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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 32 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 GTES GATES INDL CORP PLC ORD SHS Industrials 53.0 $1K NEW $27.96 -6.9%
622 L LOEWS CORP COM Financial Services 13.0 $1K NEW $113.23 -1.6%
623 YORW YORK WTR CO COM Utilities 48.0 $1K NEW $30.65 +12.8%
624 TLT ISHARES 20 YEAR TREASURY BOND ETF 17.0 $1K NEW $86.41 -4.5%
625 TOST TOAST INC CL A Technology 52.0 $1K NEW $27.83 +31.9%
626 VTRS VIATRIS INC COM Healthcare 91.0 $1K NEW $15.88 +4.2%
627 EVEREST GROUP LTD COM 4.0 $1K NEW $357.25
628 CSGP COSTAR GROUP INC COM Real Estate 50.0 $1K NEW $28.32 +16.0%
629 IFRA ISHARES U.S. INFRASTRUCTURE ETF 22.0 $1K NEW $63.05 -5.3%
630 MPWR MONOLITHIC PWR SYS INC COM Technology 1.0 $1K NEW $1382.00 -7.0%
631 MOH MOLINA HEALTHCARE INC COM Healthcare 6.0 $1K NEW $228.67 -13.2%
632 HDB HDFC BANK LTD SPONSORED ADS Financial Services 52.0 $1K NEW $25.83 -8.9%
633 GIL GILDAN ACTIVEWEAR INC COM Consumer Cyclical 26.0 $1K NEW $51.62 +6.5%
634 EHC ENCOMPASS HEALTH CORP COM Healthcare 13.0 $1K NEW $101.08 +19.6%
635 ANGX ANGEL STUDIOS INC. CL A COM Communication Services 353.0 $1K NEW $3.67 +23.7%
636 SOUN SOUNDHOUND AI INC CLASS A COM Technology 200.0 $1K NEW $6.47 +8.2%
637 LUV SOUTHWEST AIRLS CO COM Industrials 25.0 $1K NEW $51.44 -20.9%
638 USO UNITED STATES OIL FUND LP Financial Services 12.0 $1K NEW $106.42 +24.2%
639 NE NOBLE CORP PLC ORD SHS A Energy 34.0 $1K NEW $37.29 +23.3%
640 MWA MUELLER WTR PRODS INC COM SER A Industrials 49.0 $1K NEW $25.84 -2.7%
Page 32 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%