Stock Taper 
WESTFULLER ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Delek US Holdings, Inc. | DK | 18 | $894 |
 Silicon Motion Technology Corporation | SIMO | 18 | $5.99K |
 Hilton Worldwide Holdings Inc. | HLT | 19 | $6.28K |
 Waters Corporation | WAT | 20 | $7.5K |
 Cencora, Inc. | COR | 20 | $5.67K |
 Western Alliance Bancorporation | WAL | 20 | $1.65K |
 CF Industries Holdings, Inc. | CF | 20 | $2.17K |
 Sterling Infrastructure, Inc. | STRL | 20 | $16.99K |
 Pathward Financial, Inc. | CASH | 21 | $1.84K |
 Garmin Ltd. | GRMN | 21 | $5.02K |
 Lockheed Martin Corporation | LMT | 21 | $10.93K |
 Snowflake Inc. | SNOW | 21 | $5.34K |
 The J. M. Smucker Company | SJM | 21 | $2.4K |
 Ferguson plc | FERG | 21 | $4.89K |
 Humana Inc. | HUM | 21 | $8.36K |
 Avient Corporation | AVNT | 21 | $783 |
 Vontier Corporation | VNT | 22 | $640 |
 Vertex Pharmaceuticals Incorporated | VRTX | 22 | $10.74K |
 Monolithic Power Systems, Inc. | MPWR | 22 | $30.69K |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 22 | $8.33K |