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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 4 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NFLX NETFLIX INC Communication Services 3,320.0 $311K 0.06% +3K +988.5% $93.76 -17.5%
62 PLTR PALANTIR TECHNOLOGIES INC Technology 1,741.0 $309K 0.06% +144.0 +9.0% $177.75 -27.7%
63 AMD ADVANCED MICRO DEVICES INC Technology 1,430.0 $306K 0.06% +98.0 +7.4% $214.16 +150.9%
64 COF CAPITAL ONE FINL CORP Financial Services 1,236.0 $300K 0.06% +99.0 +8.7% $242.36 -16.8%
65 TRGP TARGA RES CORP Energy 1,615.0 $298K 0.06% +100.0 +6.6% $184.50 +40.2%
66 TMO THERMO FISHER SCIENTIFIC INC Healthcare 512.0 $297K 0.06% +40.0 +8.5% $579.45 -19.8%
67 GE GE AEROSPACE Industrials 941.0 $290K 0.06% +30.0 +3.3% $308.03 +16.1%
68 RF REGIONS FINANCIAL CORP NEW Financial Services 10,505.0 $285K 0.06% +405.0 +4.0% $27.10 +5.6%
69 ROP ROPER TECHNOLOGIES INC Industrials 637.0 $284K 0.06% +36.0 +6.0% $445.13 -25.8%
70 MA MASTERCARD INCORPORATED Financial Services 490.0 $280K 0.05% +33.0 +7.2% $571.18 -14.2%
71 VWO VANGUARD INTL EQUITY INDEX F 5,200.0 $280K 0.05% +1K +25.8% $53.76 +13.0%
72 APOS APOLLO GLOBAL MGMT INC Financial Services 1,891.0 $274K 0.05% +25.0 +1.3% $144.76 -82.3%
73 XLK SELECT SECTOR SPDR TR 1,857.0 $267K 0.05% +929.0 +100.1% $143.97 +33.0%
74 GILD GILEAD SCIENCES INC Healthcare 2,169.0 $266K 0.05% +152.0 +7.5% $122.74 +0.8%
75 SCHR SCHWAB STRATEGIC TR 10,265.0 $257K 0.05% +130.0 +1.3% $25.08 -1.9%
76 WFC WELLS FARGO CO NEW Financial Services 2,679.0 $250K 0.05% +62.0 +2.4% $93.20 -11.8%
77 SCHD SCHWAB STRATEGIC TR 8,728.0 $239K 0.05% +751.0 +9.4% $27.43 +16.2%
78 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,473.0 $239K 0.05% +68.0 +4.8% $161.97 -17.3%
79 PM PHILIP MORRIS INTL INC Consumer Defensive 1,465.0 $235K 0.04% +164.0 +12.6% $160.40 +11.2%
80 MPC MARATHON PETE CORP Energy 1,429.0 $232K 0.04% +188.0 +15.2% $162.63 +49.4%
Page 4 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%