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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
Q2 2026 Q1 2026 · All 89 New 430 Added 211 Reduced
Page 4 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PR PERMIAN RESOURCES CORP Energy 10,860.0 $223K 0.01% NEW $20.56 +10.7%
62 OVV OVINTIV INC Energy 3,927.0 $223K 0.01% NEW $56.78 +13.6%
63 EXR EXTRA SPACE STORAGE INC Real Estate 1,616.0 $223K 0.01% NEW $137.77 +4.6%
64 LNT ALLIANT ENERGY CORP Utilities 3,046.0 $222K 0.01% NEW $72.99 -5.6%
65 BTI BRITISH AMERN TOB PLC Consumer Defensive 3,627.0 $217K 0.01% NEW $59.95 -4.2%
66 ATO ATMOS ENERGY CORP Utilities 1,141.0 $216K 0.01% NEW $189.67 -10.7%
67 J JACOBS SOLUTIONS INC Industrials 1,649.0 $216K 0.01% NEW $131.16 +15.5%
68 UCTT ULTRA CLEAN HLDGS INC Technology 3,145.0 $216K 0.01% NEW $68.65 +6.5%
69 LYV LIVE NATION ENTERTAINMENT IN Communication Services 1,300.0 $213K 0.01% NEW $163.56 +11.7%
70 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 21,731.0 $211K 0.01% NEW $9.72 +9.3%
71 MOOG INC 673.0 $211K 0.01% NEW $313.29
72 CAI CARIS LIFE SCIENCES INC Healthcare 10,715.0 $209K 0.01% NEW $19.51 +37.5%
73 LAMR LAMAR ADVERTISING CO Real Estate 1,567.0 $207K 0.01% NEW $132.13 +15.0%
74 REGCO REGENCY CTRS CORP 2,656.0 $207K 0.01% NEW $77.86
75 HAS HASBRO INC Consumer Cyclical 2,195.0 $206K 0.01% NEW $93.84 +2.6%
76 R RYDER SYS INC Industrials 921.0 $203K 0.01% NEW $220.28 +13.3%
77 DXJ WISDOMTREE TR 1,211.0 $203K 0.01% NEW $167.31 +6.6%
78 VKTX VIKING THERAPEUTICS INC Healthcare 6,012.0 $202K 0.01% NEW $33.67 +2.1%
79 HPQ HP INC Technology 10,667.0 $201K 0.01% NEW $18.89 +61.6%
80 ASTS AST SPACEMOBILE INC Technology 2,086.0 $201K 0.01% NEW $96.46 -37.9%
Page 4 of 5  ·  89 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 34.6%
Financial Services 15.6%
Consumer Cyclical 9.4%
Communication Services 9.2%
Healthcare 9.0%
Industrials 8.0%
Consumer Defensive 4.3%
Energy 3.8%
Utilities 3.0%
Basic Materials 2.0%