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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 23 of 29  ·  577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 EVEREST GROUP LTD COM 4.0 $1K NEW $357.25
442 CSGP COSTAR GROUP INC COM Real Estate 50.0 $1K NEW $28.32 +15.6%
443 IFRA ISHARES U.S. INFRASTRUCTURE ETF 22.0 $1K NEW $63.05 -5.5%
444 MPWR MONOLITHIC PWR SYS INC COM Technology 1.0 $1K NEW $1382.00 -5.2%
445 MOH MOLINA HEALTHCARE INC COM Healthcare 6.0 $1K NEW $228.67 -12.7%
446 HDB HDFC BANK LTD SPONSORED ADS Financial Services 52.0 $1K NEW $25.83 -8.6%
447 GIL GILDAN ACTIVEWEAR INC COM Consumer Cyclical 26.0 $1K NEW $51.62 +5.8%
448 EHC ENCOMPASS HEALTH CORP COM Healthcare 13.0 $1K NEW $101.08 +18.8%
449 ANGX ANGEL STUDIOS INC. CL A COM Communication Services 353.0 $1K NEW $3.67 +22.3%
450 SOUN SOUNDHOUND AI INC CLASS A COM Technology 200.0 $1K NEW $6.47 +8.5%
451 LUV SOUTHWEST AIRLS CO COM Industrials 25.0 $1K NEW $51.44 -20.7%
452 USO UNITED STATES OIL FUND LP Financial Services 12.0 $1K NEW $106.42 +20.2%
453 NE NOBLE CORP PLC ORD SHS A Energy 34.0 $1K NEW $37.29 +22.9%
454 MWA MUELLER WTR PRODS INC COM SER A Industrials 49.0 $1K NEW $25.84 -3.5%
455 EXC EXELON CORP COM Utilities 27.0 $1K NEW $46.63 -5.5%
456 LIBERTY MEDIA CORP DEL COM LBTY ONE S A 14.0 $1K NEW $87.57
457 SNA SNAP ON INC COM Industrials 3.0 $1K NEW $402.33 -2.3%
458 RL RALPH LAUREN CORP CL A Consumer Cyclical 3.0 $1K NEW $401.33 -9.1%
459 WY WEYERHAEUSER CO COM NEW Real Estate 50.0 $1K NEW $23.94 +1.2%
460 FICO FAIR ISAAC CORP COM Technology 1.0 $1K NEW $1195.00 -4.1%
Page 23 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%