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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 18 of 29  ·  577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 EW EDWARDS LIFESCIENCES CORP COM Healthcare 33.0 $3K 0.00% NEW $90.45 +0.5%
342 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 65.0 $3K NEW $44.85
343 LSTR LANDSTAR SYS INC COM Industrials 14.0 $3K NEW $206.79 -13.7%
344 CLX CLOROX CO DEL COM Consumer Defensive 30.0 $3K NEW $95.43 +10.0%
345 NU NU HLDGS LTD ORD SHS CL A Financial Services 214.0 $3K NEW $13.36 +13.3%
346 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 75.0 $3K NEW $38.11 +7.6%
347 LPLA LPL FINL HLDGS INC COM Financial Services 10.0 $3K NEW $281.70 +28.5%
348 MSCI MSCI INC COM Financial Services 5.0 $3K NEW $560.00 +0.7%
349 TOTALENERGIES SE ACT 36.0 $3K NEW $77.75
350 OTIS OTIS WORLDWIDE CORP COM Industrials 39.0 $3K NEW $71.59 -0.2%
351 JLL JONES LANG LASALLE INC COM Real Estate 9.0 $3K NEW $310.00 +26.7%
352 BLTE BELITE BIO INC SPONSORED ADS Healthcare 18.0 $3K NEW $154.00 +5.0%
353 VOX VANGUARD COMMUNICATION SERVICES ETF 15.0 $3K NEW $183.93 +2.8%
354 MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS Financial Services 138.0 $3K NEW $19.89 +11.8%
355 TROW T ROWE PRICE GROUP INC Financial Services 24.0 $3K NEW $113.71 -0.7%
356 CNQ CANADIAN NAT RES LTD MED TERM COM Energy 69.0 $3K NEW $39.51 +25.5%
357 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 27.0 $3K NEW $100.81 -2.4%
358 QURE UNIQURE NV SHS Healthcare 59.0 $3K NEW $46.07 +10.8%
359 SHEL SHELL PLC SPON ADS Energy 35.0 $3K NEW $77.54 +18.9%
360 HMC HONDA MOTOR CO LTD ADR ECH CNV IN 3 Consumer Cyclical 100.0 $3K NEW $27.11 +17.3%
Page 18 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%