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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 33 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 EXC EXELON CORP COM Utilities 27.0 $1K NEW $46.63 -4.9%
642 VXF VANGUARD EXTENDED MARKET ETF 5.0 $1K $246.20 -1.1%
643 LIBERTY MEDIA CORP DEL COM LBTY ONE S A 14.0 $1K NEW $87.57
644 SNA SNAP ON INC COM Industrials 3.0 $1K NEW $402.33 -1.9%
645 RL RALPH LAUREN CORP CL A Consumer Cyclical 3.0 $1K NEW $401.33 -7.6%
646 WY WEYERHAEUSER CO COM NEW Real Estate 50.0 $1K NEW $23.94 +1.9%
647 FICO FAIR ISAAC CORP COM Technology 1.0 $1K NEW $1195.00 -2.4%
648 LIBERTY LIVE HOLDINGS INC COM SHS SER C 11.0 $1K NEW $105.64
649 AVAV AEROVIRONMENT INC COM Industrials 7.0 $1K NEW $165.00 -10.2%
650 GEM GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF 22.0 $1K NEW $52.00 -2.8%
651 ON ON SEMICONDUCTOR CORP COM Technology 12.0 $1K NEW $94.50 -23.9%
652 FN FABRINET SHS Technology 2.0 $1K NEW $562.00 -25.1%
653 AXON AXON ENTERPRISE INC COM Industrials 2.0 $1K NEW $560.50 +6.6%
654 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 11.0 $1K NEW $100.27 +3.3%
655 SMCI SUPER MICRO COMPUTER INC COM NEW Technology 36.0 $1K NEW $29.33 +19.9%
656 KR KROGER CO COM Consumer Defensive 19.0 $1K NEW $55.53 +6.4%
657 GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 23.0 $1K NEW $45.70 +5.3%
658 GEF GREIF INC CL A Consumer Cyclical 14.0 $1K NEW $74.50 +15.4%
659 MMSI MERIT MED SYS INC COM Healthcare 15.0 $1K NEW $69.33 +30.2%
660 CAG CONAGRA BRANDS INC COM Consumer Defensive 77.0 $1K NEW $13.45 +23.9%
Page 33 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%