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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 8 of 29  ·  577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WDC WESTERN DIGITAL CORP COM Technology 50.0 $32K 0.01% NEW $638.72 -31.8%
142 SNDK SANDISK CORP COM Technology 14.0 $32K 0.01% NEW $2273.71 -34.3%
143 DCOR DIMENSIONAL US CORE EQUITY 1 ETF 371.0 $30K 0.01% NEW $81.98 +2.9%
144 DLR DIGITAL RLTY TR INC COM Real Estate 162.0 $29K 0.01% NEW $179.58 +5.0%
145 PYPL PAYPAL HLDGS INC COM Financial Services 653.0 $28K 0.01% NEW $43.18 +42.8%
146 BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR Financial Services 1,096.0 $27K 0.01% NEW $25.06 +16.6%
147 HWM HOWMET AEROSPACE INC COM Industrials 102.0 $27K 0.01% NEW $268.86 -2.1%
148 ROK ROCKWELL AUTOMATION INC COM Industrials 55.0 $27K 0.01% NEW $495.07 -13.2%
149 DVN DEVON ENERGY CORP NEW COM Energy 606.0 $25K 0.00% NEW $41.34 +16.7%
150 NOV NOV INC COM Energy 1,343.0 $25K 0.00% NEW $18.55 +6.5%
151 PPG PPG INDS INC COM Basic Materials 203.0 $25K 0.00% NEW $121.29 -6.6%
152 VMC VULCAN MATLS CO COM Basic Materials 83.0 $24K 0.00% NEW $295.01 -6.5%
153 PRU PRUDENTIAL FINL INC COM Financial Services 222.0 $24K 0.00% NEW $107.93 +13.7%
154 MRVL MARVELL TECHNOLOGY INC COM Technology 79.0 $24K 0.00% NEW $297.89 -23.0%
155 CFG CITIZENS FINL GROUP INC COM Financial Services 328.0 $23K 0.00% NEW $70.07 +0.2%
156 A AGILENT TECHNOLOGIES INC COM Healthcare 169.0 $22K 0.00% NEW $132.83 +15.5%
157 CBRE CBRE GROUP INC CL A Real Estate 166.0 $22K 0.00% NEW $134.69 +12.8%
158 SLB SLB LIMITED COM STK Energy 480.0 $22K 0.00% NEW $46.49 +16.2%
159 FORTINET INC COM 144.0 $22K 0.00% NEW $153.62
160 APA APA CORPORATION COM Energy 641.0 $21K 0.00% NEW $32.57 +31.9%
Page 8 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%