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
301Dominion Energy Inc 31319.3K $
302ONEOK Inc 21419.3K $
303Butterfly Network Inc 4,71719.1K $
304Paychex Inc 20218.6K $
305Colgate-Palmolive Co 21818.5K $
306Republic Services Inc 8218K $
307Select Sector Spdr Trust 22018K $
308iShares Core 30/70 Conservativ 44617.8K $
309Tapestry Inc 12517.6K $
310Travelers Cos Inc/The 6017.5K $
311Navitas Semiconductor Corp 1,99317.5K $
312Walmart Inc 14017.4K $
313Marsh & McLennan Cos Inc 10017.4K $
314D-Wave Quantum Inc 1,18817.1K $
315CVS Health Corp 23516.9K $
316VanEck Semiconductor ETF 4416.9K $
317Airbnb Inc 13316.8K $
318Altria Group, Inc. 24816.6K $
319Rocket Lab Corp 25816.6K $
320Coca-Cola Femsa SAB de CV 16716.3K $
321Nasdaq Inc 19116.2K $
322Conagra Brands Inc 99415.6K $
323Loews Corp 14615.6K $
324CSX Corp 37915.6K $
325Hubbell Inc 3115.4K $
326Vanguard World Fund 8515.4K $
327Coinbase Global Inc 8715.2K $
328Iron Mountain Inc 14715.1K $
329Cincinnati Financial Corp 9515K $
330Sysco Corp 20914.9K $
331Hut 8 Corp 31414.7K $
332AppLovin Corp 3714.7K $
333iShares Global Clean Energy ETF 79714.6K $
334Select Sector Spdr Trust 29414.5K $
335Simon Property Group Inc 7814.5K $
336Williams Cos Inc/The 19914.5K $
337VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 18214.4K $
338Crown Castle Inc 17614.3K $
339Fidelity National Financial Inc 30614.2K $
340Rollins Inc 26414.1K $
341Lockheed Martin Corp 2314.1K $
342Edison International 18913.8K $
343Expedia Group Inc 5913.7K $
344KeyCorp 67913.6K $
345Schwab Short-Term U.S. Treasury ETF 56013.6K $
346Sherwin-Williams Co/The 4213.5K $
347Illinois Tool Works Inc 5113.4K $
348State Street Corp 10613.4K $
349Fair Isaac Corp 1313.4K $
350Allstate Corp/The 6413.3K $
351Vanguard Malvern Funds 26713.3K $
352iShares National Muni Bond ETF 12513.3K $
353British American Tobacco PLC 22413.3K $
354General Mills, Inc. 35513.2K $
355Keurig Dr Pepper Inc 49713.2K $
356Rio Tinto PLC 13713.1K $
357Veralto Corp 14512.8K $
358Sempra 13012.7K $
359Dollar Tree Inc 11612.7K $
360Shell PLC 13512.5K $
361Essential Utilities Inc 30712.4K $
362Akamai Technologies Inc 10712.3K $
363California Water Service Group 26812.2K $
364DoorDash Inc 8112.2K $
365American International Group Inc 16012.1K $
366Quantum Computing Inc 1,75712K $
367Serve Robotics Inc 1,42112K $
368Digital Realty Trust Inc 6611.9K $
369Liberty Live Holdings Inc 12511.8K $
370Vanguard Small-Cap ETF 4411.5K $
371Amylyx Pharmaceuticals Inc 81911.4K $
372Biogen Inc 6011K $
373ASE Technology Holding Co Ltd 48510.5K $
374Vanguard Russell 1000 3610.5K $
375Constellation Brands Inc 6910.3K $
376Huntington Bancshares Inc/OH 65010.3K $
377Toyota Motor Corp 4910.1K $
378Centene Corp 30710.1K $
379Zoom Communications Inc 12510K $
380Rockwell Automation Inc 289.9K $
381Vertex Pharmaceuticals Inc 229.7K $
382Becton Dickinson & Co 619.6K $
383Houlihan Lokey Inc 679.6K $
384Fifth Third Bancorp 2049.6K $
385Centrus Energy Corp 559.5K $
386Live Nation Entertainment Inc 629.5K $
387Kyndryl Holdings Inc 7209.4K $
388Applied Optoelectronics Inc 1119.4K $
389Host Hotels & Resorts Inc 4839.4K $
390Li Auto Inc 5199.3K $
391American Electric Power Co Inc 699.1K $
392Ventas Inc 1109.1K $
393United Natural Foods Inc 2009K $
394T-Mobile US Inc 428.8K $
395iShares 5-10 Year Investment Grade Corporate Bond ETF 1658.8K $
396Hormel Foods Corp 3878.8K $
397Comfort Systems USA Inc 68.7K $
398Ethereum Investment Trust 5098.7K $
399Datadog Inc 738.6K $
400KKR & Co Inc 938.6K $