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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 22 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 AMG AFFILIATED MANAGERS GROUP Financial Services 732.0 $210K 0.01% +61.0 +9.1% $286.48 +5.4%
422 OZK BANK OZK LITTLE ROCK ARK Financial Services 4,390.0 $208K 0.01% +35.0 +0.8% $47.49 +1.4%
423 LYG LLOYDS BANKING GROUP PLC Financial Services 33,405.0 $185K 0.01% +1K +3.5% $5.55 -3.4%
424 AUR AURORA INNOVATION INC Technology 41,565.0 $176K 0.01% +11K +34.4% $4.23 +67.1%
425 LYFT LYFT INC Technology 11,898.0 $160K 0.01% +888.0 +8.1% $13.46 +3.3%
426 FTRE FORTREA HLDGS INC Healthcare 15,650.0 $151K 0.01% +559.0 +3.7% $9.63 +37.3%
427 QS QUANTUMSCAPE CORP Consumer Cyclical 22,887.0 $144K 0.01% +5K +30.8% $6.30 +30.2%
428 HTZ HERTZ GLOBAL HLDGS INC Industrials 19,573.0 $117K 0.00% +153.0 +0.8% $5.97 -11.2%
429 UWMC UWM HOLDINGS CORPORATION Financial Services 21,606.0 $84K 0.00% +5K +29.2% $3.91 -21.0%
430 AEGON LTD 10,736.0 $84K 0.00% +209.0 +2.0% $7.78
Page 22 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%