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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 18 of 41  ·  806 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 MUSA MURPHY USA INC Consumer Cyclical 1,921.0 $818K 0.03% NEW $425.95 +32.7%
342 SHEL SHELL PLC Energy 11,435.0 $818K 0.03% NEW $71.54 +23.8%
343 XLE SELECT SECTOR SPDR TR 17,989.0 $812K 0.03% NEW $45.13 +35.7%
344 SYF SYNCHRONY FINANCIAL Financial Services 9,236.0 $807K 0.03% NEW $87.43 -18.7%
345 MRVL MARVELL TECHNOLOGY INC Technology 9,537.0 $807K 0.03% NEW $84.64 +99.6%
346 DHR DANAHER CORPORATION Healthcare 3,408.0 $803K 0.03% NEW $235.58 -30.4%
347 MDT MEDTRONIC PLC Healthcare 8,037.0 $802K 0.03% NEW $99.77 -22.5%
348 ITW ILLINOIS TOOL WKS INC Industrials 3,233.0 $799K 0.03% NEW $246.99 +1.0%
349 AZO AUTOZONE INC Consumer Cyclical 240.0 $796K 0.03% NEW $3318.14 +0.9%
350 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 9,903.0 $785K 0.03% NEW $79.23 -15.6%
351 MSCI MSCI INC Financial Services 1,345.0 $778K 0.03% NEW $578.79 -2.9%
352 TFC TRUIST FINL CORP Financial Services 15,277.0 $773K 0.03% NEW $50.58 -7.0%
353 MMM 3M CO Industrials 4,701.0 $766K 0.03% NEW $162.92 -6.4%
354 FYC FIRST TR EXCHANGE-TRADED ALP 7,624.0 $761K 0.03% NEW $99.84 +10.1%
355 RY ROYAL BK CDA Financial Services 4,495.0 $760K 0.03% NEW $169.16 +9.2%
356 COMERICA INC 8,285.0 $757K 0.03% NEW $91.38
357 CBRE CBRE GROUP INC Real Estate 4,538.0 $755K 0.03% NEW $166.33 -23.0%
358 AGNC AGNC INVT CORP Real Estate 68,214.0 $754K 0.03% NEW $11.06 -8.4%
359 PLD PROLOGIS INC. Real Estate 5,941.0 $754K 0.03% NEW $126.89 +12.1%
360 ANGLOGOLD ASHANTI PLC 8,082.0 $750K 0.03% NEW $92.74
Page 18 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%