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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 21 of 41  ·  806 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ARCC ARES CAPITAL CORP Financial Services 30,383.0 $613K 0.02% NEW $20.18 -8.0%
402 RSG REPUBLIC SVCS INC Industrials 2,929.0 $612K 0.02% NEW $209.08 +2.6%
403 TPR TAPESTRY INC Consumer Cyclical 4,662.0 $611K 0.02% NEW $130.96 +0.2%
404 FORTINET INC 7,622.0 $610K 0.02% NEW $80.02
405 WDC WESTERN DIGITAL CORP Technology 3,035.0 $607K 0.02% NEW $199.88 +129.5%
406 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 7,055.0 $605K 0.02% NEW $85.76 -28.3%
407 CBOE CBOE GLOBAL MKTS INC Financial Services 2,363.0 $603K 0.02% NEW $255.11 +42.3%
408 ULTA ULTA BEAUTY INC Consumer Cyclical 914.0 $599K 0.02% NEW $655.36 -26.8%
409 XLI SELECT SECTOR SPDR TR 3,763.0 $598K 0.02% NEW $158.97 +6.1%
410 WRB BERKLEY W R CORP Financial Services 8,687.0 $595K 0.02% NEW $68.49 +0.4%
411 ENTERGY CORP NEW 6,459.0 $590K 0.02% NEW $91.31
412 SPYM SPDR SERIES TRUST 7,267.0 $590K 0.02% NEW $81.14 +6.4%
413 ROL ROLLINS INC Consumer Cyclical 9,900.0 $589K 0.02% NEW $59.45 -8.1%
414 IVZ INVESCO LTD Financial Services 21,236.0 $588K 0.02% NEW $27.69 -1.1%
415 LPLA LPL FINL HLDGS INC Financial Services 1,625.0 $584K 0.02% NEW $359.39 -17.7%
416 SCHJ SCHWAB STRATEGIC TR 23,405.0 $583K 0.02% NEW $24.91 -1.4%
417 MPLX MPLX LP Energy 11,080.0 $580K 0.02% NEW $52.34 +5.9%
418 KHC KRAFT HEINZ CO Consumer Defensive 25,173.0 $579K 0.02% NEW $23.01 +1.5%
419 FIX COMFORT SYS USA INC Industrials 558.0 $578K 0.02% NEW $1035.29 +79.1%
420 CSX CSX CORP Industrials 16,472.0 $577K 0.02% NEW $35.05 +31.8%
Page 21 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%