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Portfolio (Quarterly) Guide ↗

Wedmont Private Capital

· CIK 0001904274
13F Portfolio $3.1B AUM 838 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 89 New 430 Added 211 Reduced 57 Exited
Page 10 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GLDM WORLD GOLD TR Financial Services 10,777.0 $1.0M 0.03% +862.0 +8.7% $93.63 -4.7%
182 CAH CARDINAL HEALTH INC Healthcare 4,653.0 $1.0M 0.03% +321.0 +7.4% $215.12 -6.7%
183 EMR EMERSON ELEC CO Industrials 7,002.0 $999K 0.03% +725.0 +11.6% $142.67 -4.4%
184 WBD WARNER BROS DISCOVERY INC Communication Services 35,946.0 $990K 0.03% +4K +12.8% $27.55 -1.9%
185 MKSI MKS INC. Technology 3,859.0 $988K 0.03% +795.0 +25.9% $256.01 +25.2%
186 EBAY EBAY INC. Consumer Cyclical 10,197.0 $987K 0.03% +698.0 +7.3% $96.79 +19.6%
187 KEYS KEYSIGHT TECHNOLOGIES INC Technology 3,082.0 $981K 0.03% +379.0 +14.0% $318.33 +8.9%
188 OXY OCCIDENTAL PETE CORP Energy 16,304.0 $974K 0.03% +550.0 +3.5% $59.77 -1.6%
189 TRV TRAVELERS COMPANIES INC Financial Services 3,215.0 $970K 0.03% +48.0 +1.5% $301.57 +1.6%
190 CFG CITIZENS FINL GROUP INC Financial Services 15,185.0 $968K 0.03% +2K +12.8% $63.78 -1.4%
191 MTB M & T BK CORP Financial Services 4,360.0 $955K 0.03% +249.0 +6.1% $219.02 -2.7%
192 ITW ILLINOIS TOOL WKS INC Industrials 3,506.0 $945K 0.03% +273.0 +8.4% $269.53 -6.4%
193 CENCORA INC 2,896.0 $941K 0.03% +53.0 +1.9% $324.96
194 ECL ECOLAB INC Basic Materials 3,421.0 $936K 0.03% +167.0 +5.1% $273.50 -7.4%
195 PLD PROLOGIS INC. Real Estate 6,798.0 $934K 0.03% +857.0 +14.4% $137.40 +6.2%
196 FIX COMFORT SYS USA INC Industrials 611.0 $932K 0.03% +53.0 +9.5% $1525.43 +19.9%
197 EQT EQT CORP Energy 15,445.0 $930K 0.03% +384.0 +2.5% $60.18 -3.8%
198 REGN REGENERON PHARMACEUTICALS Healthcare 1,198.0 $929K 0.03% +76.0 +6.8% $775.59 -17.6%
199 UNM UNUM GROUP Financial Services 11,713.0 $908K 0.03% +395.0 +3.5% $77.55 +9.0%
200 STT STATE STR CORP Financial Services 6,642.0 $904K 0.03% +144.0 +2.2% $136.13 +13.1%
Page 10 of 22  ·  430 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 32.9%
Financial Services 15.0%
Communication Services 13.2%
Consumer Cyclical 9.0%
Healthcare 8.6%
Industrials 7.7%
Consumer Defensive 4.1%
Energy 3.7%
Utilities 2.9%
Basic Materials 1.9%