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Portfolio (Quarterly) Guide ↗

WEST PACES ADVISORS INC.

· CIK 0002004720
13F Portfolio $517M AUM 200 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 20 New 88 Added 40 Reduced 8 Exited
Page 4 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GLD SPDR GOLD TR Financial Services 2,358.0 $934K 0.18% +535.0 +29.4% $396.31 -2.3%
62 MRSH MARSH & MCLENNAN COS INC Financial Services 4,866.0 $903K 0.17% -688.0 -12.4% $185.50 -12.4%
63 MDLZ MONDELEZ INTL INC Consumer Defensive 16,452.0 $886K 0.17% +186.0 +1.1% $53.83 +11.7%
64 VGSH VANGUARD SCOTTSDALE FDS 15,014.0 $882K 0.17% NEW $58.73 -1.0%
65 PNC PNC FINL SVCS GROUP INC Financial Services 4,165.0 $869K 0.17% $208.72 +11.2%
66 SCHM SCHWAB STRATEGIC TR 28,894.0 $869K 0.17% $30.07 +20.0%
67 META META PLATFORMS INC Communication Services 1,294.0 $854K 0.17% +122.0 +10.4% $660.09 -12.6%
68 CAT CATERPILLAR INC Industrials 1,471.0 $843K 0.16% +54.0 +3.8% $572.87 +72.1%
69 WMT WALMART INC Consumer Defensive 7,440.0 $829K 0.16% -104.0 -1.4% $111.41 +5.2%
70 TXN TEXAS INSTRS INC Technology 4,750.0 $824K 0.16% -205.0 -4.1% $173.50 +86.1%
71 MRK MERCK & CO INC Healthcare 7,722.0 $813K 0.16% -1K -13.8% $105.26 +8.2%
72 VCSH VANGUARD SCOTTSDALE FDS 10,020.0 $799K 0.15% NEW $79.73 -1.1%
73 NUE NUCOR CORP Basic Materials 4,859.0 $793K 0.15% $163.11 +49.5%
74 GLW CORNING INC Technology 8,864.0 $776K 0.15% -1K -11.8% $87.56 +122.7%
75 ETN EATON CORP PLC Industrials 2,399.0 $764K 0.15% -70.0 -2.8% $318.51 +32.4%
76 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,904.0 $747K 0.14% +34.0 +1.2% $257.27 -15.1%
77 PEP PEPSICO INC Consumer Defensive 4,933.0 $708K 0.14% +138.0 +2.9% $143.51 -1.0%
78 NTRS NORTHERN TR CORP Financial Services 5,008.0 $684K 0.13% $136.59 +26.0%
79 CME CME GROUP INC Financial Services 2,461.0 $672K 0.13% $273.10 -9.8%
80 CMI CUMMINS INC Industrials 1,310.0 $669K 0.13% +34.0 +2.7% $510.63 +40.4%
Page 4 of 10  ·  200 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 26.5%
Technology 18.4%
Consumer Defensive 12.6%
Industrials 10.5%
Healthcare 8.5%
Consumer Cyclical 6.9%
Communication Services 5.2%
Utilities 4.7%
Energy 3.8%
Real Estate 1.9%