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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 6 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EFA ISHARES TR 20,368.0 $2.1M 0.07% +4K +26.7% $102.19 +1.8%
102 MCK MCKESSON CORP Healthcare 2,380.0 $2.1M 0.07% +23.0 +1.0% $871.23 -12.1%
103 DE DEERE & CO Industrials 3,265.0 $2.0M 0.06% +44.0 +1.4% $609.38 -13.2%
104 SANDISK CORP 2,497.0 $1.9M 0.06% +753.0 +43.2% $780.90
105 WELL WELLTOWER INC Real Estate 9,524.0 $1.9M 0.06% +245.0 +2.6% $204.69 +5.6%
106 RSP INVESCO EXCHANGE TRADED FD T 9,844.0 $1.9M 0.06% +7K +318.5% $197.97 +4.4%
107 CRWD CROWDSTRIKE HLDGS INC Technology 4,524.0 $1.9M 0.06% +314.0 +7.5% $426.51 +55.6%
108 NEE NEXTERA ENERGY INC Utilities 20,403.0 $1.9M 0.06% +2K +9.6% $94.17 -6.0%
109 DFSV DIMENSIONAL ETF TRUST 52,687.0 $1.9M 0.06% +2K +3.1% $36.17 +3.5%
110 VCIT VANGUARD SCOTTSDALE FDS 22,780.0 $1.9M 0.06% +798.0 +3.6% $83.03 -1.0%
111 VLO VALERO ENERGY CORP Energy 7,701.0 $1.8M 0.06% +124.0 +1.6% $239.63 +3.1%
112 SCHW SCHWAB CHARLES CORP Financial Services 18,905.0 $1.8M 0.06% +835.0 +4.6% $96.70 -6.8%
113 HCA HCA HEALTHCARE INC Healthcare 3,615.0 $1.8M 0.06% +46.0 +1.3% $505.15 -22.0%
114 MSI MOTOROLA SOLUTIONS INC Technology 4,076.0 $1.8M 0.06% +246.0 +6.4% $447.77 -9.8%
115 IDXX IDEXX LABS INC Healthcare 3,074.0 $1.8M 0.06% +108.0 +3.6% $591.84 -5.5%
116 CTAS CINTAS CORP Industrials 10,267.0 $1.8M 0.06% +316.0 +3.2% $174.59 -1.0%
117 CB CHUBB LTD SWITZ Financial Services 5,384.0 $1.8M 0.06% +140.0 +2.7% $332.64 -1.4%
118 VTHR VANGUARD SCOTTSDALE FDS 5,848.0 $1.7M 0.06% +237.0 +4.2% $298.83 +9.8%
119 CIEN CIENA CORP Technology 3,528.0 $1.7M 0.06% +256.0 +7.8% $494.01 +18.2%
120 PEP PEPSICO INC Consumer Defensive 11,198.0 $1.7M 0.06% +1K +9.9% $154.80 -2.7%
Page 6 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%