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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 12 of 29  ·  577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 COIN COINBASE GLOBAL INC COM CL A Financial Services 56.0 $8K 0.00% NEW $146.20 +22.8%
222 TKO TKO GROUP HOLDINGS INC CL A Communication Services 39.0 $8K 0.00% NEW $201.31 -3.9%
223 CIEN CIENA CORP COM NEW Technology 16.0 $8K 0.00% NEW $490.56 -24.2%
224 LYV LIVE NATION ENTERTAINMENT INC COM Communication Services 42.0 $8K 0.00% NEW $183.12 +0.8%
225 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 26.0 $8K 0.00% NEW $290.58 -9.5%
226 BRO BROWN & BROWN INC COM Financial Services 117.0 $8K 0.00% NEW $64.15 +16.3%
227 CDNS CADENCE DESIGN SYSTEM INC COM Technology 20.0 $8K 0.00% NEW $375.30 -15.8%
228 CARNIVAL CORP LTD COMMON SHARES 262.0 $7K 0.00% NEW $28.57
229 HEICO CORP NEW CL A 29.0 $7K 0.00% NEW $257.90
230 NI NISOURCE INC COM Utilities 157.0 $7K 0.00% NEW $47.55 -14.1%
231 SE SEA LTD SPONSORD ADS Consumer Cyclical 76.0 $7K 0.00% NEW $95.83 +20.7%
232 ENB ENBRIDGE INC COM Energy 134.0 $7K 0.00% NEW $54.21 -7.6%
233 ROST ROSS STORES INC COM Consumer Cyclical 34.0 $7K 0.00% NEW $212.85 +13.5%
234 WST WEST PHARMACEUTICAL SVSC INC COM Healthcare 20.0 $7K 0.00% NEW $359.00 -1.6%
235 VST VISTRA CORP COM Utilities 45.0 $7K 0.00% NEW $158.62 -14.5%
236 GM GENERAL MTRS CO COM Consumer Cyclical 92.0 $7K 0.00% NEW $77.08 +12.8%
237 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 21.0 $7K 0.00% NEW $330.48 -0.1%
238 MLM MARTIN MARIETTA MATLS INC COM Basic Materials 12.0 $7K 0.00% NEW $576.67 -7.6%
239 AZN ASTRAZENECA PLC ORD Healthcare 36.0 $7K 0.00% NEW $189.61 -12.1%
240 AUR AURORA INNOVATION INC CLASS A COM Technology 1,000.0 $7K 0.00% NEW $6.82 -16.6%
Page 12 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%