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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 9 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 1,864.0 $217K 0.04% +123.0 +7.1% $116.67 +52.2%
162 OEF ISHARES S&P 100 ETF 585.0 $214K 0.04% NEW $365.87 +3.2%
163 ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 4,429.0 $214K 0.04% -673.0 -13.2% $48.25 -0.4%
164 ECL ECOLAB INC COM Basic Materials 749.0 $209K 0.04% NEW $278.61 +2.6%
165 AXP AMERICAN EXPRESS CO COM Financial Services 611.0 $207K 0.04% +10.0 +1.7% $338.25 +0.0%
166 QCOM QUALCOMM INC COM Technology 1,118.0 $207K 0.04% -64.0 -5.4% $184.79 -14.4%
167 LRCX LAM RESEARCH CORP COM NEW Technology 469.0 $203K 0.03% NEW $433.33 -29.5%
168 JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 3,945.0 $201K 0.03% +1K +48.9% $51.00 -0.1%
169 ALL ALLSTATE CORP COM Financial Services 831.0 $198K 0.03% NEW $237.94 +8.9%
170 FXE INVESCO CURRENCYSHARES EURO TRUST Financial Services 1,819.0 $192K 0.03% NEW $105.44 +2.1%
171 PANW PALO ALTO NETWORKS INC COM Technology 562.0 $192K 0.03% NEW $341.02 +2.8%
172 MRSH MARSH & MCLENNAN COS INC COM Financial Services 1,141.0 $190K 0.03% -4K -76.5% $166.67 +16.5%
173 IOO ISHARES GLOBAL 100 ETF 1,375.0 $188K 0.03% NEW $136.60 +5.0%
174 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 1,509.0 $186K 0.03% +36.0 +2.4% $123.14 +31.1%
175 LIN LINDE PLC SHS Basic Materials 358.0 $186K 0.03% NEW $518.94 -6.5%
176 PWR QUANTA SVCS INC COM Industrials 251.0 $181K 0.03% NEW $720.04 -14.0%
177 CI THE CIGNA GROUP COM Healthcare 648.0 $179K 0.03% NEW $275.68 +1.0%
178 IEUR ISHARES CORE MSCI EUROPE ETF 2,330.0 $175K 0.03% -670.0 -22.3% $75.17 +4.2%
179 BLK BLACKROCK INC COM Financial Services 180.0 $173K 0.03% NEW $961.56 +21.2%
180 IJK ISHARES S&P MID-CAP 400 GROWTH ETF 1,441.0 $169K 0.03% -240.0 -14.3% $117.50 -2.9%
Page 9 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%