, Inc.140US$146K0.05%
Avery Dennison Corporation889US$144K0.05%
Yum! Brands, Inc.868US$139K0.05%
Citigroup, Inc.989US$138K0.05%
Ionq, Inc.2,587US$138K0.05%
American Tower Corporation (reit)815US$135K0.05%
Caseys General Stores, Inc.167US$133K0.05%
Southern Company (the)1,386US$133K0.05%
United Rentals, Inc.114US$129K0.05%
Lowe's Companies, Inc.576US$127K0.05%

Every holding of Westfuller Advisors, LLC

Source

View original at SEC

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