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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 3 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HYD VANECK ETF TRUST 37,636.0 $1.9M 0.06% -2K -4.7% $50.88 -0.4%
42 UBER UBER TECHNOLOGIES INC Technology 26,333.0 $1.9M 0.06% -733.0 -2.7% $72.38 +3.1%
43 SMH VANECK ETF TRUST 4,282.0 $1.8M 0.06% -316.0 -6.9% $422.88 +34.2%
44 WMB WILLIAMS COS INC Energy 24,529.0 $1.8M 0.06% -471.0 -1.9% $73.01 +6.7%
45 SO SOUTHERN CO Utilities 17,913.0 $1.7M 0.06% -377.0 -2.1% $97.17 -3.7%
46 LMT LOCKHEED MARTIN CORP Industrials 2,754.0 $1.7M 0.06% -246.0 -8.2% $628.56 -16.8%
47 ASML ASML HLDG NV Technology 1,212.0 $1.7M 0.06% -15.0 -1.2% $1421.05 +12.0%
48 DIS DISNEY WALT CO Communication Services 16,942.0 $1.7M 0.05% -869.0 -4.9% $99.18 +4.4%
49 URI UNITED RENTALS INC Industrials 2,194.0 $1.7M 0.05% -54.0 -2.4% $760.75 +23.1%
50 BSVO EA SERIES TRUST 60,468.0 $1.6M 0.05% -385.0 -0.6% $26.37 +4.4%
51 AMP AMERIPRISE FINL INC Financial Services 3,490.0 $1.6M 0.05% -131.0 -3.6% $453.08 -0.6%
52 PANW PALO ALTO NETWORKS INC Technology 9,096.0 $1.6M 0.05% -439.0 -4.6% $173.78 +45.5%
53 BND VANGUARD BD INDEX FDS 21,376.0 $1.6M 0.05% -4K -15.4% $73.72 -1.1%
54 IAUM ISHARES GOLD TR Financial Services 32,827.0 $1.5M 0.05% -26K -44.7% $47.15 -4.0%
55 RJF RAYMOND JAMES FINL INC Financial Services 10,354.0 $1.5M 0.05% -74.0 -0.7% $147.82 +2.9%
56 PGR PROGRESSIVE CORP Financial Services 7,690.0 $1.5M 0.05% -502.0 -6.1% $198.09 +2.3%
57 MPC MARATHON PETE CORP Energy 6,550.0 $1.5M 0.05% -42.0 -0.6% $231.97 +7.1%
58 XLF SELECT SECTOR SPDR TR 29,442.0 $1.5M 0.05% -858.0 -2.8% $51.20 +1.0%
59 IWB ISHARES TR 4,036.0 $1.5M 0.05% -444.0 -9.9% $370.72 +9.2%
60 USB US BANCORP Financial Services 27,020.0 $1.5M 0.05% -689.0 -2.5% $55.36 -1.6%
Page 3 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%