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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 12 of 42  ·  838 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MRVL MARVELL TECHNOLOGY INC Technology 13,074.0 $1.5M 0.05% +4K +37.1% $114.45 +71.5%
222 IWB ISHARES TR 4,036.0 $1.5M 0.05% -444.0 -9.9% $370.72 +9.7%
223 USB US BANCORP Financial Services 27,020.0 $1.5M 0.05% -689.0 -2.5% $55.36 -1.0%
224 TT TRANE TECHNOLOGIES PLC Industrials 3,310.0 $1.5M 0.05% +137.0 +4.3% $449.47 +0.3%
225 QCOM QUALCOMM INC Technology 11,595.0 $1.5M 0.05% -2K -13.1% $127.51 +86.8%
226 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 15,853.0 $1.5M 0.05% +95.0 +0.6% $93.06 -1.4%
227 FEX FIRST TR EXCHANGE-TRADED ALP 11,679.0 $1.5M 0.05% $126.02 +5.7%
228 SUB ISHARES TR 13,813.0 $1.5M 0.05% -783.0 -5.4% $106.55 -0.3%
229 ROST ROSS STORES INC Consumer Cyclical 6,533.0 $1.5M 0.05% $224.46 +4.6%
230 SDY SPDR SERIES TRUST 9,862.0 $1.5M 0.05% +5K +120.7% $148.23 +1.2%
231 TMUS T-MOBILE US INC Communication Services 7,305.0 $1.4M 0.05% +513.0 +7.5% $197.63 -3.1%
232 WM WASTE MGMT INC DEL Industrials 6,235.0 $1.4M 0.05% +918.0 +17.3% $231.42 -5.8%
233 NET CLOUDFLARE INC Technology 6,812.0 $1.4M 0.05% +1K +27.4% $211.25 +2.3%
234 DFEM DIMENSIONAL ETF TRUST 38,988.0 $1.4M 0.05% $36.64 +8.5%
235 PFE PFIZER INC Healthcare 51,735.0 $1.4M 0.05% +15K +39.9% $27.47 -5.7%
236 DBEF DBX ETF TR 27,488.0 $1.4M 0.05% $51.69 +2.1%
237 SEB SEABOARD CORP DEL Industrials 242.0 $1.4M 0.05% $5868.42 -16.1%
238 SPG SIMON PPTY GROUP INC NEW Real Estate 7,281.0 $1.4M 0.05% -108.0 -1.5% $194.04 +5.3%
239 BKR BAKER HUGHES COMPANY Energy 21,867.0 $1.4M 0.04% -311.0 -1.4% $63.16 +4.6%
240 JCI JOHNSON CONTROLS INTERNATION Industrials 9,866.0 $1.4M 0.04% +1K +14.6% $139.00 -0.5%
Page 12 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%