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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 27 of 41  ·  806 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 XLB SELECT SECTOR SPDR TR 9,615.0 $449K 0.02% NEW $46.68 +7.6%
522 SN SHARKNINJA INC Consumer Cyclical 3,803.0 $448K 0.02% NEW $117.84 -10.4%
523 NUE NUCOR CORP Basic Materials 2,710.0 $447K 0.02% NEW $164.81 +37.7%
524 MLM MARTIN MARIETTA MATLS INC Basic Materials 714.0 $446K 0.02% NEW $625.05 -10.6%
525 VGLT VANGUARD SCOTTSDALE FDS 7,945.0 $446K 0.01% NEW $56.14 -4.7%
526 BPOP POPULAR INC Financial Services 3,431.0 $443K 0.01% NEW $129.07 +13.5%
527 IVLU ISHARES TR 11,036.0 $426K 0.01% NEW $38.64 +9.4%
528 ROP ROPER TECHNOLOGIES INC Industrials 973.0 $426K 0.01% NEW $437.61 -26.7%
529 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 18,368.0 $424K 0.01% NEW $23.08 -4.5%
530 Z ZILLOW GROUP INC Communication Services 6,202.0 $423K 0.01% NEW $68.17 -44.8%
531 VFH VANGUARD WORLD FD 3,111.0 $422K 0.01% NEW $135.72 -6.6%
532 TSCO TRACTOR SUPPLY CO Consumer Cyclical 8,459.0 $422K 0.01% NEW $49.89 -38.7%
533 AMT AMERICAN TOWER CORP NEW Real Estate 2,490.0 $422K 0.01% NEW $169.47 +4.6%
534 THC TENET HEALTHCARE CORP Healthcare 2,088.0 $422K 0.01% NEW $202.00 -2.6%
535 DGS WISDOMTREE TR 7,239.0 $422K 0.01% NEW $58.26 +9.4%
536 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,855.0 $419K 0.01% NEW $146.75 -9.2%
537 PWV INVESCO EXCHANGE TRADED FD T 6,223.0 $418K 0.01% NEW $67.11 +9.7%
538 VHT VANGUARD WORLD FD 1,404.0 $417K 0.01% NEW $297.36 -8.7%
539 VRSK VERISK ANALYTICS INC Industrials 1,898.0 $417K 0.01% NEW $219.57 -26.0%
540 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 4,952.0 $417K 0.01% NEW $84.11 -44.0%
Page 27 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%