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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 9 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DHI D R HORTON INC Consumer Cyclical 8,116.0 $1.2M 0.04% +304.0 +3.9% $142.68 +0.7%
162 DASH DOORDASH INC Communication Services 7,125.0 $1.1M 0.04% +82.0 +1.2% $160.69 -0.3%
163 ANGLOGOLD ASHANTI PLC 10,557.0 $1.1M 0.04% +2K +30.6% $107.42
164 DAL DELTA AIR LINES INC Industrials 16,472.0 $1.1M 0.04% +568.0 +3.6% $68.08 +11.8%
165 GD GENERAL DYNAMICS CORP Industrials 3,196.0 $1.1M 0.04% +120.0 +3.9% $350.07 -2.1%
166 VTR VENTAS INC Real Estate 13,169.0 $1.1M 0.04% +500.0 +4.0% $84.05 +4.9%
167 EW EDWARDS LIFESCIENCES CORP Healthcare 13,491.0 $1.1M 0.04% +2K +15.1% $81.71 +5.0%
168 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 14,643.0 $1.1M 0.04% +317.0 +2.2% $75.14 +15.5%
169 SOXX ISHARES TR 2,954.0 $1.1M 0.04% +2K +110.4% $370.36 +45.1%
170 TER TERADYNE INC Technology 3,029.0 $1.1M 0.04% +453.0 +17.6% $358.29 +0.0%
171 DFAT DIMENSIONAL ETF TRUST 16,672.0 $1.1M 0.04% +9K +114.8% $64.69 +3.5%
172 SCZ ISHARES TR 12,981.0 $1.1M 0.04% +162.0 +1.3% $82.94 +2.7%
173 BK BANK NEW YORK MELLON CORP Financial Services 8,358.0 $1.1M 0.03% +361.0 +4.5% $127.94 +8.8%
174 AFL AFLAC INC Financial Services 9,391.0 $1.1M 0.03% +116.0 +1.2% $113.00 +4.3%
175 BURL BURLINGTON STORES INC Consumer Cyclical 3,153.0 $1.1M 0.03% +290.0 +10.1% $334.46 -3.0%
176 AIG AMERICAN INTL GROUP INC Financial Services 13,416.0 $1.0M 0.03% +167.0 +1.3% $77.43 -0.5%
177 TDG TRANSDIGM GROUP INC Industrials 848.0 $1.0M 0.03% +24.0 +2.9% $1219.88 -0.5%
178 EQIX EQUINIX INC Real Estate 1,005.0 $1.0M 0.03% +293.0 +41.1% $1018.16 +6.1%
179 FCX FREEPORT MCMORAN INC Basic Materials 15,667.0 $1.0M 0.03% +583.0 +3.9% $65.10 -4.8%
180 CMI CUMMINS INC Industrials 1,698.0 $1.0M 0.03% +136.0 +8.7% $596.54 +7.2%
Page 9 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%