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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 8 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NET CLOUDFLARE INC Technology 6,812.0 $1.4M 0.05% +1K +27.4% $211.25 +2.3%
142 PFE PFIZER INC Healthcare 51,735.0 $1.4M 0.05% +15K +39.9% $27.47 -5.7%
143 JCI JOHNSON CONTROLS INTERNATION Industrials 9,866.0 $1.4M 0.04% +1K +14.6% $139.00 -0.5%
144 SPEM SPDR INDEX SHS FDS 27,722.0 $1.4M 0.04% +2K +6.3% $49.07 +4.7%
145 TXN TEXAS INSTRS INC Technology 6,468.0 $1.4M 0.04% +562.0 +9.5% $208.90 +48.0%
146 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 8,018.0 $1.3M 0.04% +480.0 +6.4% $167.79 -8.8%
147 UNP UNION PAC CORP Industrials 5,375.0 $1.3M 0.04% +566.0 +11.8% $249.13 +6.7%
148 KMI KINDER MORGAN INC DEL Energy 40,345.0 $1.3M 0.04% +2K +6.1% $32.96 +2.5%
149 VRT VERTIV HOLDINGS CO Industrials 4,637.0 $1.3M 0.04% +906.0 +24.3% $281.03 +16.5%
150 GRMN GARMIN LTD Technology 5,147.0 $1.3M 0.04% +155.0 +3.1% $252.79 -4.8%
151 FITB FIFTH THIRD BANCORP Financial Services 25,902.0 $1.3M 0.04% +15K +143.0% $49.34 +0.3%
152 WDC WESTERN DIGITAL CORP Technology 3,764.0 $1.3M 0.04% +729.0 +24.0% $338.78 +42.9%
153 COHR COHERENT CORP Technology 4,420.0 $1.2M 0.04% +536.0 +13.8% $281.79 +34.0%
154 SNPS SYNOPSYS INC Technology 3,009.0 $1.2M 0.04% +219.0 +7.8% $410.16 +27.9%
155 LITE LUMENTUM HLDGS INC Technology 1,365.0 $1.2M 0.04% +215.0 +18.7% $896.02 +5.7%
156 OKE ONEOK INC NEW Energy 13,959.0 $1.2M 0.04% +458.0 +3.4% $86.77 +8.4%
157 NSC NORFOLK SOUTHN CORP Industrials 4,101.0 $1.2M 0.04% +137.0 +3.5% $294.12 +6.9%
158 ED CONSOLIDATED EDISON INC Utilities 10,443.0 $1.2M 0.04% +276.0 +2.7% $113.57 -4.4%
159 CME CME GROUP INC Financial Services 3,904.0 $1.2M 0.04% +250.0 +6.8% $302.82 -3.8%
160 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 3,707.0 $1.2M 0.04% +120.0 +3.4% $317.20 +1.2%
Page 8 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%