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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 27 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 TRP TC ENERGY CORP COM Energy 47.0 $3K 0.00% NEW $66.30 -6.4%
522 OMC OMNICOM GROUP INC COM Communication Services 42.0 $3K 0.00% NEW $72.83 +22.1%
523 VEEV VEEVA SYS INC CL A COM Healthcare 17.0 $3K 0.00% NEW $177.47 +40.0%
524 TTWO TAKE-TWO INTERACTIVE SOFTWARE COM Communication Services 12.0 $3K 0.00% NEW $250.00 -6.6%
525 EW EDWARDS LIFESCIENCES CORP COM Healthcare 33.0 $3K 0.00% NEW $90.45 +0.1%
526 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 18.0 $3K $164.28 +1.9%
527 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 65.0 $3K NEW $44.85
528 LSTR LANDSTAR SYS INC COM Industrials 14.0 $3K NEW $206.79 -13.0%
529 CLX CLOROX CO DEL COM Consumer Defensive 30.0 $3K NEW $95.43 +12.3%
530 NU NU HLDGS LTD ORD SHS CL A Financial Services 214.0 $3K NEW $13.36 +10.5%
531 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 75.0 $3K NEW $38.11 +7.7%
532 LPLA LPL FINL HLDGS INC COM Financial Services 10.0 $3K NEW $281.70 +29.3%
533 MSCI MSCI INC COM Financial Services 5.0 $3K NEW $560.00 +2.0%
534 TOTALENERGIES SE ACT 36.0 $3K NEW $77.75
535 OTIS OTIS WORLDWIDE CORP COM Industrials 39.0 $3K NEW $71.59 +0.8%
536 JLL JONES LANG LASALLE INC COM Real Estate 9.0 $3K NEW $310.00 +24.9%
537 BLTE BELITE BIO INC SPONSORED ADS Healthcare 18.0 $3K NEW $154.00 +3.2%
538 VOX VANGUARD COMMUNICATION SERVICES ETF 15.0 $3K NEW $183.93 +1.9%
539 MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS Financial Services 138.0 $3K NEW $19.89 +10.4%
540 TROW T ROWE PRICE GROUP INC Financial Services 24.0 $3K NEW $113.71 -1.2%
Page 27 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%