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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 12 of 41  ·  806 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VLO VALERO ENERGY CORP Energy 7,577.0 $1.4M 0.05% NEW $183.85 +36.4%
222 MCO MOODYS CORP Financial Services 2,619.0 $1.4M 0.05% NEW $531.46 -19.3%
223 SPG SIMON PPTY GROUP INC NEW Real Estate 7,389.0 $1.4M 0.05% NEW $183.95 +8.7%
224 DBEF DBX ETF TR 27,488.0 $1.4M 0.05% NEW $49.28 +5.5%
225 ADBE ADOBE INC Technology 3,965.0 $1.3M 0.05% NEW $338.10 -24.4%
226 TMUS T-MOBILE US INC Communication Services 6,792.0 $1.3M 0.05% NEW $197.30 -6.1%
227 DFEM DIMENSIONAL ETF TRUST 38,960.0 $1.3M 0.05% NEW $34.17 +14.5%
228 SPMD SPDR SERIES TRUST 22,186.0 $1.3M 0.05% NEW $59.89 +5.6%
229 IWF ISHARES TR 2,776.0 $1.3M 0.05% NEW $476.98 -74.0%
230 ADI ANALOG DEVICES INC Technology 4,399.0 $1.3M 0.04% NEW $292.92 +42.9%
231 PNC PNC FINL SVCS GROUP INC Financial Services 5,879.0 $1.3M 0.04% NEW $216.27 -1.6%
232 CL COLGATE PALMOLIVE CO Consumer Defensive 16,440.0 $1.3M 0.04% NEW $77.09 +16.6%
233 BX BLACKSTONE INC Financial Services 8,236.0 $1.3M 0.04% NEW $153.60 -23.8%
234 ALL ALLSTATE CORP Financial Services 6,061.0 $1.3M 0.04% NEW $207.26 +4.9%
235 SPEM SPDR INDEX SHS FDS 26,068.0 $1.3M 0.04% NEW $48.07 +5.9%
236 RBLX ROBLOX CORP Technology 16,354.0 $1.2M 0.04% NEW $76.42 -43.9%
237 MAR MARRIOTT INTL INC NEW Consumer Cyclical 3,894.0 $1.2M 0.04% NEW $319.29 +10.6%
238 SBUX STARBUCKS CORP Consumer Cyclical 14,295.0 $1.2M 0.04% NEW $86.69 +23.2%
239 CVS CVS HEALTH CORP Healthcare 15,305.0 $1.2M 0.04% NEW $79.79 +20.2%
240 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 7,538.0 $1.2M 0.04% NEW $161.92 -4.7%
Page 12 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%