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
401Gen Digital Inc 4548.5K $
402Vertiv Holdings Co 348.5K $
403Eversource Energy 1228.5K $
404PulteGroup Inc 728.4K $
405Campbell's Company/The 3788.4K $
406Rivian Automotive Inc 5508.3K $
407Estee Lauder Cos Inc/The 1158.3K $
408Sterling Infrastructure Inc 208.2K $
409Quanta Services Inc 158.2K $
410Brown-Forman Corp 3048.2K $
411Tractor Supply Co 1808.2K $
412Bank of America Corp 1668.1K $
413VANGUARD ENERGY ETF VANGUARD ENERGY ETF 478.1K $
414Etsy Inc 1577.8K $
415Chipotle Mexican Grill Inc 2417.7K $
416Generac Holdings Inc 397.6K $
417Cintas Corp 457.6K $
418Southwest Airlines Co 2007.6K $
419CoreWeave Inc 977.5K $
420CoStar Group Inc 1867.5K $
421General Electric Co 267.5K $
422Boeing Co/The 377.4K $
423Rubrik Inc 1507.3K $
424PACCAR Inc 647.3K $
425Steel Dynamics Inc 407.2K $
426MGIC Investment Corp 2747.2K $
427United Parcel Service Inc 737.1K $
428Darden Restaurants Inc 367.1K $
429Hewlett Packard Enterprise Co 2977.1K $
430EOG Resources Inc 497.1K $
431iShares Trust 487.1K $
432Whirlpool Corp 1297K $
433PPG Industries Inc 646.8K $
434Deluxe Corp 2466.8K $
435AutoZone Inc 26.8K $
436Charles River Laboratories International Inc 396.7K $
437Fox Corp 1276.7K $
438Ares Management Corp 616.7K $
439Marvell Technology Inc 676.6K $
440NVR Inc 16.6K $
441Riot Platforms Inc 5326.6K $
442Paycom Software Inc 546.6K $
443Vishay Intertechnology Inc 3646.6K $
444SPDR Series Trust 2126.5K $
445Aflac Inc 596.5K $
446Martin Marietta Materials Inc 116.5K $
447Phillips 66 356.4K $
448Molson Coors Beverage Co 1486.4K $
449GE HealthCare Technologies Inc 896.3K $
450Trimble Inc 966.3K $
451Ralliant Corp 1506.3K $
452Carrier Global Corp 1096.1K $
453Modine Manufacturing Co 286.1K $
454Arthur J Gallagher & Co 286.1K $
455Brown & Brown Inc 936.1K $
456Fidelity National Information Services Inc 1296.1K $
457Wayfair Inc 806K $
458MetLife Inc 856K $
459Lamar Advertising Co 465.8K $
460Liberty Media Corp-Liberty Formula One 685.8K $
461Ford Motor Co 5015.8K $
462Hilton Worldwide Holdings Inc 195.8K $
463Raymond James Financial Inc 405.8K $
464Block Inc 955.7K $
465Caterpillar Inc 85.7K $
466Cognizant Technology Solutions Corp. 925.6K $
467Freeport-McMoRan Inc 965.6K $
468Novo Nordisk A/S 1475.6K $
469Ralph Lauren Corp 165.5K $
470Tyler Technologies Inc 165.5K $
471American Eagle Outfitters Inc 3165.3K $
472T1 Energy Inc 1,2005.3K $
473GoDaddy Inc 635.2K $
474EMCOR Group Inc 75.2K $
475Koninklijke Philips NV 1885.2K $
476Fiserv Inc 925.1K $
477Kinder Morgan, Inc. 1525.1K $
478Principal Financial Group Inc 565K $
479Monte Rosa Therapeutics Inc 3015K $
480CACI International Inc 94.9K $
481MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 224.9K $
482Diageo PLC 654.9K $
483Ferguson Enterprises Inc 204.8K $
484Snap-on Inc 134.8K $
485Better Home & Finance Holding Co 1314.7K $
486TransDigm Group Inc 44.6K $
487Invesco Emerging Markets Sovereign Debt ETF 2194.6K $
488Church & Dwight Co Inc 484.5K $
489Fluence Energy Inc 3164.3K $
490McKesson Corp 54.3K $
491SoundHound AI Inc 6164.2K $
492Mid-America Apartment Communities, Inc. 354.2K $
493PTC Inc 294.1K $
494Pinterest Inc 2254.1K $
495Vanguard Total World Stock ETF 304.1K $
496State Street SPDR S&P Retail E 504K $
497Marriott International Inc/MD 124K $
498M&T Bank Corp 194K $
499Northern Trust Corp 284K $
500DBX ETF Trust 1093.9K $