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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 6 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NU NU HLDGS LTD Financial Services 52,178.0 $757K 0.02% -3K -5.2% $14.51 -12.3%
102 GPN GLOBAL PMTS INC Industrials 11,565.0 $753K 0.02% -1K -8.0% $65.07 +12.6%
103 RY ROYAL BK CDA Financial Services 4,403.0 $746K 0.02% -92.0 -2.0% $169.47 +11.9%
104 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,519.0 $734K 0.02% -46.0 -2.9% $483.17 +7.6%
105 MSCI MSCI INC Financial Services 1,264.0 $704K 0.02% -81.0 -6.0% $556.73 +5.7%
106 IEUR ISHARES TR 9,391.0 $695K 0.02% -430.0 -4.4% $73.99 +2.0%
107 TFC TRUIST FINL CORP Financial Services 13,873.0 $684K 0.02% -1K -9.2% $49.29 -1.8%
108 HIG HARTFORD INSURANCE GROUP INC Financial Services 4,859.0 $675K 0.02% -25.0 -0.5% $138.89 -2.1%
109 MET METLIFE INC Financial Services 8,912.0 $663K 0.02% -2K -14.9% $74.34 +13.1%
110 STIP ISHARES TR 6,405.0 $662K 0.02% -60.0 -0.9% $103.33 -0.1%
111 AM ANTERO MIDSTREAM CORP Energy 29,189.0 $656K 0.02% -276.0 -0.9% $22.47 -1.3%
112 MMM 3M CO Industrials 4,390.0 $655K 0.02% -311.0 -6.6% $149.18 +2.2%
113 EOG EOG RES INC Energy 4,684.0 $651K 0.02% -796.0 -14.5% $139.06 +1.6%
114 YUM YUM BRANDS INC Consumer Cyclical 4,004.0 $642K 0.02% -247.0 -5.8% $160.42 -3.3%
115 KR KROGER CO Consumer Defensive 8,905.0 $632K 0.02% -302.0 -3.3% $70.96 -5.2%
116 CBRE CBRE GROUP INC Real Estate 4,403.0 $627K 0.02% -135.0 -3.0% $142.49 -8.0%
117 MDT MEDTRONIC PLC Healthcare 7,037.0 $624K 0.02% -1K -12.4% $88.65 -11.3%
118 COKE COCA COLA CONS INC Consumer Defensive 3,055.0 $618K 0.02% -113.0 -3.6% $202.35 -13.3%
119 WAB WABTEC Industrials 2,244.0 $605K 0.02% -80.0 -3.4% $269.68 -4.9%
120 MPLX MPLX LP Energy 10,544.0 $589K 0.02% -536.0 -4.8% $55.89 +1.0%
Page 6 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%