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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 21 of 29  ·  577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 TDY TELEDYNE TECHNOLOGIES INC COM Technology 3.0 $2K NEW $667.00 -6.2%
402 OSK OSHKOSH CORP COM Industrials 13.0 $2K NEW $153.46 +0.9%
403 RBC RBC BEARINGS INC COM Industrials 3.0 $2K NEW $644.00 -22.5%
404 IQVIA HLDGS INC COM 10.0 $2K NEW $193.20
405 AEE AMEREN CORP COM Utilities 17.0 $2K NEW $113.06 -5.4%
406 PSA PUBLIC STORAGE COM Real Estate 6.0 $2K NEW $318.33 +0.9%
407 CPRT COPART INC COM Industrials 67.0 $2K NEW $28.19 +17.6%
408 GAMESTOP CORP CL A 85.0 $2K NEW $22.08
409 SUNB SUNBELT RENTALS HOLDINGS INC SHS Financial Services 25.0 $2K NEW $74.80 +1.1%
410 CURI CURIOSITYSTREAM INC COM CL A Communication Services 702.0 $2K NEW $2.66 +6.6%
411 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 24.0 $2K NEW $74.54 +2.6%
412 DECK DECKERS OUTDOOR CORP COM Consumer Cyclical 18.0 $2K NEW $99.28 -10.5%
413 LTH LIFE TIME GROUP HOLDINGS INC COMMON STOCK Consumer Cyclical 43.0 $2K NEW $40.84 +9.9%
414 AES AES CORP COM Utilities 119.0 $2K NEW $14.66 +0.6%
415 NWSA NEWS CORP NEW CL A Communication Services 70.0 $2K NEW $24.83 +23.6%
416 LBRT LIBERTY ENERGY INC COM CL A Energy 66.0 $2K NEW $26.20 -28.6%
417 RKLB ROCKET LAB CORP COM Industrials 17.0 $2K NEW $101.65 -33.7%
418 DOW DOW HLDGS INC COM Basic Materials 63.0 $2K NEW $27.37 +12.2%
419 IDAI T STAMP INC CL A NEW Technology 866.0 $2K NEW $1.98 +55.0%
420 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 89.0 $2K NEW $19.12 +10.2%
Page 21 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%