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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 13 of 42  ·  838 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 INTU INTUIT Technology 3,515.0 $1.4M 0.04% -940.0 -21.1% $389.55 -17.9%
242 SPMD SPDR SERIES TRUST 22,104.0 $1.4M 0.04% $61.83 +4.2%
243 SPEM SPDR INDEX SHS FDS 27,722.0 $1.4M 0.04% +2K +6.3% $49.07 +4.7%
244 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 37,846.0 $1.4M 0.04% -10K -20.9% $35.80 -4.7%
245 TXN TEXAS INSTRS INC Technology 6,468.0 $1.4M 0.04% +562.0 +9.5% $208.90 +48.0%
246 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 8,018.0 $1.3M 0.04% +480.0 +6.4% $167.79 -8.8%
247 UNP UNION PAC CORP Industrials 5,375.0 $1.3M 0.04% +566.0 +11.8% $249.13 +6.7%
248 KMI KINDER MORGAN INC DEL Energy 40,345.0 $1.3M 0.04% +2K +6.1% $32.96 +2.5%
249 VRT VERTIV HOLDINGS CO Industrials 4,637.0 $1.3M 0.04% +906.0 +24.3% $281.03 +16.5%
250 IWY ISHARES TR 5,037.0 $1.3M 0.04% $258.53 +13.5%
251 GRMN GARMIN LTD Technology 5,147.0 $1.3M 0.04% +155.0 +3.1% $252.79 -4.8%
252 PNC PNC FINL SVCS GROUP INC Financial Services 5,861.0 $1.3M 0.04% $220.74 -0.7%
253 MO ALTRIA GROUP INC Consumer Defensive 19,272.0 $1.3M 0.04% -527.0 -2.7% $66.80 +10.6%
254 FITB FIFTH THIRD BANCORP Financial Services 25,902.0 $1.3M 0.04% +15K +143.0% $49.34 +0.3%
255 WDC WESTERN DIGITAL CORP Technology 3,764.0 $1.3M 0.04% +729.0 +24.0% $338.78 +42.9%
256 ALL ALLSTATE CORP Financial Services 5,923.0 $1.3M 0.04% -138.0 -2.3% $212.07 +2.1%
257 COHR COHERENT CORP Technology 4,420.0 $1.2M 0.04% +536.0 +13.8% $281.79 +34.0%
258 FNDX SCHWAB STRATEGIC TR 43,406.0 $1.2M 0.04% $28.69 +7.4%
259 SCHV SCHWAB STRATEGIC TR 39,404.0 $1.2M 0.04% $31.52 +5.7%
260 INTF ISHARES TR 30,276.0 $1.2M 0.04% $40.95 +0.9%
Page 13 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%