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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 15 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 VZ VERIZON COMMUNICATIONS INC COM Communication Services 1,060.0 $45K 0.01% NEW $42.34 +18.4%
282 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 339.0 $45K 0.01% NEW $131.58 +6.3%
283 VONG VANGUARD RUSSELL 1000 GROWTH ETF 345.0 $44K 0.01% $127.81 -2.5%
284 MCO MOODYS CORP COM Financial Services 97.0 $44K 0.01% NEW $452.92 +12.9%
285 OSIS OSI SYSTEMS INC COM Technology 196.0 $43K 0.01% NEW $218.70 -6.7%
286 EOG EOG RES INC COM Energy 321.0 $42K 0.01% NEW $129.73 +15.8%
287 SCHX SCHWAB U.S. LARGE-CAP ETF 1,406.0 $41K 0.01% $29.43 +2.4%
288 WELL WELLTOWER INC COM Real Estate 181.0 $41K 0.01% NEW $226.97 +5.7%
289 TWST TWIST BIOSCIENCE CORP COM Healthcare 399.0 $41K 0.01% NEW $102.88 +36.9%
290 IYJ ISHARES U.S. INDUSTRIALS ETF 240.0 $40K 0.01% $166.65 -1.3%
291 FTV FORTIVE CORP COM Technology 631.0 $39K 0.01% NEW $61.09 -1.0%
292 HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 481.0 $38K 0.01% +136.0 +39.4% $79.97 -0.3%
293 FCX FREEPORT MCMORAN INC CL B Basic Materials 606.0 $38K 0.01% NEW $62.89 +23.7%
294 YUMC YUM CHINA HLDGS INC COM Consumer Cyclical 925.0 $38K 0.01% NEW $40.87 +19.7%
295 IYF ISHARES U.S. FINANCIALS ETF 295.0 $38K 0.01% $127.51 +7.7%
296 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 648.0 $37K 0.01% NEW $57.62 +16.8%
297 BSV VANGUARD SHORT-TERM BOND ETF 467.0 $36K 0.01% NEW $77.91 -0.4%
298 AMT AMERICAN TOWER CORP COM Real Estate 220.0 $36K 0.01% NEW $163.57 +9.1%
299 GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST Financial Services 452.0 $36K 0.01% NEW $79.42 +15.9%
300 BKR BAKER HUGHES COMPANY CL A Energy 645.0 $36K 0.01% NEW $55.50 +11.7%
Page 15 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%