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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 24 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 IVZ INVESCO LTD SHS Financial Services 178.0 $5K 0.00% NEW $26.39 +23.0%
462 MPTI M-TRON INDS INC COM Technology 47.0 $5K 0.00% NEW $99.15 -20.3%
463 TLN TALEN ENERGY CORP COM Utilities 12.0 $5K 0.00% NEW $384.25 -20.5%
464 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 10.0 $5K 0.00% NEW $459.10 +17.2%
465 ICICI BANK LIMITED ADR 158.0 $5K 0.00% NEW $29.03
466 LII LENNOX INTL INC COM Industrials 8.0 $5K 0.00% NEW $573.00 -30.3%
467 HROW HARROW INC COM Healthcare 107.0 $5K 0.00% NEW $42.47 -6.3%
468 MTB M & T BK CORP COM Financial Services 19.0 $5K 0.00% NEW $238.00 +1.6%
469 EIX EDISON INTL COM Utilities 60.0 $4K 0.00% NEW $74.45 -0.6%
470 TPCS TECHPRECISION CORP COM NEW Industrials 834.0 $4K 0.00% NEW $5.24 +10.1%
471 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 47.0 $4K 0.00% NEW $91.19 -18.6%
472 CCLD CARECLOUD INC COM Healthcare 2,000.0 $4K 0.00% NEW $2.12 +17.9%
473 UBS UBS GROUP AG SHS Financial Services 85.0 $4K 0.00% NEW $49.56 +8.4%
474 GIS GENERAL MILLS INC COM Consumer Defensive 121.0 $4K 0.00% NEW $34.80 +17.6%
475 CACI CACI INTL INC CL A Technology 9.0 $4K 0.00% NEW $463.22 +37.4%
476 EQR EQUITY RESIDENTIAL SH BEN INT Real Estate 61.0 $4K 0.00% NEW $67.93 -6.3%
477 ENTG ENTEGRIS INC COM Technology 23.0 $4K 0.00% NEW $179.87 -23.1%
478 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 54.0 $4K 0.00% NEW $76.41 +2.3%
479 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 91.0 $4K 0.00% NEW $45.12 -4.2%
480 PTCT PTC THERAPEUTICS INC COM Healthcare 50.0 $4K 0.00% NEW $81.58 -12.9%
Page 24 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%