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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 3 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DUOL DUOLINGO INC Technology 3,485.0 $435K 0.01% NEW $124.76 +12.9%
42 NFG NATIONAL FUEL GAS CO Energy 5,476.0 $433K 0.01% NEW $79.10 +5.6%
43 MOH MOLINA HEALTHCARE INC Healthcare 1,852.0 $432K 0.01% NEW $233.31 -13.2%
44 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 11,044.0 $410K 0.01% NEW $37.16 -0.8%
45 LCID LUCID GROUP INC Consumer Cyclical 73,545.0 $408K 0.01% NEW $5.55 -10.8%
46 LIBERTY CAP CORP 17,246.0 $387K 0.01% NEW $22.44
47 QTUM ETF SER SOLUTIONS 2,463.0 $380K 0.01% NEW $154.47 -3.7%
48 KNSL KINSALE CAP GROUP INC Financial Services 1,015.0 $346K 0.01% NEW $340.58 +13.7%
49 ESGU ISHARES TR 2,086.0 $346K 0.01% NEW $165.68 +1.4%
50 AMSF AMERISAFE INC Financial Services 9,520.0 $328K 0.01% NEW $34.46 -23.7%
51 MXL MAXLINEAR INC Technology 3,581.0 $327K 0.01% NEW $91.30 -31.0%
52 CART MAPLEBEAR INC Consumer Cyclical 6,736.0 $326K 0.01% NEW $48.39 +4.9%
53 CGNX COGNEX CORP Technology 4,822.0 $322K 0.01% NEW $66.80 -7.6%
54 IJJ ISHARES TR 2,176.0 $319K 0.01% NEW $146.44 +1.4%
55 DUHP DIMENSIONAL ETF TRUST 7,573.0 $317K 0.01% NEW $41.87 +1.5%
56 ERIE ERIE INDTY CO Financial Services 1,252.0 $315K 0.01% NEW $251.81 +2.2%
57 ARES ARES MANAGEMENT CORPORATION Financial Services 2,474.0 $301K 0.01% NEW $121.81 +16.6%
58 IP INTERNATIONAL PAPER CO Consumer Cyclical 7,927.0 $301K 0.01% NEW $37.93 +9.1%
59 WAT WATERS CORP Healthcare 796.0 $300K 0.01% NEW $376.43 +10.0%
60 CRS CARPENTER TECHNOLOGY CORP Industrials 513.0 $297K 0.01% NEW $578.61 -16.4%
Page 3 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%