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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 37 of 48  ·  952 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 ERIE ERIE INDTY CO Financial Services 1,252.0 $315K 0.01% NEW $251.81 +3.0%
722 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 3,918.0 $315K 0.01% +656.0 +20.1% $80.41 -1.6%
723 LINE LINEAGE INC Real Estate 7,298.0 $315K 0.01% -962.0 -11.7% $43.12 -8.3%
724 VPU VANGUARD WORLD FD 1,604.0 $315K 0.01% $196.16 -4.8%
725 PAYX PAYCHEX INC Industrials 2,921.0 $314K 0.01% +140.0 +5.0% $107.53 +17.6%
726 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 12,111.0 $312K 0.01% -2K -14.8% $25.74 -1.2%
727 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 2,771.0 $311K 0.01% +279.0 +11.2% $112.24 -0.1%
728 LH LABCORP HOLDINGS INC Healthcare 1,115.0 $309K 0.01% +78.0 +7.5% $276.81 +21.6%
729 AEE AMEREN CORP Utilities 2,729.0 $308K 0.01% +150.0 +5.8% $112.94 -5.5%
730 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 3,471.0 $306K 0.01% +72.0 +2.1% $88.05 +2.8%
731 NXPI NXP SEMICONDUCTORS N V Technology 1,045.0 $305K 0.01% +8.0 +0.8% $292.26 -22.7%
732 SHYD VANECK ETF TRUST 13,315.0 $304K 0.01% $22.83 -0.5%
733 MHK MOHAWK INDS INC Consumer Cyclical 2,763.0 $304K 0.01% +470.0 +20.5% $109.97 +18.0%
734 SNA SNAP ON INC Industrials 755.0 $303K 0.01% +48.0 +6.8% $401.98 -1.5%
735 SOUTHSTATE BK CORP 3,040.0 $303K 0.01% +185.0 +6.5% $99.69
736 ARES ARES MANAGEMENT CORPORATION Financial Services 2,474.0 $301K 0.01% NEW $121.81 +16.9%
737 IP INTERNATIONAL PAPER CO Consumer Cyclical 7,927.0 $301K 0.01% NEW $37.93 +5.1%
738 WAT WATERS CORP Healthcare 796.0 $300K 0.01% NEW $376.43 +11.9%
739 PPL PPL CORP Utilities 8,372.0 $300K 0.01% +522.0 +6.7% $35.78 -3.7%
740 STAG STAG INDUSTRIAL INC Real Estate 7,680.0 $299K 0.01% +2K +38.0% $38.98 -4.9%
Page 37 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%