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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 8 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LWLG LIGHTWAVE LOGIC INC Basic Materials 21,500.0 $147K 0.00% NEW $6.83 -12.2%
142 OGN ORGANON & CO Healthcare 10,055.0 $136K 0.00% NEW $13.52 +1.8%
143 TSLA CALL TESLA INC Consumer Cyclical 300.0 $122K 0.00% NEW $407.76 -13.3%
144 HUN HUNTSMAN CORP Basic Materials 10,862.0 $121K 0.00% NEW $11.13 -14.2%
145 MU CALL MICRON TECHNOLOGY INC Technology 100.0 $98K 0.00% NEW $979.30 -6.0%
146 MU PUT MICRON TECHNOLOGY INC Technology 100.0 $98K 0.00% NEW $979.30 -6.0%
147 FLO FLOWERS FOODS INC Consumer Defensive 11,713.0 $98K 0.00% NEW $8.34 -16.2%
148 GTM ZOOMINFO TECHNOLOGIES INC Technology 12,486.0 $36K 0.00% NEW $2.92 +41.6%
Page 8 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%