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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 6 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TYL TYLER TECHNOLOGIES INC Technology 759.0 $235K 0.01% NEW $309.48 +19.3%
102 WTFC WINTRUST FINL CORP Financial Services 1,430.0 $231K 0.01% NEW $161.48 -5.4%
103 XT ISHARES TR 2,801.0 $231K 0.01% NEW $82.40 +1.2%
104 CRK COMSTOCK RES INC Energy 17,679.0 $228K 0.01% NEW $12.92 +13.4%
105 WMS ADVANCED DRAIN SYS INC DEL Industrials 1,517.0 $228K 0.01% NEW $150.47 -8.3%
106 NTNX NUTANIX INC Technology 4,145.0 $227K 0.01% NEW $54.79 +28.9%
107 COCO VITA COCO CO INC Consumer Defensive 3,172.0 $226K 0.01% NEW $71.40 -14.0%
108 NWS NEWS CORP NEW 7,312.0 $226K 0.01% NEW $30.93
109 JBHT HUNT J B TRANS SVCS INC Industrials 801.0 $224K 0.01% NEW $279.96 -6.0%
110 HXL HEXCEL CORP NEW Industrials 2,237.0 $222K 0.01% NEW $99.15 -5.1%
111 HRB BLOCK H & R INC Consumer Cyclical 5,538.0 $219K 0.01% NEW $39.59 +33.1%
112 EQH EQUITABLE HLDGS INC Financial Services 4,617.0 $217K 0.01% NEW $47.00 +5.8%
113 ALLY ALLY FINL INC Financial Services 4,748.0 $216K 0.01% NEW $45.59 -6.0%
114 HEI HEICO CORP NEW Industrials 613.0 $215K 0.01% NEW $350.92 -4.8%
115 KDP KEURIG DR PEPPER INC Consumer Defensive 6,775.0 $215K 0.01% NEW $31.67 +1.2%
116 VOOG VANGUARD ADMIRAL FDS INC 2,568.0 $214K 0.01% NEW $83.31 +1.2%
117 PSA PUBLIC STORAGE Real Estate 667.0 $214K 0.01% NEW $320.56 -2.8%
118 DTE DTE ENERGY CO Utilities 1,421.0 $214K 0.01% NEW $150.32 -9.2%
119 EGP EASTGROUP PPTYS INC Real Estate 1,002.0 $210K 0.01% NEW $209.55 -4.7%
120 SNEX STONEX GROUP INC Financial Services 1,768.0 $208K 0.01% NEW $117.72 -42.5%
Page 6 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%