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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 31 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 NWSA NEWS CORP NEW CL A Communication Services 70.0 $2K NEW $24.83 +23.9%
602 LBRT LIBERTY ENERGY INC COM CL A Energy 66.0 $2K NEW $26.20 -29.5%
603 RKLB ROCKET LAB CORP COM Industrials 17.0 $2K NEW $101.65 -32.8%
604 DOW DOW HLDGS INC COM Basic Materials 63.0 $2K NEW $27.37 +14.9%
605 IDAI T STAMP INC CL A NEW Technology 866.0 $2K NEW $1.98 +54.5%
606 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 89.0 $2K NEW $19.12 +10.2%
607 NTAP NETAPP INC COM Technology 11.0 $2K NEW $154.73 +20.8%
608 CFR CULLEN FROST BANKERS INC COM Financial Services 11.0 $2K NEW $154.55 +6.4%
609 LNC LINCOLN NATL CORP IND COM Financial Services 48.0 $2K NEW $35.35 +19.9%
610 MOS MOSAIC CO COM Basic Materials 80.0 $2K NEW $21.19 +13.3%
611 BBY BEST BUY INC COM Consumer Cyclical 22.0 $2K NEW $75.86 +15.3%
612 MAA MID-AMER APT CMNTYS INC COM Real Estate 12.0 $2K NEW $138.92 -4.1%
613 ALHC ALIGNMENT HEALTHCARE INC COM Healthcare 68.0 $2K NEW $23.81 -43.6%
614 VSEC VSE CORP COM Industrials 7.0 $2K NEW $228.57 -5.9%
615 UFPT UFP TECHNOLOGIES INC COM Healthcare 6.0 $2K NEW $265.17 +15.2%
616 DOCN DIGITALOCEAN HLDGS INC COM Technology 10.0 $2K NEW $157.00 -29.0%
617 O REALTY INCOME CORP COM Real Estate 25.0 $2K NEW $61.96 +2.0%
618 ELS EQUITY LIFESTYLE PROPERTIES COM Real Estate 24.0 $2K NEW $64.46 +2.0%
619 BE BLOOM ENERGY CORP COM CL A Industrials 5.0 $2K NEW $302.80 -32.6%
620 CXT CRANE NXT CO COM Industrials 29.0 $1K NEW $51.17 -2.7%
Page 31 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%