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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 5 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHG SCHWAB STRATEGIC TR 106,492.0 $3.7M 0.10% +743.0 +0.7% $34.65 +3.5%
82 C CITIGROUP INC Financial Services 26,112.0 $3.7M 0.10% +803.0 +3.2% $140.79 -5.8%
83 INTC INTEL CORP Technology 32,396.0 $3.6M 0.10% +4K +13.1% $109.84 -16.2%
84 MRK MERCK & CO INC Healthcare 28,290.0 $3.5M 0.10% +2K +9.4% $123.54 +21.0%
85 CRWD CROWDSTRIKE HLDGS INC Technology 17,964.0 $3.4M 0.09% +13K +297.1% $46.80 +387.1%
86 MRVL MARVELL TECHNOLOGY INC Technology 13,789.0 $3.3M 0.09% +715.0 +5.5% $235.82 +2.4%
87 MS MORGAN STANLEY Financial Services 14,551.0 $3.2M 0.09% +125.0 +0.9% $222.27 -3.3%
88 VGSH VANGUARD SCOTTSDALE FDS 55,448.0 $3.2M 0.09% +498.0 +0.9% $58.04 +0.2%
89 PANW PALO ALTO NETWORKS INC Technology 9,833.0 $3.2M 0.09% +737.0 +8.1% $325.91 +17.5%
90 AMGN AMGEN INC Healthcare 8,666.0 $3.1M 0.09% +231.0 +2.7% $363.40 +20.3%
91 PGR PROGRESSIVE CORP Financial Services 13,293.0 $3.1M 0.08% +6K +72.9% $230.72 -5.7%
92 AVES AMERICAN CENTY ETF TR 46,577.0 $3.1M 0.08% +483.0 +1.1% $65.63 +1.3%
93 TJX TJX COS INC NEW Consumer Cyclical 19,980.0 $3.0M 0.08% +422.0 +2.2% $151.34 -11.3%
94 ETN EATON CORP PLC Industrials 6,729.0 $2.7M 0.07% +157.0 +2.4% $407.28 +2.2%
95 CI THE CIGNA GROUP Healthcare 9,217.0 $2.7M 0.07% +2K +22.8% $293.47 -5.4%
96 CPNG COUPANG INC Consumer Cyclical 139,669.0 $2.6M 0.07% +78K +126.4% $18.80 -13.7%
97 HWM HOWMET AEROSPACE INC Industrials 9,624.0 $2.6M 0.07% +594.0 +6.6% $270.85 -1.2%
98 BLK BLACKROCK INC Financial Services 2,506.0 $2.6M 0.07% +47.0 +1.9% $1036.21 +12.7%
99 BA BOEING CO Industrials 11,599.0 $2.6M 0.07% +259.0 +2.3% $222.28 -5.6%
100 URI UNITED RENTALS INC Industrials 2,298.0 $2.5M 0.07% +104.0 +4.7% $1095.65 -5.3%
Page 5 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%