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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 40 of 48  ·  952 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 HEICO CORP NEW 1,073.0 $273K 0.01% NEW $254.07
782 ALB ALBEMARLE CORP Basic Materials 2,154.0 $272K 0.01% +314.0 +17.1% $126.05 +6.9%
783 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4,188.0 $271K 0.01% -1K -24.1% $64.71 +13.2%
784 RB GLOBAL INC 2,489.0 $269K 0.01% +373.0 +17.6% $108.13
785 FSLR FIRST SOLAR INC Energy 1,179.0 $269K 0.01% NEW $227.83 -7.4%
786 FRHC FREEDOM HOLDING CORP Financial Services 1,613.0 $268K 0.01% NEW $166.09 +1.8%
787 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,311.0 $268K 0.01% +232.0 +21.5% $204.27 +4.9%
788 EWC ISHARES INC 4,558.0 $267K 0.01% $58.65 +5.8%
789 FTRE FORTREA HLDGS INC Healthcare 14,956.0 $266K 0.01% -694.0 -4.4% $17.76 +8.2%
790 VTP VANGUARD MALVERN FDS 3,512.0 $265K 0.01% +46.0 +1.3% $75.48 +0.2%
791 TROW PRICE T ROWE GROUP INC Financial Services 2,236.0 $265K 0.01% NEW $118.55 -4.7%
792 XYL XYLEM INC Industrials 2,183.0 $265K 0.01% -394.0 -15.3% $121.20 -7.7%
793 BEN FRANKLIN RESOURCES INC Financial Services 7,874.0 $264K 0.01% NEW $33.50 +5.2%
794 RWR SPDR SERIES TRUST 2,315.0 $264K 0.01% NEW $113.87 -0.0%
795 NEU NEWMARKET CORP Basic Materials 345.0 $264K 0.01% NEW $763.91 +20.5%
796 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 3,590.0 $263K 0.01% NEW $73.31 +1.9%
797 ROKU ROKU INC Communication Services 1,863.0 $262K 0.01% NEW $140.69 +12.5%
798 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,954.0 $262K 0.01% NEW $88.60 -15.1%
799 WCC WESCO INTL INC Industrials 781.0 $262K 0.01% NEW $335.02 +4.4%
800 BLUE OWL CAPITAL CORPORATION 23,818.0 $261K 0.01% +9K +64.9% $10.96
Page 40 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%