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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 23 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 METCB Ramaco Resources Inc Cl B 59,896.0 $512K 0.01% NEW $8.55
442 RTX Rtx Corporation Com Industrials 2,627.0 $498K 0.01% NEW $189.73 +10.3%
443 WFC Wells Fargo & Co Financial Services 5,555.0 $459K 0.01% NEW $82.64 +2.0%
444 PEP PepsiCo Inc Consumer Defensive 3,350.0 $454K 0.01% NEW $135.40 +5.3%
445 TMO Thermo Fisher Scientific Inc Healthcare 809.0 $406K 0.01% NEW $501.36 +25.2%
446 GLW Corning Inc Technology 1,586.0 $405K 0.01% NEW $255.43 -42.3%
447 CRWD Crowdstrike Holdings Inc Cl A Technology 519.0 $396K 0.01% NEW $190.79 -1.9%
448 QCOM QUALCOMM Inc Technology 2,066.0 $382K 0.01% NEW $184.79 -12.9%
449 MS Morgan Stanley Financial Services 1,813.0 $379K 0.01% NEW $209.04 +3.0%
450 ADI Analog Devices Inc Technology 919.0 $365K 0.01% NEW $397.17 -6.2%
451 UNP Union Pacific Corp Industrials 1,244.0 $338K 0.01% NEW $272.00 +13.7%
452 DE Deere & Co Industrials 533.0 $338K 0.01% NEW $634.33 -0.3%
453 PFE Pfizer Inc Healthcare 13,423.0 $323K 0.01% NEW $24.08 +18.1%
454 TJX The TJX Cos Inc Consumer Cyclical 2,075.0 $314K 0.01% NEW $151.50 -7.4%
455 AMGN Amgen Inc Healthcare 840.0 $304K 0.01% NEW $362.12 +22.8%
456 UBER Uber Technologies Inc Technology 4,203.0 $303K 0.01% NEW $72.16 +10.3%
457 AXP American Express Co Financial Services 872.0 $295K 0.01% NEW $338.25 -0.4%
458 CRM Salesforce Inc Technology 1,829.0 $287K 0.01% NEW $156.66 +31.7%
459 APP Applovin Corp Cl A Technology 550.0 $283K 0.01% NEW $515.23 -40.6%
460 BKNG Booking Holdings Inc Consumer Cyclical 1,542.0 $275K 0.01% NEW $178.24 +19.5%
Page 23 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%