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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 15 of 48  ·  952 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 3,095.0 $1.3M 0.04% +2K +115.4% $416.28 -4.1%
282 TRGP TARGA RES CORP Energy 4,710.0 $1.3M 0.04% -260.0 -5.2% $273.37 +5.7%
283 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 3,835.0 $1.3M 0.04% +128.0 +3.5% $335.48 -2.9%
284 MCO MOODYS CORP Financial Services 2,630.0 $1.3M 0.04% +54.0 +2.1% $487.30 +4.5%
285 LITE LUMENTUM HLDGS INC Technology 1,586.0 $1.3M 0.04% +221.0 +16.2% $802.01 +19.2%
286 GRMN GARMIN LTD Technology 5,220.0 $1.3M 0.04% +73.0 +1.4% $243.11 +19.2%
287 AEP AMERICAN ELEC PWR CO INC Utilities 9,370.0 $1.3M 0.04% +530.0 +6.0% $135.43 -9.4%
288 ADP AUTOMATIC DATA PROCESSING IN Industrials 5,202.0 $1.3M 0.04% -764.0 -12.8% $241.92 +17.7%
289 DHI D R HORTON INC Consumer Cyclical 8,296.0 $1.3M 0.03% +180.0 +2.2% $151.59 -4.2%
290 INTF ISHARES TR 30,281.0 $1.3M 0.03% $41.31 +4.3%
291 DASH DOORDASH INC Communication Services 6,505.0 $1.2M 0.03% -620.0 -8.7% $191.82 +20.9%
292 STT STATE STR CORP Financial Services 6,906.0 $1.2M 0.03% +264.0 +4.0% $180.22 +7.3%
293 TRV TRAVELERS COMPANIES INC Financial Services 3,669.0 $1.2M 0.03% +454.0 +14.1% $338.91 +9.0%
294 EBAY EBAY INC. Consumer Cyclical 10,598.0 $1.2M 0.03% +401.0 +3.9% $117.20 -12.7%
295 CARR CARRIER GLOBAL CORPORATION Industrials 17,840.0 $1.2M 0.03% +488.0 +2.8% $69.34 -15.1%
296 IVE ISHARES TR 5,352.0 $1.2M 0.03% -110.0 -2.0% $230.49 +2.8%
297 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 22,064.0 $1.2M 0.03% +11K +102.2% $55.62 +25.1%
298 FDX FEDEX CORP Industrials 3,884.0 $1.2M 0.03% +843.0 +27.7% $314.70 +5.3%
299 IAU ISHARES GOLD TR Financial Services 15,810.0 $1.2M 0.03% +3K +24.2% $77.26 +12.1%
300 MUSA MURPHY USA INC Consumer Cyclical 2,062.0 $1.2M 0.03% +262.0 +14.6% $590.23 -13.7%
Page 15 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%