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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 6 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PPL PPL CORP Utilities 12,497.0 $438K 0.09% +165.0 +1.3% $35.02 +1.0%
102 GD GENERAL DYNAMICS CORP Industrials 1,293.0 $435K 0.08% +248.0 +23.7% $336.66 +4.0%
103 TSLA TESLA INC Consumer Cyclical 927.0 $417K 0.08% +185.0 +24.9% $449.72 -10.9%
104 SBUX STARBUCKS CORP Consumer Cyclical 4,836.0 $407K 0.08% +65.0 +1.4% $84.21 +19.5%
105 EMR EMERSON ELEC CO Industrials 3,064.0 $407K 0.08% +18.0 +0.6% $132.73 +13.5%
106 IBM INTERNATIONAL BUSINESS MACHS Technology 1,353.0 $401K 0.08% +22.0 +1.6% $296.21 -15.9%
107 IAU ISHARES GOLD TR Financial Services 4,815.0 $391K 0.08% $81.17 -2.3%
108 AJG GALLAGHER ARTHUR J & CO Financial Services 1,500.0 $388K 0.07% $258.79 -17.3%
109 MCK MCKESSON CORP Healthcare 472.0 $387K 0.07% +16.0 +3.5% $820.29 -8.5%
110 SUB ISHARES TR 3,535.0 $377K 0.07% +2K +83.6% $106.70 -0.1%
111 AVB AVALONBAY CMNTYS INC Real Estate 2,078.0 $377K 0.07% +39.0 +1.9% $181.31 -2.2%
112 DUK DUKE ENERGY CORP NEW Utilities 3,155.0 $370K 0.07% +50.0 +1.6% $117.21 +5.7%
113 DHR DANAHER CORPORATION Healthcare 1,607.0 $368K 0.07% +23.0 +1.4% $228.92 -22.6%
114 AMGN AMGEN INC Healthcare 1,109.0 $363K 0.07% +51.0 +4.8% $327.31 +3.1%
115 TT TRANE TECHNOLOGIES PLC Industrials 913.0 $355K 0.07% -12.0 -1.3% $389.20 +24.2%
116 ISRG INTUITIVE SURGICAL INC Healthcare 611.0 $346K 0.07% +40.0 +7.0% $566.36 -28.2%
117 SOUTHSTATE BK CORP 3,600.0 $339K 0.07% -4K -50.0% $94.11
118 GPC GENUINE PARTS CO Consumer Cyclical 2,628.0 $323K 0.06% $122.96 -11.6%
119 NFLX NETFLIX INC Communication Services 3,320.0 $311K 0.06% +3K +988.5% $93.76 -17.5%
120 PLTR PALANTIR TECHNOLOGIES INC Technology 1,741.0 $309K 0.06% +144.0 +9.0% $177.75 -27.7%
Page 6 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%