BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

WEST PACES ADVISORS INC.

· CIK 0002004720
13F Portfolio $596M AUM 765 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 577 New 58 Added 87 Reduced 12 Exited
Page 10 of 29  ·  577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 REGN REGENERON PHARMACEUTICALS COM Healthcare 25.0 $16K 0.00% NEW $623.56 +32.9%
182 ADSK AUTODESK INC COM Technology 80.0 $16K 0.00% NEW $194.43 +30.9%
183 PTON PELOTON INTERACTIVE INC CL A COM Consumer Cyclical 2,560.0 $15K 0.00% NEW $5.91 -9.3%
184 CCI CROWN CASTLE INTL CORP Real Estate 199.0 $15K 0.00% NEW $75.73 +0.9%
185 VRSN VERISIGN INC COM Technology 59.0 $15K 0.00% NEW $251.56 +15.6%
186 DGX QUEST DIAGNOSTICS INC COM Healthcare 69.0 $15K 0.00% NEW $211.96 +15.1%
187 NDAQ NASDAQ INC COM Financial Services 180.0 $14K 0.00% NEW $78.82 +25.3%
188 WATT ENERGOUS CORP COM NEW Technology 585.0 $14K 0.00% NEW $24.05 -51.8%
189 SPXC SPX TECHNOLOGIES INC COM Industrials 54.0 $13K 0.00% NEW $245.17 -18.1%
190 FIW FIRST TRUST WATER ETF 120.0 $13K 0.00% NEW $109.52 +1.4%
191 CMS CMS ENERGY CORP COM Utilities 170.0 $13K 0.00% NEW $76.50 -10.6%
192 AIZ ASSURANT INC COM Financial Services 48.0 $13K 0.00% NEW $268.52 +7.2%
193 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A Technology 330.0 $13K 0.00% NEW $38.73 +60.6%
194 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 13.0 $13K 0.00% NEW $965.00 -17.7%
195 DKNG DRAFTKINGS INC NEW COM CL A Consumer Cyclical 495.0 $13K 0.00% NEW $25.26 +2.8%
196 DTE DTE ENERGY CO COM Utilities 80.0 $12K 0.00% NEW $152.38 -11.0%
197 TDG TRANSDIGM GROUP INC COM Industrials 9.0 $12K 0.00% NEW $1332.00 -10.0%
198 VLTO VERALTO CORP COM SHS Industrials 134.0 $12K 0.00% NEW $88.68 +12.1%
199 ARTY ISHARES FUTURE AI & TECH ETF 150.0 $11K 0.00% NEW $76.16 -5.0%
200 PHM PULTE GROUP INC COM Consumer Cyclical 83.0 $11K 0.00% NEW $137.20 -5.5%
Page 10 of 29  ·  577 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 25.9%
Technology 20.7%
Industrials 12.2%
Consumer Defensive 12.1%
Healthcare 8.8%
Consumer Cyclical 6.7%
Utilities 5.0%
Energy 3.6%
Communication Services 2.9%
Basic Materials 1.3%