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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 11 of 48  ·  952 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ASML ASML HLDG NV Technology 1,036.0 $1.9M 0.05% -176.0 -14.5% $1797.32 -3.5%
202 SMLF ISHARES TR 21,170.0 $1.9M 0.05% $87.55 +2.1%
203 SBUX STARBUCKS CORP Consumer Cyclical 17,457.0 $1.9M 0.05% +1K +9.2% $106.01 +1.2%
204 INTU INTUIT Technology 6,696.0 $1.8M 0.05% +3K +90.5% $274.98 +26.6%
205 WMB WILLIAMS COS INC Energy 24,512.0 $1.8M 0.05% $75.02 -1.1%
206 UBER UBER TECHNOLOGIES INC Technology 24,665.0 $1.8M 0.05% -2K -6.3% $74.54 +3.2%
207 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 35,790.0 $1.8M 0.05% NEW $51.33 +0.7%
208 AMP AMERIPRISE FINL INC Financial Services 3,574.0 $1.8M 0.05% +84.0 +2.4% $506.70 +9.7%
209 RJF RAYMOND JAMES FINL INC Financial Services 10,764.0 $1.8M 0.05% +410.0 +4.0% $168.12 +4.8%
210 HOOD ROBINHOOD MKTS INC Financial Services 16,047.0 $1.8M 0.05% +637.0 +4.1% $111.97 -2.0%
211 CL COLGATE PALMOLIVE CO Consumer Defensive 19,377.0 $1.8M 0.05% +212.0 +1.1% $92.24 -1.4%
212 ALL ALLSTATE CORP Financial Services 7,063.0 $1.8M 0.05% +1K +19.2% $251.62 +2.4%
213 SO SOUTHERN CO Utilities 18,489.0 $1.8M 0.05% +576.0 +3.2% $95.61 -6.9%
214 VBIL VANGUARD INSTL INDEX FD 23,206.0 $1.8M 0.05% NEW $75.57 +0.1%
215 BSVO EA SERIES TRUST 60,468.0 $1.8M 0.05% $28.99 +1.8%
216 IDXX IDEXX LABS INC Healthcare 3,086.0 $1.7M 0.05% $563.57 -3.3%
217 USB US BANCORP Financial Services 27,718.0 $1.7M 0.05% +698.0 +2.6% $62.41 -0.0%
218 DELL DELL TECHNOLOGIES INC Technology 3,951.0 $1.7M 0.05% +63.0 +1.6% $435.01 +8.4%
219 VRTX VERTEX PHARMACEUTICALS INC Healthcare 3,524.0 $1.7M 0.05% +141.0 +4.2% $485.39 +12.8%
220 NET CLOUDFLARE INC Technology 6,372.0 $1.7M 0.05% -440.0 -6.5% $268.40 +14.9%
Page 11 of 48  ·  952 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%