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Portfolio (Quarterly) Guide ↗

WEDGE CAPITAL MANAGEMENT L L P/NC

· CIK 0001015308
13F Portfolio $6.1B AUM 484 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 484 New
Page 22 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 GSBC Great Southern Bancorp Inc Financial Services 11,464.0 $899K 0.01% NEW $78.41 +0.3%
422 SBSI Southside Bancshares Inc Financial Services 25,157.0 $885K 0.01% NEW $35.19 -9.3%
423 THFF First Financial Corp Financial Services 11,417.0 $884K 0.01% NEW $77.44 +2.3%
424 IBCP Independent Bank Corp Financial Services 24,331.0 $878K 0.01% NEW $36.07 +1.8%
425 AMR Alpha Metallurgical Resource I Energy 5,314.0 $876K 0.01% NEW $164.94 +30.7%
426 FMNB Farmers Natl Banc Corp Financial Services 58,391.0 $853K 0.01% NEW $14.60 +7.0%
427 JPM JPMorgan Chase & Co Financial Services 2,570.0 $841K 0.01% NEW $327.33 +9.0%
428 AMD Advanced Micro Devices Inc Technology 1,415.0 $822K 0.01% NEW $580.91 -17.5%
429 HDSN Hudson Technologies Inc Basic Materials 137,618.0 $790K 0.01% NEW $5.74 -4.7%
430 TALO Talos Energy Inc Energy 59,406.0 $767K 0.01% NEW $12.91 +27.9%
431 PAL Proficient Auto Logistics Inc Industrials 110,533.0 $753K 0.01% NEW $6.81 -20.6%
432 MA Mastercard Incorporated Financial Services 1,294.0 $665K 0.01% NEW $513.60 +16.7%
433 BAC Bank of America Corp Financial Services 11,395.0 $649K 0.01% NEW $56.98 +9.5%
434 MRK Merck & Co Inc Healthcare 4,873.0 $626K 0.01% NEW $128.50 +21.7%
435 HD The Home Depot Inc Consumer Cyclical 1,686.0 $595K 0.01% NEW $352.68 -4.2%
436 OXM Oxford Industries Inc Consumer Cyclical 16,873.0 $588K 0.01% NEW $34.87 +5.5%
437 UNH UnitedHealth Group Inc Healthcare 1,378.0 $573K 0.01% NEW $415.63 -4.6%
438 CVX Chevron Corp Energy 3,300.0 $547K 0.01% NEW $165.76 +20.6%
439 IBM Intl Business Machines Corp Technology 1,942.0 $546K 0.01% NEW $281.21 -16.7%
440 PANW Palo Alto Networks Inc Technology 1,568.0 $535K 0.01% NEW $341.02 -0.3%
Page 22 of 25  ·  484 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
Technology 34.3%
Financial Services 14.4%
Consumer Cyclical 12.6%
Industrials 12.5%
Healthcare 11.9%
Energy 3.5%
Communication Services 3.3%
Utilities 3.1%
Consumer Defensive 2.2%
Basic Materials 1.9%