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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 22 of 41  ·  806 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 SAP SAP SE Technology 2,366.0 $576K 0.02% NEW $243.43 -26.1%
422 XLY SELECT SECTOR SPDR TR 4,749.0 $574K 0.02% NEW $120.90 -2.4%
423 KEYS KEYSIGHT TECHNOLOGIES INC Technology 2,703.0 $574K 0.02% NEW $212.32 +61.1%
424 TER TERADYNE INC Technology 2,576.0 $573K 0.02% NEW $222.48 +54.8%
425 XLG INVESCO EXCHANGE TRADED FD T 9,641.0 $573K 0.02% NEW $59.43 +6.9%
426 HAL HALLIBURTON CO Energy 18,832.0 $572K 0.02% NEW $30.38 +39.2%
427 BR BROADRIDGE FINL SOLUTIONS IN Technology 2,586.0 $568K 0.02% NEW $219.48 -32.0%
428 EA ELECTRONIC ARTS INC Communication Services 2,767.0 $566K 0.02% NEW $204.50 -1.4%
429 EOG EOG RES INC Energy 5,480.0 $562K 0.02% NEW $102.56 +38.1%
430 MKSI MKS INC. Technology 3,064.0 $561K 0.02% NEW $183.22 +70.0%
431 NTSX WISDOMTREE TR 10,054.0 $558K 0.02% NEW $55.48 +4.8%
432 CMS CMS ENERGY CORP Utilities 8,006.0 $557K 0.02% NEW $69.56 +4.9%
433 QUAL ISHARES TR 2,747.0 $555K 0.02% NEW $201.92 +5.1%
434 VEEV VEEVA SYS INC Healthcare 2,314.0 $554K 0.02% NEW $239.35 -31.1%
435 EQIX EQUINIX INC Real Estate 712.0 $553K 0.02% NEW $776.92 +37.1%
436 AXON AXON ENTERPRISE INC Industrials 888.0 $551K 0.02% NEW $620.91 -35.8%
437 WAL WESTERN ALLIANCE BANCORP Financial Services 6,251.0 $549K 0.02% NEW $87.90 -12.4%
438 LNG CHENIERE ENERGY INC Energy 2,790.0 $547K 0.02% NEW $196.09 +24.3%
439 KR KROGER CO Consumer Defensive 9,207.0 $546K 0.02% NEW $59.28 +15.9%
440 VRSN VERISIGN INC Technology 2,230.0 $544K 0.02% NEW $243.78 +24.4%
Page 22 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%