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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 32 of 41  ·  806 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 MAS MASCO CORP Industrials 5,023.0 $323K 0.01% NEW $64.30 +1.3%
622 CAVA CAVA GROUP INC Consumer Cyclical 4,739.0 $322K 0.01% NEW $67.90 +17.7%
623 TDY TELEDYNE TECHNOLOGIES INC Technology 605.0 $322K 0.01% NEW $531.48 +16.0%
624 RIO RIO TINTO PLC Basic Materials 3,780.0 $321K 0.01% NEW $84.89 +22.2%
625 BN BROOKFIELD CORP Financial Services 6,807.0 $321K 0.01% NEW $47.13 -4.4%
626 SRE SEMPRA Utilities 3,691.0 $319K 0.01% NEW $86.36 +4.7%
627 PEY INVESCO EXCHANGE TRADED FD T 15,303.0 $318K 0.01% NEW $20.75 +5.2%
628 BLD TOPBUILD CORP Industrials 750.0 $317K 0.01% NEW $422.07 -3.7%
629 DFAU DIMENSIONAL ETF TRUST 6,659.0 $316K 0.01% NEW $47.48 +6.7%
630 WDAY WORKDAY INC Technology 1,496.0 $316K 0.01% NEW $211.14 -40.8%
631 APLS APELLIS PHARMACEUTICALS INC Healthcare 11,883.0 $315K 0.01% NEW $26.49 +54.9%
632 BDX BECTON DICKINSON & CO Healthcare 1,551.0 $314K 0.01% NEW $202.72 -29.8%
633 PSTG PURE STORAGE INC Technology 4,581.0 $314K 0.01% NEW $68.59 +27.3%
634 EVRG EVERGY INC Utilities 4,332.0 $314K 0.01% NEW $72.51 +11.0%
635 APG API GROUP CORP Industrials 7,655.0 $314K 0.01% NEW $40.99 +3.0%
636 VAW VANGUARD WORLD FD 1,460.0 $314K 0.01% NEW $214.91 +5.4%
637 BCS BARCLAYS PLC Financial Services 12,063.0 $312K 0.01% NEW $25.83 -11.2%
638 ACWI ISHARES TR 2,163.0 $311K 0.01% NEW $143.84 +7.3%
639 MHK MOHAWK INDS INC Consumer Cyclical 2,906.0 $311K 0.01% NEW $106.87 -9.6%
640 RNR RENAISSANCERE HLDGS LTD Financial Services 1,131.0 $310K 0.01% NEW $274.07 +7.4%
Page 32 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%