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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 8 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BHP BHP BILLITON LIMITED Basic Materials 4,645.0 $379K 0.01% -958.0 -17.1% $81.69 +17.3%
142 DTM DT MIDSTREAM INC Energy 2,598.0 $377K 0.01% -837.0 -24.4% $145.18 -10.4%
143 CRH PLC 3,600.0 $377K 0.01% -289.0 -7.4% $104.71
144 ROL ROLLINS INC Consumer Cyclical 8,006.0 $356K 0.01% -1K -14.6% $44.47 -19.2%
145 AKAM AKAMAI TECHNOLOGIES INC Technology 2,808.0 $354K 0.01% -439.0 -13.5% $126.17 -12.0%
146 VRSK VERISK ANALYTICS INC Industrials 1,908.0 $354K 0.01% -1K -34.9% $185.35 +1.6%
147 VALE VALE S A Basic Materials 24,204.0 $350K 0.01% -2K -6.4% $14.46 +4.4%
148 ING ING GROEP N.V. Financial Services 10,788.0 $349K 0.01% -1K -9.4% $32.39 +8.3%
149 CAR AVIS BUDGET GROUP INC Industrials 2,215.0 $346K 0.01% -221.0 -9.1% $156.19 -7.9%
150 PEY INVESCO EXCHANGE TRADED FD T 14,488.0 $343K 0.01% -4K -23.3% $23.71 +5.2%
151 CPRT COPART INC Industrials 12,427.0 $342K 0.01% -2K -12.6% $27.52 +17.9%
152 EFG ISHARES TR 2,782.0 $341K 0.01% -87.0 -3.0% $122.65 +2.0%
153 OTIS OTIS WORLDWIDE CORP Industrials 4,647.0 $340K 0.01% -933.0 -16.7% $73.09 -2.8%
154 HII HUNTINGTON INGALLS INDS INC Industrials 1,178.0 $337K 0.01% -16.0 -1.3% $286.10 +3.4%
155 W WAYFAIR INC Consumer Cyclical 3,722.0 $332K 0.01% -262.0 -6.6% $89.23 +17.4%
156 SON SONOCO PRODS CO Consumer Cyclical 5,740.0 $321K 0.01% -69.0 -1.2% $55.89 +1.5%
157 PTC PTC INC Technology 2,559.0 $319K 0.01% -2K -42.2% $124.74 +25.2%
158 EFV ISHARES TR 4,036.0 $316K 0.01% -374.0 -8.5% $78.40 +4.0%
159 LINE LINEAGE INC Real Estate 7,298.0 $315K 0.01% -962.0 -11.7% $43.12 -6.8%
160 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 12,111.0 $312K 0.01% -2K -14.8% $25.74 -1.3%
Page 8 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%