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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 6 of 29  ·  577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AEP AMERICAN ELEC PWR CO INC COM Utilities 371.0 $51K 0.01% NEW $136.81 -10.8%
102 MMM 3M CO COM Industrials 305.0 $49K 0.01% NEW $161.91 +10.6%
103 ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 365.0 $48K 0.01% NEW $132.22 -7.9%
104 HONEYWELL INTL INC COM 214.0 $48K 0.01% NEW $223.90
105 HONEYWELL AEROSPACE INC COM 214.0 $47K 0.01% NEW $221.08
106 VIOO VANGUARD S&P SMALL-CAP 600 ETF 340.0 $47K 0.01% NEW $137.66 -1.2%
107 INGERSOLL RAND INC COM 562.0 $46K 0.01% NEW $81.99
108 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 1,025.0 $45K 0.01% NEW $44.36 +2.5%
109 VZ VERIZON COMMUNICATIONS INC COM Communication Services 1,060.0 $45K 0.01% NEW $42.34 +18.4%
110 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 339.0 $45K 0.01% NEW $131.58 +6.3%
111 MCO MOODYS CORP COM Financial Services 97.0 $44K 0.01% NEW $452.92 +12.9%
112 OSIS OSI SYSTEMS INC COM Technology 196.0 $43K 0.01% NEW $218.70 -6.7%
113 EOG EOG RES INC COM Energy 321.0 $42K 0.01% NEW $129.73 +15.8%
114 WELL WELLTOWER INC COM Real Estate 181.0 $41K 0.01% NEW $226.97 +5.7%
115 TWST TWIST BIOSCIENCE CORP COM Healthcare 399.0 $41K 0.01% NEW $102.88 +36.9%
116 FTV FORTIVE CORP COM Technology 631.0 $39K 0.01% NEW $61.09 -1.0%
117 FCX FREEPORT MCMORAN INC CL B Basic Materials 606.0 $38K 0.01% NEW $62.89 +23.7%
118 YUMC YUM CHINA HLDGS INC COM Consumer Cyclical 925.0 $38K 0.01% NEW $40.87 +19.7%
119 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 648.0 $37K 0.01% NEW $57.62 +16.8%
120 BSV VANGUARD SHORT-TERM BOND ETF 467.0 $36K 0.01% NEW $77.91 -0.4%
Page 6 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%