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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 18 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 FISV FISERV INC COM Technology 406.0 $20K 0.00% NEW $49.05 +8.0%
342 CRWD CROWDSTRIKE HLDGS INC CL A Technology 26.0 $20K 0.00% NEW $190.79 -0.1%
343 BWXT BWX TECHNOLOGIES INC COM Industrials 100.0 $19K 0.00% NEW $194.65 -23.2%
344 PCAR PACCAR INC COM Industrials 161.0 $19K 0.00% NEW $120.12 +8.2%
345 JCI JOHNSON CTLS INTL PLC SHS Industrials 132.0 $19K 0.00% NEW $146.11 -2.1%
346 CHTR CHARTER COMMUNICATIONS INC CL A Communication Services 133.0 $19K 0.00% NEW $142.21 +5.7%
347 D DOMINION ENERGY INC COM Utilities 276.0 $19K 0.00% NEW $68.29 -2.5%
348 NVS NOVARTIS AG SPONSORED ADR Healthcare 120.0 $19K 0.00% NEW $156.72 +0.8%
349 NRG NRG ENERGY INC COM NEW Utilities 124.0 $18K 0.00% NEW $146.06 -23.5%
350 ACWI ISHARES MSCI ACWI ETF 111.0 $17K 0.00% $157.30 +1.8%
351 EA ELECTRONIC ARTS INC COM Communication Services 84.0 $17K 0.00% NEW $205.04 +2.3%
352 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 123.0 $17K 0.00% NEW $139.09 -1.1%
353 OXY OCCIDENTAL PETE CORP COM Energy 352.0 $17K 0.00% NEW $48.57 +23.8%
354 TMUS T-MOBILE US INC COM Communication Services 101.0 $17K 0.00% NEW $167.73 +8.9%
355 PFG PRINCIPAL FINANCIAL GROUP INC COM Financial Services 152.0 $16K 0.00% NEW $107.78 +3.8%
356 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 940.0 $16K 0.00% NEW $17.35 -4.3%
357 ED CONSOLIDATED EDISON INC COM Utilities 145.0 $16K 0.00% NEW $110.63 -2.6%
358 TPL TEXAS PACIFIC LAND CORPORATION COM Energy 36.0 $16K 0.00% NEW $438.92 -14.9%
359 F FORD MTR CO COM Consumer Cyclical 1,126.0 $16K 0.00% NEW $13.90 +0.2%
360 REGN REGENERON PHARMACEUTICALS COM Healthcare 25.0 $16K 0.00% NEW $623.56 +32.9%
Page 18 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%