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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 33 of 48  ·  952 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 TEL TE CONNECTIVITY PLC Technology 1,991.0 $399K 0.01% $200.36 +1.3%
642 LSCC LATTICE SEMICONDUCTOR CORP Technology 2,899.0 $398K 0.01% +81.0 +2.9% $137.44 -12.3%
643 RBC RBC BEARINGS INC Industrials 667.0 $397K 0.01% +32.0 +5.0% $595.49 -14.5%
644 MTZ MASTEC INC Industrials 1,052.0 $392K 0.01% +73.0 +7.5% $372.89 -32.7%
645 IONS IONIS PHARMACEUTICALS INC Healthcare 6,723.0 $392K 0.01% +159.0 +2.4% $58.25 +7.2%
646 NTRS NORTHERN TR CORP Financial Services 2,129.0 $391K 0.01% +255.0 +13.6% $183.55 +1.5%
647 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 566.0 $390K 0.01% $689.72 +1.3%
648 TOTALENERGIES SE 4,966.0 $390K 0.01% -1K -19.7% $78.50
649 LIBERTY CAP CORP 17,246.0 $387K 0.01% NEW $22.44
650 PCG PG&E CORP Utilities 22,395.0 $385K 0.01% +186.0 +0.8% $17.17 +4.5%
651 FE FIRSTENERGY CORP Utilities 8,018.0 $384K 0.01% -495.0 -5.8% $47.92 -3.5%
652 Q QNITY ELECTRONICS INC Technology 2,666.0 $383K 0.01% +795.0 +42.5% $143.80 -12.1%
653 PSK SPDR SERIES TRUST 12,604.0 $383K 0.01% +218.0 +1.8% $30.40 -1.8%
654 WDAY WORKDAY INC Technology 2,751.0 $382K 0.01% +566.0 +25.9% $138.95 +39.3%
655 QTUM ETF SER SOLUTIONS 2,463.0 $380K 0.01% NEW $154.47 -2.3%
656 NRG NRG ENERGY INC Utilities 2,708.0 $380K 0.01% +38.0 +1.4% $140.44 -18.5%
657 RNR RENAISSANCERE HLDGS LTD Financial Services 1,205.0 $380K 0.01% +36.0 +3.1% $314.99 +4.9%
658 BHP BHP BILLITON LIMITED Basic Materials 4,645.0 $379K 0.01% -958.0 -17.1% $81.69 +18.0%
659 DTM DT MIDSTREAM INC Energy 2,598.0 $377K 0.01% -837.0 -24.4% $145.18 -9.3%
660 CRH PLC 3,600.0 $377K 0.01% -289.0 -7.4% $104.71
Page 33 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%