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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 34 of 41  ·  806 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 HPE HEWLETT PACKARD ENTERPRISE C Technology 12,859.0 $288K 0.01% NEW $22.43 +47.6%
662 USFD US FOODS HLDG CORP Consumer Defensive 3,823.0 $288K 0.01% NEW $75.32 +9.4%
663 IGM ISHARES TR 2,188.0 $287K 0.01% NEW $131.33 +16.4%
664 NKE NIKE INC Consumer Cyclical 4,505.0 $285K 0.01% NEW $63.23 -33.8%
665 TPG TPG INC Financial Services 4,304.0 $284K 0.01% NEW $65.97 -36.6%
666 FOX FOX CORP Communication Services 4,214.0 $283K 0.01% NEW $67.07 -13.7%
667 HUBB HUBBELL INC Industrials 603.0 $282K 0.01% NEW $468.21 +2.5%
668 FIS FIDELITY NATL INFORMATION SV Technology 4,198.0 $280K 0.01% NEW $66.73 -37.4%
669 RPRX ROYALTY PHARMA PLC Healthcare 6,709.0 $278K 0.01% NEW $41.39 +27.7%
670 CW CURTISS WRIGHT CORP Industrials 474.0 $276K 0.01% NEW $583.18 +22.2%
671 RGLD ROYAL GOLD INC Basic Materials 1,135.0 $275K 0.01% NEW $242.72 -5.9%
672 PAYX PAYCHEX INC Industrials 2,435.0 $272K 0.01% NEW $111.61 -18.0%
673 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,229.0 $271K 0.01% NEW $83.88 +15.4%
674 SOUTHSTATE BK CORP 2,799.0 $270K 0.01% NEW $96.58
675 MTBA SIMPLIFY EXCHANGE TRADED FUN 5,349.0 $270K 0.01% NEW $50.50 -3.0%
676 ALB ALBEMARLE CORP Basic Materials 1,667.0 $269K 0.01% NEW $161.57 +8.8%
677 DVYE ISHARES INC 8,385.0 $267K 0.01% NEW $31.79 +7.4%
678 FTRE FORTREA HLDGS INC Healthcare 15,091.0 $264K 0.01% NEW $17.49 -21.9%
679 LVS LAS VEGAS SANDS CORP Consumer Cyclical 4,271.0 $262K 0.01% NEW $61.43 -16.7%
680 MTD METTLER TOLEDO INTERNATIONAL Healthcare 178.0 $262K 0.01% NEW $1470.87 -29.9%
Page 34 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%