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Portfolio (Quarterly) Guide ↗

Wedmont Private Capital

· CIK 0001904274
13F Portfolio $2.9B AUM 806 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 806 New
Page 10 of 41  ·  806 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RJF RAYMOND JAMES FINL INC Financial Services 10,428.0 $1.7M 0.06% NEW $165.15 -6.7%
182 PGR PROGRESSIVE CORP Financial Services 8,192.0 $1.7M 0.06% NEW $209.10 -4.5%
183 BOXX EA SERIES TRUST 14,864.0 $1.7M 0.06% NEW $115.17 +1.4%
184 VTHR VANGUARD SCOTTSDALE FDS 5,611.0 $1.7M 0.06% NEW $304.61 +6.4%
185 IWB ISHARES TR 4,480.0 $1.7M 0.06% NEW $378.21 +6.4%
186 XLF SELECT SECTOR SPDR TR 30,300.0 $1.7M 0.06% NEW $55.61 -7.0%
187 HCA HCA HEALTHCARE INC Healthcare 3,569.0 $1.7M 0.06% NEW $470.68 -10.1%
188 SMLF ISHARES TR 21,170.0 $1.6M 0.06% NEW $77.56 +5.4%
189 PPC PILGRIMS PRIDE CORP Consumer Defensive 44,011.0 $1.6M 0.06% NEW $37.14 -25.8%
190 LIN LINDE PLC Basic Materials 3,760.0 $1.6M 0.06% NEW $434.09 +16.6%
191 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 47,813.0 $1.6M 0.06% NEW $33.99 +1.5%
192 DASH DOORDASH INC Communication Services 7,043.0 $1.6M 0.06% NEW $230.52 -30.9%
193 PSX PHILLIPS 66 Energy 11,685.0 $1.6M 0.06% NEW $137.88 +27.8%
194 CB CHUBB LIMITED Financial Services 5,244.0 $1.6M 0.06% NEW $306.60 +7.7%
195 AVLV AMERICAN CENTY ETF TR 20,486.0 $1.6M 0.06% NEW $77.70 +12.9%
196 SO SOUTHERN CO Utilities 18,290.0 $1.6M 0.06% NEW $86.27 +7.3%
197 EFA ISHARES TR 16,080.0 $1.6M 0.06% NEW $97.93 +4.8%
198 SUB ISHARES TR 14,596.0 $1.6M 0.05% NEW $106.89 -0.7%
199 VBK VANGUARD INDEX FDS 4,918.0 $1.6M 0.05% NEW $317.01 +5.5%
200 VRTX VERTEX PHARMACEUTICALS INC Healthcare 3,218.0 $1.6M 0.05% NEW $484.15 -9.7%
Page 10 of 41  ·  806 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 36.5%
Financial Services 16.1%
Communication Services 11.1%
Consumer Cyclical 9.9%
Healthcare 8.4%
Industrials 6.9%
Consumer Defensive 3.7%
Energy 2.9%
Utilities 1.9%
Basic Materials 1.7%