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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 9 of 48  ·  952 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VLO VALERO ENERGY CORP Energy 8,311.0 $2.3M 0.06% +610.0 +7.9% $280.70 +23.7%
162 WELL WELLTOWER INC Real Estate 9,931.0 $2.3M 0.06% +407.0 +4.3% $231.59 +3.2%
163 WDC WESTERN DIGITAL CORP Technology 3,941.0 $2.3M 0.06% +177.0 +4.7% $582.59 -23.2%
164 AKRE PROFESIONALLY MANAGED PORTFO 41,375.0 $2.3M 0.06% $55.14 +11.5%
165 COF CAPITAL ONE FINL CORP Financial Services 11,261.0 $2.3M 0.06% $201.53 +7.3%
166 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 7,930.0 $2.3M 0.06% -89.0 -1.1% $285.37 +0.4%
167 NOC NORTHROP GRUMMAN CORP Industrials 4,147.0 $2.2M 0.06% +431.0 +11.6% $539.61 +1.3%
168 AVLV AMERICAN CENTY ETF TR 24,376.0 $2.2M 0.06% +4K +18.1% $91.66 +2.6%
169 RSP INVESCO EXCHANGE TRADED FD T 10,424.0 $2.2M 0.06% +580.0 +5.9% $214.29 +3.5%
170 NEE NEXTERA ENERGY INC Utilities 25,365.0 $2.2M 0.06% +5K +24.3% $87.96 -5.2%
171 QCOM QUALCOMM INC Technology 11,701.0 $2.2M 0.06% +106.0 +0.9% $189.17 -13.0%
172 TXN TEXAS INSTRS INC Technology 7,078.0 $2.2M 0.06% +610.0 +9.4% $311.45 -14.6%
173 SCHA SCHWAB STRATEGIC TR 62,711.0 $2.2M 0.06% +7K +12.4% $34.91 -0.4%
174 ISRG INTUITIVE SURGICAL INC Healthcare 5,378.0 $2.2M 0.06% -906.0 -14.4% $406.78 -9.0%
175 IAGG ISHARES TR 43,494.0 $2.2M 0.06% +7K +20.3% $49.99 -0.3%
176 DUK DUKE ENERGY CORP NEW Utilities 17,219.0 $2.2M 0.06% +1K +6.3% $125.48 -3.7%
177 ABT ABBOTT LABORATORIES Healthcare 23,000.0 $2.2M 0.06% -5K -17.6% $93.93 +19.3%
178 CHTR CHARTER COMMUNICATIONS INC Communication Services 16,519.0 $2.2M 0.06% NEW $130.73 +14.6%
179 CVS CVS HEALTH CORP Healthcare 20,635.0 $2.1M 0.06% +2K +8.0% $104.15 -10.3%
180 BKNG BOOKING HOLDINGS INC Consumer Cyclical 12,031.0 $2.1M 0.06% -1K -9.6% $178.39 +14.3%
Page 9 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%