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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 16 of 48  ·  952 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 EW EDWARDS LIFESCIENCES CORP Healthcare 13,069.0 $1.2M 0.03% -422.0 -3.1% $92.21 -2.5%
302 XLP SELECT SECTOR SPDR TR 14,323.0 $1.2M 0.03% $84.12 +1.1%
303 CMI CUMMINS INC Industrials 1,772.0 $1.2M 0.03% +74.0 +4.4% $675.87 -15.1%
304 VTR VENTAS INC Real Estate 13,172.0 $1.2M 0.03% $90.66 +2.5%
305 FHN FIRST HORIZON CORPORATION Financial Services 46,221.0 $1.2M 0.03% +1K +2.8% $25.74 -5.1%
306 FNDX SCHWAB STRATEGIC TR 37,527.0 $1.2M 0.03% -6K -13.5% $31.41 +3.3%
307 GDX VANECK ETF TRUST 15,574.0 $1.2M 0.03% $75.53 +37.3%
308 AIG AMERICAN INTL GROUP INC Financial Services 14,815.0 $1.2M 0.03% +1K +10.4% $79.17 -3.2%
309 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 37,846.0 $1.2M 0.03% $30.99 +12.9%
310 BSX BOSTON SCIENTIFIC CORP Healthcare 26,148.0 $1.2M 0.03% +7K +33.4% $44.77 +4.2%
311 DFAT DIMENSIONAL ETF TRUST 16,679.0 $1.2M 0.03% $69.65 +2.5%
312 PPC PILGRIMS PRIDE CORP Consumer Defensive 41,122.0 $1.2M 0.03% +12K +39.4% $28.25 +10.1%
313 ED CONSOLIDATED EDISON INC Utilities 10,397.0 $1.2M 0.03% $111.12 -4.0%
314 FIX COMFORT SYS USA INC Industrials 657.0 $1.2M 0.03% +46.0 +7.5% $1756.42 -8.1%
315 CFG CITIZENS FINL GROUP INC Financial Services 16,384.0 $1.2M 0.03% +1K +7.9% $70.34 -0.2%
316 VSGX VANGUARD WORLD FD 13,837.0 $1.1M 0.03% +105.0 +0.8% $81.73 +2.5%
317 EQIX EQUINIX INC Real Estate 1,074.0 $1.1M 0.03% +69.0 +6.9% $1050.85 +2.4%
318 BAX BAXTER INTL INC Healthcare 49,891.0 $1.1M 0.03% +21K +74.8% $22.62 +14.6%
319 TDG TRANSDIGM GROUP INC Industrials 871.0 $1.1M 0.03% +23.0 +2.7% $1291.35 -8.1%
320 AFL AFLAC INC Financial Services 9,210.0 $1.1M 0.03% -181.0 -1.9% $121.91 -4.4%
Page 16 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%