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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 9 of 41  ·  806 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DIS DISNEY WALT CO Communication Services 17,811.0 $2.0M 0.07% NEW $112.91 -9.0%
162 ETN EATON CORP PLC Industrials 6,168.0 $2.0M 0.07% NEW $322.67 +21.2%
163 URI UNITED RENTALS INC Industrials 2,248.0 $2.0M 0.07% NEW $880.89 +9.0%
164 MCK MCKESSON CORP Healthcare 2,357.0 $1.9M 0.07% NEW $823.99 -8.0%
165 HWM HOWMET AEROSPACE INC Industrials 9,058.0 $1.9M 0.07% NEW $210.90 +24.0%
166 BND VANGUARD BD INDEX FDS 25,256.0 $1.9M 0.07% NEW $74.26 -2.0%
167 CTAS CINTAS CORP Industrials 9,951.0 $1.9M 0.07% NEW $186.70 -8.9%
168 PANW PALO ALTO NETWORKS INC Technology 9,535.0 $1.8M 0.06% NEW $193.90 +23.1%
169 VCIT VANGUARD SCOTTSDALE FDS 21,982.0 $1.8M 0.06% NEW $83.95 -2.2%
170 SCHW SCHWAB CHARLES CORP Financial Services 18,070.0 $1.8M 0.06% NEW $101.93 -10.3%
171 HON HONEYWELL INTL INC Industrials 9,108.0 $1.8M 0.06% NEW $199.50 +7.3%
172 TDIV FIRST TR EXCHANGE TRADED FD 18,344.0 $1.8M 0.06% NEW $98.76 +13.4%
173 IAGG ISHARES TR 35,991.0 $1.8M 0.06% NEW $50.22 -0.8%
174 AMP AMERIPRISE FINL INC Financial Services 3,621.0 $1.8M 0.06% NEW $498.07 -5.6%
175 DUK DUKE ENERGY CORP NEW Utilities 15,423.0 $1.8M 0.06% NEW $116.19 +5.0%
176 ADP AUTOMATIC DATA PROCESSING IN Industrials 6,781.0 $1.8M 0.06% NEW $261.25 -17.0%
177 SMH VANECK ETF TRUST 4,598.0 $1.8M 0.06% NEW $385.04 +45.7%
178 DLN WISDOMTREE TR 19,616.0 $1.7M 0.06% NEW $88.85 +6.6%
179 DFSV DIMENSIONAL ETF TRUST 51,105.0 $1.7M 0.06% NEW $33.81 +7.9%
180 WELL WELLTOWER INC Real Estate 9,279.0 $1.7M 0.06% NEW $185.66 +15.0%
Page 9 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%