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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 10 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 UAA UNDER ARMOUR INC Consumer Cyclical 36,809.0 $250K 0.01% -3K -6.4% $6.79 -24.2%
182 IVLU ISHARES TR 5,802.0 $247K 0.01% -5K -47.8% $42.56 +4.4%
183 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 12,495.0 $245K 0.01% -2K -16.3% $19.61 -12.9%
184 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,160.0 $243K 0.01% -770.0 -26.3% $112.33 +6.7%
185 ALGN ALIGN TECHNOLOGY INC Healthcare 1,349.0 $242K 0.01% -18.0 -1.3% $179.45 -11.3%
186 GWRE GUIDEWIRE SOFTWARE INC Technology 1,773.0 $241K 0.01% -742.0 -29.5% $136.13 +40.4%
187 VNQI VANGUARD INTL EQUITY INDEX F 5,184.0 $236K 0.01% -7K -59.0% $45.54 +0.3%
188 PCTY PAYLOCITY HLDG CORP Technology 1,970.0 $233K 0.01% -132.0 -6.3% $118.50 +28.3%
189 ELAN ELANCO ANIMAL HEALTH INC Healthcare 9,384.0 $233K 0.01% -2K -14.5% $24.82 +1.0%
190 UNILEVER PLC 3,757.0 $232K 0.01% -379.0 -9.2% $61.72
191 FOXA FOX CORP Communication Services 4,255.0 $230K 0.01% -234.0 -5.2% $54.12 +28.6%
192 NGG NATIONAL GRID PLC Utilities 2,748.0 $227K 0.01% -183.0 -6.2% $82.60 -2.5%
193 ITT ITT INC Industrials 1,157.0 $226K 0.01% -217.0 -15.8% $195.03 +7.9%
194 OHI OMEGA HEALTHCARE INVS INC Real Estate 4,618.0 $223K 0.01% -5K -51.9% $48.30 -2.7%
195 HPQ HP INC Technology 9,202.0 $223K 0.01% -1K -13.7% $24.22 +26.0%
196 CNM CORE & MAIN INC Industrials 4,789.0 $220K 0.01% -847.0 -15.0% $45.86 -5.4%
197 SCHP SCHWAB STRATEGIC TR 8,351.0 $219K 0.01% -12K -59.2% $26.23 -0.7%
198 HSY HERSHEY CO Consumer Defensive 1,260.0 $219K 0.01% -256.0 -16.9% $173.73 +6.7%
199 ROP ROPER TECHNOLOGIES INC Industrials 613.0 $218K 0.01% -34.0 -5.3% $355.92 +16.1%
200 PODD INSULET CORP Healthcare 1,326.0 $214K 0.01% -418.0 -24.0% $161.28 -11.1%
Page 10 of 11  ·  212 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%