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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 17 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 VRSN VERISIGN INC Technology 2,021.0 $546K 0.01% +151.0 +8.1% $270.11 +9.1%
322 PRU PRUDENTIAL FINL INC Financial Services 4,705.0 $543K 0.01% +1K +42.5% $115.38 +4.3%
323 PKG PACKAGING CORP AMER Consumer Cyclical 2,370.0 $542K 0.01% +646.0 +37.5% $228.78 +6.6%
324 EXC EXELON CORP Utilities 11,401.0 $534K 0.01% +343.0 +3.1% $46.80 -6.0%
325 PSTG EVERPURE INC 6,691.0 $531K 0.01% +2K +32.8% $79.33
326 CW CURTISS WRIGHT CORP Industrials 702.0 $530K 0.01% +152.0 +27.6% $754.76 -19.6%
327 WWD WOODWARD INC Industrials 1,301.0 $529K 0.01% +26.0 +2.0% $406.40 -14.8%
328 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,313.0 $522K 0.01% +366.0 +38.6% $397.82 -7.1%
329 IRM IRON MTN INC DEL Real Estate 4,288.0 $521K 0.01% +654.0 +18.0% $121.50 +1.3%
330 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,774.0 $516K 0.01% +47.0 +2.7% $290.72 -9.6%
331 JPIE J P MORGAN EXCHANGE TRADED F 11,163.0 $512K 0.01% +150.0 +1.4% $45.87 +0.1%
332 WAL WESTERN ALLIANCE BANCORP Financial Services 6,326.0 $510K 0.01% +400.0 +6.8% $80.69 -2.2%
333 STLD STEEL DYNAMICS INC Basic Materials 2,221.0 $507K 0.01% +240.0 +12.1% $228.44 +3.3%
334 PHM PULTE GROUP INC Consumer Cyclical 3,904.0 $487K 0.01% +615.0 +18.7% $124.76 +1.9%
335 XPO XPO INC Industrials 2,322.0 $483K 0.01% +145.0 +6.7% $207.88 -7.7%
336 MAS MASCO CORP Industrials 6,138.0 $478K 0.01% +1K +29.0% $77.84 -6.2%
337 NTRA NATERA INC Healthcare 1,768.0 $477K 0.01% +177.0 +11.1% $269.95 +25.2%
338 EVRG EVERGY INC Utilities 5,562.0 $477K 0.01% +575.0 +11.5% $85.71 -4.9%
339 SOFI SOFI TECHNOLOGIES INC Financial Services 25,195.0 $473K 0.01% +3K +14.2% $18.78 +1.8%
340 EXEL EXELIXIS INC Healthcare 8,342.0 $471K 0.01% +979.0 +13.3% $56.50 -2.4%
Page 17 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%