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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 29 of 29  ·  577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 PSN PARSONS CORP DEL COM Industrials 3.0 $157.0 NEW $52.33 -6.3%
562 PRGO PERRIGO CO PLC SHS Healthcare 15.0 $156.0 NEW $10.40 +37.0%
563 COTY COTY INC COM CL A Consumer Defensive 70.0 $151.0 NEW $2.16 +27.0%
564 CRUS CIRRUS LOGIC INC COM Technology 1.0 $149.0 NEW $149.00 -22.6%
565 PVH PVH CORPORATION COM Consumer Cyclical 2.0 $149.0 NEW $74.50 +5.4%
566 CAR AVIS BUDGET GROUP INC COM Industrials 1.0 $148.0 NEW $148.00 -0.9%
567 PRMB PRIMO BRANDS CORPORATION CLASS A COM SHS Consumer Defensive 6.0 $147.0 NEW $24.50 -5.6%
568 GPN GLOBAL PMTS INC COM Industrials 2.0 $145.0 NEW $72.50 +29.0%
569 ALB ALBEMARLE CORP COM Basic Materials 1.0 $135.0 NEW $135.00 +6.1%
570 PALATIN TECHNOLOGIES INC COM NEW 12.0 $129.0 NEW $10.75
571 SAIL SAILPOINT INC COM Technology 8.0 $117.0 NEW $14.62 +27.5%
572 RBLX ROBLOX CORP CL A Technology 2.0 $109.0 NEW $54.50 -29.6%
573 WHR WHIRLPOOL CORP COM Consumer Cyclical 2.0 $79.0 NEW $39.50 +2.2%
574 PENN PENN ENTERTAINMENT INC COM Consumer Cyclical 3.0 $64.0 NEW $21.33 -12.6%
575 ALAUNOS THERAPEUTICS INC COM NEW 10.0 $23.0 NEW $2.30
576 GAMESTOP CORP NEW WT EXP 103026 8.0 $22.0 NEW $2.75
577 CASI PHARMACEUTICALS INC COM NEW 100.0 $17.0 NEW $0.17
Page 29 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%