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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 47 of 48  ·  952 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 SWKS SKYWORKS SOLUTIONS INC Technology 3,321.0 $201K 0.01% NEW $60.38 +10.4%
922 MANH MANHATTAN ASSOCIATES INC Technology 1,294.0 $200K 0.01% NEW $154.90 +46.0%
923 MPT MEDICAL PROPERTIES TRUST INC Financial Services 44,442.0 $200K 0.01% -28K -38.3% $4.51 -10.1%
924 FVD FIRST TR EXCHANGE-TRADED FD 4,091.0 $200K 0.01% NEW $48.99 +3.3%
925 RVT ROYCE SMALL CAP TRUST INC Financial Services 11,023.0 $200K 0.01% $18.11 +3.6%
926 VSTS VESTIS CORPORATION Industrials 13,544.0 $197K 0.01% $14.53 -11.5%
927 RMT ROYCE MICRO-CAP TR INC Financial Services 13,886.0 $196K 0.01% $14.09 +1.0%
928 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 12,147.0 $188K 0.01% -1K -10.8% $15.50 -17.0%
929 FMC FMC CORP Basic Materials 16,628.0 $181K 0.01% NEW $10.91 -0.1%
930 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 17,451.0 $179K 0.01% NEW $10.28 +12.0%
931 CAG CONAGRA BRANDS INC Consumer Defensive 12,326.0 $170K 0.01% NEW $13.83 +15.4%
932 LYG LLOYDS BANKING GROUP PLC Financial Services 27,983.0 $168K 0.01% -5K -16.2% $6.00 -1.4%
933 VRRM VERRA MOBILITY CORP Technology 40,329.0 $166K 0.01% NEW $4.12 +9.8%
934 QS QUANTUMSCAPE CORP Consumer Cyclical 24,919.0 $164K 0.00% +2K +8.9% $6.58 -11.9%
935 LWLG LIGHTWAVE LOGIC INC Basic Materials 21,500.0 $147K 0.00% NEW $6.83 -12.2%
936 OGN ORGANON & CO Healthcare 10,055.0 $136K 0.00% NEW $13.52 +1.8%
937 ATAIBECKLEY INC 25,000.0 $129K 0.00% $5.17
938 SNAP SNAP INC Communication Services 27,571.0 $129K 0.00% $4.68 +16.6%
939 TSLA CALL TESLA INC Consumer Cyclical 300.0 $122K 0.00% NEW $407.76 -13.4%
940 HUN HUNTSMAN CORP Basic Materials 10,862.0 $121K 0.00% NEW $11.13 -14.2%
Page 47 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%