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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 46 of 48  ·  952 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 RIO RIO TINTO PLC Basic Materials 2,300.0 $208K 0.01% -380.0 -14.2% $90.52 +15.7%
902 SNEX STONEX GROUP INC Financial Services 1,768.0 $208K 0.01% NEW $117.72 -41.2%
903 NNN NNN REIT INC Real Estate 4,450.0 $208K 0.01% NEW $46.77 -2.4%
904 MTUM ISHARES TR 646.0 $208K 0.01% NEW $321.97 -5.6%
905 MSTR STRATEGY INC Technology 2,194.0 $208K 0.01% -3K -53.8% $94.65 +30.2%
906 SEIC SEI INVTS CO Financial Services 2,174.0 $208K 0.01% NEW $95.45 +16.1%
907 BDX BECTON DICKINSON & CO Healthcare 1,354.0 $206K 0.01% NEW $151.95 +25.2%
908 SGOL ETFS GOLD TR Financial Services 5,253.0 $205K 0.01% $39.12 +11.8%
909 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 3,942.0 $205K 0.01% NEW $52.09 +2.0%
910 ISHARES TR 4,128.0 $205K 0.01% NEW $49.56
911 LFUS LITTELFUSE INC Technology 491.0 $204K 0.01% NEW $415.16 +0.9%
912 TEAM ATLASSIAN CORPORATION Technology 2,291.0 $204K 0.01% NEW $88.86 +89.6%
913 AGX ARGAN INC Industrials 322.0 $203K 0.01% NEW $630.32 -27.8%
914 Z ZILLOW GROUP INC Communication Services 6,296.0 $203K 0.01% +1K +24.3% $32.19 +8.6%
915 IQVIA HLDGS INC 975.0 $203K 0.01% NEW $207.85
916 CFR CULLEN FROST BANKERS INC Financial Services 1,288.0 $202K 0.01% NEW $156.89 +4.1%
917 LYFT LYFT INC Technology 12,875.0 $201K 0.01% +977.0 +8.2% $15.61 +11.4%
918 SHYG ISHARES TR 4,759.0 $201K 0.01% -3K -36.5% $42.22 +0.3%
919 WTRG ESSENTIAL UTILS INC Utilities 5,207.0 $201K 0.01% NEW $38.58 +5.7%
920 MORGAN STANLEY PATHWAY FDS 3,377.0 $201K 0.01% NEW $59.47
Page 46 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%