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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 39 of 42  ·  838 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 ROP ROPER TECHNOLOGIES INC Industrials 647.0 $230K 0.01% -326.0 -33.5% $355.87 -8.1%
762 LEIDOS HOLDINGS INC 1,432.0 $230K 0.01% +261.0 +22.3% $160.67
763 SHV ISHARES TR 2,088.0 $230K 0.01% $110.15 +0.1%
764 NI NISOURCE INC Utilities 4,750.0 $228K 0.01% NEW $48.10 -0.5%
765 FNDB SCHWAB STRATEGIC TR 8,150.0 $228K 0.01% NEW $28.03 +7.2%
766 MKL MARKEL GROUP INC Financial Services 117.0 $228K 0.01% +5.0 +4.5% $1952.34 -4.8%
767 IWP ISHARES TR 1,716.0 $228K 0.01% $132.74 +5.1%
768 GSK GSK PLC Healthcare 3,966.0 $228K 0.01% NEW $57.37 -10.4%
769 BROS DUTCH BROS INC Consumer Cyclical 4,045.0 $224K 0.01% +650.0 +19.1% $55.50 -6.1%
770 IYY ISHARES TR 1,363.0 $224K 0.01% $164.69 +9.9%
771 MTCH MATCH GROUP INC NEW Communication Services 6,851.0 $224K 0.01% NEW $32.70 +9.5%
772 PR PERMIAN RESOURCES CORP Energy 10,860.0 $223K 0.01% NEW $20.56 -0.6%
773 OVV OVINTIV INC Energy 3,927.0 $223K 0.01% NEW $56.78 +3.5%
774 EXR EXTRA SPACE STORAGE INC Real Estate 1,616.0 $223K 0.01% NEW $137.77 +4.0%
775 LNT ALLIANT ENERGY CORP Utilities 3,046.0 $222K 0.01% NEW $72.99 +1.3%
776 PRFZ INVESCO EXCHANGE TRADED FD T 4,631.0 $222K 0.01% -115.0 -2.4% $47.91 +6.8%
777 FOX FOX CORP Communication Services 4,059.0 $221K 0.01% -155.0 -3.7% $54.48 +5.1%
778 SGOV ISHARES TR 2,196.0 $221K 0.01% $100.45 +0.2%
779 SLYG SPDR SERIES TRUST 2,147.0 $219K 0.01% $102.09 +5.9%
780 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1,641.0 $218K 0.01% +18.0 +1.1% $133.15 +17.7%
Page 39 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%