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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 31 of 48  ·  952 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 TXG 10X GENOMICS INC Healthcare 10,144.0 $433K 0.01% -902.0 -8.2% $42.73 +51.8%
602 NFG NATIONAL FUEL GAS CO Energy 5,476.0 $433K 0.01% NEW $79.10 +4.8%
603 SPTI SPDR SERIES TRUST 15,354.0 $433K 0.01% -4K -20.8% $28.19 -0.2%
604 MOH MOLINA HEALTHCARE INC Healthcare 1,852.0 $432K 0.01% NEW $233.31 -14.8%
605 VGLT VANGUARD SCOTTSDALE FDS 7,971.0 $431K 0.01% -1K -11.9% $54.05 -1.3%
606 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,486.0 $430K 0.01% +604.0 +68.5% $289.65 +17.2%
607 ULTA ULTA BEAUTY INC Consumer Cyclical 912.0 $428K 0.01% -74.0 -7.5% $469.20 +15.1%
608 DVA DAVITA INC Healthcare 1,838.0 $428K 0.01% -134.0 -6.8% $232.80 -23.2%
609 RPRX ROYALTY PHARMA PLC Healthcare 7,557.0 $426K 0.01% +492.0 +7.0% $56.43 +9.7%
610 UI UBIQUITI INC Technology 771.0 $425K 0.01% +45.0 +6.2% $550.99 +7.6%
611 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 5,421.0 $425K 0.01% $78.36 +16.8%
612 CLOI VANECK ETF TRUST 8,025.0 $423K 0.01% +98.0 +1.2% $52.73 +0.4%
613 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,413.0 $422K 0.01% +191.0 +15.6% $298.76 -20.8%
614 AXS AXIS CAP HLDGS LTD Financial Services 3,712.0 $420K 0.01% +930.0 +33.4% $113.06 -12.4%
615 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 16,258.0 $418K 0.01% -2K -11.1% $25.69 +11.7%
616 THC TENET HEALTHCARE CORP Healthcare 2,037.0 $416K 0.01% -180.0 -8.1% $204.25 +31.1%
617 DVY ISHARES TR 2,606.0 $416K 0.01% $159.46 +2.8%
618 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,534.0 $415K 0.01% -221.0 -12.6% $270.83 +17.8%
619 GEM GOLDMAN SACHS ETF TR 8,136.0 $415K 0.01% $51.04 +1.0%
620 BR BROADRIDGE FINL SOLUTIONS IN Technology 2,815.0 $415K 0.01% +705.0 +33.4% $147.47 +24.1%
Page 31 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%