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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 30 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 FFIV F5 INC COM Technology 5.0 $2K NEW $416.00 -8.9%
582 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 80.0 $2K NEW $25.95 +34.3%
583 ZM ZOOM COMMUNICATIONS INC CL A Technology 24.0 $2K NEW $86.29 +21.5%
584 WT WISDOMTREE INC COM Financial Services 120.0 $2K NEW $16.94 +40.7%
585 BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG Utilities 54.0 $2K NEW $37.11 -11.4%
586 TDY TELEDYNE TECHNOLOGIES INC COM Technology 3.0 $2K NEW $667.00 -6.3%
587 OSK OSHKOSH CORP COM Industrials 13.0 $2K NEW $153.46 +1.9%
588 VTWO VANGUARD RUSSELL 2000 ETF 16.0 $2K -19.0 -54.3% $121.75 -1.1%
589 RBC RBC BEARINGS INC COM Industrials 3.0 $2K NEW $644.00 -23.0%
590 IQVIA HLDGS INC COM 10.0 $2K NEW $193.20
591 AEE AMEREN CORP COM Utilities 17.0 $2K NEW $113.06 -5.2%
592 PSA PUBLIC STORAGE COM Real Estate 6.0 $2K NEW $318.33 +2.1%
593 CPRT COPART INC COM Industrials 67.0 $2K NEW $28.19 +18.0%
594 GAMESTOP CORP CL A 85.0 $2K NEW $22.08
595 SUNB SUNBELT RENTALS HOLDINGS INC SHS Financial Services 25.0 $2K NEW $74.80 +2.1%
596 CURI CURIOSITYSTREAM INC COM CL A Communication Services 702.0 $2K NEW $2.66 +6.8%
597 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 24.0 $2K NEW $74.54 +3.8%
598 DECK DECKERS OUTDOOR CORP COM Consumer Cyclical 18.0 $2K NEW $99.28 -7.3%
599 LTH LIFE TIME GROUP HOLDINGS INC COMMON STOCK Consumer Cyclical 43.0 $2K NEW $40.84 +12.0%
600 AES AES CORP COM Utilities 119.0 $2K NEW $14.66 +0.6%
Page 30 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%