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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 4 of 29  ·  577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ANET ARISTA NETWORKS INC COM SHS Technology 505.0 $86K 0.01% NEW $169.88 +10.8%
62 TLH ISHARES 10-20 YEAR TREASURY BOND ETF 850.0 $85K 0.01% NEW $100.35 -3.2%
63 IBIT ISHARES BITCOIN TRUST ETF Financial Services 2,539.0 $85K 0.01% NEW $33.29 +34.1%
64 T AT&T INC COM Communication Services 4,062.0 $84K 0.01% NEW $20.70 +24.1%
65 IWY ISHARES RUSSELL TOP 200 GROWTH ETF 286.0 $83K 0.01% NEW $290.62 -2.7%
66 SYK STRYKER CORPORATION COM Healthcare 263.0 $83K 0.01% NEW $314.84 +4.1%
67 NKE NIKE INC CL B Consumer Cyclical 2,016.0 $83K 0.01% NEW $41.05 -0.7%
68 VTR VENTAS INC COM Real Estate 883.0 $78K 0.01% NEW $88.80 +5.3%
69 ADBE ADOBE INC COM Technology 379.0 $78K 0.01% NEW $205.02 +34.8%
70 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 209.0 $77K 0.01% NEW $370.59 -2.8%
71 CEG CONSTELLATION ENERGY CORP COM Utilities 294.0 $73K 0.01% NEW $248.37 +10.1%
72 JKHY HENRY JACK & ASSOC INC COM Technology 515.0 $71K 0.01% NEW $137.74 +23.8%
73 JHSC JOHN HANCOCK MULTIFACTOR SMALL CAP ETF 1,450.0 $70K 0.01% NEW $48.56 +0.5%
74 IEX IDEX CORP COM Industrials 310.0 $70K 0.01% NEW $226.95 +3.0%
75 BX BLACKSTONE INC COM Financial Services 595.0 $70K 0.01% NEW $117.67 +22.1%
76 SPGI S&P GLOBAL INC COM Financial Services 169.0 $69K 0.01% NEW $407.26 +6.9%
77 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 378.0 $67K 0.01% NEW $178.24 +19.7%
78 FDX FEDEX CORP COM Industrials 211.0 $66K 0.01% NEW $313.13 +6.7%
79 PFE PFIZER INC COM Healthcare 2,704.0 $65K 0.01% NEW $24.08 +16.2%
80 CAH CARDINAL HEALTH INC COM Healthcare 268.0 $64K 0.01% NEW $237.56 -2.2%
Page 4 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%