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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 16 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BLOCK INC 7,448.0 $468K 0.01% +3K +62.2% $62.83
302 NDAQ NASDAQ INC Financial Services 5,305.0 $467K 0.01% +69.0 +1.3% $88.10 +3.3%
303 F FORD MTR CO Consumer Cyclical 38,100.0 $464K 0.01% +2K +4.2% $12.18 +22.6%
304 ET ENERGY TRANSFER L P Energy 24,312.0 $464K 0.01% +246.0 +1.0% $19.08 +5.2%
305 IVLU ISHARES TR 11,121.0 $464K 0.01% +85.0 +0.8% $41.71 +2.3%
306 DTM DT MIDSTREAM INC Energy 3,435.0 $462K 0.01% +75.0 +2.2% $134.40 +12.4%
307 XPO XPO INC Industrials 2,177.0 $461K 0.01% +359.0 +19.8% $211.70 -4.1%
308 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,716.0 $456K 0.01% +444.0 +34.9% $265.93 +19.0%
309 COLB COLUMBIA BKG SYS INC Financial Services 15,739.0 $455K 0.01% +5K +47.5% $28.88 +2.9%
310 SAP SAP SE Technology 2,685.0 $454K 0.01% +319.0 +13.5% $169.18 +4.0%
311 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 2,303.0 $451K 0.01% +18.0 +0.8% $195.93 +22.4%
312 SFM SPROUTS FMRS MKT INC Consumer Defensive 5,889.0 $446K 0.01% +2K +47.5% $75.75 +14.5%
313 ROIV ROIVANT SCIENCES LTD Healthcare 15,817.0 $446K 0.01% +355.0 +2.3% $28.17 +6.4%
314 OTIS OTIS WORLDWIDE CORP Industrials 5,580.0 $444K 0.01% +146.0 +2.7% $79.56 -8.5%
315 CRH PLC 3,889.0 $443K 0.01% +937.0 +31.7% $113.82
316 THC TENET HEALTHCARE CORP Healthcare 2,217.0 $442K 0.01% +129.0 +6.2% $199.34 -12.8%
317 CTVA CORTEVA INC Basic Materials 5,233.0 $439K 0.01% +232.0 +4.6% $83.96 -5.2%
318 FE FIRSTENERGY CORP Utilities 8,513.0 $438K 0.01% +642.0 +8.2% $51.40 -9.9%
319 OHI OMEGA HEALTHCARE INVS INC Real Estate 9,591.0 $436K 0.01% +2K +21.8% $45.41 +5.5%
320 VALE VALE S A Basic Materials 25,859.0 $433K 0.01% +399.0 +1.6% $16.74 -1.6%
Page 16 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%