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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 2 of 29  ·  577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PANW PALO ALTO NETWORKS INC COM Technology 562.0 $192K 0.03% NEW $341.02 +4.9%
22 IOO ISHARES GLOBAL 100 ETF 1,375.0 $188K 0.03% NEW $136.60 +5.3%
23 LIN LINDE PLC SHS Basic Materials 358.0 $186K 0.03% NEW $518.94 -6.0%
24 PWR QUANTA SVCS INC COM Industrials 251.0 $181K 0.03% NEW $720.04 -11.2%
25 CI THE CIGNA GROUP COM Healthcare 648.0 $179K 0.03% NEW $275.68 +0.7%
26 BLK BLACKROCK INC COM Financial Services 180.0 $173K 0.03% NEW $961.56 +20.3%
27 GS GOLDMAN SACHS GROUP INC COM Financial Services 160.0 $162K 0.03% NEW $1011.37 +2.8%
28 QQQM INVESCO NASDAQ 100 ETF 520.0 $158K 0.03% NEW $302.97 -3.0%
29 GEV GE VERNOVA INC COM Utilities 129.0 $152K 0.03% NEW $1174.86 -18.6%
30 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 948.0 $150K 0.03% NEW $158.03 +4.4%
31 UPS UNITED PARCEL SVCS INC CL B Industrials 1,378.0 $148K 0.03% NEW $107.50 -5.1%
32 VGK VANGUARD FTSE EUROPE ETF 1,667.0 $148K 0.03% NEW $88.54 +4.7%
33 C CITIGROUP INC COM NEW Financial Services 994.0 $139K 0.02% NEW $139.96 -5.9%
34 TGT TARGET CORP COM Consumer Defensive 1,063.0 $139K 0.02% NEW $130.61 +26.7%
35 SAMT STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 2,903.0 $139K 0.02% NEW $47.74 -9.4%
36 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1,660.0 $138K 0.02% NEW $82.84 -1.5%
37 ARES ARES MANAGEMENT CORPORATION CL A COM STK Financial Services 1,214.0 $135K 0.02% NEW $111.31 +26.9%
38 WCN WASTE CONNECTIONS INC COM Industrials 804.0 $134K 0.02% NEW $166.69 +1.6%
39 COP CONOCOPHILLIPS COM Energy 1,285.0 $134K 0.02% NEW $103.96 +29.7%
40 APH AMPHENOL CORP CL A Technology 716.0 $126K 0.02% NEW $176.32 -11.0%
Page 2 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%