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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 29 of 48  ·  952 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 EXPAND ENERGY CORPORATION 5,547.0 $484K 0.01% -121.0 -2.1% $87.25
562 XPO XPO INC Industrials 2,322.0 $483K 0.01% +145.0 +6.7% $207.88 -7.8%
563 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 5,992.0 $483K 0.01% -304.0 -4.8% $80.54 -9.0%
564 INGERSOLL RAND INC 6,118.0 $482K 0.01% -387.0 -6.0% $78.85
565 FNDA SCHWAB STRATEGIC TR 12,874.0 $482K 0.01% -4K -22.1% $37.43 +0.5%
566 MDT MEDTRONIC PLC Healthcare 5,701.0 $478K 0.01% -1K -19.0% $83.87 +7.3%
567 MAS MASCO CORP Industrials 6,138.0 $478K 0.01% +1K +29.0% $77.84 -6.5%
568 NTRA NATERA INC Healthcare 1,768.0 $477K 0.01% +177.0 +11.1% $269.95 +25.5%
569 EVRG EVERGY INC Utilities 5,562.0 $477K 0.01% +575.0 +11.5% $85.71 -5.0%
570 SOFI SOFI TECHNOLOGIES INC Financial Services 25,195.0 $473K 0.01% +3K +14.2% $18.78 +2.1%
571 EXEL EXELIXIS INC Healthcare 8,342.0 $471K 0.01% +979.0 +13.3% $56.50 -2.2%
572 NDAQ NASDAQ INC Financial Services 5,350.0 $471K 0.01% +45.0 +0.8% $88.07 +12.8%
573 AMT AMERICAN TOWER CORP Real Estate 2,793.0 $471K 0.01% -213.0 -7.1% $168.56 +3.3%
574 DGS WISDOMTREE TR 7,239.0 $468K 0.01% $64.71 -0.2%
575 COIN COINBASE GLOBAL INC Financial Services 2,944.0 $468K 0.01% -1K -31.7% $159.05 +19.9%
576 CPB THE CAMPBELLS COMPANY Consumer Defensive 21,069.0 $465K 0.01% NEW $22.07 +5.5%
577 JBL JABIL INC Technology 1,403.0 $463K 0.01% +92.0 +7.0% $330.29 -5.5%
578 FDS FACTSET RESH SYS INC Financial Services 1,872.0 $463K 0.01% +507.0 +37.1% $247.12 +23.2%
579 VFH VANGUARD WORLD FD 3,354.0 $458K 0.01% +28.0 +0.8% $136.46 +3.7%
580 SHOP SHOPIFY INC Technology 3,734.0 $458K 0.01% -1K -23.8% $122.54 +25.9%
Page 29 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%