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
601Ingevity Corp 161.1K $
602Napco Security Technologies Inc 271.1K $
603Matador Resources Co 171.1K $
604STAG Industrial Inc 301.1K $
605Millrose Properties Inc 381.1K $
606ICU Medical Inc 81K $
607Gap Inc/The 39934 $
608Seacoast Banking Corp of Florida 31930 $
609iShares China Large-Cap ETF 25907 $
610Ollie's Bargain Outlet Holdings Inc 10906 $
611Knife River Corp 11896 $
612International Flavors & Fragrances Inc 12881 $
613Bank OZK 18833 $
614Prestige Consumer Healthcare Inc 14829 $
615Valvoline Inc 24797 $
616Delek US Holdings Inc 18789 $
617Franklin Electric Co Inc 8770 $
618Lululemon Athletica Inc 5766 $
619Avient Corp 21763 $
620Interactive Brokers Group Inc 11738 $
621Avantis Emerging Markets Equity ETF 9725 $
622Citizens Financial Group Inc 12720 $
623Casella Waste Systems Inc 9705 $
624iShares Core MSCI Emerging Markets ETF 10698 $
625Paramount Skydance Corp. 71645 $
626Mobileye Global Inc 89611 $
627Merit Medical Systems Inc 9610 $
628Quest Diagnostics Inc 3590 $
629Post Holdings Inc 6580 $
630Bio-Rad Laboratories Inc 2558 $
631IDACORP Inc 4550 $
632VeriSign Inc 2510 $
633TransMedics Group Inc 5502 $
634iShares Core MSCI International Developed Markets ETF 6501 $
635G-III Apparel Group Ltd 17475 $
636VF Corp 28475 $
637F&G Annuities & Life Inc 18459 $
638Vistance Networks Inc 24437 $
639Interparfums Inc 5437 $
640SOUTHSTATE BANK CORP 5433 $
641Masterbrand Inc 44366 $
642Williams-Sonoma Inc 2365 $
643U-Haul Holding Co 7334 $
644Intapp Inc 12321 $
645Marzetti Company/The 2313 $
646Benchmark Electronics Inc 5303 $
647Teradyne Inc 1296 $
648Insight Enterprises Inc 4291 $
649AdvanSix Inc 11269 $
650Integer Holdings Corp 3237 $
651Zebra Technologies Corp 1209 $
652MFS Government Markets Income Trust 59172 $
653Brighthouse Financial Inc 2120 $
654Sabra Health Care REIT Inc 6116 $
655Enphase Energy Inc 3113 $
656Avanos Medical Inc 684 $
657Thor Industries Inc 168 $
658Occidental Petroleum Corp 159 $
659Blackstone Inc 34 $
660State Street SPDR ICE Preferre 129 $
661Organon & Co 422 $
662Match Group Inc 13 $
663Chegg Inc 1511 $
664Broadridge Financial Solutions Inc 9 $
665Jacobs Solutions Inc 7 $
666Mitsubishi UFJ Financial Group Inc 7 $
667Skyworks Solutions Inc 5 $
668Invesco Senior Loan ETF 4 $
669Ball Corp 2 $
670Lennox International Inc 2 $
671ING Groep NV 1 $