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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 6 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IAU ISHARES GOLD TRUST Financial Services 6,939.0 $524K 0.09% +2K +44.1% $75.51 +14.9%
102 DRI DARDEN RESTAURANTS INC COM Consumer Cyclical 2,538.0 $523K 0.09% NEW $206.01 +7.6%
103 DELL DELL TECHNOLOGIES INC CL C Technology 1,205.0 $520K 0.09% NEW $431.46 +2.4%
104 VUG VANGUARD GROWTH ETF 5,680.0 $489K 0.08% +5K +416.8% $86.14 +1.6%
105 PPL PPL CORP COM Utilities 13,276.0 $483K 0.08% +779.0 +6.2% $36.35 -5.4%
106 SBUX STARBUCKS CORP COM Consumer Cyclical 4,581.0 $468K 0.08% -255.0 -5.3% $102.19 +4.8%
107 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 3,493.0 $463K 0.08% +293.0 +9.2% $132.52 +2.7%
108 VICI VICI PPTYS INC COM Real Estate 17,397.0 $462K 0.08% -829.0 -4.5% $26.55 -0.2%
109 DIS WALT DISNEY CO Communication Services 4,760.0 $458K 0.08% -85.0 -1.8% $96.26 +11.9%
110 FAST FASTENAL CO COM Industrials 9,484.0 $455K 0.08% +4K +73.2% $48.03 +6.7%
111 TSLA TESLA INC COM Consumer Cyclical 1,050.0 $442K 0.07% +123.0 +13.3% $420.60 -13.7%
112 EMR EMERSON ELEC CO COM Industrials 3,077.0 $440K 0.07% $143.15 +9.8%
113 APOS APOLLO GLOBAL MGMT INC COM 3,711.0 $439K 0.07% +2K +96.2% $118.31
114 TT TRANE TECHNOLOGIES PLC SHS Industrials 888.0 $436K 0.07% -25.0 -2.7% $491.16 -7.7%
115 KLAC KLA CORP COM NEW Technology 1,394.0 $421K 0.07% NEW $301.71 -39.0%
116 AMGN AMGEN INC COM Healthcare 1,126.0 $408K 0.07% +17.0 +1.5% $362.12 +21.3%
117 AMAT APPLIED MATLS INC COM Technology 551.0 $398K 0.07% NEW $723.00 -31.9%
118 DUK DUKE ENERGY CORP NEW COM NEW Utilities 3,088.0 $391K 0.07% -67.0 -2.1% $126.58 -5.3%
119 IBM INTERNATIONAL BUSINESS MACHS COM Technology 1,346.0 $379K 0.06% -7.0 -0.5% $281.21 -16.2%
120 ORCL ORACLE CORP COM Technology 2,564.0 $376K 0.06% -80.0 -3.0% $146.55 -0.1%
Page 6 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%