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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 30 of 41  ·  806 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 UNILEVER PLC 5,860.0 $367K 0.01% NEW $62.62
582 WYNN WYNN RESORTS LTD Consumer Cyclical 3,145.0 $366K 0.01% NEW $116.37 -18.0%
583 APD AIR PRODS & CHEMS INC Basic Materials 1,394.0 $365K 0.01% NEW $261.91 +12.0%
584 GSLC GOLDMAN SACHS ETF TR 2,721.0 $364K 0.01% NEW $133.84 +4.6%
585 WEC WEC ENERGY GROUP INC Utilities 3,460.0 $363K 0.01% NEW $105.03 +3.9%
586 VALE VALE S A Basic Materials 25,460.0 $363K 0.01% NEW $14.26 +14.4%
587 CRH PLC 2,952.0 $363K 0.01% NEW $122.88
588 CMCSA COMCAST CORP NEW Communication Services 12,885.0 $359K 0.01% NEW $27.90 -10.6%
589 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 7,957.0 $357K 0.01% NEW $44.91 +67.1%
590 NWSA NEWS CORP NEW Communication Services 13,488.0 $356K 0.01% NEW $26.41 -1.9%
591 CINF CINCINNATI FINL CORP Financial Services 2,180.0 $355K 0.01% NEW $163.07 +2.8%
592 OHI OMEGA HEALTHCARE INVS INC Real Estate 7,872.0 $355K 0.01% NEW $45.14 +4.9%
593 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,272.0 $354K 0.01% NEW $278.44 +8.8%
594 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 565.0 $352K 0.01% NEW $623.85 +5.5%
595 GEM GOLDMAN SACHS ETF TR 8,136.0 $352K 0.01% NEW $43.24 +13.8%
596 FE FIRSTENERGY CORP Utilities 7,871.0 $351K 0.01% NEW $44.56 -1.7%
597 MELI MERCADOLIBRE INC Consumer Cyclical 162.0 $351K 0.01% NEW $2163.67 -28.5%
598 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 14,349.0 $350K 0.01% NEW $24.42 -36.4%
599 WING WINGSTOP INC Consumer Cyclical 1,348.0 $348K 0.01% NEW $258.14 -49.9%
600 TOST TOAST INC Technology 9,478.0 $347K 0.01% NEW $36.66 -37.1%
Page 30 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%