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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 11 of 41  ·  806 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DE DEERE & CO Industrials 3,221.0 $1.5M 0.05% NEW $475.16 +18.8%
202 USB US BANCORP DEL Financial Services 27,709.0 $1.5M 0.05% NEW $54.87 -2.4%
203 WMB WILLIAMS COS INC Energy 25,000.0 $1.5M 0.05% NEW $60.39 +28.6%
204 ASML ASML HOLDING N V Technology 1,227.0 $1.5M 0.05% NEW $1228.47 +19.8%
205 ADSK AUTODESK INC Technology 5,098.0 $1.5M 0.05% NEW $293.79 -18.0%
206 SCHA SCHWAB STRATEGIC TR 50,591.0 $1.5M 0.05% NEW $29.58 +9.2%
207 LMT LOCKHEED MARTIN CORP Industrials 3,000.0 $1.5M 0.05% NEW $496.92 +5.0%
208 SYK STRYKER CORPORATION Healthcare 4,027.0 $1.5M 0.05% NEW $367.73 -15.5%
209 COP CONOCOPHILLIPS Energy 15,757.0 $1.5M 0.05% NEW $93.94 +32.2%
210 CPNG COUPANG INC Consumer Cyclical 62,837.0 $1.5M 0.05% NEW $23.27 -32.3%
211 NEE NEXTERA ENERGY INC Utilities 18,611.0 $1.5M 0.05% NEW $78.37 +11.0%
212 BSVO EA SERIES TRUST 60,853.0 $1.5M 0.05% NEW $23.95 +13.8%
213 SNPS SYNOPSYS INC Technology 2,790.0 $1.4M 0.05% NEW $519.70 -4.9%
214 MSI MOTOROLA SOLUTIONS INC Technology 3,830.0 $1.4M 0.05% NEW $377.52 +6.0%
215 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 15,758.0 $1.4M 0.05% NEW $90.85 -0.7%
216 FEX FIRST TR EXCHANGE-TRADED ALP 11,679.0 $1.4M 0.05% NEW $121.44 +6.6%
217 GDX VANECK ETF TRUST 15,574.0 $1.4M 0.05% NEW $91.06 -4.3%
218 KVUE KENVUE INC Consumer Defensive 83,827.0 $1.4M 0.05% NEW $16.74 +2.3%
219 IWY ISHARES TR 5,037.0 $1.4M 0.05% NEW $278.53 +4.4%
220 PEP PEPSICO INC Consumer Defensive 10,186.0 $1.4M 0.05% NEW $137.00 +7.7%
Page 11 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%