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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 21 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ECG EVERUS CONSTR GROUP Industrials 2,505.0 $342K 0.01% +452.0 +22.0% $136.68 -11.3%
402 MELI MERCADOLIBRE INC Consumer Cyclical 183.0 $339K 0.01% +24.0 +15.1% $1853.02 +5.3%
403 CG CARLYLE GROUP INC Financial Services 7,433.0 $332K 0.01% +295.0 +4.1% $44.71 +9.6%
404 ACWI ISHARES TR 2,101.0 $331K 0.01% +14.0 +0.7% $157.65 +2.1%
405 NKE NIKE INC Consumer Cyclical 7,454.0 $331K 0.01% +2K +29.8% $44.37 -13.0%
406 LAMR LAMAR ADVERTISING CO Real Estate 2,117.0 $329K 0.01% +550.0 +35.1% $155.19 -2.1%
407 VTIP VANGUARD MALVERN FDS 6,565.0 $326K 0.01% +47.0 +0.7% $49.64 +0.3%
408 EPR EPR PPTYS Real Estate 5,453.0 $325K 0.01% +2K +41.3% $59.62 +0.6%
409 UPS UNITED PARCEL SVCS INC Industrials 2,844.0 $320K 0.01% +402.0 +16.5% $112.46 -6.1%
410 LNT ALLIANT ENERGY CORP Utilities 4,186.0 $320K 0.01% +1K +37.4% $76.40 -9.8%
411 CR CRANE COMPANY Industrials 1,450.0 $318K 0.01% +112.0 +8.4% $219.06 -4.3%
412 TECHNIPFMC PLC 4,418.0 $317K 0.01% +382.0 +9.5% $71.85
413 ES EVERSOURCE ENERGY Utilities 4,231.0 $317K 0.01% +653.0 +18.2% $74.82 -4.2%
414 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 3,918.0 $315K 0.01% +656.0 +20.1% $80.41 -0.4%
415 PAYX PAYCHEX INC Industrials 2,921.0 $314K 0.01% +140.0 +5.0% $107.53 +16.1%
416 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 2,771.0 $311K 0.01% +279.0 +11.2% $112.24 -0.0%
417 LH LABCORP HOLDINGS INC Healthcare 1,115.0 $309K 0.01% +78.0 +7.5% $276.81 +21.3%
418 AEE AMEREN CORP Utilities 2,729.0 $308K 0.01% +150.0 +5.8% $112.94 -4.6%
419 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 3,471.0 $306K 0.01% +72.0 +2.1% $88.05 +6.0%
420 NXPI NXP SEMICONDUCTORS N V Technology 1,045.0 $305K 0.01% +8.0 +0.8% $292.26 -23.6%
Page 21 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%