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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 14 of 48  ·  952 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TMUS T-MOBILE US INC Communication Services 7,709.0 $1.4M 0.04% +404.0 +5.5% $187.61 -5.3%
262 LMT LOCKHEED MARTIN CORP Industrials 2,759.0 $1.4M 0.04% $523.27 +8.1%
263 SPEM SPDR INDEX SHS FDS 27,747.0 $1.4M 0.04% $51.97 +1.8%
264 IWR ISHARES TR 13,043.0 $1.4M 0.04% +4K +40.6% $110.02 +3.0%
265 WM WASTE MGMT INC DEL Industrials 6,143.0 $1.4M 0.04% -92.0 -1.5% $233.33 -6.7%
266 SNPS SYNOPSYS INC Technology 3,194.0 $1.4M 0.04% +185.0 +6.2% $445.50 +4.4%
267 HCA HCA HEALTHCARE INC Healthcare 3,498.0 $1.4M 0.04% -117.0 -3.2% $406.62 +3.1%
268 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 16,279.0 $1.4M 0.04% +426.0 +2.7% $86.28 +1.8%
269 NSC NORFOLK SOUTHN CORP Industrials 4,279.0 $1.4M 0.04% +178.0 +4.3% $327.49 +6.2%
270 SSRM SSR MINING IN Basic Materials 48,954.0 $1.4M 0.04% $28.58 +36.5%
271 IWF ISHARES TR 11,215.0 $1.4M 0.04% +8K +308.9% $123.95 -0.0%
272 BKR BAKER HUGHES COMPANY Energy 23,978.0 $1.4M 0.04% +2K +9.7% $57.56 +7.9%
273 IWD ISHARES TR 5,505.0 $1.4M 0.04% +1K +33.4% $246.86 +4.3%
274 RBRK RUBRIK INC. Technology 16,054.0 $1.4M 0.04% +10K +181.0% $84.38 +26.8%
275 BK BANK OF NY MELLON CORP Financial Services 8,886.0 $1.4M 0.04% +528.0 +6.3% $151.92 -5.3%
276 IAUM ISHARES GOLD TRUST MICRO Financial Services 32,410.0 $1.3M 0.04% -417.0 -1.3% $40.93 +12.2%
277 GD GENERAL DYNAMICS CORP Industrials 3,508.0 $1.3M 0.04% +312.0 +9.8% $375.02 +1.3%
278 SCHV SCHWAB STRATEGIC TR 37,822.0 $1.3M 0.04% -2K -4.0% $34.39 +1.1%
279 KMI KINDER MORGAN INC DEL Energy 40,321.0 $1.3M 0.04% $32.12 -1.8%
280 WAY WAYSTAR HLDG CORP Technology 57,599.0 $1.3M 0.04% NEW $22.43 +12.6%
Page 14 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%