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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 9 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 COHR COHERENT CORP Technology 4,577.0 $1.5M 0.04% +157.0 +3.5% $324.50 -9.0%
162 ROST ROSS STORES INC Consumer Cyclical 6,608.0 $1.5M 0.04% +75.0 +1.1% $222.88 +3.1%
163 ROK ROCKWELL AUTOMATION INC Industrials 3,101.0 $1.5M 0.04% +120.0 +4.0% $472.16 -8.3%
164 VZ VERIZON COMMUNICATIONS INC Communication Services 34,629.0 $1.5M 0.04% +463.0 +1.4% $42.12 +17.4%
165 JCI JOHNSON CONTROLS INTERNATION Industrials 10,182.0 $1.5M 0.04% +316.0 +3.2% $142.81 -0.4%
166 EMXC ISHARES INC 14,713.0 $1.4M 0.04% +848.0 +6.1% $98.31 +0.8%
167 TMUS T-MOBILE US INC Communication Services 7,709.0 $1.4M 0.04% +404.0 +5.5% $187.61 -5.3%
168 IWR ISHARES TR 13,043.0 $1.4M 0.04% +4K +40.6% $110.02 +3.0%
169 SNPS SYNOPSYS INC Technology 3,194.0 $1.4M 0.04% +185.0 +6.2% $445.50 +4.4%
170 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 16,279.0 $1.4M 0.04% +426.0 +2.7% $86.28 +1.8%
171 NSC NORFOLK SOUTHN CORP Industrials 4,279.0 $1.4M 0.04% +178.0 +4.3% $327.49 +6.2%
172 IWF ISHARES TR 11,215.0 $1.4M 0.04% +8K +308.9% $123.95 -0.0%
173 BKR BAKER HUGHES COMPANY Energy 23,978.0 $1.4M 0.04% +2K +9.7% $57.56 +7.9%
174 IWD ISHARES TR 5,505.0 $1.4M 0.04% +1K +33.4% $246.86 +4.3%
175 RBRK RUBRIK INC. Technology 16,054.0 $1.4M 0.04% +10K +181.0% $84.38 +26.8%
176 BK BANK OF NY MELLON CORP Financial Services 8,886.0 $1.4M 0.04% +528.0 +6.3% $151.92 -5.3%
177 GD GENERAL DYNAMICS CORP Industrials 3,508.0 $1.3M 0.04% +312.0 +9.8% $375.02 +1.3%
178 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 3,095.0 $1.3M 0.04% +2K +115.4% $416.28 -4.1%
179 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 3,835.0 $1.3M 0.04% +128.0 +3.5% $335.48 -2.9%
180 MCO MOODYS CORP Financial Services 2,630.0 $1.3M 0.04% +54.0 +2.1% $487.30 +4.5%
Page 9 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%