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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 17 of 29  ·  577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 35.0 $3K 0.00% NEW $95.97 +23.4%
322 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 39.0 $3K 0.00% NEW $86.10 +17.3%
323 VPU VANGUARD UTILITIES ETF 17.0 $3K 0.00% NEW $195.71 -4.5%
324 ATLANTA BRAVES HLDGS INC COM SER A 59.0 $3K 0.00% NEW $56.31
325 NGG NATIONAL GRID PLC SPONSORED ADR NE Utilities 40.0 $3K 0.00% NEW $82.88 -3.0%
326 H HYATT HOTELS CORP COM CL A Consumer Cyclical 17.0 $3K 0.00% NEW $193.82 -7.1%
327 MHK MOHAWK INDS INC COM Consumer Cyclical 27.0 $3K 0.00% NEW $121.33 +10.5%
328 MAT MATTEL INC COM Consumer Cyclical 235.0 $3K 0.00% NEW $13.88 +6.8%
329 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 36.0 $3K 0.00% NEW $89.86 +3.7%
330 PERIMETER SOLUTIONS INC COMMON STOCK 90.0 $3K 0.00% NEW $35.66
331 BIDU BAIDU INC SPON ADR REP A Communication Services 28.0 $3K 0.00% NEW $114.29 -19.3%
332 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 15.0 $3K 0.00% NEW $212.80 +4.3%
333 SONY SONY GROUP CORP SPONSORED ADR Technology 159.0 $3K 0.00% NEW $20.06 +20.9%
334 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 33.0 $3K 0.00% NEW $95.15
335 RBRK RUBRIK INC. CL A Technology 39.0 $3K 0.00% NEW $80.28 +22.1%
336 KEX KIRBY CORP COM Industrials 23.0 $3K 0.00% NEW $135.96 +2.0%
337 TRP TC ENERGY CORP COM Energy 47.0 $3K 0.00% NEW $66.30 -6.4%
338 OMC OMNICOM GROUP INC COM Communication Services 42.0 $3K 0.00% NEW $72.83 +22.1%
339 VEEV VEEVA SYS INC CL A COM Healthcare 17.0 $3K 0.00% NEW $177.47 +40.0%
340 TTWO TAKE-TWO INTERACTIVE SOFTWARE COM Communication Services 12.0 $3K 0.00% NEW $250.00 -6.6%
Page 17 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%