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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 48 of 48  ·  952 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 PTON PELOTON INTERACTIVE INC Consumer Cyclical 17,009.0 $100K 0.00% $5.86 -8.5%
942 MU CALL MICRON TECHNOLOGY INC Technology 100.0 $98K 0.00% NEW $979.30 -4.2%
943 MU PUT MICRON TECHNOLOGY INC Technology 100.0 $98K 0.00% NEW $979.30 -4.2%
944 FLO FLOWERS FOODS INC Consumer Defensive 11,713.0 $98K 0.00% NEW $8.34 -14.0%
945 NWL NEWELL BRANDS INC Consumer Defensive 18,772.0 $97K 0.00% -719.0 -3.7% $5.17 +15.3%
946 CCC CCC INTELLIGENT SOLUTIONS HL Technology 13,796.0 $82K 0.00% +3K +22.9% $5.92 +23.3%
947 RXRX RECURSION PHARMACEUTICALS IN Healthcare 18,943.0 $67K 0.00% $3.56 -2.0%
948 UWMC UWM HOLDINGS CORPORATION Financial Services 20,768.0 $43K 0.00% -838.0 -3.9% $2.08 -29.8%
949 GTM ZOOMINFO TECHNOLOGIES INC Technology 12,486.0 $36K 0.00% NEW $2.92 +30.1%
950 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 13,442.0 $34K 0.00% -4K -20.7% $2.56 +8.2%
951 HTZ HERTZ GLOBAL HLDGS INC Industrials 15,010.0 $31K 0.00% -5K -23.3% $2.05 +1.9%
952 OCGN OCUGEN INC Healthcare 14,765.0 $22K 0.00% $1.47 -4.1%
Page 48 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%