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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 38 of 48  ·  952 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 DVYE ISHARES INC 8,990.0 $299K 0.01% +579.0 +6.9% $33.25 +6.0%
742 EWJ ISHARES INC 3,153.0 $298K 0.01% $94.55 +1.4%
743 DDEC FIRST TR EXCHNG TRADED FD VI 6,250.0 $298K 0.01% $47.65 +1.6%
744 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1,676.0 $297K 0.01% +35.0 +2.1% $177.11 -12.0%
745 CRS CARPENTER TECHNOLOGY CORP Industrials 513.0 $297K 0.01% NEW $578.61 -15.2%
746 ON ON SEMICONDUCTOR CORP Technology 3,084.0 $296K 0.01% NEW $95.96 -22.0%
747 BCS BARCLAYS PLC Financial Services 10,713.0 $294K 0.01% -835.0 -7.2% $27.48 -2.2%
748 LEN LENNAR CORP Consumer Cyclical 3,460.0 $292K 0.01% +157.0 +4.8% $84.27 +1.0%
749 LMUB ISHARES TR 5,725.0 $291K 0.01% NEW $50.86 -2.9%
750 RF REGIONS FINANCIAL CORP NEW Financial Services 9,344.0 $290K 0.01% +418.0 +4.7% $31.02 -2.0%
751 CORT CORCEPT THERAPEUTICS INC Healthcare 3,139.0 $288K 0.01% NEW $91.88 +27.3%
752 ESS ESSEX PPTY TR INC Real Estate 979.0 $287K 0.01% NEW $293.55 -4.4%
753 NZF NUVEEN MUN CR INCOME FD Financial Services 22,779.0 $287K 0.01% NEW $12.60 -2.9%
754 TOL TOLL BROTHERS INC Consumer Cyclical 1,918.0 $287K 0.01% NEW $149.49 -2.9%
755 BXSL BLACKSTONE SECD LENDING FD Financial Services 12,232.0 $287K 0.01% NEW $23.44 +5.5%
756 AER AERCAP HOLDINGS NV Industrials 1,913.0 $287K 0.01% -16.0 -0.8% $149.87 -1.3%
757 TM TOYOTA MOTOR CORP Consumer Cyclical 1,618.0 $285K 0.01% -650.0 -28.7% $176.45 +8.8%
758 WYNN WYNN RESORTS LTD Consumer Cyclical 2,845.0 $284K 0.01% +154.0 +5.7% $99.77 -6.2%
759 NVT NVENT ELEC PLC Industrials 1,762.0 $283K 0.01% NEW $160.73 -3.2%
760 CLH CLEAN HARBORS INC Industrials 930.0 $283K 0.01% +146.0 +18.6% $304.13 +2.5%
Page 38 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%