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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 5 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 10,020.0 $792K 0.13% $79.03 -0.6%
82 SRE SEMPRA COM Utilities 8,057.0 $747K 0.12% +525.0 +7.0% $92.71 -10.6%
83 META FACEBOOK CL A Communication Services 1,314.0 $740K 0.12% +20.0 +1.6% $563.29 -2.4%
84 RTX RTX CORPORATION COM Industrials 3,831.0 $727K 0.12% +237.0 +6.6% $189.71 +10.6%
85 VWO VANGUARD FTSE EMERGING MARKETS ETF 12,049.0 $719K 0.12% +7K +131.7% $59.69 +1.3%
86 TRGP TARGA RES CORP COM Energy 2,564.0 $688K 0.12% +949.0 +58.8% $268.14 +11.5%
87 UNP UNION PAC CORP COM Industrials 2,432.0 $662K 0.11% $272.00 +13.3%
88 GD GENERAL DYNAMICS CORP COM Industrials 1,854.0 $657K 0.11% +561.0 +43.4% $354.24 +8.5%
89 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 2,817.0 $631K 0.11% -87.0 -3.0% $223.98 +25.4%
90 IWM ISHARES RUSSELL 2000 ETF 2,077.0 $624K 0.10% +283.0 +15.8% $300.39 -0.1%
91 PEP PEPSICO INC COM Consumer Defensive 4,532.0 $614K 0.10% -401.0 -8.1% $135.39 +6.0%
92 DVY ISHARES SELECT DIVIDEND ETF 3,714.0 $580K 0.10% $156.30 +5.0%
93 PM PHILIP MORRIS INTL INC COM Consumer Defensive 3,203.0 $579K 0.10% +2K +118.6% $180.91 +4.0%
94 CME CME GROUP INC COM Financial Services 2,596.0 $573K 0.10% +135.0 +5.5% $220.84 +24.5%
95 BERKSHIRE HATHAWAY INC DEL CL B NEW 1,140.0 $570K 0.10% +7.0 +0.6% $500.39
96 SDY STATE STREET SPDR S&P DIVIDEND ETF 3,702.0 $563K 0.10% $152.18 +4.1%
97 ITW ILLINOIS TOOL WKS INC COM Industrials 2,028.0 $549K 0.09% +12.0 +0.6% $270.51 +4.4%
98 TEL TE CONNECTIVITY PLC ORD SHS Technology 2,697.0 $544K 0.09% +380.0 +16.4% $201.61 +1.0%
99 GRMN GARMIN LTD SHS Technology 2,269.0 $539K 0.09% NEW $237.54 +24.1%
100 WEC WEC ENERGY GROUP INC COM Utilities 4,569.0 $534K 0.09% -146.0 -3.1% $116.78 -9.2%
Page 5 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%