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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 13 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AME AMETEK INC Industrials 3,684.0 $862K 0.02% +74.0 +2.0% $233.98 +4.1%
242 TFC TRUIST FINL CORP Financial Services 16,570.0 $856K 0.02% +3K +19.4% $51.67 -2.7%
243 RSG REPUBLIC SVCS INC Industrials 3,886.0 $852K 0.02% +846.0 +27.8% $219.23 +0.0%
244 D DOMINION ENERGY INC Utilities 11,921.0 $835K 0.02% +460.0 +4.0% $70.08 -5.1%
245 AGNC AGNC INVT CORP Real Estate 73,805.0 $821K 0.02% +988.0 +1.4% $11.13 -1.7%
246 MMM 3M CO Industrials 5,203.0 $820K 0.02% +813.0 +18.5% $157.53 +13.5%
247 CNC CENTENE CORP DEL Healthcare 12,162.0 $819K 0.02% +2K +18.6% $67.35 -3.0%
248 MDLZ MONDELEZ INTL INC Consumer Defensive 13,844.0 $814K 0.02% +2K +17.0% $58.83 +6.1%
249 SCHY SCHWAB STRATEGIC TR 25,160.0 $807K 0.02% +184.0 +0.7% $32.08 +3.8%
250 DFAS DIMENSIONAL ETF TRUST 9,857.0 $800K 0.02% +2K +19.3% $81.12 +2.1%
251 ENTERGY CORP NEW 6,927.0 $797K 0.02% +219.0 +3.3% $115.06
252 TWLO TWILIO INC Communication Services 3,691.0 $792K 0.02% +75.0 +2.1% $214.56 +12.5%
253 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 2,566.0 $792K 0.02% +182.0 +7.6% $308.52 -10.2%
254 CVNA CARVANA CO Consumer Cyclical 11,870.0 $781K 0.02% +10K +436.6% $65.83 +12.5%
255 SN SHARKNINJA INC Consumer Cyclical 5,090.0 $777K 0.02% +691.0 +15.7% $152.65 +26.3%
256 AVMV AMERICAN CENTY ETF TR 9,630.0 $776K 0.02% +415.0 +4.5% $80.57 +1.9%
257 XEL XCEL ENERGY INC Utilities 9,575.0 $767K 0.02% +539.0 +6.0% $80.06 -3.6%
258 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 8,125.0 $764K 0.02% +735.0 +9.9% $94.09 +2.6%
259 HPE HEWLETT PACKARD ENTERPRISE C Technology 15,681.0 $761K 0.02% +977.0 +6.6% $48.54 +12.1%
260 EA ELECTRONIC ARTS INC Communication Services 3,671.0 $758K 0.02% +711.0 +24.0% $206.41 +1.6%
Page 13 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%