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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 6 of 48  ·  952 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RTX RTX CORPORATION Industrials 21,855.0 $4.3M 0.12% +811.0 +3.9% $195.93 +7.6%
102 GILD GILEAD SCIENCES INC Healthcare 32,598.0 $4.2M 0.12% -179.0 -0.6% $129.83 +14.3%
103 DGRW WISDOMTREE TR 42,816.0 $4.2M 0.11% $97.07 +2.6%
104 APH AMPHENOL CORP Technology 26,048.0 $4.1M 0.11% +616.0 +2.4% $159.06 +1.6%
105 PG PROCTER & GAMBLE CO Consumer Defensive 27,408.0 $4.0M 0.11% +457.0 +1.7% $147.04 -2.3%
106 VOT VANGUARD INDEX FDS 13,161.0 $4.0M 0.11% +208.0 +1.6% $302.25 +1.5%
107 VGK VANGUARD INTL EQUITY INDEX F 44,126.0 $3.9M 0.11% +1K +2.5% $88.57 +4.0%
108 APP APPLOVIN CORP Technology 7,624.0 $3.9M 0.11% +54.0 +0.7% $506.98 -38.3%
109 CVX CHEVRON CORPORATION Energy 21,343.0 $3.8M 0.10% +248.0 +1.2% $176.40 +12.2%
110 VGIT VANGUARD SCOTTSDALE FDS 64,284.0 $3.8M 0.10% -1K -2.0% $58.56 -0.1%
111 PH PARKER-HANNIFIN CORP Industrials 3,905.0 $3.8M 0.10% +22.0 +0.6% $961.29 +5.7%
112 SCHX SCHWAB STRATEGIC TR 124,933.0 $3.7M 0.10% -4K -2.9% $29.74 +2.2%
113 CDNS CADENCE DESIGN SYSTEM INC Technology 9,669.0 $3.7M 0.10% +159.0 +1.7% $384.17 -10.5%
114 SCHG SCHWAB STRATEGIC TR 106,492.0 $3.7M 0.10% +743.0 +0.7% $34.65 +3.4%
115 C CITIGROUP INC Financial Services 26,112.0 $3.7M 0.10% +803.0 +3.2% $140.79 -5.8%
116 RLI RLI CORP Financial Services 59,916.0 $3.6M 0.10% NEW $60.65 +5.6%
117 INTC INTEL CORP Technology 32,396.0 $3.6M 0.10% +4K +13.1% $109.84 -16.8%
118 IBM INTERNATIONAL BUSINESS MACHS Technology 12,349.0 $3.6M 0.10% -898.0 -6.8% $287.55 -17.2%
119 HD HOME DEPOT INC Consumer Cyclical 10,279.0 $3.5M 0.10% -1K -11.2% $343.29 -3.4%
120 MRK MERCK & CO INC Healthcare 28,290.0 $3.5M 0.10% +2K +9.4% $123.54 +22.6%
Page 6 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%