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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 12 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 2,745.0 $87K 0.01% NEW $31.61 +13.6%
222 AZO AUTOZONE INC COM Consumer Cyclical 27.0 $86K 0.01% NEW $3195.93 -5.8%
223 ANET ARISTA NETWORKS INC COM SHS Technology 505.0 $86K 0.01% NEW $169.88 +10.8%
224 TLH ISHARES 10-20 YEAR TREASURY BOND ETF 850.0 $85K 0.01% NEW $100.35 -3.2%
225 IWO ISHARES RUSSELL 2000 GROWTH ETF 216.0 $85K 0.01% $393.96 -2.7%
226 IBIT ISHARES BITCOIN TRUST ETF Financial Services 2,539.0 $85K 0.01% NEW $33.29 +34.1%
227 T AT&T INC COM Communication Services 4,062.0 $84K 0.01% NEW $20.70 +24.1%
228 IWY ISHARES RUSSELL TOP 200 GROWTH ETF 286.0 $83K 0.01% NEW $290.62 -2.7%
229 SYK STRYKER CORPORATION COM Healthcare 263.0 $83K 0.01% NEW $314.84 +4.1%
230 NKE NIKE INC CL B Consumer Cyclical 2,016.0 $83K 0.01% NEW $41.05 -0.7%
231 BSX BOSTON SCIENTIFIC CORP COM Healthcare 1,895.0 $81K 0.01% -395.0 -17.2% $42.68 +14.8%
232 ROP ROPER TECHNOLOGIES INC COM Industrials 236.0 $80K 0.01% -401.0 -63.0% $338.39 +22.8%
233 VTR VENTAS INC COM Real Estate 883.0 $78K 0.01% NEW $88.80 +5.3%
234 ADBE ADOBE INC COM Technology 379.0 $78K 0.01% NEW $205.02 +34.8%
235 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 209.0 $77K 0.01% NEW $370.59 -2.8%
236 VBR VANGUARD SMALL CAP VALUE ETF 313.0 $76K 0.01% -258.0 -45.2% $243.30 +2.1%
237 CEG CONSTELLATION ENERGY CORP COM Utilities 294.0 $73K 0.01% NEW $248.37 +10.1%
238 IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 1,563.0 $72K 0.01% -169.0 -9.8% $46.15 -1.4%
239 JKHY HENRY JACK & ASSOC INC COM Technology 515.0 $71K 0.01% NEW $137.74 +23.8%
240 JHSC JOHN HANCOCK MULTIFACTOR SMALL CAP ETF 1,450.0 $70K 0.01% NEW $48.56 +0.5%
Page 12 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%