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 1 of 2 · 34 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	HON	HONEYWELL INTL INC	Industrials	9,505	$2.2M	0.07%	SOLD
2	SCHJ	SCHWAB STRATEGIC TR	—	23,674	$585K	0.02%	SOLD
3	CCL	CARNIVAL CORP	Consumer Cyclical	19,460	$545K	0.02%	SOLD
4	EFX	EQUIFAX INC	Industrials	2,549	$470K	0.01%	SOLD
5	CTRA	COTERRA ENERGY INC	Energy	12,409	$415K	0.01%	SOLD
6	ACN	ACCENTURE PLC IRELAND	Technology	1,992	$386K	0.01%	SOLD
7	BSV	VANGUARD BD INDEX FDS	—	4,585	$359K	0.01%	SOLD
8	APLS	APELLIS PHARMACEUTICALS INC	Healthcare	8,762	$357K	0.01%	SOLD
9	CACI	CACI INTL INC	Technology	571	$330K	0.01%	SOLD
10	BLD	TOPBUILD COR	Industrials	771	$294K	0.01%	SOLD
11	VUSB	VANGUARD BD INDEX FDS	—	5,859	$291K	0.01%	SOLD
12	FISV	FISERV INC	Technology	5,006	$283K	0.01%	SOLD
13	AOS	SMITH A O CORP	Industrials	4,061	$271K	0.01%	SOLD
14	FLJH	FRANKLIN TEMPLETON ETF TR	—	6,114	$262K	0.01%	SOLD
15	VOX	VANGUARD WORLD FD	—	1,391	$261K	0.01%	SOLD
16	LVS	LAS VEGAS SANDS CORP	Consumer Cyclical	4,777	$261K	0.01%	SOLD
17	MKC	MCCORMICK & CO INC	Consumer Defensive	5,087	$257K	0.01%	SOLD
18	USIG	ISHARES TR	—	4,899	$252K	0.01%	SOLD
19	MTD	METTLER TOLEDO INTERNATIONAL	Healthcare	190	$251K	0.01%	SOLD
20	EUFN	ISHARES TR	—	6,707	$249K	0.01%	SOLD

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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%