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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 17 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 TXT TEXTRON INC Industrials 4,709.0 $430K 0.01% +253.0 +5.7% $91.38 +0.5%
322 NRG NRG ENERGY INC Utilities 2,670.0 $428K 0.01% +115.0 +4.5% $160.32 -14.1%
323 TDY TELEDYNE TECHNOLOGIES INC Technology 640.0 $423K 0.01% +35.0 +5.8% $660.31 -6.0%
324 CMCSA COMCAST CORP NEW Communication Services 15,094.0 $422K 0.01% +2K +17.1% $27.96 -9.9%
325 DDOG DATADOG INC Technology 3,592.0 $418K 0.01% +1K +51.2% $116.50 +90.8%
326 VFH VANGUARD WORLD FD 3,326.0 $418K 0.01% +215.0 +6.9% $125.54 +1.5%
327 SRE SEMPRA Utilities 4,211.0 $416K 0.01% +520.0 +14.1% $98.88 -6.1%
328 EVRG EVERGY INC Utilities 4,987.0 $416K 0.01% +655.0 +15.1% $83.44 +0.6%
329 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,755.0 $416K 0.01% +244.0 +16.1% $236.90 -9.4%
330 PCG PG&E CORP Utilities 22,209.0 $408K 0.01% +7K +42.9% $18.39 -10.3%
331 PEY INVESCO EXCHANGE TRADED FD T 18,885.0 $406K 0.01% +4K +23.4% $21.48 +4.5%
332 CW CURTISS WRIGHT CORP Industrials 550.0 $401K 0.01% +76.0 +16.0% $728.96 +0.3%
333 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,222.0 $400K 0.01% +109.0 +9.8% $327.25 -9.1%
334 TGT TARGET CORP Consumer Defensive 3,242.0 $399K 0.01% +736.0 +29.4% $123.12 +2.0%
335 VHT VANGUARD WORLD FD 1,430.0 $398K 0.01% +26.0 +1.9% $278.30 +0.4%
336 IRM IRON MTN INC DEL Real Estate 3,634.0 $389K 0.01% +286.0 +8.5% $106.97 +18.2%
337 PSK SPDR SERIES TRUST 12,386.0 $387K 0.01% +208.0 +1.7% $31.22 -0.8%
338 CINF CINCINNATI FINL CORP Financial Services 2,341.0 $382K 0.01% +161.0 +7.4% $163.28 +3.0%
339 HUBB HUBBELL INC Industrials 722.0 $381K 0.01% +119.0 +19.7% $527.23 -9.9%
340 PNR PENTAIR PLC Industrials 4,178.0 $378K 0.01% +279.0 +7.2% $90.53 -17.4%
Page 17 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%