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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 3 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TEL TE CONNECTIVITY PLC Technology 2,317.0 $527K 0.10% +69.0 +3.1% $227.51 -4.3%
42 ORCL ORACLE CORP Technology 2,644.0 $515K 0.10% +114.0 +4.5% $194.91 -5.4%
43 VICI VICI PPTYS INC Real Estate 18,226.0 $513K 0.10% +435.0 +2.5% $28.12 -6.5%
44 WEC WEC ENERGY GROUP INC Utilities 4,715.0 $497K 0.10% +553.0 +13.3% $105.47 +6.4%
45 ITW ILLINOIS TOOL WKS INC Industrials 2,016.0 $497K 0.10% +44.0 +2.2% $246.34 +7.2%
46 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,516.0 $461K 0.09% +513.0 +51.1% $303.89 +52.1%
47 HIG HARTFORD INSURANCE GROUP INC Financial Services 3,200.0 $441K 0.09% +212.0 +7.1% $137.80 -6.9%
48 PPL PPL CORP Utilities 12,497.0 $438K 0.09% +165.0 +1.3% $35.02 +1.0%
49 GD GENERAL DYNAMICS CORP Industrials 1,293.0 $435K 0.08% +248.0 +23.7% $336.66 +4.0%
50 TSLA TESLA INC Consumer Cyclical 927.0 $417K 0.08% +185.0 +24.9% $449.72 -10.9%
51 SBUX STARBUCKS CORP Consumer Cyclical 4,836.0 $407K 0.08% +65.0 +1.4% $84.21 +19.5%
52 EMR EMERSON ELEC CO Industrials 3,064.0 $407K 0.08% +18.0 +0.6% $132.73 +13.5%
53 IBM INTERNATIONAL BUSINESS MACHS Technology 1,353.0 $401K 0.08% +22.0 +1.6% $296.21 -15.9%
54 MCK MCKESSON CORP Healthcare 472.0 $387K 0.07% +16.0 +3.5% $820.29 -8.5%
55 SUB ISHARES TR 3,535.0 $377K 0.07% +2K +83.6% $106.70 -0.1%
56 AVB AVALONBAY CMNTYS INC Real Estate 2,078.0 $377K 0.07% +39.0 +1.9% $181.31 -2.2%
57 DUK DUKE ENERGY CORP NEW Utilities 3,155.0 $370K 0.07% +50.0 +1.6% $117.21 +5.7%
58 DHR DANAHER CORPORATION Healthcare 1,607.0 $368K 0.07% +23.0 +1.4% $228.92 -22.6%
59 AMGN AMGEN INC Healthcare 1,109.0 $363K 0.07% +51.0 +4.8% $327.31 +3.1%
60 ISRG INTUITIVE SURGICAL INC Healthcare 611.0 $346K 0.07% +40.0 +7.0% $566.36 -28.2%
Page 3 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%