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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 39 of 48  ·  952 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 AMG AFFILIATED MANAGERS GROUP Financial Services 771.0 $283K 0.01% +39.0 +5.3% $366.41 +1.1%
762 EFAV ISHARES TR 3,152.0 $282K 0.01% $89.61 +4.9%
763 BP BP PLC Energy 7,158.0 $281K 0.01% -2K -17.4% $39.20 +8.0%
764 DFGR DIMENSIONAL ETF TRUST 9,585.0 $280K 0.01% -1K -10.9% $29.23 +0.2%
765 FRONTVIEW REIT INC 13,414.0 $279K 0.01% $20.83
766 RITM RITHM CAPITAL CORP Real Estate 30,373.0 $279K 0.01% +817.0 +2.8% $9.18 +9.0%
767 FEDEX FGHT HLDG CO INC 1,864.0 $279K 0.01% NEW $149.53
768 AUR AURORA INNOVATION INC Technology 43,673.0 $279K 0.01% +2K +5.1% $6.38 -10.8%
769 ET ENERGY TRANSFER L P Energy 14,142.0 $278K 0.01% -10K -41.8% $19.66 +8.8%
770 ADBE ADOBE INC Technology 1,231.0 $275K 0.01% -981.0 -44.4% $223.65 +29.3%
771 SONY SONY GROUP CORP Technology 13,203.0 $275K 0.01% -5K -28.7% $20.85 +15.4%
772 FOX FOX CORP 5,644.0 $275K 0.01% +2K +39.0% $48.75
773 TMFM RBB FD INC 12,570.0 $274K 0.01% $21.82 +7.4%
774 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,299.0 $274K 0.01% NEW $119.26 -3.6%
775 FNDC SCHWAB STRATEGIC TR 5,610.0 $274K 0.01% -976.0 -14.8% $48.85 +5.4%
776 MOOG INC 673.0 $274K 0.01% $407.18
777 R RYDER SYS INC Industrials 1,018.0 $274K 0.01% +97.0 +10.5% $268.92 -7.7%
778 FLEX FLEX LTD Technology 2,014.0 $274K 0.01% NEW $135.80 -15.1%
779 NIQ GLOBAL INTELLIGENCE PLC 24,310.0 $273K 0.01% NEW $11.25
780 DUPONT DE NEMOURS INC 2,026.0 $273K 0.01% NEW $134.68
Page 39 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%