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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 24 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 COP ConocoPhillips Energy 2,561.0 $266K 0.00% NEW $103.96 +26.8%
462 SCHW Charles Schwab Corp Financial Services 2,830.0 $261K 0.00% NEW $92.27 +21.7%
463 NOW ServiceNow Inc Technology 2,512.0 $249K 0.00% NEW $99.28 +27.9%
464 TT Trane Technologies Plc Industrials 506.0 $249K 0.00% NEW $491.16 -7.3%
465 MDT Medtronic plc Healthcare 3,143.0 $246K 0.00% NEW $78.23 +16.5%
466 GILD Gilead Sciences Inc Healthcare 1,937.0 $245K 0.00% NEW $126.34 +17.8%
467 BLK BlackRock Inc Financial Services 254.0 $244K 0.00% NEW $961.56 +22.4%
468 LOW Lowe's Cos Inc Consumer Cyclical 1,105.0 $244K 0.00% NEW $220.49 -2.7%
469 Space Exploration Technology C 1,422.0 $243K 0.00% NEW $170.86
470 SBUX Starbucks Corp Consumer Cyclical 2,341.0 $239K 0.00% NEW $102.19 +3.5%
471 TGT Target Corp Consumer Defensive 1,782.0 $233K 0.00% NEW $130.61 +25.2%
472 SO The Southern Co Utilities 2,423.0 $232K 0.00% NEW $95.71 -6.0%
473 ADP Automatic Data Processing Inc Industrials 1,030.0 $231K 0.00% NEW $223.95 +26.3%
474 CB Chubb Limited Financial Services 666.0 $227K 0.00% NEW $340.74 +0.7%
475 GD General Dynamics Corp Industrials 624.0 $221K 0.00% NEW $354.24 +6.3%
476 PLD Prologis Inc Real Estate 1,597.0 $216K 0.00% NEW $135.47 +5.8%
477 CDNS Cadence Design Systems Inc Technology 576.0 $216K 0.00% NEW $375.32 -11.6%
478 T AT&T Inc Communication Services 10,416.0 $216K 0.00% NEW $20.70 +24.5%
479 PNC The PNC Financial Services Gro Financial Services 865.0 $213K 0.00% NEW $246.22 -0.9%
480 DUK Duke Energy Corp Utilities 1,674.0 $212K 0.00% NEW $126.58 -3.9%
Page 24 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%