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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 20 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 PHM PULTE GROUP INC COM Consumer Cyclical 83.0 $11K 0.00% NEW $137.20 -4.6%
382 EFX EQUIFAX INC COM Industrials 70.0 $11K 0.00% NEW $158.71 +20.9%
383 KDP KEURIG DR PEPPER INC COM Consumer Defensive 329.0 $11K 0.00% NEW $32.73 -2.7%
384 INSM INSMED INC COM PAR $.01 Healthcare 98.0 $10K 0.00% NEW $106.62 +16.2%
385 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 229.0 $10K 0.00% NEW $45.11 +18.5%
386 DOV DOVER CORP COM Industrials 46.0 $10K 0.00% NEW $224.28 -9.9%
387 CINF CINCINNATI FINL CORP COM Financial Services 54.0 $10K 0.00% NEW $185.15 -7.4%
388 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 155.0 $10K 0.00% NEW $64.01 +15.5%
389 LH LABCORP HOLDINGS INC COM SHS Healthcare 35.0 $10K 0.00% NEW $280.00 +20.6%
390 KKR KKR & CO INC COM 105.0 $10K 0.00% NEW $91.78
391 SPACE EXPLORATION TECHN CORP CLASS A COM STK 56.0 $10K 0.00% NEW $170.86
392 LANDBRIDGE COMPANY LLC CL A 120.0 $10K 0.00% NEW $79.47
393 RALLIANT CORP COM 126.0 $9K 0.00% NEW $73.63
394 SMURFIT WESTROCK PLC SHS 200.0 $9K 0.00% NEW $46.26
395 STT STATE STR CORP COM Financial Services 54.0 $9K 0.00% NEW $169.59 +13.8%
396 WRB BERKLEY W R CORP COM Financial Services 129.0 $9K 0.00% NEW $70.53 -2.9%
397 AFL AFLAC INC COM Financial Services 77.0 $9K 0.00% NEW $117.25 -0.9%
398 CRSP CRISPR THERAPEUTICS AG NAMEN AKT Healthcare 153.0 $8K 0.00% NEW $54.54 +11.7%
399 EQIX EQUINIX INC COM Real Estate 8.0 $8K 0.00% NEW $1042.38 +3.0%
400 EVLV EVOLV TECHNOLOGIES HLDNGS INC COM CL A Industrials 1,432.0 $8K 0.00% NEW $5.80 -9.0%
Page 20 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%