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Portfolio (Quarterly) Guide ↗

Wedmont Private Capital

· CIK 0001904274
13F Portfolio $3.1B AUM 838 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 89 New 430 Added 211 Reduced 57 Exited
Page 8 of 42  ·  838 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FTC FIRST TR EXCHANGE-TRADED ALP 15,400.0 $2.5M 0.08% $162.91 +10.1%
142 BA BOEING CO Industrials 11,340.0 $2.5M 0.08% +2K +18.1% $217.80 +0.6%
143 BLK BLACKROCK INC Financial Services 2,459.0 $2.5M 0.08% -257.0 -9.5% $1001.37 +7.2%
144 VONV VANGUARD SCOTTSDALE FDS 25,255.0 $2.5M 0.08% -2K -8.0% $97.41 +6.4%
145 BKNG BOOKING HOLDINGS INC Consumer Cyclical 13,315.0 $2.4M 0.08% +13K +2260.8% $181.00 -11.0%
146 SPDW SPDR INDEX SHS FDS 48,645.0 $2.3M 0.08% +287.0 +0.6% $48.26 +4.0%
147 VONG VANGUARD SCOTTSDALE FDS 20,431.0 $2.3M 0.07% -4K -15.9% $114.03 +12.8%
148 HWM HOWMET AEROSPACE INC Industrials 9,030.0 $2.3M 0.07% $250.00 +2.6%
149 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 8,019.0 $2.2M 0.07% +115.0 +1.4% $279.26 -8.3%
150 AKRE PROFESIONALLY MANAGED PORTFO 41,557.0 $2.2M 0.07% -9K -18.5% $53.35 +2.0%
151 HON HONEYWELL INTL INC Industrials 9,505.0 $2.2M 0.07% +397.0 +4.4% $232.47 -2.0%
152 VPL VANGUARD INTL EQUITY INDEX F 21,032.0 $2.2M 0.07% -2K -8.6% $104.92 +6.7%
153 COP CONOCOPHILLIPS Energy 17,473.0 $2.2M 0.07% +2K +10.9% $125.22 -3.8%
154 ESGV VANGUARD WORLD FD 18,566.0 $2.2M 0.07% -593.0 -3.1% $117.26 +12.1%
155 COF CAPITAL ONE FINL CORP Financial Services 11,292.0 $2.2M 0.07% +1K +10.6% $192.45 -2.4%
156 LOW LOWES COS INC Consumer Cyclical 8,835.0 $2.2M 0.07% +159.0 +1.8% $243.66 -11.7%
157 PSX PHILLIPS 66 Energy 12,719.0 $2.1M 0.07% +1K +8.8% $168.00 +5.8%
158 DUK DUKE ENERGY CORP NEW Utilities 16,204.0 $2.1M 0.07% +781.0 +5.1% $131.60 -4.5%
159 LIN LINDE PLC Basic Materials 4,256.0 $2.1M 0.07% +496.0 +13.2% $500.45 +3.4%
160 HYMB SPDR SERIES TRUST 84,517.0 $2.1M 0.07% $25.03 -0.3%
Page 8 of 42  ·  838 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 32.9%
Financial Services 15.0%
Communication Services 13.2%
Consumer Cyclical 9.0%
Healthcare 8.6%
Industrials 7.7%
Consumer Defensive 4.1%
Energy 3.7%
Utilities 2.9%
Basic Materials 1.9%