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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 5 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HOOD ROBINHOOD MKTS INC Financial Services 15,410.0 $1.1M 0.04% -9K -36.0% $71.83 +2.5%
82 FHN FIRST HORIZON CORPORATION Financial Services 44,946.0 $1.1M 0.04% -3K -6.1% $24.10 +0.5%
83 PPC PILGRIMS PRIDE CORP Consumer Defensive 29,500.0 $1.1M 0.03% -15K -33.0% $35.94 -20.8%
84 SHEL SHELL PLC Energy 11,327.0 $1.0M 0.03% -108.0 -0.9% $92.01 -6.9%
85 VSGX VANGUARD WORLD FD 13,732.0 $1.0M 0.03% -146.0 -1.1% $75.84 +5.8%
86 NVS NOVARTIS AG Healthcare 6,692.0 $1.0M 0.03% -724.0 -9.8% $154.42 -1.6%
87 NOW SERVICENOW INC Technology 10,566.0 $1.0M 0.03% -3K -22.4% $97.47 +4.8%
88 BMY BRISTOL-MYERS SQUIBB CO Healthcare 17,170.0 $1.0M 0.03% -2K -10.8% $59.20 +0.4%
89 CARR CARRIER GLOBAL CORPORATION Industrials 17,352.0 $1.0M 0.03% -590.0 -3.3% $58.29 +8.3%
90 SHW SHERWIN WILLIAMS CO Basic Materials 2,969.0 $997K 0.03% -529.0 -15.1% $335.67 -7.9%
91 XLC SELECT SECTOR SPDR TR 8,655.0 $985K 0.03% -570.0 -6.2% $113.81 +1.4%
92 IJS ISHARES TR 7,530.0 $921K 0.03% -643.0 -7.9% $122.35 +5.8%
93 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,799.0 $906K 0.03% -30.0 -1.6% $503.49 -11.0%
94 VOOV VANGUARD ADMIRAL FDS INC 4,330.0 $904K 0.03% -321.0 -6.9% $208.82 +5.4%
95 BX BLACKSTONE INC Financial Services 7,648.0 $900K 0.03% -588.0 -7.1% $117.67 +0.7%
96 MUSA MURPHY USA INC Consumer Cyclical 1,800.0 $898K 0.03% -121.0 -6.3% $499.06 +8.8%
97 MRSH MARSH & MCLENNAN COS INC Financial Services 5,048.0 $887K 0.03% -557.0 -9.9% $175.80 -6.6%
98 GLD SPDR GOLD TR Financial Services 1,870.0 $813K 0.03% -920.0 -33.0% $434.53 -4.8%
99 AZO AUTOZONE INC Consumer Cyclical 234.0 $811K 0.03% -6.0 -2.5% $3465.00 -1.7%
100 RBLX ROBLOX CORP Technology 14,485.0 $803K 0.03% -2K -11.4% $55.43 -13.1%
Page 5 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%