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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 35 of 48  ·  952 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 VALE VALE S A Basic Materials 24,204.0 $350K 0.01% -2K -6.4% $14.46 +5.9%
682 ING ING GROEP N.V. Financial Services 10,788.0 $349K 0.01% -1K -9.4% $32.39 +8.4%
683 FICO FAIR ISAAC CORP Technology 279.0 $349K 0.01% +42.0 +17.7% $1250.90 -7.5%
684 DFAU DIMENSIONAL ETF TRUST 6,659.0 $347K 0.01% $52.18 +2.2%
685 PNW PINNACLE WEST CAP CORP Utilities 3,202.0 $346K 0.01% +146.0 +4.8% $108.13 -9.5%
686 CAR AVIS BUDGET GROUP INC Industrials 2,215.0 $346K 0.01% -221.0 -9.1% $156.19 -10.7%
687 KNSL KINSALE CAP GROUP INC Financial Services 1,015.0 $346K 0.01% NEW $340.58 +12.1%
688 ESGU ISHARES TR 2,086.0 $346K 0.01% NEW $165.68 +2.2%
689 MTCH MATCH GROUP INC NEW Communication Services 8,881.0 $345K 0.01% +2K +29.6% $38.85 +6.1%
690 PNR PENTAIR PLC Industrials 4,516.0 $344K 0.01% +338.0 +8.1% $76.19 -18.5%
691 PEY INVESCO EXCHANGE TRADED FD T 14,488.0 $343K 0.01% -4K -23.3% $23.71 +5.7%
692 ENTG ENTEGRIS INC Technology 2,361.0 $343K 0.01% +34.0 +1.5% $145.35 -0.0%
693 ECG EVERUS CONSTR GROUP Industrials 2,505.0 $342K 0.01% +452.0 +22.0% $136.68 -11.4%
694 CPRT COPART INC Industrials 12,427.0 $342K 0.01% -2K -12.6% $27.52 +19.1%
695 EFG ISHARES TR 2,782.0 $341K 0.01% -87.0 -3.0% $122.65 +2.5%
696 OTIS OTIS WORLDWIDE CORP Industrials 4,647.0 $340K 0.01% -933.0 -16.7% $73.09 -2.2%
697 MELI MERCADOLIBRE INC Consumer Cyclical 183.0 $339K 0.01% +24.0 +15.1% $1853.02 +4.2%
698 HII HUNTINGTON INGALLS INDS INC Industrials 1,178.0 $337K 0.01% -16.0 -1.3% $286.10 +3.9%
699 UCTT ULTRA CLEAN HLDGS INC Technology 3,145.0 $334K 0.01% $106.27 -29.7%
700 CG CARLYLE GROUP INC Financial Services 7,433.0 $332K 0.01% +295.0 +4.1% $44.71 +10.1%
Page 35 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%