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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 36 of 41  ·  806 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 EUFN ISHARES TR 6,707.0 $247K 0.01% NEW $36.90 +0.4%
702 EWC ISHARES INC 4,558.0 $246K 0.01% NEW $54.01 +6.4%
703 IBB ISHARES TR 1,393.0 $246K 0.01% NEW $176.69 -5.6%
704 BNDW VANGUARD SCOTTSDALE FDS 3,566.0 $246K 0.01% NEW $68.98 -2.0%
705 VMI VALMONT INDS INC Industrials 582.0 $245K 0.01% NEW $421.25 +22.4%
706 AEE AMEREN CORP Utilities 2,474.0 $245K 0.01% NEW $99.09 +7.3%
707 COMP COMPASS INC Technology 20,690.0 $245K 0.01% NEW $11.84 -34.5%
708 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 2,159.0 $244K 0.01% NEW $113.10 -30.4%
709 DFGR DIMENSIONAL ETF TRUST 9,197.0 $244K 0.01% NEW $26.49 +6.6%
710 M MACYS INC Consumer Cyclical 10,829.0 $243K 0.01% NEW $22.48 -18.6%
711 IWP ISHARES TR 1,716.0 $242K 0.01% NEW $141.03 -3.5%
712 YINN DIREXION SHS ETF TR 5,292.0 $241K 0.01% NEW $45.63 -28.1%
713 PCG PG&E CORP Utilities 15,540.0 $241K 0.01% NEW $15.51 +8.4%
714 PCTY PAYLOCITY HLDG CORP Technology 1,573.0 $241K 0.01% NEW $153.23 -32.2%
715 MKL MARKEL GROUP INC Financial Services 112.0 $240K 0.01% NEW $2145.39 -14.0%
716 CSL CARLISLE COS INC Industrials 733.0 $239K 0.01% NEW $326.65 +6.5%
717 SNAP SNAP INC Communication Services 27,744.0 $239K 0.01% NEW $8.62 -37.8%
718 NXPI NXP SEMICONDUCTORS N V Technology 997.0 $239K 0.01% NEW $239.34 +22.9%
719 CR CRANE COMPANY Industrials 1,224.0 $238K 0.01% NEW $194.43 -7.8%
720 SPBO SPDR SERIES TRUST 8,084.0 $238K 0.01% NEW $29.42 -2.2%
Page 36 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%