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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 37 of 41  ·  806 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 RITM RITHM CAPITAL CORP Real Estate 21,322.0 $238K 0.01% NEW $11.15 -17.9%
722 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 2,606.0 $237K 0.01% NEW $90.87 +10.7%
723 IXC ISHARES TR 5,667.0 $236K 0.01% NEW $41.66 +34.0%
724 UPS UNITED PARCEL SERVICE INC Industrials 2,233.0 $235K 0.01% NEW $105.43 -9.3%
725 NWS NEWS CORP NEW Communication Services 7,738.0 $233K 0.01% NEW $30.15 -0.8%
726 NTRS NORTHERN TR CORP Financial Services 1,635.0 $233K 0.01% NEW $142.62 +15.0%
727 SITM SITIME CORP Technology 680.0 $233K 0.01% NEW $342.73 +122.2%
728 EME EMCOR GROUP INC Industrials 358.0 $233K 0.01% NEW $650.97 +39.2%
729 CNM CORE & MAIN INC Industrials 4,347.0 $231K 0.01% NEW $53.25 -11.8%
730 DVA DAVITA INC Healthcare 2,085.0 $231K 0.01% NEW $111.01 +80.1%
731 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 2,616.0 $231K 0.01% NEW $88.43 -26.3%
732 IWN ISHARES TR 1,234.0 $231K 0.01% NEW $187.36 +10.3%
733 GLOB GLOBANT S A Technology 3,282.0 $231K 0.01% NEW $70.36 -45.7%
734 AOS SMITH A O CORP Industrials 3,432.0 $230K 0.01% NEW $67.11 -16.5%
735 LEIDOS HOLDINGS INC 1,171.0 $230K 0.01% NEW $196.66
736 SHV ISHARES TR 2,088.0 $230K 0.01% NEW $110.21 +0.0%
737 IYY ISHARES TR 1,363.0 $229K 0.01% NEW $168.00 +6.7%
738 OGN ORGANON & CO Healthcare 27,889.0 $228K 0.01% NEW $8.19 +64.3%
739 AEM AGNICO EAGLE MINES LTD Basic Materials 1,254.0 $228K 0.01% NEW $182.07 +0.2%
740 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1,623.0 $228K 0.01% NEW $140.62 +12.9%
Page 37 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%