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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 16 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 KR KROGER CO Consumer Defensive 9,896.0 $599K 0.02% +991.0 +11.1% $60.54 -6.0%
302 DIHP DIMENSIONAL ETF TRUST 17,440.0 $595K 0.02% +9K +112.0% $34.09 +4.3%
303 SCCO SOUTHERN COPPER CORP Basic Materials 3,320.0 $584K 0.02% +269.0 +8.8% $175.85 +23.0%
304 TFLO ISHARES TR 11,478.0 $580K 0.02% +6K +115.0% $50.55 +0.2%
305 SFM SPROUTS FMRS MKT INC Consumer Defensive 7,160.0 $579K 0.02% +1K +21.6% $80.86 +0.2%
306 ILMN ILLUMINA INC Healthcare 3,025.0 $575K 0.02% +135.0 +4.7% $190.20 +19.7%
307 KKR KKR & CO INC 5,917.0 $574K 0.02% +1K +27.5% $96.94
308 RGA REINSURANCE GROUP AMER INC Financial Services 2,471.0 $571K 0.02% +36.0 +1.5% $231.16 +6.4%
309 KMB KIMBERLY-CLARK CORP Consumer Defensive 5,069.0 $570K 0.02% +3K +127.5% $112.41 -2.2%
310 EXPD EXPEDITORS INTL WASH INC Industrials 3,287.0 $565K 0.02% +306.0 +10.3% $172.02 +10.9%
311 LNC LINCOLN NATL CORP IND Financial Services 14,183.0 $563K 0.01% +3K +25.5% $39.73 +9.5%
312 EWBC EAST WEST BANCORP INC Financial Services 4,283.0 $563K 0.01% +22.0 +0.5% $131.54 -1.4%
313 KEY KEYCORP Financial Services 24,122.0 $562K 0.01% +2K +7.1% $23.30 -5.5%
314 U UNITY SOFTWARE INC Technology 18,179.0 $562K 0.01% +3K +21.0% $30.89 +40.8%
315 F FORD MTR CO Consumer Cyclical 39,966.0 $560K 0.01% +2K +4.9% $14.00 -0.4%
316 EMLP FIRST TR EXCHANGE-TRADED FD 12,736.0 $558K 0.01% +90.0 +0.7% $43.79 +0.9%
317 VMC VULCAN MATLS CO Basic Materials 1,877.0 $554K 0.01% +47.0 +2.6% $295.20 -7.2%
318 VIRT VIRTU FINL INC Financial Services 8,389.0 $552K 0.01% +88.0 +1.1% $65.80 +1.9%
319 RL RALPH LAUREN CORP Consumer Cyclical 1,394.0 $550K 0.01% +48.0 +3.6% $394.90 -10.9%
320 COLB COLUMBIA BKG SYS INC Financial Services 17,155.0 $550K 0.01% +1K +9.0% $32.05 -4.2%
Page 16 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%