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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 7 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AVB AVALONBAY CMNTYS INC COM Real Estate 1,961.0 $370K 0.06% -117.0 -5.6% $188.69 -2.5%
122 MPC MARATHON PETE CORP COM Energy 1,434.0 $367K 0.06% $255.67 +41.1%
123 TIP ISHARES TIPS BOND ETF 3,300.0 $361K 0.06% +1K +43.5% $109.43 -2.0%
124 SOUTHSTATE BK CORP COM 3,600.0 $360K 0.06% $99.90
125 MCK MCKESSON CORP COM Healthcare 473.0 $357K 0.06% $755.60 +15.5%
126 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 1,857.0 $354K 0.06% $190.52 -5.2%
127 AJG GALLAGHER ARTHUR J & CO COM Financial Services 1,510.0 $347K 0.06% +10.0 +0.7% $229.57 +17.3%
128 VB VANGUARD SMALL-CAP ETF 1,129.0 $342K 0.06% +1K +1468.1% $303.12 -0.1%
129 IEI ISHARES 3-7 YEAR TREASURY BOND ETF 2,842.0 $334K 0.06% -1K -32.9% $117.45 -0.8%
130 GE GE AEROSPACE COM NEW Industrials 889.0 $332K 0.06% -52.0 -5.5% $373.73 -8.7%
131 ASML ASML HLDG NV N Y REGISTRY SHS Technology 164.0 $326K 0.06% NEW $1989.44 -12.3%
132 RF REGIONS FINANCIAL CORP NEW COM Financial Services 10,505.0 $317K 0.05% $30.20 +1.7%
133 KMI KINDER MORGAN INC DEL COM Energy 9,815.0 $314K 0.05% -272.0 -2.7% $31.97 -4.1%
134 GPC GENUINE PARTS CO COM Consumer Cyclical 2,628.0 $310K 0.05% $117.98 +14.0%
135 DHR DANAHER CORP DEL COM Healthcare 1,555.0 $296K 0.05% -52.0 -3.2% $190.48 +13.2%
136 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 4,108.0 $293K 0.05% -52.0 -1.2% $71.25 +2.6%
137 MS MORGAN STANLEY COM NEW Financial Services 1,355.0 $283K 0.05% -29.0 -2.1% $209.04 +3.0%
138 SCHD SCHWAB US DIVIDEND EQUITY ETF 8,903.0 $282K 0.05% +175.0 +2.0% $31.71 +10.9%
139 GILD GILEAD SCIENCES INC COM Healthcare 2,222.0 $281K 0.05% +53.0 +2.4% $126.34 +15.3%
140 ADI ANALOG DEVICES INC COM Technology 662.0 $263K 0.04% NEW $397.17 -7.9%
Page 7 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%