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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 20 of 29  ·  577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 NFG NATIONAL FUEL GAS CO COM Energy 30.0 $2K NEW $77.20 +6.0%
382 DHI D R HORTON INC COM Consumer Cyclical 14.0 $2K NEW $162.86 -8.9%
383 BLOCK INC CL A 30.0 $2K NEW $76.00
384 LYG LLOYDS BANKING GROUP PLC SPONSORED ADR Financial Services 388.0 $2K NEW $5.83 +3.3%
385 KIM KIMCO REALTY CORP COM Real Estate 89.0 $2K NEW $25.35 -5.0%
386 WAT WATERS CORP COM Healthcare 6.0 $2K NEW $375.00 +10.3%
387 MKSI MKS INC. COM Technology 5.0 $2K NEW $444.80 -38.7%
388 VLUE ISHARES MSCI USA VALUE FACTOR ETF 11.0 $2K NEW $199.82 +0.5%
389 BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF 35.0 $2K NEW $62.63 +0.4%
390 JBT MAREL CORPORATION COM 15.0 $2K NEW $145.00
391 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 19.0 $2K NEW $114.16 +34.8%
392 IRM IRON MTN INC DEL COM Real Estate 17.0 $2K NEW $126.29 -3.3%
393 SXI STANDEX INTL CORP COM Industrials 6.0 $2K NEW $357.67 -14.7%
394 CODI COMPASS DIVERSIFIED SH BEN INT Industrials 200.0 $2K NEW $10.66 +6.9%
395 FCNCA FIRST CTZNS BANCSHARES INC DEL CL A Financial Services 1.0 $2K NEW $2081.00 +4.4%
396 FFIV F5 INC COM Technology 5.0 $2K NEW $416.00 -7.5%
397 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 80.0 $2K NEW $25.95 +34.0%
398 ZM ZOOM COMMUNICATIONS INC CL A Technology 24.0 $2K NEW $86.29 +21.1%
399 WT WISDOMTREE INC COM Financial Services 120.0 $2K NEW $16.94 +41.5%
400 BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG Utilities 54.0 $2K NEW $37.11 -11.1%
Page 20 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%