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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 31 of 41  ·  806 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 EFV ISHARES TR 4,816.0 $346K 0.01% NEW $71.90 +8.7%
602 JAAA JANUS DETROIT STR TR 6,817.0 $345K 0.01% NEW $50.63 +0.0%
603 CTVA CORTEVA INC Basic Materials 5,001.0 $343K 0.01% NEW $68.54 +19.9%
604 EVR EVERCORE INC Financial Services 915.0 $341K 0.01% NEW $373.06 -10.6%
605 DIA SPDR DOW JONES INDL AVERAGE Financial Services 696.0 $341K 0.01% NEW $489.79 +1.5%
606 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 5,591.0 $341K 0.01% NEW $60.95 -24.6%
607 ING ING GROEP N.V. Financial Services 12,131.0 $340K 0.01% NEW $28.03 +5.0%
608 L LOEWS CORP Financial Services 3,223.0 $340K 0.01% NEW $105.45 +0.3%
609 ROIV ROIVANT SCIENCES LTD Healthcare 15,462.0 $340K 0.01% NEW $21.98 +33.3%
610 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 17,043.0 $339K 0.01% NEW $19.87 +9.9%
611 EFG ISHARES TR 2,869.0 $338K 0.01% NEW $117.79 +1.1%
612 PKG PACKAGING CORP AMER Consumer Cyclical 1,627.0 $336K 0.01% NEW $206.82 +2.5%
613 DDOG DATADOG INC Technology 2,375.0 $336K 0.01% NEW $141.45 +47.0%
614 DELL DELL TECHNOLOGIES INC Technology 2,786.0 $335K 0.01% NEW $120.08 +101.6%
615 STLD STEEL DYNAMICS INC Basic Materials 1,990.0 $334K 0.01% NEW $167.84 +36.6%
616 CGDV CAPITAL GROUP DIVIDEND VALUE 7,442.0 $328K 0.01% NEW $44.13 +8.1%
617 BLOCK INC 4,592.0 $328K 0.01% NEW $71.47
618 LMND LEMONADE INC Financial Services 4,036.0 $327K 0.01% NEW $81.00 -36.6%
619 CTRA COTERRA ENERGY INC Energy 12,915.0 $327K 0.01% NEW $25.29 +28.7%
620 IDMO INVESCO EXCH TRADED FD TR II 5,763.0 $326K 0.01% NEW $56.51 +4.7%
Page 31 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%