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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 17 of 48  ·  952 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SEB SEABOARD CORP DEL Industrials 240.0 $1.1M 0.03% -2.0 -0.8% $4665.50 -15.3%
322 TER TERADYNE INC Technology 3,105.0 $1.1M 0.03% +76.0 +2.5% $359.60 +3.5%
323 BMY BRISTOL-MYERS SQUIBB CO Healthcare 19,243.0 $1.1M 0.03% +2K +12.1% $57.58 +16.3%
324 OKE ONEOK INC NEW Energy 12,189.0 $1.1M 0.03% -2K -12.7% $89.92 +5.3%
325 NTAP NETAPP INC Technology 6,486.0 $1.1M 0.03% +258.0 +4.1% $168.87 +12.9%
326 NOW SERVICENOW INC Technology 10,157.0 $1.1M 0.03% -409.0 -3.9% $107.71 +28.5%
327 SCHM SCHWAB STRATEGIC TR 30,281.0 $1.1M 0.03% $35.81 +0.6%
328 SCZ ISHARES TR 12,874.0 $1.1M 0.03% -107.0 -0.8% $83.39 +4.8%
329 MTB M & T BK CORP Financial Services 4,405.0 $1.1M 0.03% +45.0 +1.0% $242.32 -1.5%
330 GWW WW GRAINGER INC Industrials 774.0 $1.1M 0.03% +26.0 +3.5% $1375.76 -4.0%
331 PCAR PACCAR INC Industrials 8,464.0 $1.1M 0.03% +439.0 +5.5% $124.57 +1.6%
332 SYK STRYKER CORPORATION Healthcare 3,180.0 $1.0M 0.03% -434.0 -12.0% $329.79 -2.3%
333 ZION ZIONS BANCORPORATION NATL AS Financial Services 14,827.0 $1.0M 0.03% +1K +8.2% $70.66 -3.9%
334 UNM UNUM GROUP Financial Services 11,963.0 $1.0M 0.03% +250.0 +2.1% $87.50 +5.7%
335 FCX FREEPORT MCMORAN INC Basic Materials 17,008.0 $1.0M 0.03% +1K +8.6% $61.52 +27.5%
336 LNG CHENIERE ENERGY INC Energy 4,034.0 $1.0M 0.03% +1K +39.7% $258.64 +8.6%
337 OXY OCCIDENTAL PETE CORP Energy 19,683.0 $1.0M 0.03% +3K +20.7% $52.89 +11.9%
338 PLD PROLOGIS INC. Real Estate 7,385.0 $1.0M 0.03% +587.0 +8.6% $140.87 +0.7%
339 KEYS KEYSIGHT TECHNOLOGIES INC Technology 3,221.0 $1.0M 0.03% +139.0 +4.5% $322.05 +1.2%
340 EPD ENTERPRISE PRODS PARTNERS L 27,771.0 $1.0M 0.03% +4K +19.0% $37.27
Page 17 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%