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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 12 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 XEL XCEL ENERGY INC Utilities 9,036.0 $736K 0.02% +128.0 +1.4% $81.46 -0.5%
222 CBOE CBOE GLOBAL MKTS INC Financial Services 2,457.0 $729K 0.02% +94.0 +4.0% $296.90 +20.4%
223 IBB ISHARES TR 4,240.0 $729K 0.02% +3K +204.4% $171.86 -1.8%
224 SLB SLB LIMITED Energy 14,022.0 $727K 0.02% +2K +18.4% $51.88 +10.4%
225 HAL HALLIBURTON CO Energy 19,177.0 $725K 0.02% +345.0 +1.8% $37.80 +9.7%
226 DELL DELL TECHNOLOGIES INC Technology 3,888.0 $721K 0.02% +1K +39.5% $185.49 +59.1%
227 FANG DIAMONDBACK ENERGY INC Energy 3,829.0 $714K 0.02% +95.0 +2.5% $186.48 +7.6%
228 MDLZ MONDELEZ INTL INC Consumer Defensive 11,828.0 $696K 0.02% +5K +62.5% $58.83 +5.0%
229 SYF SYNCHRONY FINANCIAL Financial Services 9,468.0 $681K 0.02% +232.0 +2.5% $71.97 -0.2%
230 ARCC ARES CAPITAL CORP Financial Services 37,331.0 $678K 0.02% +7K +22.9% $18.17 +2.3%
231 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 10,913.0 $678K 0.02% +1K +10.2% $62.14 +6.2%
232 RSG REPUBLIC SVCS INC Industrials 3,040.0 $658K 0.02% +111.0 +3.8% $216.53 -3.5%
233 UI UBIQUITI INC Technology 726.0 $654K 0.02% +19.0 +2.7% $900.50 -32.2%
234 XLI SELECT SECTOR SPDR TR 3,823.0 $652K 0.02% +60.0 +1.6% $170.44 +0.8%
235 AMKR AMKOR TECHNOLOGY INC Technology 12,344.0 $647K 0.02% +3K +26.8% $52.42 +25.4%
236 SPYM SPDR SERIES TRUST 8,080.0 $643K 0.02% +813.0 +11.2% $79.55 +10.3%
237 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 18,998.0 $642K 0.02% +1K +8.0% $33.79 -2.7%
238 DVN DEVON ENERGY CORP NEW Energy 13,369.0 $641K 0.02% +2K +22.2% $47.91 -1.4%
239 PTC PTC INC Technology 4,429.0 $639K 0.02% +151.0 +3.5% $144.32 +2.7%
240 CAR AVIS BUDGET GROUP INC Industrials 2,436.0 $637K 0.02% +686.0 +39.2% $261.35 -36.1%
Page 12 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%