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Portfolio (Quarterly) Guide ↗

WEST PACES ADVISORS INC.

· CIK 0002004720
13F Portfolio $502M AUM Filed Oct 22, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 188 New
Page 6 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SBUX STARBUCKS CORP Consumer Cyclical 4,771.0 $404K 0.08% NEW $84.60 +19.0%
102 EMR EMERSON ELEC CO Industrials 3,046.0 $400K 0.08% NEW $131.17 +14.9%
103 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,988.0 $399K 0.08% NEW $133.39 -3.9%
104 AVB AVALONBAY CMNTYS INC Real Estate 2,039.0 $394K 0.08% NEW $193.17 -8.2%
105 TT TRANE TECHNOLOGIES PLC Industrials 925.0 $390K 0.08% NEW $421.96 +14.6%
106 DUK DUKE ENERGY CORP NEW Utilities 3,105.0 $384K 0.08% NEW $123.75 +0.1%
107 IBM INTERNATIONAL BUSINESS MACHS Technology 1,331.0 $376K 0.07% NEW $282.16 -11.7%
108 NFLX NETFLIX INC Communication Services 305.0 $366K 0.07% NEW $1198.92 -93.5%
109 GPC GENUINE PARTS CO Consumer Cyclical 2,628.0 $364K 0.07% NEW $138.60 -21.6%
110 GD GENERAL DYNAMICS CORP Industrials 1,045.0 $356K 0.07% NEW $341.00 +2.6%
111 MCK MCKESSON CORP Healthcare 456.0 $352K 0.07% NEW $772.54 -2.8%
112 IAU ISHARES GOLD TR Financial Services 4,815.0 $350K 0.07% NEW $72.77 +9.0%
113 TSLA TESLA INC Consumer Cyclical 742.0 $330K 0.07% NEW $444.72 -9.9%
114 DHR DANAHER CORPORATION Healthcare 1,584.0 $314K 0.06% NEW $198.26 -10.6%
115 AON AON PLC Financial Services 859.0 $306K 0.06% NEW $356.58 -10.9%
116 ROP ROPER TECHNOLOGIES INC Industrials 601.0 $300K 0.06% NEW $498.69 -33.8%
117 AMGN AMGEN INC Healthcare 1,058.0 $299K 0.06% NEW $282.20 +19.6%
118 PLTR PALANTIR TECHNOLOGIES INC Technology 1,597.0 $291K 0.06% NEW $182.42 -29.6%
119 KMI KINDER MORGAN INC DEL Energy 10,087.0 $286K 0.06% NEW $28.31 +11.6%
120 KDP KEURIG DR PEPPER INC Consumer Defensive 11,116.0 $284K 0.06% NEW $25.51 +20.6%
Page 6 of 10  ·  188 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 26.6%
Technology 17.7%
Consumer Defensive 13.2%
Industrials 11.0%
Consumer Cyclical 7.8%
Healthcare 7.7%
Utilities 4.8%
Communication Services 4.4%
Energy 3.9%
Real Estate 2.1%