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Portfolio (Quarterly) Guide ↗

Wedmont Private Capital

· CIK 0001904274
13F Portfolio $3.6B AUM 954 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 148 New 463 Added 212 Reduced 34 Exited
Page 12 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 XLE SELECT SECTOR SPDR TR 18,330.0 $1.0M 0.03% +325.0 +1.8% $55.08 +13.1%
222 SHW SHERWIN WILLIAMS CO Basic Materials 3,022.0 $1.0M 0.03% +53.0 +1.8% $334.03 +3.3%
223 AR ANTERO RESOURCES CORP Energy 29,955.0 $995K 0.03% +8K +37.3% $33.23 +15.9%
224 ECL ECOLAB INC Basic Materials 3,600.0 $987K 0.03% +179.0 +5.2% $274.29 +4.2%
225 CSX CSX CORP Industrials 19,831.0 $980K 0.03% +2K +8.3% $49.41 +4.3%
226 GM GENERAL MTRS CO Consumer Cyclical 12,364.0 $963K 0.03% +358.0 +3.0% $77.85 +10.7%
227 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,751.0 $958K 0.03% +82.0 +4.9% $547.06 -3.5%
228 VTES VANGUARD WELLINGTON FD 9,102.0 $920K 0.03% +1K +14.7% $101.12 -0.2%
229 AMKR AMKOR TECHNOLOGY INC Technology 13,051.0 $920K 0.03% +707.0 +5.7% $70.47 -26.6%
230 APA APA CORPORATION Energy 27,350.0 $915K 0.03% +18K +180.5% $33.44 +26.7%
231 DVN DEVON ENERGY CORP NEW Energy 21,599.0 $912K 0.03% +8K +61.6% $42.23 +11.6%
232 PINNACLE FINL PARTNERS INC 8,957.0 $900K 0.03% +260.0 +3.0% $100.47
233 FNDE SCHWAB STRATEGIC TR 22,147.0 $898K 0.03% +7K +47.9% $40.53 +3.8%
234 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,996.0 $897K 0.03% +67.0 +2.3% $299.49 +2.0%
235 QRVO QORVO INC Technology 10,247.0 $879K 0.02% +162.0 +1.6% $85.81 +12.1%
236 UAL UNITED AIRLS HLDGS INC Industrials 6,911.0 $871K 0.02% +558.0 +8.8% $126.00 -10.8%
237 REGN REGENERON PHARMACEUTICALS Healthcare 1,310.0 $871K 0.02% +112.0 +9.3% $664.56 +21.5%
238 ACGL ARCH CAP GROUP LTD Financial Services 8,611.0 $870K 0.02% +4K +87.5% $101.06 -2.3%
239 DLR DIGITAL RLTY TR INC Real Estate 4,820.0 $870K 0.02% +222.0 +4.8% $180.42 +6.5%
240 MET METLIFE INC Financial Services 9,478.0 $869K 0.02% +566.0 +6.3% $91.65 +5.0%
Page 12 of 24  ·  463 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 37.1%
Financial Services 16.1%
Consumer Cyclical 9.1%
Healthcare 8.5%
Communication Services 8.3%
Industrials 7.6%
Consumer Defensive 4.1%
Energy 3.4%
Utilities 2.8%
Basic Materials 1.7%