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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 28 of 29  ·  577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 JBHT HUNT J B TRANS SVCS INC COM Industrials 1.0 $289.0 NEW $289.00 -4.7%
542 MDLN MEDLINE INC COM CL A Healthcare 7.0 $276.0 NEW $39.43 -13.1%
543 USPH U S PHYSICAL THERAPY COM Healthcare 4.0 $275.0 NEW $68.75 +13.8%
544 WEN WENDYS CO COM Consumer Cyclical 32.0 $265.0 NEW $8.28 +8.8%
545 NWL NEWELL BRANDS INC COM Consumer Defensive 41.0 $252.0 NEW $6.15 -0.9%
546 NET CLOUDFLARE INC CL A COM Technology 1.0 $245.0 NEW $245.00 +19.6%
547 LNG CHENIERE ENERGY INC COM NEW Energy 1.0 $239.0 NEW $239.00 +16.1%
548 CALY CALLAWAY GOLF CO COM Consumer Cyclical 12.0 $225.0 NEW $18.75 -15.3%
549 PCG PG&E CORP COM Utilities 13.0 $219.0 NEW $16.85 +4.5%
550 BAX BAXTER INTL INC COM Healthcare 10.0 $213.0 NEW $21.30 +23.7%
551 FLO FLOWERS FOODS INC COM Consumer Defensive 27.0 $213.0 NEW $7.89 -11.9%
552 ALK ALASKA AIR GROUP INC COM Industrials 4.0 $209.0 NEW $52.25 -22.7%
553 AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF 2.0 $195.0 NEW $97.50 +1.5%
554 ACI ALBERTSONS COMPANIES INC COMMON STOCK Consumer Defensive 14.0 $189.0 NEW $13.50 -8.3%
555 THC TENET HEALTHCARE CORP COM NEW Healthcare 1.0 $187.0 NEW $187.00 +50.1%
556 BBWI BATH & BODY WORKS INC COM Consumer Cyclical 8.0 $185.0 NEW $23.12 -15.9%
557 OLED UNIVERSAL DISPLAY CORP COM Technology 2.0 $173.0 NEW $86.50 -0.8%
558 PINS PINTEREST INC CL A Communication Services 8.0 $168.0 NEW $21.00 +11.4%
559 ANGLOGOLD ASHANTI PLC COM SHS 2.0 $162.0 NEW $81.00
560 SOFI SOFI TECHNOLOGIES INC COM Financial Services 9.0 $161.0 NEW $17.89 +5.7%
Page 28 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%