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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 14 of 29  ·  577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 RRX REGAL REXNORD CORPORATION COM Industrials 23.0 $6K 0.00% NEW $239.52 -32.1%
262 ABVX ABIVAX SA SPONSORED ADS Healthcare 41.0 $5K 0.00% NEW $133.27 -12.8%
263 ZTS ZOETIS INC CL A Healthcare 75.0 $5K 0.00% NEW $71.87 +7.4%
264 WEX WEX INC COM Technology 37.0 $5K 0.00% NEW $141.08 +44.1%
265 NTRA NATERA INC COM Healthcare 19.0 $5K 0.00% NEW $271.47 +20.7%
266 TIC TIC SOLUTIONS INC COM Industrials 629.0 $5K 0.00% NEW $8.09 +14.7%
267 XEL XCEL ENERGY INC COM Utilities 63.0 $5K 0.00% NEW $80.30 -3.7%
268 ACGL ARCH CAP GROUP LTD ORD Financial Services 52.0 $5K 0.00% NEW $97.06 +4.2%
269 GL GLOBE LIFE INC COM Financial Services 28.0 $5K 0.00% NEW $178.68 -3.1%
270 BLDR BUILDERS FIRSTSOURCE INC COM Industrials 55.0 $5K 0.00% NEW $89.47 -21.5%
271 BXP BXP INC COM Real Estate 74.0 $5K 0.00% NEW $66.31 +5.5%
272 RPM RPM INTL INC COM Basic Materials 44.0 $5K 0.00% NEW $111.16 -4.3%
273 TD TORONTO DOMINION BK ONT COM NEW Financial Services 40.0 $5K 0.00% NEW $121.42 -4.0%
274 HORIZON KINETICS JAPAN OWNER OPERATOR ETF 212.0 $5K 0.00% NEW $22.49
275 PTLO PORTILLOS INC COM CL A Consumer Cyclical 1,000.0 $5K 0.00% NEW $4.74 +5.1%
276 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 49.0 $5K 0.00% NEW $96.12 -49.1%
277 IVZ INVESCO LTD SHS Financial Services 178.0 $5K 0.00% NEW $26.39 +23.0%
278 MPTI M-TRON INDS INC COM Technology 47.0 $5K 0.00% NEW $99.15 -20.3%
279 TLN TALEN ENERGY CORP COM Utilities 12.0 $5K 0.00% NEW $384.25 -20.5%
280 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 10.0 $5K 0.00% NEW $459.10 +17.2%
Page 14 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%