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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 23 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 TXT TEXTRON INC COM Industrials 63.0 $6K 0.00% NEW $91.73 -10.5%
442 NEM NEWMONT CORP COM Basic Materials 60.0 $6K 0.00% NEW $93.40 +41.2%
443 CASY CASEYS GEN STORES INC COM Consumer Cyclical 7.0 $6K 0.00% NEW $794.86 +7.5%
444 U UNITY SOFTWARE INC COM Technology 193.0 $6K 0.00% NEW $28.58 +61.5%
445 RRX REGAL REXNORD CORPORATION COM Industrials 23.0 $6K 0.00% NEW $239.52 -32.1%
446 ABVX ABIVAX SA SPONSORED ADS Healthcare 41.0 $5K 0.00% NEW $133.27 -12.8%
447 ZTS ZOETIS INC CL A Healthcare 75.0 $5K 0.00% NEW $71.87 +7.4%
448 WEX WEX INC COM Technology 37.0 $5K 0.00% NEW $141.08 +44.1%
449 NTRA NATERA INC COM Healthcare 19.0 $5K 0.00% NEW $271.47 +20.7%
450 TIC TIC SOLUTIONS INC COM Industrials 629.0 $5K 0.00% NEW $8.09 +14.7%
451 XEL XCEL ENERGY INC COM Utilities 63.0 $5K 0.00% NEW $80.30 -3.7%
452 ACGL ARCH CAP GROUP LTD ORD Financial Services 52.0 $5K 0.00% NEW $97.06 +4.2%
453 GL GLOBE LIFE INC COM Financial Services 28.0 $5K 0.00% NEW $178.68 -3.1%
454 BLDR BUILDERS FIRSTSOURCE INC COM Industrials 55.0 $5K 0.00% NEW $89.47 -21.5%
455 BXP BXP INC COM Real Estate 74.0 $5K 0.00% NEW $66.31 +5.5%
456 RPM RPM INTL INC COM Basic Materials 44.0 $5K 0.00% NEW $111.16 -4.3%
457 TD TORONTO DOMINION BK ONT COM NEW Financial Services 40.0 $5K 0.00% NEW $121.42 -4.0%
458 HORIZON KINETICS JAPAN OWNER OPERATOR ETF 212.0 $5K 0.00% NEW $22.49
459 PTLO PORTILLOS INC COM CL A Consumer Cyclical 1,000.0 $5K 0.00% NEW $4.74 +5.1%
460 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 49.0 $5K 0.00% NEW $96.12 -49.1%
Page 23 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%