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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 29 of 41  ·  806 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 TOTALENERGIES SE 6,208.0 $389K 0.01% NEW $62.74
562 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 2,285.0 $387K 0.01% NEW $169.37 +35.1%
563 PHM PULTE GROUP INC Consumer Cyclical 3,295.0 $386K 0.01% NEW $117.30 -6.1%
564 CG CARLYLE GROUP INC Financial Services 6,012.0 $383K 0.01% NEW $63.71 -26.9%
565 KEY KEYCORP Financial Services 17,927.0 $382K 0.01% NEW $21.30 -1.2%
566 EXC EXELON CORP Utilities 8,882.0 $382K 0.01% NEW $42.99 +0.9%
567 GWRE GUIDEWIRE SOFTWARE INC Technology 2,033.0 $382K 0.01% NEW $187.68 -30.7%
568 NRG NRG ENERGY INC Utilities 2,555.0 $381K 0.01% NEW $148.93 -14.2%
569 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 2,229.0 $380K 0.01% NEW $170.62 +120.1%
570 ENB ENBRIDGE INC Energy 8,397.0 $380K 0.01% NEW $45.23 +22.3%
571 CORPAY INC 1,179.0 $378K 0.01% NEW $320.62
572 DVN DEVON ENERGY CORP NEW Energy 10,940.0 $377K 0.01% NEW $34.47 +43.6%
573 MDB MONGODB INC Technology 855.0 $377K 0.01% NEW $440.60 -29.2%
574 VTWO VANGUARD SCOTTSDALE FDS 3,644.0 $376K 0.01% NEW $103.27 +8.0%
575 ILMN ILLUMINA INC Healthcare 2,497.0 $375K 0.01% NEW $150.14 -5.1%
576 MDLZ MONDELEZ INTL INC Consumer Defensive 7,277.0 $375K 0.01% NEW $51.51 +17.3%
577 ARKF ARK ETF TR 7,579.0 $374K 0.01% NEW $49.41 -17.6%
578 DFAE DIMENSIONAL ETF TRUST 11,075.0 $374K 0.01% NEW $33.74 +14.0%
579 FTEC FIDELITY COVINGTON TRUST 1,610.0 $368K 0.01% NEW $228.39 +17.2%
580 STE STERIS PLC Healthcare 1,418.0 $368K 0.01% NEW $259.20 -18.2%
Page 29 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%