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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 7 of 29  ·  577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AMT AMERICAN TOWER CORP COM Real Estate 220.0 $36K 0.01% NEW $163.57 +9.1%
122 GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST Financial Services 452.0 $36K 0.01% NEW $79.42 +15.9%
123 BKR BAKER HUGHES COMPANY CL A Energy 645.0 $36K 0.01% NEW $55.50 +11.7%
124 PGR PROGRESSIVE CORP COM Financial Services 163.0 $36K 0.01% NEW $218.45 +2.5%
125 SPG SIMON PPTY GROUP INC NEW COM Real Estate 157.0 $35K 0.01% NEW $223.65 -1.3%
126 CB CHUBB LIMITED COM Financial Services 102.0 $35K 0.01% NEW $340.74 +1.5%
127 RSG REPUBLIC SVCS INC COM Industrials 162.0 $35K 0.01% NEW $213.08 +4.7%
128 HPQ HP INC COM Technology 1,568.0 $34K 0.01% NEW $21.94 +30.3%
129 IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 381.0 $34K 0.01% NEW $89.01 +4.6%
130 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 994.0 $34K 0.01% NEW $34.00 +11.8%
131 YUM YUM BRANDS INC COM Consumer Cyclical 210.0 $34K 0.01% NEW $159.86 -1.6%
132 USB US BANCORP COM NEW Financial Services 555.0 $34K 0.01% NEW $60.40 +3.3%
133 CTVA CORTEVA INC COM Basic Materials 395.0 $33K 0.01% NEW $84.69 -2.2%
134 FITB FIFTH THIRD BANCORP COM Financial Services 592.0 $33K 0.01% NEW $56.37 -2.6%
135 DUPONT DE NEMOURS INC COMMON STOCK 246.0 $33K 0.01% NEW $135.64
136 PLD PROLOGIS INC. COM Real Estate 246.0 $33K 0.01% NEW $135.47 +5.8%
137 CENCORA INC COM 117.0 $33K 0.01% NEW $282.98
138 SHW SHERWIN WILLIAMS CO COM Basic Materials 95.0 $33K 0.01% NEW $344.32 +0.7%
139 NXPI NXP SEMICONDUCTORS N V COM Technology 115.0 $32K 0.01% NEW $281.03 -20.8%
140 CCEP COCA-COLA EUROPACIFIC PARTNERS SHS Consumer Defensive 320.0 $32K 0.01% NEW $100.07 +10.0%
Page 7 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%