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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 8 of 48  ·  952 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ETN EATON CORP PLC Industrials 6,729.0 $2.7M 0.07% +157.0 +2.4% $407.28 +2.4%
142 CI THE CIGNA GROUP Healthcare 9,217.0 $2.7M 0.07% +2K +22.8% $293.47 -4.7%
143 CPNG COUPANG INC Consumer Cyclical 139,669.0 $2.6M 0.07% +78K +126.4% $18.80 -13.6%
144 HWM HOWMET AEROSPACE INC Industrials 9,624.0 $2.6M 0.07% +594.0 +6.6% $270.85 -1.8%
145 BLK BLACKROCK INC Financial Services 2,506.0 $2.6M 0.07% +47.0 +1.9% $1036.21 +13.3%
146 BA BOEING CO Industrials 11,599.0 $2.6M 0.07% +259.0 +2.3% $222.28 -5.1%
147 SMH VANECK ETF TRUST 4,203.0 $2.6M 0.07% -79.0 -1.8% $610.97 -6.6%
148 T AT&T INC Communication Services 121,250.0 $2.6M 0.07% -7K -5.2% $21.13 +20.6%
149 CEG CONSTELLATION ENERGY CORP Utilities 10,172.0 $2.6M 0.07% -344.0 -3.3% $251.37 +12.3%
150 VONG VANGUARD SCOTTSDALE FDS 19,956.0 $2.5M 0.07% -475.0 -2.3% $127.57 -0.0%
151 VONV VANGUARD SCOTTSDALE FDS 23,465.0 $2.5M 0.07% -2K -7.1% $108.27 +4.5%
152 URI UNITED RENTALS INC Industrials 2,298.0 $2.5M 0.07% +104.0 +4.7% $1095.65 -4.4%
153 LIN LINDE PLC Basic Materials 4,725.0 $2.5M 0.07% +469.0 +11.0% $529.77 -8.4%
154 ESGV VANGUARD WORLD FD 18,588.0 $2.5M 0.07% $133.79 +2.4%
155 SPDW SPDR INDEX SHS FDS 48,654.0 $2.4M 0.07% $50.29 +3.3%
156 VPL VANGUARD INTL EQUITY INDEX F 21,470.0 $2.4M 0.07% +438.0 +2.1% $113.78 +1.5%
157 PSX PHILLIPS 66 Energy 12,894.0 $2.4M 0.07% +175.0 +1.4% $188.37 +27.7%
158 KVUE KENVUE INC Consumer Defensive 123,879.0 $2.4M 0.07% +25K +25.3% $19.48 -1.8%
159 SDY SPDR SERIES TRUST 15,220.0 $2.3M 0.06% +5K +54.3% $154.36 +2.2%
160 VTHR VANGUARD SCOTTSDALE FDS 7,023.0 $2.3M 0.06% +1K +20.1% $333.50 +2.3%
Page 8 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%