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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 35 of 41  ·  806 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 XPO XPO INC Industrials 1,818.0 $262K 0.01% NEW $143.90 +40.8%
682 EWJ ISHARES INC 3,151.0 $261K 0.01% NEW $82.91 +9.8%
683 SON SONOCO PRODS CO Consumer Cyclical 5,708.0 $261K 0.01% NEW $45.71 +2.4%
684 CASY CASEYS GEN STORES INC Consumer Cyclical 454.0 $260K 0.01% NEW $573.61 +50.2%
685 PLNT PLANET FITNESS INC Consumer Cyclical 2,494.0 $260K 0.01% NEW $104.40 -48.9%
686 TGT TARGET CORP Consumer Defensive 2,506.0 $260K 0.01% NEW $103.68 +16.0%
687 IT GARTNER INC Technology 1,053.0 $259K 0.01% NEW $245.67 -40.4%
688 ARES ARES MANAGEMENT CORPORATION Financial Services 1,513.0 $258K 0.01% NEW $170.77 -28.4%
689 LUV SOUTHWEST AIRLS CO Industrials 5,982.0 $255K 0.01% NEW $42.64 -8.6%
690 ALAB ASTERA LABS INC Technology 1,535.0 $254K 0.01% NEW $165.77 +38.5%
691 SNY SANOFI SA Healthcare 5,244.0 $254K 0.01% NEW $48.37 -10.8%
692 AXS AXIS CAP HLDGS LTD Financial Services 2,441.0 $252K 0.01% NEW $103.23 -3.2%
693 RELX RELX PLC Communication Services 5,974.0 $252K 0.01% NEW $42.18 -21.9%
694 PPL PPL CORP Utilities 7,304.0 $252K 0.01% NEW $34.44 +2.6%
695 FDS FACTSET RESH SYS INC Financial Services 858.0 $251K 0.01% NEW $292.97 -25.6%
696 CACI CACI INTL INC Technology 446.0 $251K 0.01% NEW $562.79 -13.5%
697 MMCA NEW YORK LIFE INVTS ACTIVE E 11,448.0 $251K 0.01% NEW $21.92 -1.8%
698 LH LABCORP HOLDINGS INC Healthcare 984.0 $250K 0.01% NEW $253.73 -0.8%
699 TROW PRICE T ROWE GROUP INC Financial Services 2,347.0 $249K 0.01% NEW $106.00 -4.5%
700 BWXT BWX TECHNOLOGIES INC Industrials 1,292.0 $248K 0.01% NEW $192.24 +5.9%
Page 35 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%