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Portfolio (Quarterly) Guide ↗

Wedmont Private Capital

· CIK 0001904274
13F Portfolio $3.1B AUM 838 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 89 New 430 Added 211 Reduced 57 Exited
Page 38 of 42  ·  838 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 UNILEVER PLC 4,136.0 $241K 0.01% -2K -29.4% $58.25
742 YDEC FIRST TR EXCHNG TRADED FD VI 8,870.0 $239K 0.01% NEW $26.96 +1.2%
743 FFIV F5 INC Technology 783.0 $239K 0.01% NEW $304.76 +29.2%
744 SPBO SPDR SERIES TRUST 8,186.0 $238K 0.01% +102.0 +1.3% $29.12 -0.8%
745 CRUS CIRRUS LOGIC INC Technology 1,538.0 $238K 0.01% NEW $154.82 +10.6%
746 CHRW C H ROBINSON WORLDWIDE IN Industrials 1,380.0 $238K 0.01% NEW $172.42 +1.0%
747 CLH CLEAN HARBORS INC Industrials 784.0 $237K 0.01% NEW $302.58 -5.2%
748 MRNA MODERNA INC Healthcare 4,549.0 $237K 0.01% NEW $52.10 -10.0%
749 SGOL ETFS GOLD TR Financial Services 5,253.0 $237K 0.01% $45.07 -4.7%
750 BNDW VANGUARD SCOTTSDALE FDS 3,441.0 $236K 0.01% -125.0 -3.5% $68.56 -0.7%
751 MDB MONGODB INC Technology 942.0 $236K 0.01% +87.0 +10.2% $250.32 +30.3%
752 UAA UNDER ARMOUR INC Consumer Cyclical 39,316.0 $236K 0.01% +3K +9.3% $5.99 -8.2%
753 FERG FERGUSON ENTERPRISES INC Industrials 944.0 $235K 0.01% +13.0 +1.4% $249.12 -10.4%
754 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 2,492.0 $235K 0.01% -114.0 -4.4% $94.18 +10.3%
755 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 3,262.0 $234K 0.01% NEW $71.72 +8.1%
756 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 4,084.0 $234K 0.01% NEW $57.20 -5.4%
757 TRMB TRIMBLE INC Technology 3,500.0 $234K 0.01% -284.0 -7.5% $66.74 -15.6%
758 MFG MIZUHO FINANCIAL GROUP INC Financial Services 26,540.0 $234K 0.01% -1K -5.2% $8.80 +5.9%
759 IDEQ LAZARD ACTIVE ETF TR 6,905.0 $233K 0.01% NEW $33.68 +2.8%
760 MHK MOHAWK INDS INC Consumer Cyclical 2,293.0 $232K 0.01% -613.0 -21.1% $100.98 +1.4%
Page 38 of 42  ·  838 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 32.9%
Financial Services 15.0%
Communication Services 13.2%
Consumer Cyclical 9.0%
Healthcare 8.6%
Industrials 7.7%
Consumer Defensive 4.1%
Energy 3.7%
Utilities 2.9%
Basic Materials 1.9%