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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 38 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF 2.0 $195.0 NEW $97.50 +1.1%
742 ACI ALBERTSONS COMPANIES INC COMMON STOCK Consumer Defensive 14.0 $189.0 NEW $13.50 -7.4%
743 THC TENET HEALTHCARE CORP COM NEW Healthcare 1.0 $187.0 NEW $187.00 +50.5%
744 BBWI BATH & BODY WORKS INC COM Consumer Cyclical 8.0 $185.0 NEW $23.12 -16.9%
745 OLED UNIVERSAL DISPLAY CORP COM Technology 2.0 $173.0 NEW $86.50 -1.7%
746 PINS PINTEREST INC CL A Communication Services 8.0 $168.0 NEW $21.00 +10.7%
747 ANGLOGOLD ASHANTI PLC COM SHS 2.0 $162.0 NEW $81.00
748 SOFI SOFI TECHNOLOGIES INC COM Financial Services 9.0 $161.0 NEW $17.89 +5.5%
749 PSN PARSONS CORP DEL COM Industrials 3.0 $157.0 NEW $52.33 -7.2%
750 PRGO PERRIGO CO PLC SHS Healthcare 15.0 $156.0 NEW $10.40 +35.9%
751 COTY COTY INC COM CL A Consumer Defensive 70.0 $151.0 NEW $2.16 +25.2%
752 CRUS CIRRUS LOGIC INC COM Technology 1.0 $149.0 NEW $149.00 -24.3%
753 PVH PVH CORPORATION COM Consumer Cyclical 2.0 $149.0 NEW $74.50 +5.1%
754 CAR AVIS BUDGET GROUP INC COM Industrials 1.0 $148.0 NEW $148.00 +1.1%
755 PRMB PRIMO BRANDS CORPORATION CLASS A COM SHS Consumer Defensive 6.0 $147.0 NEW $24.50 -5.1%
756 GPN GLOBAL PMTS INC COM Industrials 2.0 $145.0 NEW $72.50 +31.3%
757 ALB ALBEMARLE CORP COM Basic Materials 1.0 $135.0 NEW $135.00 +6.3%
758 PALATIN TECHNOLOGIES INC COM NEW 12.0 $129.0 NEW $10.75
759 SAIL SAILPOINT INC COM Technology 8.0 $117.0 NEW $14.62 +26.7%
760 RBLX ROBLOX CORP CL A Technology 2.0 $109.0 NEW $54.50 -28.2%
Page 38 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%