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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 7 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AMD ADVANCED MICRO DEVICES INC Technology 1,430.0 $306K 0.06% +98.0 +7.4% $214.16 +150.9%
122 AON AON PLC Financial Services 859.0 $303K 0.06% $352.88 -10.0%
123 COF CAPITAL ONE FINL CORP Financial Services 1,236.0 $300K 0.06% +99.0 +8.7% $242.36 -16.8%
124 TRGP TARGA RES CORP Energy 1,615.0 $298K 0.06% +100.0 +6.6% $184.50 +40.2%
125 TMO THERMO FISHER SCIENTIFIC INC Healthcare 512.0 $297K 0.06% +40.0 +8.5% $579.45 -19.8%
126 GE GE AEROSPACE Industrials 941.0 $290K 0.06% +30.0 +3.3% $308.03 +16.1%
127 APD AIR PRODS & CHEMS INC Basic Materials 1,166.0 $288K 0.06% -718.0 -38.1% $247.02 +13.4%
128 EFA ISHARES TR 2,979.0 $286K 0.06% $96.03 +8.7%
129 RF REGIONS FINANCIAL CORP NEW Financial Services 10,505.0 $285K 0.06% +405.0 +4.0% $27.10 +5.6%
130 ROP ROPER TECHNOLOGIES INC Industrials 637.0 $284K 0.06% +36.0 +6.0% $445.13 -25.8%
131 MA MASTERCARD INCORPORATED Financial Services 490.0 $280K 0.05% +33.0 +7.2% $571.18 -14.2%
132 VWO VANGUARD INTL EQUITY INDEX F 5,200.0 $280K 0.05% +1K +25.8% $53.76 +13.0%
133 VTV VANGUARD INDEX FDS 1,453.0 $278K 0.05% NEW $190.99 +13.4%
134 KMI KINDER MORGAN INC DEL Energy 10,087.0 $277K 0.05% $27.49 +14.9%
135 APOS APOLLO GLOBAL MGMT INC Financial Services 1,891.0 $274K 0.05% +25.0 +1.3% $144.76 -82.3%
136 MU MICRON TECHNOLOGY INC Technology 941.0 $269K 0.05% NEW $285.41 +297.3%
137 XLK SELECT SECTOR SPDR TR 1,857.0 $267K 0.05% +929.0 +100.1% $143.97 +33.0%
138 GILD GILEAD SCIENCES INC Healthcare 2,169.0 $266K 0.05% +152.0 +7.5% $122.74 +0.8%
139 VEA VANGUARD TAX-MANAGED FDS 4,160.0 $260K 0.05% NEW $62.47 +15.8%
140 SCHR SCHWAB STRATEGIC TR 10,265.0 $257K 0.05% +130.0 +1.3% $25.08 -1.9%
Page 7 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%