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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 40 of 42  ·  838 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 FRONTVIEW REIT INC 13,414.0 $218K 0.01% $16.22
782 BTI BRITISH AMERN TOB PLC Consumer Defensive 3,627.0 $217K 0.01% NEW $59.95 +9.0%
783 ATO ATMOS ENERGY CORP Utilities 1,141.0 $216K 0.01% NEW $189.67 -6.3%
784 J JACOBS SOLUTIONS INC Industrials 1,649.0 $216K 0.01% NEW $131.16 -12.6%
785 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,228.0 $216K 0.01% +163.0 +7.9% $96.99 +2.2%
786 UCTT ULTRA CLEAN HLDGS INC Technology 3,145.0 $216K 0.01% NEW $68.65 +22.4%
787 PCTY PAYLOCITY HLDG CORP Technology 2,102.0 $215K 0.01% +529.0 +33.6% $102.42 +10.3%
788 AN AUTONATION INC Consumer Cyclical 1,092.0 $215K 0.01% +125.0 +12.9% $196.91 -3.5%
789 LYV LIVE NATION ENTERTAINMENT IN Communication Services 1,300.0 $213K 0.01% NEW $163.56 +1.2%
790 QUS SPDR SERIES TRUST 1,205.0 $213K 0.01% $176.45 +5.6%
791 XPLR INFRASTRUCTURE LP 20,557.0 $213K 0.01% $10.34
792 NXPI NXP SEMICONDUCTORS N V Technology 1,037.0 $212K 0.01% +40.0 +4.0% $204.27 +54.9%
793 STAG STAG INDUSTRIAL INC Real Estate 5,565.0 $211K 0.01% +158.0 +2.9% $37.97 +0.5%
794 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 21,731.0 $211K 0.01% NEW $9.72 +7.1%
795 RB GLOBAL INC 2,116.0 $211K 0.01% +125.0 +6.3% $99.81
796 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,079.0 $211K 0.01% +76.0 +7.6% $195.67 +4.0%
797 MOOG INC 673.0 $211K 0.01% NEW $313.29
798 Z ZILLOW GROUP INC Communication Services 5,065.0 $210K 0.01% -1K -18.3% $41.43 -12.3%
799 AMG AFFILIATED MANAGERS GROUP Financial Services 732.0 $210K 0.01% +61.0 +9.1% $286.48 +5.4%
800 UA UNDER ARMOUR INC Consumer Cyclical 35,639.0 $209K 0.01% $5.87 -8.0%
Page 40 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%