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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 2 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHA SCHWAB U.S. SMALL-CAP ETF 42,824.0 $1.5M 0.26% -5K -11.3% $36.13 -3.6%
22 CAT CATERPILLAR INC COM Industrials 1,338.0 $1.4M 0.24% -133.0 -9.0% $1064.90 -22.3%
23 REGCO REGENCY CTRS CORP COM 17,635.0 $1.4M 0.24% -5K -22.1% $79.74
24 NEE NEXTERA ENERGY INC COM Utilities 15,410.0 $1.4M 0.23% -184.0 -1.2% $87.77 -4.7%
25 WMB WILLIAMS COS INC COM Energy 18,068.0 $1.3M 0.23% -2K -11.8% $74.34 -5.2%
26 BAC BANK OF AMER CORP COM Financial Services 22,099.0 $1.3M 0.21% -229.0 -1.0% $56.98 +8.3%
27 GLW CORNING INC COM Technology 4,887.0 $1.2M 0.21% -4K -44.9% $255.44 -41.4%
28 TRV TRAVELERS COMPANIES INC COM Financial Services 3,667.0 $1.2M 0.20% -535.0 -12.7% $330.08 +10.1%
29 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 14,486.0 $1.2M 0.20% -2K -10.4% $82.11 -0.1%
30 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 1,232.0 $1.2M 0.19% -63.0 -4.9% $935.28 +1.3%
31 MU MICRON TECHNOLOGY INC COM Technology 894.0 $1.0M 0.17% -47.0 -5.0% $1154.31 -16.2%
32 V VISA INC COM CL A Financial Services 2,969.0 $1.0M 0.17% -72.0 -2.4% $343.09 +8.1%
33 SCHM SCHWAB U.S. MID-CAP ETF 27,546.0 $1.0M 0.17% -1K -4.7% $36.87 -1.9%
34 TXN TEXAS INSTRS INC COM Technology 3,186.0 $950K 0.16% -2K -32.9% $298.08 -11.3%
35 MCD MCDONALDS CORP COM Consumer Cyclical 3,489.0 $943K 0.16% -903.0 -20.6% $270.33 +0.2%
36 VGSH VANGUARD SHORT-TERM TREASURY ETF 14,905.0 $867K 0.15% -109.0 -0.7% $58.20 -0.1%
37 TFC TRUIST FINL CORP COM Financial Services 17,334.0 $864K 0.14% -2K -10.3% $49.82 +1.2%
38 MRK MERCK & CO INC COM Healthcare 6,717.0 $863K 0.14% -1K -13.0% $128.50 +18.7%
39 ISHG ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF 11,554.0 $858K 0.14% -2K -13.7% $74.25 +2.6%
40 ETN EATON CORP PLC SHS Industrials 1,987.0 $847K 0.14% -412.0 -17.2% $426.12 -1.6%
Page 2 of 5  ·  87 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%