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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 8 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 2,056.0 $256K 0.04% -428.0 -17.2% $124.44 +49.9%
142 SYY SYSCO CORP COM Consumer Defensive 3,029.0 $253K 0.04% $83.58 +0.3%
143 VTV VANGUARD VALUE ETF 1,149.0 $250K 0.04% -304.0 -20.9% $217.93 +4.0%
144 IWD ISHARES RUSSELL 1000 VALUE ETF 1,024.0 $248K 0.04% $242.43 +6.6%
145 COF CAPITAL ONE FINL CORP COM Financial Services 1,237.0 $248K 0.04% $200.62 +7.8%
146 MA MASTERCARD INCORPORATED CL A Financial Services 475.0 $244K 0.04% -15.0 -3.1% $513.80 +16.7%
147 OKE ONEOK INC NEW COM Energy 2,769.0 $241K 0.04% -333.0 -10.7% $86.94 +7.0%
148 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 475.0 $238K 0.04% -37.0 -7.2% $501.36 +25.4%
149 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 598.0 $238K 0.04% -13.0 -2.1% $397.68 -6.1%
150 AYI ACUITY INC COM Industrials 619.0 $233K 0.04% NEW $376.66 -10.6%
151 LMT LOCKHEED MARTIN CORP COM Industrials 451.0 $230K 0.04% -927.0 -67.3% $509.46 +10.7%
152 WFC WELLS FARGO & CO COM Financial Services 2,765.0 $228K 0.04% +86.0 +3.2% $82.64 +2.5%
153 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 3,669.0 $227K 0.04% NEW $61.76 -8.2%
154 NFLX NETFLIX INC. COM Communication Services 3,134.0 $224K 0.04% -186.0 -5.6% $71.40 +12.1%
155 PH PARKER-HANNIFIN CORP COM Industrials 228.0 $223K 0.04% NEW $978.12 +3.7%
156 FXB INVESCO CURRENCYSHARES BRITISH POUND STERLING TRUST Financial Services 1,734.0 $221K 0.04% +65.0 +3.9% $127.64 +2.7%
157 AON AON PLC SHS CL A Financial Services 665.0 $221K 0.04% -194.0 -22.6% $331.69 +8.3%
158 SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 6,300.0 $219K 0.04% $34.81 +0.2%
159 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 2,546.0 $218K 0.04% NEW $85.49 +2.0%
160 INTC INTEL CORP COM Technology 1,558.0 $218K 0.04% NEW $139.63 -37.5%
Page 8 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%