Titelia

Holdings of Westfuller Advisors, LLC

671 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 43.4 % of the equity sleeve

Sector breakdown

  • Funds 25.5 %
  • Technology 14.7 %
  • Financials 6.0 %
  • Communication 4.8 %
  • Consumer discretionary 4.5 %
  • Health care 3.7 %
  • Industrials 2.1 %
  • Consumer staples 1.3 %
  • Utilities 0.8 %
  • Real estate 0.5 %
  • Materials 0.4 %
  • Energy 0.2 %
  • Unattributed 35.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.3 %
  • TW 0.3 %
  • BR 0.1 %
  • ES 0.1 %
  • MX 0.1 %
  • GB 0.1 %
  • FI 0.0 %
  • KY 0.0 %
  • NL 0.0 %
  • JP 0.0 %
  • CN 0.0 %
  • DK 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US647184.6M $99.26 %
2TW2498.1K $0.27 %
3BR2217.7K $0.12 %
4ES1180.2K $0.10 %
5MX2142.3K $0.08 %
6GB7100.8K $0.05 %
7FI191K $0.05 %
8KY272.4K $0.04 %
9NL343.6K $0.02 %
10JP110.1K $0.01 %
11CN19.3K $0.00 %
12DK15.6K $0.00 %

Positions

RankCompanySharesValueWeight
201Telefonica Brasil SA 4,58074.6K $
202IonQ Inc 2,58774.6K $
203Blue Owl Capital Corp 6,51474.5K $
204Keysight Technologies Inc 26173.7K $
205Vanguard World Fund 37173.5K $
206Astera Labs Inc 66773.1K $
207NetApp Inc 69871.5K $
208Ameriprise Financial Inc 16071.3K $
209Alcoa Corp 1,06570.6K $
210NIO Inc 11,68070.4K $
211QUALCOMM Inc 54570.2K $
212Palantir Technologies Inc 47669.6K $
213Invesco Exchange-Traded Fund Trust 2,19569.3K $
214Morgan Stanley 42169.2K $
215Duolingo Inc 70069K $
216iShares MSCI USA Min Vol Factor ETF 74469K $
217Nextpower Inc 55066.3K $
218J P Morgan Exchange Traded Fund Trust 1,15065.2K $
219BP PLC 1,34263.1K $
220Deere & Co 11061.9K $
221MercadoLibre Inc 3561.2K $
222Fluor Corp 1,31061.1K $
223Acuity Inc 21760.8K $
224Charles Schwab Corp/The 64260.3K $
225DNOW Inc 4,96459.1K $
226iShares Trust 2,30558K $
227Deckers Outdoor Corp 56256.3K $
228San Juan Basin Royalty Trust 11,43055K $
229Lazard Inc 1,28254.5K $
230Virtus Equity & Convertible Income Fund 2,24052.3K $
231Westinghouse Air Brake Technologies Corp 20751.8K $
232Vanguard Ultra Short Bond ETF 1,01450.5K $
233Agilent Technologies Inc 44050.3K $
234Cheniere Energy Inc 17549.7K $
235Progressive Corp/The 24648.8K $
236Blackstone Secured Lending Fund 1,98448.5K $
237Wells Fargo & Co 60648.2K $
238AAR Corp 43547.6K $
239Qnity Electronics Inc 41047.3K $
240Analog Devices Inc 14947.3K $
241Motorola Solutions Inc 10646.3K $
242PNC Financial Services Group Inc/The 21143.9K $
243First Solar Inc 22243.8K $
244UnitedHealth Group Inc 15942.9K $
245Exxon Mobil Corp 24741.9K $
246General Dynamics Corp 12241.9K $
247Vanguard Intermediate-Term Corporate Bond ETF 50541.8K $
248Moody's Corp 9240.1K $
249Philip Morris International Inc. 23539.1K $
250Liberty All Star 7,03439K $
251iShares Trust 73438.6K $
252ASML Holding NV 2938.5K $
253DuPont de Nemours Inc 82537.8K $
254KLA Corp 2537.2K $
255iShares MBS ETF 38336.4K $
256Solstice Advanced Materials Inc 46935.7K $
257Fortive Corp 63735.2K $
258Dell Technologies Inc 21435K $
259Corteva Inc 40133.6K $
260Fastenal Co 72333.5K $
261Warner Bros Discovery Inc 1,17532.3K $
262Air Products and Chemicals Inc 11031.9K $
263eBay Inc 35031.9K $
264Royce Small Cap Trust Inc 1,86230.9K $
265Albemarle Corp 16730.1K $
266CH Robinson Worldwide Inc 17929.9K $
267Hartford Insurance Group Inc/The 21629.3K $
268Roku Inc 30028.4K $
269DR Horton Inc 20027.4K $
270SPDR Series Trust 90827.3K $
271US Bancorp 51326.9K $
272Enpro Inc 10726.9K $
273O'Reilly Automotive Inc 29026.8K $
274Kodiak Sciences Inc 69226.4K $
275HCA Healthcare Inc 5626.4K $
276ON Semiconductor Corp 42526.3K $
277American Water Works Co Inc 19226.2K $
278CME Group Inc 8725.8K $
279Ingersoll Rand Inc 32025.7K $
280iShares MSCI USA Value Factor ETF 18025.6K $
281Boston Scientific Corp 40225.2K $
282Strategy Inc 20225.2K $
283First Trust Nasdaq Oil & Gas ETF 64624.9K $
284Emerson Electric Co. 19024.9K $
285Grayscale Bitcoin Mini Trust E 80924.3K $
286Novartis AG 15623.8K $
287Truist Financial Corp 51123.5K $
288VANGUARD WORLD FUND 6523.5K $
289McDonald's Corp. 7523.4K $
290Schwab Strategic Trust 80223.4K $
291Monolithic Power Systems Inc 2123.3K $
292Pfizer Inc 80422.6K $
293Grayscale Bitcoin Trust ETF 42722.5K $
294Regeneron Pharmaceuticals, Inc. 2821.7K $
295Versant Media Group Inc 57721.4K $
296Vanguard Index Funds 9721K $
297Northrop Grumman Corp 3120.8K $
298Bristol-Myers Squibb Co 34120.7K $
299Vanguard World Fund 6620.6K $
300Cboe Global Markets Inc 7320.6K $