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Portfolio (Quarterly) Guide ↗

WEST PACES ADVISORS INC.

· CIK 0002004720
13F Portfolio $517M AUM 200 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 20 New 88 Added 40 Reduced 8 Exited
Page 2 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CSCO CISCO SYS INC Technology 15,746.0 $1.2M 0.23% +349.0 +2.3% $77.03 +55.2%
22 IWF ISHARES TR 2,384.0 $1.1M 0.22% +144.0 +6.4% $473.30 -74.0%
23 COST COSTCO WHSL CORP NEW Consumer Defensive 1,295.0 $1.1M 0.22% +39.0 +3.1% $862.15 +10.4%
24 V VISA INC Financial Services 3,041.0 $1.1M 0.21% +144.0 +5.0% $350.71 -6.7%
25 XOM EXXON MOBIL CORP Energy 8,856.0 $1.1M 0.21% +321.0 +3.8% $120.34 +14.5%
26 UNH UNITEDHEALTH GROUP INC Healthcare 2,956.0 $976K 0.19% +35.0 +1.2% $330.13 +21.5%
27 TFC TRUIST FINL CORP Financial Services 19,334.0 $951K 0.18% +264.0 +1.4% $49.21 -1.8%
28 GLD SPDR GOLD TR Financial Services 2,358.0 $934K 0.18% +535.0 +29.4% $396.31 -2.3%
29 MDLZ MONDELEZ INTL INC Consumer Defensive 16,452.0 $886K 0.17% +186.0 +1.1% $53.83 +11.7%
30 META META PLATFORMS INC Communication Services 1,294.0 $854K 0.17% +122.0 +10.4% $660.09 -12.6%
31 CAT CATERPILLAR INC Industrials 1,471.0 $843K 0.16% +54.0 +3.8% $572.87 +72.1%
32 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,904.0 $747K 0.14% +34.0 +1.2% $257.27 -15.1%
33 PEP PEPSICO INC Consumer Defensive 4,933.0 $708K 0.14% +138.0 +2.9% $143.51 -1.0%
34 CMI CUMMINS INC Industrials 1,310.0 $669K 0.13% +34.0 +2.7% $510.63 +40.4%
35 ACN ACCENTURE PLC IRELAND Technology 2,484.0 $666K 0.13% +135.0 +5.8% $268.30 -51.3%
36 SRE SEMPRA Utilities 7,532.0 $665K 0.13% +38.0 +0.5% $88.29 +2.7%
37 BERKSHIRE HATHAWAY INC DEL 1,133.0 $570K 0.11% +61.0 +5.7% $502.65
38 UNP UNION PAC CORP Industrials 2,421.0 $560K 0.11% +33.0 +1.4% $231.32 +11.0%
39 DIS DISNEY WALT CO Communication Services 4,845.0 $551K 0.11% +147.0 +3.1% $113.77 -8.7%
40 VUG VANGUARD INDEX FDS 1,099.0 $536K 0.10% +592.0 +116.8% $487.86 -82.2%
Page 2 of 5  ·  88 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 26.5%
Technology 18.4%
Consumer Defensive 12.6%
Industrials 10.5%
Healthcare 8.5%
Consumer Cyclical 6.9%
Communication Services 5.2%
Utilities 4.7%
Energy 3.8%
Real Estate 1.9%