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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 22 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 MLM MARTIN MARIETTA MATLS INC COM Basic Materials 12.0 $7K 0.00% NEW $576.67 -7.6%
422 EEM ISHARES MSCI EMERGING MARKETS ETF 100.0 $7K 0.00% $68.41 -3.4%
423 AZN ASTRAZENECA PLC ORD Healthcare 36.0 $7K 0.00% NEW $189.61 -12.1%
424 AUR AURORA INNOVATION INC CLASS A COM Technology 1,000.0 $7K 0.00% NEW $6.82 -16.6%
425 GWW WW GRAINGER INC COM Industrials 5.0 $7K 0.00% NEW $1360.40 -2.8%
426 FSLR FIRST SOLAR INC COM Energy 28.0 $7K 0.00% NEW $235.96 -11.7%
427 BDX BECTON DICKINSON & CO COM Healthcare 43.0 $7K 0.00% NEW $151.33 +26.0%
428 NOW SERVICENOW INC COM Technology 65.0 $6K 0.00% NEW $99.28 +29.0%
429 BN BROOKFIELD CORP CL A LTD VT SH Financial Services 147.0 $6K 0.00% NEW $42.59 -1.5%
430 ICLR ICON PUB LTD CO SHS Healthcare 36.0 $6K 0.00% NEW $173.72 -0.1%
431 WISE GROUP PLC ORD SHS CLASS A 515.0 $6K 0.00% NEW $11.91
432 MAS MASCO CORP COM Industrials 75.0 $6K 0.00% NEW $81.37 -10.0%
433 GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 43.0 $6K 0.00% NEW $141.88 +2.8%
434 SWK STANLEY BLACK & DECKER INC COM Industrials 64.0 $6K 0.00% NEW $94.12 +4.7%
435 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 12.0 $6K 0.00% NEW $496.75 +10.2%
436 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 67.0 $6K 0.00% NEW $88.60 -37.5%
437 QQQ INVESCO QQQ TRUST SERIES I Financial Services 8.0 $6K 0.00% NEW $736.38 -4.1%
438 MKL MARKEL GROUP INC COM Financial Services 3.0 $6K 0.00% NEW $1953.00 -6.9%
439 MIAMI INTL HLDGS INC COM 157.0 $6K 0.00% NEW $37.16
440 CARR CARRIER GLOBAL CORPORATION COM Industrials 79.0 $6K 0.00% NEW $73.35 -18.2%
Page 22 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%