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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 21 of 48  ·  952 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CNC CENTENE CORP DEL Healthcare 12,162.0 $819K 0.02% +2K +18.6% $67.35 -3.0%
402 RY ROYAL BK CDA Financial Services 3,878.0 $819K 0.02% -525.0 -11.9% $211.09 -3.1%
403 MDLZ MONDELEZ INTL INC Consumer Defensive 13,844.0 $814K 0.02% +2K +17.0% $58.83 +6.1%
404 SHEL SHELL PLC Energy 9,848.0 $810K 0.02% -1K -13.1% $82.23 +10.3%
405 SCHY SCHWAB STRATEGIC TR 25,160.0 $807K 0.02% +184.0 +0.7% $32.08 +3.8%
406 DFAS DIMENSIONAL ETF TRUST 9,857.0 $800K 0.02% +2K +19.3% $81.12 +2.1%
407 GLDM WORLD GOLD TR Financial Services 9,833.0 $799K 0.02% -944.0 -8.8% $81.29 +12.2%
408 ENTERGY CORP NEW 6,927.0 $797K 0.02% +219.0 +3.3% $115.06
409 TWLO TWILIO INC Communication Services 3,691.0 $792K 0.02% +75.0 +2.1% $214.56 +12.5%
410 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 2,566.0 $792K 0.02% +182.0 +7.6% $308.52 -10.2%
411 ESGD ISHARES TR 7,652.0 $791K 0.02% NEW $103.39 +3.4%
412 IBIT ISHARES BITCOIN TRUST ETF Financial Services 21,643.0 $784K 0.02% -42K -66.2% $36.23 +25.0%
413 CVNA CARVANA CO Consumer Cyclical 11,870.0 $781K 0.02% +10K +436.6% $65.83 +12.5%
414 SN SHARKNINJA INC Consumer Cyclical 5,090.0 $777K 0.02% +691.0 +15.7% $152.65 +26.3%
415 AVMV AMERICAN CENTY ETF TR 9,630.0 $776K 0.02% +415.0 +4.5% $80.57 +1.9%
416 DBEF DBX ETF TR 14,044.0 $769K 0.02% -13K -48.9% $54.77 +2.0%
417 XEL XCEL ENERGY INC Utilities 9,575.0 $767K 0.02% +539.0 +6.0% $80.06 -3.6%
418 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 8,125.0 $764K 0.02% +735.0 +9.9% $94.09 +2.6%
419 ADSK AUTODESK INC Technology 3,653.0 $761K 0.02% -997.0 -21.4% $208.45 +29.8%
420 HPE HEWLETT PACKARD ENTERPRISE C Technology 15,681.0 $761K 0.02% +977.0 +6.6% $48.54 +12.1%
Page 21 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%