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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 20 of 41  ·  806 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 HIG HARTFORD INSURANCE GROUP INC Financial Services 4,884.0 $664K 0.02% NEW $135.91 +0.5%
382 HSBC HSBC HLDGS PLC Financial Services 8,262.0 $663K 0.02% NEW $80.26 +12.3%
383 STIP ISHARES TR 6,465.0 $663K 0.02% NEW $102.52 +0.8%
384 GLW CORNING INC Technology 7,506.0 $660K 0.02% NEW $87.99 +102.9%
385 D DOMINION ENERGY INC Utilities 11,512.0 $657K 0.02% NEW $57.08 +18.4%
386 AON AON PLC Financial Services 1,876.0 $656K 0.02% NEW $349.92 -7.5%
387 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 2,554.0 $656K 0.02% NEW $256.67 -5.7%
388 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 32,627.0 $654K 0.02% NEW $20.06 -33.4%
389 XEL XCEL ENERGY INC Utilities 8,908.0 $652K 0.02% NEW $73.22 +6.7%
390 OXY OCCIDENTAL PETE CORP Energy 15,754.0 $646K 0.02% NEW $40.99 +45.6%
391 VRT VERTIV HOLDINGS CO Industrials 3,731.0 $640K 0.02% NEW $171.54 +98.0%
392 YUM YUM BRANDS INC Consumer Cyclical 4,251.0 $640K 0.02% NEW $150.51 +1.2%
393 NVO NOVO-NORDISK A S Healthcare 11,308.0 $640K 0.02% NEW $56.57 -21.7%
394 EXPD EXPEDITORS INTL WASH INC Industrials 4,044.0 $635K 0.02% NEW $156.90 -0.1%
395 DLR DIGITAL RLTY TR INC Real Estate 4,095.0 $634K 0.02% NEW $154.89 +21.7%
396 EXPAND ENERGY CORPORATION 5,906.0 $630K 0.02% NEW $106.67
397 SDY SPDR SERIES TRUST 4,469.0 $628K 0.02% NEW $140.63 +5.1%
398 XLV SELECT SECTOR SPDR TR 3,924.0 $626K 0.02% NEW $159.64 -7.7%
399 QRVO QORVO INC Technology 7,670.0 $625K 0.02% NEW $81.49 +15.6%
400 SANDISK CORP 1,744.0 $617K 0.02% NEW $353.56
Page 20 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%