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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 1 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RLI RLI CORP Financial Services 59,916.0 $3.6M 0.10% NEW $60.65 +6.9%
2 CHTR CHARTER COMMUNICATIONS INC Communication Services 16,519.0 $2.2M 0.06% NEW $130.73 +17.7%
3 QQQM INVESCO EXCH TRADED FD TR II 6,518.0 $1.9M 0.05% NEW $298.72 -1.9%
4 BRO BROWN & BROWN INC Financial Services 28,730.0 $1.9M 0.05% NEW $67.66 +7.6%
5 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 35,790.0 $1.8M 0.05% NEW $51.33 +3.8%
6 VBIL VANGUARD INSTL INDEX FD 23,206.0 $1.8M 0.05% NEW $75.57 +0.1%
7 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 277,078.0 $1.6M 0.04% NEW $5.92 -12.2%
8 BRBR BELLRING BRANDS INC Consumer Defensive 127,656.0 $1.6M 0.04% NEW $12.48 -13.5%
9 WAY WAYSTAR HLDG CORP Technology 57,599.0 $1.3M 0.04% NEW $22.43 +7.8%
10 HONEYWELL AEROSPACE INC 4,582.0 $1.0M 0.03% NEW $220.75
11 VANGUARD MUN BD FDS 13,156.0 $1.0M 0.03% NEW $76.39
12 LBRDK LIBERTY BROADBAND CORP Communication Services 31,141.0 $956K 0.03% NEW $30.71 +17.3%
13 LBRDA LIBERTY BROADBAND CORP 30,642.0 $940K 0.03% NEW $30.67
14 PSI INVESCO EXCHANGE TRADED FD T 5,742.0 $915K 0.03% NEW $159.43 -14.4%
15 MAIN MAIN STR CAP CORP Financial Services 16,928.0 $894K 0.03% NEW $52.84 +10.6%
16 HONEYWELL INTL INC 3,675.0 $832K 0.02% NEW $226.42
17 ESGD ISHARES TR 7,652.0 $791K 0.02% NEW $103.39 +3.7%
18 BSMR INVESCO EXCH TRD SLF IDX FD 30,480.0 $720K 0.02% NEW $23.62 +0.0%
19 BSMQ INVESCO EXCH TRD SLF IDX FD 30,475.0 $718K 0.02% NEW $23.57 -0.3%
20 BSMT INVESCO EXCH TRD SLF IDX FD 31,078.0 $717K 0.02% NEW $23.07 -0.6%
Page 1 of 8  ·  148 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%