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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 5 of 48  ·  952 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NEM NEWMONT CORP Basic Materials 65,274.0 $6.2M 0.17% $95.29 +37.5%
82 LRCX LAM RESEARCH CORP Technology 17,732.0 $6.2M 0.17% +247.0 +1.4% $350.33 -9.2%
83 MA MASTERCARD INCORPORATED Financial Services 11,212.0 $5.9M 0.16% +149.0 +1.4% $526.72 +12.7%
84 VCIT VANGUARD SCOTTSDALE FDS 71,749.0 $5.9M 0.16% +49K +215.0% $81.81 -0.4%
85 KO COCA COLA CO Consumer Defensive 69,092.0 $5.8M 0.16% +3K +3.8% $83.49 +7.1%
86 UNH UNITEDHEALTH GROUP INC Healthcare 13,166.0 $5.6M 0.15% +122.0 +0.9% $424.63 -5.6%
87 SNDK SANDISK CORP Technology 2,845.0 $5.5M 0.15% +348.0 +13.9% $1916.25 -19.1%
88 IWM ISHARES TR 17,876.0 $5.3M 0.14% +3K +16.6% $295.99 +0.9%
89 ADI ANALOG DEVICES INC Technology 13,312.0 $5.3M 0.14% +355.0 +2.7% $395.66 -5.2%
90 VYM VANGUARD WHITEHALL FDS 32,269.0 $5.2M 0.14% +2K +6.9% $161.06 +2.1%
91 AVIV AMERICAN CENTY ETF TR 64,739.0 $5.1M 0.14% +24K +58.2% $78.80 +5.8%
92 NYF ISHARES TR 94,537.0 $5.1M 0.14% +36K +61.4% $53.64 -1.7%
93 VBR VANGUARD INDEX FDS 20,206.0 $4.9M 0.13% -916.0 -4.3% $242.06 +2.6%
94 KLAC KLA CORP Technology 20,136.0 $4.7M 0.13% +18K +936.3% $231.52 -19.9%
95 BAC BANK OF AMER CORP Financial Services 76,386.0 $4.6M 0.12% +4K +6.1% $59.67 +4.3%
96 IVW ISHARES TR 32,822.0 $4.5M 0.12% -220.0 -0.7% $138.59 +1.0%
97 XLK SELECT SECTOR SPDR TR 24,453.0 $4.5M 0.12% $185.78 +0.4%
98 BERKSHIRE HATHAWAY INC DEL 6.0 $4.4M 0.12% $739750.00
99 ANET ARISTA NETWORKS INC Technology 23,703.0 $4.4M 0.12% +841.0 +3.7% $186.96 +10.1%
100 AXP AMERICAN EXPRESS CO Financial Services 12,631.0 $4.4M 0.12% +459.0 +3.8% $350.57 -4.1%
Page 5 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%