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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 23 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 BLUE OWL CAPITAL CORPORATION 23,818.0 $261K 0.01% +9K +64.9% $10.96
442 MKL MARKEL GROUP INC Financial Services 133.0 $259K 0.01% +16.0 +13.7% $1949.75 -6.9%
443 PR PERMIAN RESOURCES CORP Energy 13,396.0 $257K 0.01% +3K +23.4% $19.15 +18.8%
444 EXR EXTRA SPACE STORAGE INC Real Estate 1,768.0 $255K 0.01% +152.0 +9.4% $143.99 +0.1%
445 OZK BANK OZK LITTLE ROCK ARK Financial Services 4,997.0 $253K 0.01% +607.0 +13.8% $50.67 -2.4%
446 CE CELANESE CORP DEL Basic Materials 5,379.0 $252K 0.01% +648.0 +13.7% $46.92 -4.7%
447 CRUS CIRRUS LOGIC INC Technology 1,644.0 $247K 0.01% +106.0 +6.9% $150.36 -26.6%
448 NI NISOURCE INC Utilities 5,260.0 $247K 0.01% +510.0 +10.7% $46.90 -12.3%
449 AEM AGNICO EAGLE MINES LTD Basic Materials 1,644.0 $241K 0.01% +355.0 +27.5% $146.87 +45.7%
450 LYV LIVE NATION ENTERTAINMENT IN Communication Services 1,335.0 $240K 0.01% +35.0 +2.7% $179.79 +1.6%
451 UA UNDER ARMOUR INC 35,977.0 $238K 0.01% +338.0 +0.9% $6.61
452 AES AES CORP Utilities 16,077.0 $238K 0.01% +4K +36.9% $14.78 -0.3%
453 MGK VANGUARD WORLD FD 2,666.0 $237K 0.01% +2K +400.2% $89.08 -0.3%
454 BTI BRITISH AMERN TOB PLC Consumer Defensive 3,729.0 $224K 0.01% +102.0 +2.8% $60.01 -4.3%
455 OVV OVINTIV INC Energy 3,951.0 $219K 0.01% +24.0 +0.6% $55.54 +16.2%
456 REGCO REGENCY CTRS CORP 2,749.0 $219K 0.01% +93.0 +3.5% $79.63
457 AN AUTONATION INC Consumer Cyclical 1,117.0 $219K 0.01% +25.0 +2.3% $195.80 +0.4%
458 SHC SOTERA HEALTH CO Healthcare 11,616.0 $214K 0.01% +473.0 +4.2% $18.42 +6.1%
459 ATO ATMOS ENERGY CORP Utilities 1,196.0 $211K 0.01% +55.0 +4.8% $176.21 -3.8%
460 Z ZILLOW GROUP INC Communication Services 6,296.0 $203K 0.01% +1K +24.3% $32.19 +8.6%
Page 23 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%