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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 10 of 42  ·  838 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SMH VANECK ETF TRUST 4,282.0 $1.8M 0.06% -316.0 -6.9% $422.88 +36.3%
182 DLN WISDOMTREE TR 19,616.0 $1.8M 0.06% $91.62 +5.1%
183 CTAS CINTAS CORP Industrials 10,267.0 $1.8M 0.06% +316.0 +3.2% $174.59 -1.0%
184 CB CHUBB LTD SWITZ Financial Services 5,384.0 $1.8M 0.06% +140.0 +2.7% $332.64 -1.4%
185 WMB WILLIAMS COS INC Energy 24,529.0 $1.8M 0.06% -471.0 -1.9% $73.01 +7.5%
186 TDIV FIRST TR EXCHANGE TRADED FD 18,345.0 $1.8M 0.06% $97.03 +19.5%
187 VTHR VANGUARD SCOTTSDALE FDS 5,848.0 $1.7M 0.06% +237.0 +4.2% $298.83 +9.8%
188 CIEN CIENA CORP Technology 3,528.0 $1.7M 0.06% +256.0 +7.8% $494.01 +18.2%
189 SO SOUTHERN CO Utilities 17,913.0 $1.7M 0.06% -377.0 -2.1% $97.17 -2.7%
190 PEP PEPSICO INC Consumer Defensive 11,198.0 $1.7M 0.06% +1K +9.9% $154.80 -2.7%
191 LMT LOCKHEED MARTIN CORP Industrials 2,754.0 $1.7M 0.06% -246.0 -8.2% $628.56 -15.2%
192 ASML ASML HLDG NV Technology 1,212.0 $1.7M 0.06% -15.0 -1.2% $1421.05 +14.9%
193 AVLV AMERICAN CENTY ETF TR 20,631.0 $1.7M 0.06% +145.0 +0.7% $83.34 +7.2%
194 SSRM SSR MINING IN Basic Materials 48,954.0 $1.7M 0.06% $35.08 -15.3%
195 KVUE KENVUE INC Consumer Defensive 98,849.0 $1.7M 0.06% +15K +17.9% $17.34 +1.1%
196 SCHA SCHWAB STRATEGIC TR 55,771.0 $1.7M 0.06% +5K +10.2% $30.59 +9.0%
197 FAST FASTENAL CO Industrials 35,142.0 $1.7M 0.06% +17K +91.7% $48.18 -8.8%
198 INTC INTEL CORP Technology 28,646.0 $1.7M 0.05% +8K +36.8% $58.95 +103.3%
199 DIS DISNEY WALT CO Communication Services 16,942.0 $1.7M 0.05% -869.0 -4.9% $99.18 +3.9%
200 URI UNITED RENTALS INC Industrials 2,194.0 $1.7M 0.05% -54.0 -2.4% $760.75 +23.4%
Page 10 of 42  ·  838 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%