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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 16 of 29  ·  577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 HAL HALLIBURTON CO COM Energy 116.0 $4K 0.00% NEW $33.95 +2.0%
302 AKAM AKAMAI TECHNOLOGIES INC COM Technology 33.0 $4K 0.00% NEW $118.21 -10.6%
303 CANADIAN PACIFIC KANSAS CITY COM 45.0 $4K 0.00% NEW $86.64
304 BIIB BIOGEN INC COM Healthcare 18.0 $4K 0.00% NEW $216.06 +1.0%
305 BIPC BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A Utilities 101.0 $4K 0.00% NEW $38.51 +1.9%
306 KEY KEYCORP COM Financial Services 168.0 $4K 0.00% NEW $23.05 -5.1%
307 FLYW FLYWIRE CORPORATION COM VTG Technology 218.0 $4K 0.00% NEW $17.57 +10.5%
308 ARMK ARAMARK COM Industrials 67.0 $4K 0.00% NEW $56.90 +4.2%
309 BURL BURLINGTON STORES INC COM Consumer Cyclical 12.0 $4K 0.00% NEW $316.83 +4.4%
310 SEIC SEI INVTS CO COM Financial Services 42.0 $4K 0.00% NEW $87.71 +26.3%
311 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 205.0 $4K 0.00% NEW $17.73 -3.9%
312 CXDO CREXENDO INC COM Communication Services 477.0 $4K 0.00% NEW $7.47 -16.1%
313 FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW Industrials 15.0 $4K 0.00% NEW $237.33 -0.4%
314 FBRT FRANKLIN BSP RLTY TR INC COMMON STOCK Real Estate 435.0 $4K 0.00% NEW $8.14 +3.7%
315 TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS Healthcare 103.0 $3K 0.00% NEW $33.88 +9.0%
316 CF CF INDUSTRIES HOLD COM Basic Materials 32.0 $3K 0.00% NEW $108.25 +19.4%
317 ATO ATMOS ENERGY CORP COM Utilities 20.0 $3K 0.00% NEW $172.25 -2.6%
318 LITE LUMENTUM HLDGS INC COM Technology 4.0 $3K 0.00% NEW $858.00 -3.2%
319 PPIH PERMA-PIPE INTL HLDGS INC COM Industrials 125.0 $3K 0.00% NEW $27.23 -2.4%
320 RELY REMITLY GLOBAL INC COM Technology 150.0 $3K 0.00% NEW $22.41 +18.6%
Page 16 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%