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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 11 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PINNACLE FINL PARTNERS INC COM 1,149.0 $116K 0.02% NEW $100.88
202 HUM HUMANA INC COM Healthcare 287.0 $114K 0.02% NEW $397.22 -3.7%
203 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 1,033.0 $113K 0.02% NEW $109.77 +1.3%
204 KRE STATE STREET SPDR S&P REGIONAL BANKING ETF 1,440.0 $108K 0.02% $74.85 +0.1%
205 WM WASTE MGMT INC DEL COM Industrials 483.0 $108K 0.02% NEW $222.88 +1.5%
206 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 1,320.0 $107K 0.02% NEW $81.16 -9.6%
207 BK BANK OF NY MELLON CORP COM Financial Services 733.0 $106K 0.02% NEW $144.61 -1.9%
208 LYB LYONDELLBASELL INDUSTRIES NV SHS - A - Basic Materials 2,000.0 $105K 0.02% NEW $52.65 +23.8%
209 RES RPC INC COM Energy 17,450.0 $102K 0.02% -4K -16.9% $5.83 +6.8%
210 IYW ISHARES U.S. TECHNOLOGY ETF 400.0 $101K 0.02% $252.23 -2.9%
211 DE DEERE & CO COM Industrials 159.0 $101K 0.02% NEW $634.33 +2.3%
212 CVS CVS HEALTH CORP COM Healthcare 953.0 $99K 0.02% NEW $103.45 -9.9%
213 TPR TAPESTRY INC COM Consumer Cyclical 660.0 $97K 0.02% NEW $146.38 -9.2%
214 VLO VALERO ENERGY CORP COM Energy 369.0 $96K 0.02% NEW $260.44 +33.4%
215 CMCSA COMCAST CORP NEW CL A Communication Services 3,888.0 $95K 0.02% NEW $24.55 +10.4%
216 PSX PHILLIPS 66 COM Energy 564.0 $95K 0.02% NEW $169.05 +42.4%
217 ABT ABBOTT LABORATORIES COM Healthcare 1,050.0 $95K 0.02% NEW $90.74 +28.5%
218 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 319.0 $94K 0.02% -847.0 -72.6% $293.18 +3.7%
219 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 1,687.0 $90K 0.01% $53.12 +18.7%
220 FND FLOOR & DECOR HLDGS INC CL A Consumer Cyclical 1,498.0 $89K 0.01% NEW $59.36 -8.2%
Page 11 of 39  ·  765 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%