Portfolio (Quarterly)
Guide ↗
Wedmont Private Capital
· CIK 0001904274| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 461 | LYFT | LYFT INC | Technology | 12,875.0 | $201K | 0.01% | +977.0 | +8.2% | $15.61 | +11.4% |
| 462 | QS | QUANTUMSCAPE CORP | Consumer Cyclical | 24,919.0 | $164K | 0.00% | +2K | +8.9% | $6.58 | -12.8% |
| 463 | CCC | CCC INTELLIGENT SOLUTIONS HL | Technology | 13,796.0 | $82K | 0.00% | +3K | +22.9% | $5.92 | +23.3% |
① 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%