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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
Q2 2026 Q1 2026 · All 89 New 430 Added 211 Reduced
Page 14 of 42  ·  838 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SNPS SYNOPSYS INC Technology 3,009.0 $1.2M 0.04% +219.0 +7.8% $410.16 +13.3%
262 SYK STRYKER CORPORATION Healthcare 3,614.0 $1.2M 0.04% -413.0 -10.3% $340.00 -5.3%
263 BSX BOSTON SCIENTIFIC CORP Healthcare 19,598.0 $1.2M 0.04% -3K -11.8% $62.56 -25.4%
264 LITE LUMENTUM HLDGS INC Technology 1,365.0 $1.2M 0.04% +215.0 +18.7% $896.02 +6.7%
265 IWF ISHARES TR 2,743.0 $1.2M 0.04% -33.0 -1.2% $443.14 -72.0%
266 CPNG COUPANG INC Consumer Cyclical 61,699.0 $1.2M 0.04% -1K -1.8% $19.68 -17.5%
267 TRGP TARGA RES CORP Energy 4,970.0 $1.2M 0.04% $243.99 +18.4%
268 OKE ONEOK INC NEW Energy 13,959.0 $1.2M 0.04% +458.0 +3.4% $86.77 +9.2%
269 NSC NORFOLK SOUTHN CORP Industrials 4,101.0 $1.2M 0.04% +137.0 +3.5% $294.12 +18.3%
270 ADP AUTOMATIC DATA PROCESSING IN Industrials 5,966.0 $1.2M 0.04% -815.0 -12.0% $200.78 +41.8%
271 AZN ASTRAZENECA PLC Healthcare 5,838.0 $1.2M 0.04% NEW $204.27 -19.5%
272 AEP AMERICAN ELEC PWR CO INC Utilities 8,840.0 $1.2M 0.04% -321.0 -3.5% $134.70 -8.9%
273 XLP SELECT SECTOR SPDR TR 14,340.0 $1.2M 0.04% -842.0 -5.5% $82.78 +2.8%
274 ED CONSOLIDATED EDISON INC Utilities 10,443.0 $1.2M 0.04% +276.0 +2.7% $113.57 -6.1%
275 CME CME GROUP INC Financial Services 3,904.0 $1.2M 0.04% +250.0 +6.8% $302.82 -7.2%
276 IVE ISHARES TR 5,462.0 $1.2M 0.04% $216.26 +9.6%
277 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 3,707.0 $1.2M 0.04% +120.0 +3.4% $317.20 +2.7%
278 EMXC ISHARES INC 13,865.0 $1.2M 0.04% -1K -7.6% $84.80 +16.9%
279 ROK ROCKWELL AUTOMATION INC Industrials 2,981.0 $1.2M 0.04% $390.00 +11.0%
280 DHI D R HORTON INC Consumer Cyclical 8,116.0 $1.2M 0.04% +304.0 +3.9% $142.68 +1.8%
Page 14 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 34.6%
Financial Services 15.6%
Consumer Cyclical 9.4%
Communication Services 9.2%
Healthcare 9.0%
Industrials 8.0%
Consumer Defensive 4.3%
Energy 3.8%
Utilities 3.0%
Basic Materials 2.0%