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
501Workday Inc 303.9K $
502VanEck Fallen Angel High Yield 1353.9K $
503Regions Financial Corp 1473.9K $
504Waters Corp 133.9K $
505Applied Digital Corp 1563.7K $
506Synchrony Financial 543.7K $
507BHP Group Ltd 503.6K $
508Otis Worldwide Corp 473.6K $
509Lennar Corp 413.6K $
510Roper Technologies Inc 103.5K $
511McCormick & Co Inc/MD 703.5K $
512W R Berkley Corp 523.5K $
513Target Corp 283.4K $
514Apollo Global Management Inc 313.4K $
515Hasbro Inc 363.4K $
516Stanley Black & Decker Inc 473.3K $
517American Battery Technology Co 1,1783.3K $
518Mueller Industries Inc 303.3K $
519Capital One Financial Corp 183.3K $
520Labcorp Holdings Inc 123.2K $
521Corpay Inc 113.2K $
522Middleby Corp/The 243.2K $
523Snowflake Inc 213.2K $
524VANGUARD MATERIALS ETF VANGUARD MATERIALS ETF 143.1K $
525Invesco Preferred ETF 2823.1K $
526Gartner Inc 193K $
527Lamb Weston Holdings Inc 713K $
528HSBC Holdings PLC 352.9K $
529Realty Income Corp 472.9K $
530Ensign Group Inc/The 142.9K $
531ESCO Technologies Inc 102.9K $
532Evercore Inc 102.9K $
533Kenvue Inc 1642.8K $
534U-Haul Holding Co 632.8K $
535ARM Holdings PLC 182.7K $
536SiTime Corp 82.7K $
537Las Vegas Sands Corp 502.7K $
538Ligand Pharmaceuticals Inc 132.7K $
539Teleflex Inc 222.6K $
540Dollar General Corp 222.6K $
541West Pharmaceutical Services Inc 102.5K $
542Mettler-Toledo International Inc 22.5K $
543Humana Inc 142.4K $
544Dover Corp 122.4K $
545iShares Core S&P Mid-Cap ETF 362.4K $
546Lumen Technologies Inc 3402.4K $
547MYR Group Inc 82.3K $
548Alnylam Pharmaceuticals Inc 72.3K $
549Extra Space Storage Inc 172.3K $
550GSK PLC 412.3K $
551ResMed Inc 102.2K $
552J M Smucker Co/The 232.2K $
553Dana Inc 662.2K $
554Huntington Ingalls Industries, Inc. 62.2K $
555Progyny Inc 1312.2K $
556Applied Industrial Technologies Inc 82.2K $
557Vanguard Russell 1000 Growth ETF 202.2K $
558Victory Capital Holdings Inc 332.2K $
559Kimberly-Clark Corp 222.2K $
560Verisk Analytics Inc 112.1K $
561iShares Trust 102.1K $
562Terawulf Inc 1482.1K $
563Kontoor Brands Inc 302.1K $
564Ennis Inc 982.1K $
565iShares 0-5 Year TIPS Bond ETF 202.1K $
566Vodafone Group PLC 1352K $
567Palomar Holdings Inc 172K $
568Solventum Corp 312K $
569Silicon Motion Technology Corp 182K $
570Chart Industries Inc 92K $
571Alexandria Real Estate Equities, Inc. 411.9K $
572Pathward Financial Inc 211.9K $
573Vontier Corp 531.9K $
574GCI Liberty Inc 501.9K $
575Kite Realty Group Trust 761.9K $
576Wintrust Financial Corp 131.8K $
577Global X Funds 1061.8K $
578KBR Inc 481.8K $
579Belden Inc 151.8K $
580Molina Healthcare Inc 131.7K $
581MSCI Inc 31.7K $
582Kirby Corp 121.7K $
583Magnolia Oil & Gas Corp 531.7K $
584IES Holdings Inc 31.6K $
585BXP Inc 311.6K $
586Scotts Miracle-Gro Co/The 261.6K $
587iShares Trust 201.6K $
588Materion Corp 101.5K $
589Boot Barn Holdings Inc 101.5K $
590NMI Holdings Inc 391.5K $
591Revvity Inc 161.4K $
592Federal Signal Corp 131.4K $
593Huron Consulting Group Inc 111.4K $
594Cigna Group/The 51.3K $
595Installed Building Products Inc 51.3K $
596Enterprise Financial Services Corp 231.2K $
597Dynatrace Inc 331.2K $
598Kadant Inc 41.2K $
599Oceaneering International Inc 331.2K $
600Capricor Therapeutics Inc 381.2K $