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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 2 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO BROADCOM INC COM Technology 10,071.0 $3.8M 0.64% -1K -12.2% $377.75 -2.5%
22 JPM JPMORGAN CHASE & CO COM Financial Services 11,218.0 $3.7M 0.62% +221.0 +2.0% $327.33 +7.4%
23 CSX CSX CORP COM Industrials 76,935.0 $3.7M 0.61% $47.53 +8.5%
24 HD HOME DEPOT INC COM Consumer Cyclical 10,224.0 $3.6M 0.60% -3K -20.0% $352.68 -4.8%
25 NSC NORFOLK SOUTHN CORP COM Industrials 10,751.0 $3.4M 0.57% $314.59 +11.5%
26 GOOG ALPHABET INC CAP STK CL C 9,514.0 $3.4M 0.56% $353.31
27 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST Financial Services 4,671.0 $3.3M 0.55% +109.0 +2.4% $703.41 -0.5%
28 SO SOUTHERN CO COM Utilities 33,477.0 $3.2M 0.54% -270.0 -0.8% $95.71 -7.1%
29 LLY ELI LILLY & CO COM Healthcare 2,426.0 $2.9M 0.49% -302.0 -11.1% $1199.56 +4.6%
30 SCHB SCHWAB U.S. BROAD MARKET ETF 97,156.0 $2.8M 0.47% -24K -19.9% $28.96 +2.2%
31 NVDA NVIDIA CORPORATION COM Technology 13,537.0 $2.7M 0.45% +1K +11.1% $200.09 +7.3%
32 DFIS DFA INTERNATIONAL SMALL CAP ETF 76,747.0 $2.7M 0.45% NEW $35.03 +7.2%
33 SCHF SCHWAB INTERNATIONAL EQUITY ETF 92,045.0 $2.5M 0.43% -3K -2.7% $27.70 +2.7%
34 JNJ JOHNSON & JOHNSON COM Healthcare 9,783.0 $2.5M 0.42% -558.0 -5.4% $253.97 +6.4%
35 GOOGL ALPHABET INC CAP STK CL A Communication Services 6,814.0 $2.4M 0.41% $357.37 -3.5%
36 ACWX ISHARES MSCI ACWI EX U.S. ETF 31,099.0 $2.4M 0.40% $76.11 +2.4%
37 AMZN AMAZON COM INC COM Consumer Cyclical 9,727.0 $2.3M 0.39% +332.0 +3.5% $238.34 +8.5%
38 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 59,329.0 $2.2M 0.36% +748.0 +1.3% $36.26 +2.0%
39 CSCO CISCO SYS INC COM Technology 17,865.0 $2.1M 0.35% +2K +13.5% $117.46 -5.5%
40 ABBV ABBVIE INC COM Healthcare 8,090.0 $2.0M 0.34% -943.0 -10.4% $251.65 +5.3%
Page 2 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%