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Westfuller Advisors, LLC

Q1 2026 Holdings

Filed 2026-04-28 | 761 holdings | $231.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Post Hldgs Inc(POST)COM737446104$58060.0%
Quest Diagnostics Inc(DGX)COM74834L100$59030.0%
Merit MED SYS Inc(MMSI)COM589889104$61090.0%
Mobileye Global Inc(MBLY)COMMON CLASS A60741F104$611890.0%
Paramount Skydance Corp(PSKY)COM CL B69932A204$645710.0%
Ishares Inc(IEMG)CORE MSCI EMKT46434G103$698100.0%
Casella Waste SYS Inc(CWST)CL A147448104$70590.0%
Citizens Finl Group Inc(CFG)COM174610105$720120.0%
American Centy ETF TR(AVEM)AVANTIS EMGMKT025072604$72590.0%
Interactive Brokers Group in(IBKR)COM CL A45841N107$738110.0%
Avient Corporation(AVNT)COM05368V106$763210.0%
Lululemon Athletica Inc(LULU)COM550021109$76650.0%
Franklin Elec Inc(FELE)COM353514102$77080.0%
Delek US Hldgs Inc New(DK)COM24665A103$789180.0%
Valvoline Inc(VVV)COM92047W101$797240.0%
Prestige Consmr Healthcare I(PBH)COM74112D101$829140.0%
Bank OZK Little Rock ARK(OZK)COM06417N103$833180.0%
International Flavors&fragra(IFF)COM459506101$881120.0%
Knife River Corp(KNF)COMMON STOCK498894104$896110.0%
Ollies Bargain Outlet Hldgs(OLLI)COM681116109$906100.0%
Ishares TR(FXI)CHINA LG-CAP ETF464287184$907250.0%
Seacoast BKG Corp FLA(SBCF)COM NEW811707801$930310.0%
GAP Inc(GAP)COM364760108$934390.0%
ICU MED Inc(ICUI)COM44930G107$1.0K80.0%
Millrose Pptys Inc(MRP)COM CL A601137102$1.1K380.0%
Stag Industrial Inc(STAG)COM85254J102$1.1K300.0%
Matador RES Co(MTDR)COM576485205$1.1K170.0%
Napco SEC Technologies Inc(NSSC)COM630402105$1.1K270.0%
Ingevity Corp(NGVT)COM45688C107$1.1K160.0%
Capricor Therapeutics Inc(CAPR)COM NEW14070B309$1.2K380.0%
Oceaneering Intl Inc(OII)COM675232102$1.2K330.0%
Kadant Inc(KAI)COM48282T104$1.2K40.0%
Dynatrace Inc(DT)COM NEW268150109$1.2K330.0%
Enterprise Finl Svcs Corp(EFSC)COM293712105$1.2K230.0%
Installed Bldg Prods Inc(IBP)COM45780R101$1.3K50.0%
Waste Connections Inc(WCN)COM94106B101$1.3K80.0%
The Cigna Group(CI)COM125523100$1.3K50.0%
Huron Consulting Group Inc(HURN)COM447462102$1.4K110.0%
Federal Signal Corp(FSS)COM313855108$1.4K130.0%
Revvity Inc(RVTY)COM714046109$1.4K160.0%
Invesco Exchange Traded FD T(PGF)FINL PFD ETF46137V621$1.4K1030.0%
NMI Hldgs Inc(NMIH)COM629209305$1.5K390.0%
Boot Barn Hldgs Inc(BOOT)COM099406100$1.5K100.0%
Materion Corp(MTRN)COM576690101$1.5K100.0%
Ishares TR(HYG)IBOXX HI YD ETF464288513$1.6K200.0%
Scotts Miracle-Gro Co(SMG)CL A810186106$1.6K260.0%
BXP Inc(BXP)COM101121101$1.6K310.0%
Aurora Cannabis Inc(ACB)COM05156X850$1.6K5000.0%
IES Holdings Inc(IESC)COM44951W106$1.6K30.0%
Magnolia Oil & Gas Corp(MGY)CL A559663109$1.7K530.0%
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