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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 7 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,003.0 $280K 0.06% NEW $279.29 +65.5%
122 EFA ISHARES TR 2,979.0 $278K 0.06% NEW $93.37 +11.8%
123 FAST FASTENAL CO Industrials 5,633.0 $276K 0.06% NEW $49.04 -6.4%
124 GE GE AEROSPACE Industrials 911.0 $274K 0.06% NEW $300.82 +18.9%
125 RF REGIONS FINANCIAL CORP NEW Financial Services 10,100.0 $266K 0.05% NEW $26.37 +8.5%
126 XLK SELECT SECTOR SPDR TR 928.0 $262K 0.05% NEW $281.86 -32.1%
127 MA MASTERCARD INCORPORATED Financial Services 457.0 $260K 0.05% NEW $569.09 -13.9%
128 TIP ISHARES TR 2,300.0 $256K 0.05% NEW $111.22 -1.6%
129 ISRG INTUITIVE SURGICAL INC Healthcare 571.0 $255K 0.05% NEW $447.23 -9.0%
130 SCHR SCHWAB STRATEGIC TR 10,135.0 $255K 0.05% NEW $25.13 -2.1%
131 TRGP TARGA RES CORP Energy 1,515.0 $254K 0.05% NEW $167.54 +54.3%
132 APOS APOLLO GLOBAL MGMT INC Financial Services 1,866.0 $249K 0.05% NEW $133.27 -80.8%
133 SYY SYSCO CORP Consumer Defensive 2,970.0 $245K 0.05% NEW $82.34 -4.4%
134 VUG VANGUARD INDEX FDS 507.0 $243K 0.05% NEW $479.61 -81.9%
135 COF CAPITAL ONE FINL CORP Financial Services 1,137.0 $242K 0.05% NEW $212.58 -5.2%
136 MPC MARATHON PETE CORP Energy 1,241.0 $239K 0.05% NEW $192.74 +26.0%
137 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,405.0 $237K 0.05% NEW $168.48 -20.5%
138 SMURFIT WESTROCK PLC 5,453.0 $232K 0.05% NEW $42.57
139 TMO THERMO FISHER SCIENTIFIC INC Healthcare 472.0 $229K 0.05% NEW $485.02 -4.2%
140 OKE ONEOK INC NEW Energy 3,102.0 $226K 0.04% NEW $72.97 +16.5%
Page 7 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%