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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 42 of 48  ·  952 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 IYY ISHARES TR 1,363.0 $251K 0.01% $183.94 +1.4%
822 FNDB SCHWAB STRATEGIC TR 8,150.0 $250K 0.01% $30.71 +3.5%
823 CWEN CLEARWAY ENERGY INC Utilities 7,429.0 $250K 0.01% NEW $33.67 -3.6%
824 MFG MIZUHO FINANCIAL GROUP INC Financial Services 23,865.0 $250K 0.01% -3K -10.1% $10.48 -0.3%
825 UAA UNDER ARMOUR INC Consumer Cyclical 36,809.0 $250K 0.01% -3K -6.4% $6.79 -24.2%
826 XPLR INFRASTRUCTURE LP 20,557.0 $250K 0.01% $12.15
827 SLYG SPDR SERIES TRUST 2,147.0 $250K 0.01% $116.31 -0.5%
828 OPCH OPTION CARE HEALTH INC Healthcare 11,568.0 $250K 0.01% NEW $21.57 +11.5%
829 THG HANOVER INS GROUP INC Financial Services 1,164.0 $249K 0.01% NEW $214.01 +6.7%
830 TDC TERADATA CORP DEL Technology 7,383.0 $249K 0.01% NEW $33.74 -19.8%
831 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 5,297.0 $248K 0.01% NEW $46.88 -7.3%
832 MMCA NEW YORK LIFE INVTS ACTIVE E 11,448.0 $248K 0.01% $21.68 -0.9%
833 CRUS CIRRUS LOGIC INC Technology 1,644.0 $247K 0.01% +106.0 +6.9% $150.36 -26.6%
834 IVLU ISHARES TR 5,802.0 $247K 0.01% -5K -47.8% $42.56 +4.4%
835 NI NISOURCE INC Utilities 5,260.0 $247K 0.01% +510.0 +10.7% $46.90 -12.3%
836 YDEC FIRST TR EXCHNG TRADED FD VI 8,870.0 $245K 0.01% $27.67 +2.2%
837 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 12,495.0 $245K 0.01% -2K -16.3% $19.61 -12.9%
838 IWP ISHARES TR 1,717.0 $245K 0.01% $142.54 -0.1%
839 ETSY INC 3,002.0 $243K 0.01% NEW $81.05
840 KIM KIMCO REALTY CORP Real Estate 9,763.0 $243K 0.01% NEW $24.88 -3.4%
Page 42 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%