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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 18 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 NDAQ NASDAQ INC Financial Services 5,350.0 $471K 0.01% +45.0 +0.8% $88.07 +13.1%
342 JBL JABIL INC Technology 1,403.0 $463K 0.01% +92.0 +7.0% $330.29 -5.7%
343 FDS FACTSET RESH SYS INC Financial Services 1,872.0 $463K 0.01% +507.0 +37.1% $247.12 +24.9%
344 VFH VANGUARD WORLD FD 3,354.0 $458K 0.01% +28.0 +0.8% $136.46 +3.7%
345 TDY TELEDYNE TECHNOLOGIES INC Technology 721.0 $458K 0.01% +81.0 +12.7% $634.60 -1.2%
346 CORPAY INC 1,289.0 $456K 0.01% +121.0 +10.4% $353.64
347 RKT ROCKET COS INC Financial Services 31,319.0 $451K 0.01% +7K +28.4% $14.39 -1.6%
348 WEC WEC ENERGY GROUP INC Utilities 3,911.0 $450K 0.01% +591.0 +17.8% $114.95 -7.4%
349 CINF CINCINNATI FINL CORP Financial Services 2,497.0 $448K 0.01% +156.0 +6.7% $179.31 -4.1%
350 TXT TEXTRON INC Industrials 4,896.0 $445K 0.01% +187.0 +4.0% $90.90 -9.1%
351 RDDT REDDIT INC Communication Services 2,278.0 $445K 0.01% +544.0 +31.4% $195.34 -20.7%
352 SRE SEMPRA Utilities 4,668.0 $440K 0.01% +457.0 +10.8% $94.20 -9.9%
353 NWSA NEWS CORP NEW Communication Services 16,050.0 $439K 0.01% +2K +17.9% $27.37 +14.8%
354 MLM MARTIN MARIETTA MATLS INC Basic Materials 756.0 $437K 0.01% +50.0 +7.1% $577.73 -8.4%
355 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,486.0 $430K 0.01% +604.0 +68.5% $289.65 +17.1%
356 RPRX ROYALTY PHARMA PLC Healthcare 7,557.0 $426K 0.01% +492.0 +7.0% $56.43 +9.8%
357 UI UBIQUITI INC Technology 771.0 $425K 0.01% +45.0 +6.2% $550.99 +6.1%
358 CLOI VANECK ETF TRUST 8,025.0 $423K 0.01% +98.0 +1.2% $52.73 +0.4%
359 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,413.0 $422K 0.01% +191.0 +15.6% $298.76 -20.6%
360 AXS AXIS CAP HLDGS LTD Financial Services 3,712.0 $420K 0.01% +930.0 +33.4% $113.06 -12.4%
Page 18 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%