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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 28 of 48  ·  952 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 PSTG EVERPURE INC 6,691.0 $531K 0.01% +2K +32.8% $79.33
542 CW CURTISS WRIGHT CORP Industrials 702.0 $530K 0.01% +152.0 +27.6% $754.76 -19.8%
543 WWD WOODWARD INC Industrials 1,301.0 $529K 0.01% +26.0 +2.0% $406.40 -14.8%
544 ASGN EVERFORTH INC Technology 30,060.0 $527K 0.01% NEW $17.54 +19.5%
545 DFAX DIMENSIONAL ETF TRUST 14,225.0 $525K 0.01% $36.91 +4.1%
546 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,313.0 $522K 0.01% +366.0 +38.6% $397.82 -7.1%
547 IRM IRON MTN INC DEL Real Estate 4,288.0 $521K 0.01% +654.0 +18.0% $121.50 +1.0%
548 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,774.0 $516K 0.01% +47.0 +2.7% $290.72 -9.9%
549 SAN BANCO SANTANDER SA Financial Services 37,127.0 $515K 0.01% -6K -13.1% $13.87 +4.9%
550 FCFS FIRSTCASH HOLDINGS INC Financial Services 2,348.0 $513K 0.01% $218.61 +2.5%
551 JPIE J P MORGAN EXCHANGE TRADED F 11,163.0 $512K 0.01% +150.0 +1.4% $45.87 +0.1%
552 CAVA CAVA GROUP INC Consumer Cyclical 7,085.0 $511K 0.01% -193.0 -2.6% $72.18 -7.2%
553 WAL WESTERN ALLIANCE BANCORP Financial Services 6,326.0 $510K 0.01% +400.0 +6.8% $80.69 -2.5%
554 STLD STEEL DYNAMICS INC Basic Materials 2,221.0 $507K 0.01% +240.0 +12.1% $228.44 +3.2%
555 BSCT INVESCO EXCH TRD SLF IDX FD 26,650.0 $495K 0.01% NEW $18.56 -0.2%
556 XLY SELECT SECTOR SPDR TR 4,218.0 $495K 0.01% $117.24 -1.2%
557 LPLA LPL FINL HLDGS INC Financial Services 1,554.0 $493K 0.01% $317.04 +13.9%
558 CSGP COSTAR GROUP INC Real Estate 17,302.0 $491K 0.01% NEW $28.39 +10.4%
559 PHM PULTE GROUP INC Consumer Cyclical 3,904.0 $487K 0.01% +615.0 +18.7% $124.76 +1.6%
560 PWV INVESCO EXCHANGE TRADED FD T 6,223.0 $485K 0.01% $77.92 +4.6%
Page 28 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%