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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 9 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BCS BARCLAYS PLC Financial Services 10,713.0 $294K 0.01% -835.0 -7.2% $27.48 -2.4%
162 AER AERCAP HOLDINGS NV Industrials 1,913.0 $287K 0.01% -16.0 -0.8% $149.87 -2.5%
163 TM TOYOTA MOTOR CORP Consumer Cyclical 1,618.0 $285K 0.01% -650.0 -28.7% $176.45 +8.8%
164 BP BP PLC Energy 7,158.0 $281K 0.01% -2K -17.4% $39.20 +7.4%
165 DFGR DIMENSIONAL ETF TRUST 9,585.0 $280K 0.01% -1K -10.9% $29.23 +0.3%
166 ET ENERGY TRANSFER L P Energy 14,142.0 $278K 0.01% -10K -41.8% $19.66 +8.1%
167 ADBE ADOBE INC Technology 1,231.0 $275K 0.01% -981.0 -44.4% $223.65 +28.0%
168 SONY SONY GROUP CORP Technology 13,203.0 $275K 0.01% -5K -28.7% $20.85 +14.8%
169 FNDC SCHWAB STRATEGIC TR 5,610.0 $274K 0.01% -976.0 -14.8% $48.85 +5.2%
170 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4,188.0 $271K 0.01% -1K -24.1% $64.71 +11.9%
171 FTRE FORTREA HLDGS INC Healthcare 14,956.0 $266K 0.01% -694.0 -4.4% $17.76 +5.4%
172 XYL XYLEM INC Industrials 2,183.0 $265K 0.01% -394.0 -15.3% $121.20 -8.5%
173 MRNA MODERNA INC Healthcare 3,822.0 $261K 0.01% -727.0 -16.0% $68.27 +107.9%
174 CHRW C H ROBINSON WORLDWIDE IN Industrials 1,346.0 $260K 0.01% -34.0 -2.5% $193.50 -22.4%
175 BWXT BWX TECHNOLOGIES INC Industrials 1,399.0 $260K 0.01% -103.0 -6.9% $186.00 -16.2%
176 SAP SAP SE Technology 1,632.0 $258K 0.01% -1K -39.2% $157.86 +38.0%
177 BN BROOKFIELD CORP Financial Services 5,864.0 $256K 0.01% -943.0 -13.8% $43.73 -5.1%
178 DXCM DEXCOM INC Healthcare 3,406.0 $255K 0.01% -715.0 -17.4% $74.96 +19.1%
179 CSL CARLISLE COS INC Industrials 769.0 $254K 0.01% -11.0 -1.4% $330.10 +9.1%
180 MFG MIZUHO FINANCIAL GROUP INC Financial Services 23,865.0 $250K 0.01% -3K -10.1% $10.48 -0.7%
Page 9 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%