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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
Q1 2026 Q4 2025 · All 89 New 430 Added 211 Reduced 57 Exited
Page 11 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PRFZ INVESCO EXCHANGE TRADED FD T 4,631.0 $222K 0.01% -115.0 -2.4% $47.91 +6.8%
202 FOX FOX CORP Communication Services 4,059.0 $221K 0.01% -155.0 -3.7% $54.48 +5.1%
203 Z ZILLOW GROUP INC Communication Services 5,065.0 $210K 0.01% -1K -18.3% $41.43 -12.3%
204 EPR EPR PPTYS Real Estate 3,859.0 $205K 0.01% -168.0 -4.2% $53.02 +10.6%
205 MGK VANGUARD WORLD FD 533.0 $205K 0.01% -646.0 -54.8% $383.80 -76.8%
206 CGDV CAPITAL GROUP DIVIDEND VALUE 4,536.0 $201K 0.01% -3K -39.0% $44.40 +8.1%
207 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 13,610.0 $171K 0.01% -20K -60.0% $12.53 +9.9%
208 SHC SOTERA HEALTH CO Healthcare 11,143.0 $170K 0.01% -589.0 -5.0% $15.24 +2.8%
209 SNAP SNAP INC Communication Services 27,500.0 $130K 0.00% -244.0 -0.9% $4.73 +20.8%
210 PTON PELOTON INTERACTIVE INC Consumer Cyclical 17,009.0 $79K 0.00% -234.0 -1.4% $4.64 +23.1%
211 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 16,948.0 $48K 0.00% -709.0 -4.0% $2.81 -5.7%
Page 11 of 11  ·  211 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 32.9%
Financial Services 15.0%
Communication Services 13.2%
Consumer Cyclical 9.0%
Healthcare 8.6%
Industrials 7.7%
Consumer Defensive 4.1%
Energy 3.7%
Utilities 2.9%
Basic Materials 1.9%