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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 45 of 48  ·  952 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 HRB BLOCK H & R INC Consumer Cyclical 5,538.0 $219K 0.01% NEW $39.59 +33.0%
882 SCHP SCHWAB STRATEGIC TR 8,351.0 $219K 0.01% -12K -59.2% $26.23 -0.7%
883 REGCO REGENCY CTRS CORP 2,749.0 $219K 0.01% +93.0 +3.5% $79.63
884 HSY HERSHEY CO Consumer Defensive 1,260.0 $219K 0.01% -256.0 -16.9% $173.73 +6.7%
885 AN AUTONATION INC Consumer Cyclical 1,117.0 $219K 0.01% +25.0 +2.3% $195.80 +0.4%
886 ROP ROPER TECHNOLOGIES INC Industrials 613.0 $218K 0.01% -34.0 -5.3% $355.92 +16.1%
887 EQH EQUITABLE HLDGS INC Financial Services 4,617.0 $217K 0.01% NEW $47.00 +6.1%
888 ALLY ALLY FINL INC Financial Services 4,748.0 $216K 0.01% NEW $45.59 -6.7%
889 HEI HEICO CORP NEW Industrials 613.0 $215K 0.01% NEW $350.92 -1.4%
890 KDP KEURIG DR PEPPER INC Consumer Defensive 6,775.0 $215K 0.01% NEW $31.67 +1.7%
891 SHC SOTERA HEALTH CO Healthcare 11,616.0 $214K 0.01% +473.0 +4.2% $18.42 +6.1%
892 VOOG VANGUARD ADMIRAL FDS INC 2,568.0 $214K 0.01% NEW $83.31 +0.0%
893 PODD INSULET CORP Healthcare 1,326.0 $214K 0.01% -418.0 -24.0% $161.28 -11.1%
894 PSA PUBLIC STORAGE Real Estate 667.0 $214K 0.01% NEW $320.56 -1.0%
895 DTE DTE ENERGY CO Utilities 1,421.0 $214K 0.01% NEW $150.32 -8.4%
896 FERG FERGUSON ENTERPRISES INC Industrials 928.0 $211K 0.01% -16.0 -1.7% $227.56 +3.6%
897 ATO ATMOS ENERGY CORP Utilities 1,196.0 $211K 0.01% +55.0 +4.8% $176.21 -3.8%
898 EGP EASTGROUP PPTYS INC Real Estate 1,002.0 $210K 0.01% NEW $209.55 -4.2%
899 GSK GSK PLC Healthcare 3,977.0 $210K 0.01% $52.79 -2.6%
900 STE STERIS PLC Healthcare 971.0 $210K 0.01% -227.0 -18.9% $216.00 +9.6%
Page 45 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%