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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 40 of 41  ·  806 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 UAA UNDER ARMOUR INC Consumer Cyclical 35,969.0 $206K 0.01% NEW $5.72 -10.8%
782 OZK BANK OZK LITTLE ROCK ARK Financial Services 4,355.0 $205K 0.01% NEW $46.96 +0.3%
783 STAG STAG INDL INC Real Estate 5,407.0 $203K 0.01% NEW $37.52 +1.4%
784 USMV ISHARES TR 2,152.0 $203K 0.01% NEW $94.18 +0.5%
785 TOL TOLL BROTHERS INC Consumer Cyclical 1,500.0 $202K 0.01% NEW $134.80 -2.1%
786 JEF JEFFERIES FINL GROUP INC Financial Services 3,119.0 $202K 0.01% NEW $64.67 -18.1%
787 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,065.0 $201K 0.01% NEW $97.54 -0.9%
788 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,003.0 $200K 0.01% NEW $199.79 -2.6%
789 UA UNDER ARMOUR INC Consumer Cyclical 35,511.0 $195K 0.01% NEW $5.49 -9.7%
790 QS QUANTUMSCAPE CORP Consumer Cyclical 17,502.0 $191K 0.01% NEW $10.91 -21.2%
791 LYG LLOYDS BANKING GROUP PLC Financial Services 32,264.0 $173K 0.01% NEW $5.35 -3.6%
792 PSKY PARAMOUNT SKYDANCE CORP Communication Services 11,965.0 $148K 0.01% NEW $12.37 -18.3%
793 AUR AURORA INNOVATION INC Technology 30,939.0 $142K 0.01% NEW $4.59 +68.0%
794 PTON PELOTON INTERACTIVE INC Consumer Cyclical 17,243.0 $114K 0.00% NEW $6.60 -21.5%
795 HTZ HERTZ GLOBAL HLDGS INC Industrials 19,420.0 $109K 0.00% NEW $5.61 +3.9%
796 MPT MEDICAL PPTYS TRUST INC Financial Services 18,783.0 $101K 0.00% NEW $5.38 -3.7%
797 AMCOR PLC 12,010.0 $101K 0.00% NEW $8.40
798 ATAI ATAI BECKLEY NV Healthcare 25,000.0 $100K 0.00% NEW $4.00 +0.2%
799 RXRX RECURSION PHARMACEUTICALS IN Healthcare 18,943.0 $92K 0.00% NEW $4.86 -37.4%
800 AEGON LTD 10,527.0 $80K 0.00% NEW $7.56
Page 40 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%