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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 13 of 48  ·  952 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VRT VERTIV HOLDINGS CO Industrials 4,984.0 $1.6M 0.04% +347.0 +7.5% $318.86 -15.5%
242 DAL DELTA AIR LINES INC Industrials 18,146.0 $1.6M 0.04% +2K +10.2% $87.39 -7.1%
243 ANGLOGOLD ASHANTI PLC 19,213.0 $1.6M 0.04% +9K +82.0% $82.10
244 BX BLACKSTONE INC Financial Services 12,717.0 $1.6M 0.04% +5K +66.3% $123.09 +16.7%
245 PNC PNC FINL SVCS GROUP INC Financial Services 6,213.0 $1.6M 0.04% +352.0 +6.0% $251.91 -3.3%
246 DFEM DIMENSIONAL ETF TRUST 39,108.0 $1.6M 0.04% $39.93 +1.4%
247 DFIV DIMENSIONAL ETF TRUST 28,039.0 $1.6M 0.04% -2K -7.4% $55.43 +4.7%
248 ALAB ASTERA LABS INC Technology 3,760.0 $1.6M 0.04% +1K +51.4% $412.97 -26.4%
249 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 15,901.0 $1.5M 0.04% +1K +8.6% $97.39 -52.0%
250 FITB FIFTH THIRD BANCORP Financial Services 26,825.0 $1.5M 0.04% +923.0 +3.6% $57.07 -3.9%
251 MKSI MKS INC. Technology 4,098.0 $1.5M 0.04% +239.0 +6.2% $368.58 -26.5%
252 COHR COHERENT CORP Technology 4,577.0 $1.5M 0.04% +157.0 +3.5% $324.50 -9.0%
253 ROST ROSS STORES INC Consumer Cyclical 6,608.0 $1.5M 0.04% +75.0 +1.1% $222.88 +3.1%
254 SPMD SPDR SERIES TRUST 22,104.0 $1.5M 0.04% $66.29 +1.3%
255 ROK ROCKWELL AUTOMATION INC Industrials 3,101.0 $1.5M 0.04% +120.0 +4.0% $472.16 -8.3%
256 IWY ISHARES TR 5,038.0 $1.5M 0.04% $290.46 -0.4%
257 VZ VERIZON COMMUNICATIONS INC Communication Services 34,629.0 $1.5M 0.04% +463.0 +1.4% $42.12 +17.4%
258 BND VANGUARD BD INDEX FDS 19,991.0 $1.5M 0.04% -1K -6.5% $72.77 -0.3%
259 JCI JOHNSON CONTROLS INTERNATION Industrials 10,182.0 $1.5M 0.04% +316.0 +3.2% $142.81 -0.4%
260 EMXC ISHARES INC 14,713.0 $1.4M 0.04% +848.0 +6.1% $98.31 +0.8%
Page 13 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%