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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 13 of 41  ·  806 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VZ VERIZON COMMUNICATIONS INC Communication Services 30,363.0 $1.2M 0.04% NEW $40.13 +15.5%
242 ROST ROSS STORES INC Consumer Cyclical 6,511.0 $1.2M 0.04% NEW $186.98 +13.8%
243 ROK ROCKWELL AUTOMATION INC Industrials 2,972.0 $1.2M 0.04% NEW $409.37 +9.6%
244 FRONTIER COMMUNICATIONS PARE 31,632.0 $1.2M 0.04% NEW $38.22
245 FNDX SCHWAB STRATEGIC TR 43,400.0 $1.2M 0.04% NEW $27.67 +9.8%
246 TT TRANE TECHNOLOGIES PLC Industrials 3,173.0 $1.2M 0.04% NEW $376.43 +24.0%
247 SCHV SCHWAB STRATEGIC TR 39,580.0 $1.2M 0.04% NEW $30.14 +8.2%
248 IAU ISHARES GOLD TR Financial Services 14,213.0 $1.2M 0.04% NEW $83.81 +2.3%
249 FHN FIRST HORIZON CORPORATION Financial Services 47,843.0 $1.2M 0.04% NEW $24.59 -4.1%
250 IVE ISHARES TR 5,462.0 $1.2M 0.04% NEW $214.17 +5.0%
251 INTF ISHARES TR 30,276.0 $1.2M 0.04% NEW $38.44 +6.7%
252 XLP SELECT SECTOR SPDR TR 15,182.0 $1.2M 0.04% NEW $76.62 +12.1%
253 SHW SHERWIN WILLIAMS CO Basic Materials 3,498.0 $1.2M 0.04% NEW $331.38 -9.4%
254 IVW ISHARES TR 9,225.0 $1.2M 0.04% NEW $124.77 +8.9%
255 WM WASTE MGMT INC DEL Industrials 5,317.0 $1.1M 0.04% NEW $215.96 +1.8%
256 GLD SPDR GOLD TR Financial Services 2,790.0 $1.1M 0.04% NEW $409.23 +2.0%
257 TDG TRANSDIGM GROUP INC Industrials 824.0 $1.1M 0.04% NEW $1385.25 -17.1%
258 DAL DELTA AIR LINES INC DEL Industrials 15,904.0 $1.1M 0.04% NEW $71.65 -2.0%
259 EMXC ISHARES INC 15,012.0 $1.1M 0.04% NEW $75.78 +23.5%
260 MPC MARATHON PETE CORP Energy 6,592.0 $1.1M 0.04% NEW $172.50 +47.8%
Page 13 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%