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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 19 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 NWSA NEWS CORP NEW Communication Services 13,615.0 $339K 0.01% +127.0 +0.9% $24.89 +4.0%
362 RPRX ROYALTY PHARMA PLC Healthcare 7,065.0 $338K 0.01% +356.0 +5.3% $47.90 +13.8%
363 USMV ISHARES TR 3,571.0 $336K 0.01% +1K +65.9% $94.13 +2.9%
364 U UNITY SOFTWARE INC Technology 15,019.0 $334K 0.01% +4K +40.4% $22.24 +15.0%
365 CACI CACI INTL INC Technology 571.0 $330K 0.01% +125.0 +28.0% $578.45 -13.3%
366 XYL XYLEM INC Industrials 2,577.0 $330K 0.01% +405.0 +18.6% $127.95 -13.8%
367 ALB ALBEMARLE CORP Basic Materials 1,840.0 $326K 0.01% +173.0 +10.4% $177.44 -3.3%
368 VTIP VANGUARD MALVERN FDS 6,518.0 $326K 0.01% +414.0 +6.8% $50.00 +0.4%
369 EXEL EXELIXIS INC Healthcare 7,363.0 $325K 0.01% +929.0 +14.4% $44.20 +13.5%
370 VPU VANGUARD WORLD FD 1,604.0 $324K 0.01% +405.0 +33.8% $202.08 -2.8%
371 SON SONOCO PRODS CO Consumer Cyclical 5,809.0 $324K 0.01% +101.0 +1.8% $55.76 -11.5%
372 HSY HERSHEY CO Consumer Defensive 1,516.0 $317K 0.01% +358.0 +30.9% $208.97 -6.8%
373 PNW PINNACLE WEST CAP CORP Utilities 3,056.0 $315K 0.01% +503.0 +19.7% $103.13 -0.2%
374 PSTG EVERPURE INC Technology 5,040.0 $314K 0.01% +459.0 +10.0% $62.25 +38.5%
375 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,316.0 $312K 0.01% +87.0 +2.7% $94.20 +2.2%
376 ALAB ASTERA LABS INC Technology 2,483.0 $312K 0.01% +948.0 +61.8% $125.46 +144.6%
377 PPL PPL CORP Utilities 7,850.0 $307K 0.01% +546.0 +7.5% $39.15 -7.2%
378 FDS FACTSET RESH SYS INC Financial Services 1,365.0 $304K 0.01% +507.0 +59.1% $222.98 +4.0%
379 ATI ATI INC Industrials 1,941.0 $304K 0.01% +64.0 +3.4% $156.39 +3.8%
380 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 14,925.0 $301K 0.01% +576.0 +4.0% $20.16 -19.1%
Page 19 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%