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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 22 of 48  ·  952 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 EA ELECTRONIC ARTS INC Communication Services 3,671.0 $758K 0.02% +711.0 +24.0% $206.41 +1.6%
422 O REALTY INCOME CORP Real Estate 11,941.0 $756K 0.02% +4K +44.1% $63.31 -2.4%
423 A AGILENT TECHNOLOGIES INC Healthcare 5,599.0 $752K 0.02% +547.0 +10.8% $134.29 +17.4%
424 AZO AUTOZONE INC Consumer Cyclical 244.0 $750K 0.02% +10.0 +4.3% $3072.70 -4.6%
425 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 3,045.0 $741K 0.02% +272.0 +9.8% $243.20 -4.2%
426 SYF SYNCHRONY FINANCIAL Financial Services 10,222.0 $741K 0.02% +754.0 +8.0% $72.44 +10.3%
427 FANG DIAMONDBACK ENERGY INC Energy 4,024.0 $738K 0.02% +195.0 +5.1% $183.40 +9.3%
428 TPR TAPESTRY INC Consumer Cyclical 5,241.0 $738K 0.02% +115.0 +2.2% $140.72 -12.4%
429 SLB SLB LIMITED Energy 15,375.0 $734K 0.02% +1K +9.7% $47.76 +15.2%
430 EQT EQT CORP Energy 14,997.0 $733K 0.02% -448.0 -2.9% $48.85 +12.1%
431 MSCI MSCI INC Financial Services 1,210.0 $732K 0.02% -54.0 -4.3% $604.91 -5.9%
432 LQDA LIQUIDIA CORPORATION Healthcare 9,343.0 $728K 0.02% $77.93 -10.3%
433 STIP ISHARES TR 7,175.0 $727K 0.02% +770.0 +12.0% $101.34 -0.4%
434 NUE NUCOR CORP Basic Materials 3,192.0 $726K 0.02% +435.0 +15.8% $227.40 +11.0%
435 BHB BAR HBR BANKSHARES Financial Services 19,500.0 $725K 0.02% $37.20 +5.5%
436 VDE VANGUARD WORLD FD 4,643.0 $722K 0.02% $155.51 +13.0%
437 SPYM SPDR SERIES TRUST 8,125.0 $722K 0.02% +45.0 +0.6% $88.85 +2.1%
438 BSMR INVESCO EXCH TRD SLF IDX FD 30,480.0 $720K 0.02% NEW $23.62 +0.0%
439 WRB BERKLEY W R CORP Financial Services 9,964.0 $719K 0.02% +1K +17.5% $72.19 -5.3%
440 BSMQ INVESCO EXCH TRD SLF IDX FD 30,475.0 $718K 0.02% NEW $23.57 -0.3%
Page 22 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%