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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 4 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 2,056.0 $256K 0.04% -428.0 -17.2% $124.44 +48.9%
62 VTV VANGUARD VALUE ETF 1,149.0 $250K 0.04% -304.0 -20.9% $217.93 +3.9%
63 MA MASTERCARD INCORPORATED CL A Financial Services 475.0 $244K 0.04% -15.0 -3.1% $513.80 +13.0%
64 OKE ONEOK INC NEW COM Energy 2,769.0 $241K 0.04% -333.0 -10.7% $86.94 +7.3%
65 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 475.0 $238K 0.04% -37.0 -7.2% $501.36 +25.5%
66 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 598.0 $238K 0.04% -13.0 -2.1% $397.68 -4.7%
67 LMT LOCKHEED MARTIN CORP COM Industrials 451.0 $230K 0.04% -927.0 -67.3% $509.46 +10.6%
68 NFLX NETFLIX INC. COM Communication Services 3,134.0 $224K 0.04% -186.0 -5.6% $71.40 +11.5%
69 AON AON PLC SHS CL A Financial Services 665.0 $221K 0.04% -194.0 -22.6% $331.69 +7.1%
70 ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 4,429.0 $214K 0.04% -673.0 -13.2% $48.25 -0.5%
71 QCOM QUALCOMM INC COM Technology 1,118.0 $207K 0.04% -64.0 -5.4% $184.79 -13.0%
72 MRSH MARSH & MCLENNAN COS INC COM Financial Services 1,141.0 $190K 0.03% -4K -76.5% $166.67 +15.2%
73 IEUR ISHARES CORE MSCI EUROPE ETF 2,330.0 $175K 0.03% -670.0 -22.3% $75.17 +4.3%
74 IJK ISHARES S&P MID-CAP 400 GROWTH ETF 1,441.0 $169K 0.03% -240.0 -14.3% $117.50 -1.7%
75 CRM SALESFORCE INC COM Technology 800.0 $125K 0.02% -27.0 -3.3% $156.66 +33.5%
76 SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 5,030.0 $124K 0.02% -5K -51.0% $24.66 -1.1%
77 RES RPC INC COM Energy 17,450.0 $102K 0.02% -4K -16.9% $5.83 +9.3%
78 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 319.0 $94K 0.02% -847.0 -72.6% $293.18 +4.1%
79 BSX BOSTON SCIENTIFIC CORP COM Healthcare 1,895.0 $81K 0.01% -395.0 -17.2% $42.68 +18.0%
80 ROP ROPER TECHNOLOGIES INC COM Industrials 236.0 $80K 0.01% -401.0 -63.0% $338.39 +21.7%
Page 4 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%