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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 15 of 29  ·  577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ICICI BANK LIMITED ADR 158.0 $5K 0.00% NEW $29.03
282 LII LENNOX INTL INC COM Industrials 8.0 $5K 0.00% NEW $573.00 -30.3%
283 HROW HARROW INC COM Healthcare 107.0 $5K 0.00% NEW $42.47 -6.3%
284 MTB M & T BK CORP COM Financial Services 19.0 $5K 0.00% NEW $238.00 +1.6%
285 EIX EDISON INTL COM Utilities 60.0 $4K 0.00% NEW $74.45 -0.6%
286 TPCS TECHPRECISION CORP COM NEW Industrials 834.0 $4K 0.00% NEW $5.24 +10.1%
287 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 47.0 $4K 0.00% NEW $91.19 -18.6%
288 CCLD CARECLOUD INC COM Healthcare 2,000.0 $4K 0.00% NEW $2.12 +17.9%
289 UBS UBS GROUP AG SHS Financial Services 85.0 $4K 0.00% NEW $49.56 +8.4%
290 GIS GENERAL MILLS INC COM Consumer Defensive 121.0 $4K 0.00% NEW $34.80 +17.6%
291 CACI CACI INTL INC CL A Technology 9.0 $4K 0.00% NEW $463.22 +37.4%
292 EQR EQUITY RESIDENTIAL SH BEN INT Real Estate 61.0 $4K 0.00% NEW $67.93 -6.3%
293 ENTG ENTEGRIS INC COM Technology 23.0 $4K 0.00% NEW $179.87 -23.1%
294 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 54.0 $4K 0.00% NEW $76.41 +2.3%
295 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 91.0 $4K 0.00% NEW $45.12 -4.2%
296 PTCT PTC THERAPEUTICS INC COM Healthcare 50.0 $4K 0.00% NEW $81.58 -12.9%
297 NVO NOVO-NORDISK A S ADR Healthcare 85.0 $4K 0.00% NEW $47.94 -2.1%
298 MDT MEDTRONIC PLC SHS Healthcare 52.0 $4K 0.00% NEW $78.23 +18.8%
299 EQT EQT CORP COM Energy 75.0 $4K 0.00% NEW $53.47 +0.6%
300 LEN LENNAR CORP CL A Consumer Cyclical 44.0 $4K 0.00% NEW $90.50 -2.6%
Page 15 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%