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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 4 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 OKE ONEOK INC NEW Energy 12,189.0 $1.1M 0.03% -2K -12.7% $89.92 +3.8%
62 NOW SERVICENOW INC Technology 10,157.0 $1.1M 0.03% -409.0 -3.9% $107.71 +26.0%
63 SCZ ISHARES TR 12,874.0 $1.1M 0.03% -107.0 -0.8% $83.39 +4.8%
64 SYK STRYKER CORPORATION Healthcare 3,180.0 $1.0M 0.03% -434.0 -12.0% $329.79 -0.5%
65 CAH CARDINAL HEALTH INC Healthcare 4,299.0 $1.0M 0.03% -354.0 -7.6% $235.83 +0.0%
66 BOXX EA SERIES TRUST 8,628.0 $1.0M 0.03% -15K -63.3% $117.40 +0.5%
67 PFE PFIZER INC Healthcare 41,785.0 $1.0M 0.03% -10K -19.2% $24.17 +16.5%
68 BURL BURLINGTON STORES INC Consumer Cyclical 3,072.0 $1.0M 0.03% -81.0 -2.6% $327.72 -10.6%
69 TMFG RBB FD INC 31,622.0 $988K 0.03% -5K -13.4% $31.26 +1.3%
70 WBD WARNER BROS DISCOVERY INC Communication Services 35,564.0 $946K 0.03% -382.0 -1.1% $26.59 +8.8%
71 NVS NOVARTIS AG Healthcare 5,894.0 $908K 0.03% -798.0 -11.9% $154.05 +0.7%
72 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 6,663.0 $901K 0.03% -1K -16.9% $135.26 +19.8%
73 AZN ASTRAZENECA PLC Healthcare 5,202.0 $893K 0.02% -636.0 -10.9% $171.61 -3.9%
74 GPN GLOBAL PMTS INC Industrials 11,382.0 $865K 0.02% -183.0 -1.6% $76.04 +21.3%
75 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 947.0 $862K 0.02% -18.0 -1.9% $910.34 -8.0%
76 CENCORA INC 2,832.0 $859K 0.02% -64.0 -2.2% $303.47
77 MRSH MARSH & MCLENNAN COS INC Financial Services 4,783.0 $853K 0.02% -265.0 -5.2% $178.30 +7.0%
78 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,615.0 $851K 0.02% -184.0 -10.2% $527.09 +20.4%
79 CME CME GROUP INC Financial Services 3,499.0 $841K 0.02% -405.0 -10.4% $240.30 +17.0%
80 AFRM AFFIRM HLDGS INC Technology 9,959.0 $831K 0.02% -381.0 -3.7% $83.42 -7.6%
Page 4 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%