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Portfolio (Quarterly) Guide ↗

WEST PACES ADVISORS INC.

· CIK 0002004720
13F Portfolio $517M AUM 200 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 20 New 88 Added 40 Reduced 8 Exited
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BAC BANK AMERICA CORP Financial Services 22,328.0 $1.2M 0.24% -228.0 -1.0% $55.00 +2.2%
22 ISHG ISHARES TR 13,390.0 $1.0M 0.20% -3K -20.2% $75.24 -1.1%
23 MRSH MARSH & MCLENNAN COS INC Financial Services 4,866.0 $903K 0.17% -688.0 -12.4% $185.50 -12.4%
24 WMT WALMART INC Consumer Defensive 7,440.0 $829K 0.16% -104.0 -1.4% $111.41 +6.0%
25 TXN TEXAS INSTRS INC Technology 4,750.0 $824K 0.16% -205.0 -4.1% $173.50 +86.1%
26 MRK MERCK & CO INC Healthcare 7,722.0 $813K 0.16% -1K -13.8% $105.26 +8.2%
27 GLW CORNING INC Technology 8,864.0 $776K 0.15% -1K -11.8% $87.56 +122.6%
28 ETN EATON CORP PLC Industrials 2,399.0 $764K 0.15% -70.0 -2.8% $318.51 +32.4%
29 LMT LOCKHEED MARTIN CORP Industrials 1,378.0 $667K 0.13% -49.0 -3.4% $483.74 +5.6%
30 IWM ISHARES TR 1,794.0 $442K 0.09% -12.0 -0.7% $246.16 +20.1%
31 TT TRANE TECHNOLOGIES PLC Industrials 913.0 $355K 0.07% -12.0 -1.3% $389.20 +24.2%
32 SOUTHSTATE BK CORP 3,600.0 $339K 0.07% -4K -50.0% $94.11
33 APD AIR PRODS & CHEMS INC Basic Materials 1,166.0 $288K 0.06% -718.0 -38.1% $247.02 +13.4%
34 FAST FASTENAL CO Industrials 5,477.0 $220K 0.04% -156.0 -2.8% $40.13 +14.4%
35 FXB INVESCO CURRENCYSHARES BRIT Financial Services 1,669.0 $217K 0.04% -2K -57.1% $129.75 -2.2%
36 SCMB SCHWAB STRATEGIC TR 6,030.0 $155K 0.03% -585.0 -8.8% $25.76 -0.0%
37 RES RPC INC Energy 21,000.0 $114K 0.02% -4K -17.6% $5.44 +21.0%
38 IYW ISHARES TR 400.0 $80K 0.01% -25.0 -5.9% $199.68 +27.0%
39 IYC ISHARES TR 135.0 $14K 0.00% -37.0 -21.5% $103.13 -1.7%
40 EEM ISHARES TR 100.0 $5K 0.00% -55.0 -35.5% $54.71 +29.4%
Page 2 of 2  ·  40 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 26.5%
Technology 18.4%
Consumer Defensive 12.6%
Industrials 10.5%
Healthcare 8.5%
Consumer Cyclical 6.9%
Communication Services 5.2%
Utilities 4.7%
Energy 3.8%
Real Estate 1.9%