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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 3 of 29  ·  577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TJX TJX COS INC NEW COM Consumer Cyclical 802.0 $122K 0.02% NEW $151.50 -7.3%
42 LOW LOWES COS INC COM Consumer Cyclical 534.0 $118K 0.02% NEW $220.49 -2.0%
43 BIV VANGUARD INTERMEDIATE-TERM BOND ETF 1,526.0 $117K 0.02% NEW $76.70 -1.7%
44 PINNACLE FINL PARTNERS INC COM 1,149.0 $116K 0.02% NEW $100.88
45 HUM HUMANA INC COM Healthcare 287.0 $114K 0.02% NEW $397.22 -4.6%
46 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 1,033.0 $113K 0.02% NEW $109.77 -0.4%
47 WM WASTE MGMT INC DEL COM Industrials 483.0 $108K 0.02% NEW $222.88 +0.5%
48 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 1,320.0 $107K 0.02% NEW $81.16 -10.5%
49 BK BANK OF NY MELLON CORP COM Financial Services 733.0 $106K 0.02% NEW $144.61 -1.9%
50 LYB LYONDELLBASELL INDUSTRIES NV SHS - A - Basic Materials 2,000.0 $105K 0.02% NEW $52.65 +28.3%
51 DE DEERE & CO COM Industrials 159.0 $101K 0.02% NEW $634.33 +2.1%
52 CVS CVS HEALTH CORP COM Healthcare 953.0 $99K 0.02% NEW $103.45 -10.1%
53 TPR TAPESTRY INC COM Consumer Cyclical 660.0 $97K 0.02% NEW $146.38 -11.1%
54 VLO VALERO ENERGY CORP COM Energy 369.0 $96K 0.02% NEW $260.44 +34.0%
55 CMCSA COMCAST CORP NEW CL A Communication Services 3,888.0 $95K 0.02% NEW $24.55 +9.4%
56 PSX PHILLIPS 66 COM Energy 564.0 $95K 0.02% NEW $169.05 +43.7%
57 ABT ABBOTT LABORATORIES COM Healthcare 1,050.0 $95K 0.02% NEW $90.74 +28.5%
58 FND FLOOR & DECOR HLDGS INC CL A Consumer Cyclical 1,498.0 $89K 0.01% NEW $59.36 -8.6%
59 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 2,745.0 $87K 0.01% NEW $31.61 +10.7%
60 AZO AUTOZONE INC COM Consumer Cyclical 27.0 $86K 0.01% NEW $3195.93 -7.4%
Page 3 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%