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Portfolio (Quarterly) Guide ↗

Wedmont Private Capital

· CIK 0001904274
13F Portfolio $3.1B AUM 838 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 89 New 430 Added 211 Reduced 57 Exited
Page 27 of 42  ·  838 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 DTM DT MIDSTREAM INC Energy 3,435.0 $462K 0.01% +75.0 +2.2% $134.40 +11.3%
522 XPO XPO INC Industrials 2,177.0 $461K 0.01% +359.0 +19.8% $211.70 -0.4%
523 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,437.0 $457K 0.01% -476.0 -24.9% $318.31 +21.8%
524 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,716.0 $456K 0.01% +444.0 +34.9% $265.93 +18.9%
525 SCHZ SCHWAB STRATEGIC TR 19,610.0 $456K 0.01% $23.25 -0.7%
526 COLB COLUMBIA BKG SYS INC Financial Services 15,739.0 $455K 0.01% +5K +47.5% $28.88 +4.1%
527 SAP SAP SE Technology 2,685.0 $454K 0.01% +319.0 +13.5% $169.18 +3.5%
528 DGS WISDOMTREE TR 7,239.0 $453K 0.01% $62.62 +5.8%
529 ACGL ARCH CAP GROUP LTD Financial Services 4,592.0 $453K 0.01% -180.0 -3.8% $98.60 -3.3%
530 XLV SELECT SECTOR SPDR TR 3,019.0 $452K 0.01% -905.0 -23.1% $149.69 -0.8%
531 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 2,303.0 $451K 0.01% +18.0 +0.8% $195.93 +21.2%
532 XLU SELECT SECTOR SPDR TR 9,626.0 $450K 0.01% $46.78 -3.1%
533 SFM SPROUTS FMRS MKT INC Consumer Defensive 5,889.0 $446K 0.01% +2K +47.5% $75.75 +13.0%
534 TEL TE CONNECTIVITY PLC Technology 2,000.0 $446K 0.01% -20.0 -1.0% $223.03 -6.5%
535 ROIV ROIVANT SCIENCES LTD Healthcare 15,817.0 $446K 0.01% +355.0 +2.3% $28.17 +5.3%
536 PWV INVESCO EXCHANGE TRADED FD T 6,223.0 $445K 0.01% $71.46 +3.8%
537 WAL WESTERN ALLIANCE BANCORP Financial Services 5,926.0 $444K 0.01% -325.0 -5.2% $75.00 +6.1%
538 OTIS OTIS WORLDWIDE CORP Industrials 5,580.0 $444K 0.01% +146.0 +2.7% $79.56 -8.6%
539 CRH PLC 3,889.0 $443K 0.01% +937.0 +31.7% $113.82
540 THC TENET HEALTHCARE CORP Healthcare 2,217.0 $442K 0.01% +129.0 +6.2% $199.34 -11.5%
Page 27 of 42  ·  838 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 32.9%
Financial Services 15.0%
Communication Services 13.2%
Consumer Cyclical 9.0%
Healthcare 8.6%
Industrials 7.7%
Consumer Defensive 4.1%
Energy 3.7%
Utilities 2.9%
Basic Materials 1.9%