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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 7 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FTEC FIDELITY COVINGTON TRUST 1,614.0 $455K 0.01% -14.0 -0.9% $282.13 +2.5%
122 KHC KRAFT HEINZ CO Consumer Defensive 17,867.0 $444K 0.01% -346.0 -1.9% $24.85 +1.4%
123 XLV SELECT SECTOR SPDR TR 2,740.0 $441K 0.01% -279.0 -9.2% $160.83 +7.4%
124 UBS UBS GROUP AG Financial Services 8,450.0 $440K 0.01% -983.0 -10.4% $52.08 +4.7%
125 TXG 10X GENOMICS INC Healthcare 10,144.0 $433K 0.01% -902.0 -8.2% $42.73 +50.7%
126 SPTI SPDR SERIES TRUST 15,354.0 $433K 0.01% -4K -20.8% $28.19 -0.1%
127 VGLT VANGUARD SCOTTSDALE FDS 7,971.0 $431K 0.01% -1K -11.9% $54.05 -1.2%
128 ULTA ULTA BEAUTY INC Consumer Cyclical 912.0 $428K 0.01% -74.0 -7.5% $469.20 +14.2%
129 DVA DAVITA INC Healthcare 1,838.0 $428K 0.01% -134.0 -6.8% $232.80 -23.1%
130 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 16,258.0 $418K 0.01% -2K -11.1% $25.69 +11.9%
131 THC TENET HEALTHCARE CORP Healthcare 2,037.0 $416K 0.01% -180.0 -8.1% $204.25 +32.1%
132 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,534.0 $415K 0.01% -221.0 -12.6% $270.83 +21.4%
133 AA ALCOA CORP Basic Materials 8,455.0 $412K 0.01% -62.0 -0.7% $48.68 +4.6%
134 AXON AXON ENTERPRISE INC Industrials 722.0 $409K 0.01% -119.0 -14.2% $565.80 +7.8%
135 MPLX MPLX LP Energy 7,160.0 $408K 0.01% -3K -32.1% $56.95 +3.9%
136 ENB ENBRIDGE INC Energy 7,437.0 $407K 0.01% -1K -13.8% $54.66 -8.9%
137 RMD RESMED INC Healthcare 1,979.0 $403K 0.01% -230.0 -10.4% $203.88 +16.2%
138 NVO NOVO-NORDISK A S Healthcare 8,080.0 $400K 0.01% -3K -23.7% $49.48 -7.1%
139 TOTALENERGIES SE 4,966.0 $390K 0.01% -1K -19.7% $78.50
140 FE FIRSTENERGY CORP Utilities 8,018.0 $384K 0.01% -495.0 -5.8% $47.92 -3.8%
Page 7 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%