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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 7 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MCK MCKESSON CORP Healthcare 2,556.0 $2.1M 0.06% +176.0 +7.4% $806.01 +10.5%
122 SOXX ISHARES TR 3,450.0 $2.0M 0.06% +496.0 +16.8% $581.26 -9.6%
123 CB CHUBB LIMITED Financial Services 5,743.0 $2.0M 0.06% +359.0 +6.7% $347.81 -2.7%
124 DE DEERE & CO Industrials 3,393.0 $2.0M 0.06% +128.0 +3.9% $586.93 +6.1%
125 MPC MARATHON PETE CORP Energy 7,014.0 $2.0M 0.06% +464.0 +7.1% $283.73 +28.1%
126 IWB ISHARES TR 4,708.0 $1.9M 0.05% +672.0 +16.6% $413.08 +2.2%
127 HYD VANECK ETF TRUST 37,836.0 $1.9M 0.05% +200.0 +0.5% $51.27 -2.1%
128 TSCO TRACTOR SUPPLY CO Consumer Cyclical 63,308.0 $1.9M 0.05% +55K +684.2% $30.43 +14.0%
129 GLW CORNING INC Technology 9,961.0 $1.9M 0.05% +443.0 +4.7% $190.89 -20.0%
130 CTAS CINTAS CORP Industrials 10,520.0 $1.9M 0.05% +253.0 +2.5% $179.64 +13.6%
131 SBUX STARBUCKS CORP Consumer Cyclical 17,457.0 $1.9M 0.05% +1K +9.2% $106.01 +1.2%
132 INTU INTUIT Technology 6,696.0 $1.8M 0.05% +3K +90.5% $274.98 +26.6%
133 AMP AMERIPRISE FINL INC Financial Services 3,574.0 $1.8M 0.05% +84.0 +2.4% $506.70 +9.7%
134 RJF RAYMOND JAMES FINL INC Financial Services 10,764.0 $1.8M 0.05% +410.0 +4.0% $168.12 +4.8%
135 HOOD ROBINHOOD MKTS INC Financial Services 16,047.0 $1.8M 0.05% +637.0 +4.1% $111.97 -2.0%
136 CL COLGATE PALMOLIVE CO Consumer Defensive 19,377.0 $1.8M 0.05% +212.0 +1.1% $92.24 -1.4%
137 ALL ALLSTATE CORP Financial Services 7,063.0 $1.8M 0.05% +1K +19.2% $251.62 +2.4%
138 SO SOUTHERN CO Utilities 18,489.0 $1.8M 0.05% +576.0 +3.2% $95.61 -6.9%
139 USB US BANCORP Financial Services 27,718.0 $1.7M 0.05% +698.0 +2.6% $62.41 -0.0%
140 DELL DELL TECHNOLOGIES INC Technology 3,951.0 $1.7M 0.05% +63.0 +1.6% $435.01 +8.4%
Page 7 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%