Wedmont Private Capital
CIK
1904274
Location
WEST CHESTER, PA
Portfolio Value
Mid
$1,323,761,477
Diversification
Diversified
Filing Date
Global Rank
#1,632
/ 8,517
▼ 240
Top Industry
Semiconductors
15.4%
3Y Alpha vs SPY
+28.4%
Period ended 46 days ago
Filed Jul 13, 2026 · 33d
19 quarters · since Dec 2021
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+229.5%
SPY
+75.3%
Annualised alpha
+28.2%
Max drawdown
−18.1%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
692 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
7.5%
−11.9 pts
Top 5
24.1%
−13.1 pts
Top 10
34.4%
−12.9 pts
HHI
183
Diversified−321
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.1% | $478,407,230 |
| Financial Services | 13.3% | $176,065,586 |
| Consumer Cyclical | 9.2% | $121,408,456 |
| Industrials | 8.9% | $117,750,205 |
| Healthcare | 8.5% | $112,603,686 |
| Communication Services | 8.0% | $106,099,270 |
| Consumer Defensive | 4.0% | $53,407,679 |
| Unclassified | 3.8% | $50,821,185 |
| Energy | 3.4% | $44,620,248 |
| Basic Materials | 1.8% | $24,124,151 |
| Utilities | 1.7% | $22,009,993 |
| Real Estate | 1.2% | $16,443,788 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CPNG | Coupang, Inc. | +77,970 | 139,669 | $2,426,050 | |
| TSCO | Tractor Supply Co /De/ | +55,235 | 63,308 | $2,001,165 | |
| NVDA | Nvidia Corp | +45,357 | 497,890 | $99,622,810 | |
| KVUE | Kenvue Inc. | +25,030 | 123,879 | $2,367,327 | |
| BAX | Baxter International Inc | +21,356 | 49,891 | $1,063,676 | |
| KLAC | Kla Corp | +18,193 | 20,136 | $6,075,232 | |
| APA | APA Corp | +17,599 | 27,350 | $890,789 | |
| AAPL | Apple Inc. | +16,505 | 301,877 | $87,351,128 | |
| CRWD | CrowdStrike Holdings, Inc. | +13,440 | 17,964 | $3,427,261 | |
| PPC | Pilgrims Pride Corp | +11,622 | 41,122 | $1,155,939 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | +11,151 | 22,064 | $1,126,367 | |
| RBRK | Rubrik, Inc. | +10,340 | 16,054 | $1,288,815 | |
| WFC | Wells Fargo & Company/Mn | +9,919 | 154,312 | $12,752,343 | |
| CVNA | Carvana Co. | +9,658 | 11,870 | $781,283 | |
| OBDC | Blue Owl Capital Corp | +9,376 | 23,818 | $258,901 | |
| AU | AngloGold Ashanti PLC | +8,656 | 19,213 | $1,554,139 | |
| DVN | Devon Energy Corp/De | +8,230 | 21,599 | $892,470 | |
| AR | ANTERO RESOURCES Corp | +8,134 | 29,955 | $1,052,618 | |
| V | Visa Inc. | +8,094 | 34,628 | $11,880,520 | |
| RKT | Rocket Companies, Inc. | +6,930 | 31,319 | $493,274 | |
| XOM | ExxonMobil Holdings Corp | +6,623 | 74,295 | $10,157,612 | |
| BSX | Boston Scientific Corp | +6,550 | 26,148 | $1,115,996 | |
| AMZN | Amazon Com Inc | +5,821 | 175,224 | $41,762,888 | |
| PGR | Progressive Corp/Oh/ | +5,603 | 13,293 | $2,903,855 | |
| BX | Blackstone Inc. | +5,069 | 12,717 | $1,496,409 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −161,584 | 146,365 | $52,306,460 | |
| HNGE | Hinge Health, Inc. | −102,325 | 30,978 | $2,571,174 | |
| IBIT | iShares Bitcoin Trust ETF | −42,308 | 21,643 | $720,495 | |
| UAA | Under Armour, Inc. | −38,146 | 36,809 | $235,209 | |
| MPT | Medical Properties Trust Inc | −27,558 | 44,442 | $205,322 | |
| ET | Energy Transfer LP | −10,170 | 14,142 | $270,395 | |
| PFE | Pfizer Inc | −9,950 | 41,785 | $1,006,182 | |
| T | At&T Inc. | −6,608 | 121,250 | $2,509,875 | |
| SAN | Banco Santander, S.A. | −5,575 | 37,127 | $512,352 | |
| LYG | Lloyds Banking Group plc | −5,422 | 27,983 | $163,140 | |
| SONY | Sony Group Corp | −5,318 | 13,203 | $264,852 | |
| CRM | Salesforce, Inc. | −5,292 | 12,110 | $1,897,152 | |
| OHI | Omega Healthcare Investors Inc | −4,973 | 4,618 | $220,186 | |
| ABT | Abbott Laboratories | −4,899 | 23,000 | $2,087,020 | |
| HTZ | Hertz Global Holdings, Inc | −4,563 | 15,010 | $33,997 | |
| FOXA | Fox Corp | −4,293 | 4,255 | $221,940 | |
| MSFT | Microsoft Corp | −4,261 | 101,962 | $38,033,865 | |
| RIVN | Rivian Automotive, Inc. / DE | −3,988 | 31,926 | $553,916 | |
| MUFG | Mitsubishi Ufj Financial Group Inc | −3,773 | 25,222 | $501,665 | |
| WOOF | Petco Health & Wellness Company, Inc. | −3,506 | 13,442 | $36,562 | |
| MPLX | Mplx LP | −3,384 | 7,160 | $403,322 | |
| CMG | Chipotle Mexican Grill Inc | −3,061 | 15,937 | $541,858 | |
| MCD | Mcdonalds Corp | −2,706 | 5,942 | $1,606,182 | |
| MFG | Mizuho Financial Group Inc | −2,675 | 23,865 | $228,626 | |
| RBLX | Roblox Corp | −2,673 | 11,812 | $642,336 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RLI | Rli Corp | 59,916 | $3,539,238 | |
| CHTR | Charter Communications, Inc. /Mo/ | 16,519 | $2,349,166 | |
| PLNT | Planet Fitness, Inc. | 35,790 | $1,867,164 | |
| BRO | Brown & Brown, Inc. | 28,730 | $1,843,029 | |
| BRBR | Bellring Brands, Inc. | 127,656 | $1,651,868 | |
| EVLV | Evolv Technologies Holdings, Inc. | 277,078 | $1,607,052 | |
| WAY | Waystar Holding Corp. | 57,599 | $1,182,507 | |
| LBRDA | Liberty Broadband Corp | 30,642 | $1,019,765 | |
| MAIN | Main Street Capital CORP | 16,928 | $878,224 | |
| EFOR | Everforth Inc | 30,060 | $537,172 | |
| G | Genpact LTD | 18,156 | $499,290 | |
| LCID | Lucid Group, Inc. | 73,545 | $492,016 | |
| CSGP | Costar Group, Inc. | 17,302 | $489,992 | |
| CPB | CAMPBELL'S Co | 21,069 | $469,206 | |
| MXL | Maxlinear, Inc | 3,581 | $458,475 | |
| MOH | Molina Healthcare, Inc. | 1,852 | $423,552 | |
| NFG | National Fuel Gas Co | 5,476 | $422,801 | |
| DUOL | Duolingo, Inc. | 3,485 | $400,844 | |
| AB | Alliancebernstein Holding L.P. | 11,044 | $388,969 | |
| CGNX | Cognex Corp | 4,822 | $349,209 | |
| KNSL | Kinsale Capital Group, Inc. | 1,015 | $334,757 | |
| FLEX | Flex Ltd. | 2,014 | $326,408 | |
| AMSF | Amerisafe Inc | 9,520 | $322,061 | |
| CART | Maplebear Inc. | 6,736 | $318,949 | |
| CRS | Carpenter Technology Corp | 513 | $316,438 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 4,740,776 | $303,788,926 | |
| BNDX | Vanguard Total International Bond ETF | 682,426 | $32,790,569 | |
| VTEC | Vanguard California Tax-Exempt Bond ETF | 194,623 | $19,283,246 | |
| VB | Vanguard Morningstar Small-Cap ETF | 60,051 | $15,728,557 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | 189,589 | $14,238,133 | |
| VIGI | Vanguard International Dividend Appreciation ETF | 127,708 | $11,297,049 | |
| VXUS | Vanguard Total International Stock ETF | 144,811 | $11,166,376 | |
| VXF | Vanguard Extended Market ETF | 32,969 | $6,785,020 | |
| VIG | Vanguard Dividend Appreciation ETF | 25,507 | $5,485,535 | |
| AKRE | Akre Focus ETF | 41,557 | $2,196,287 | |
| HON | Honeywell International Inc | 9,505 | $2,148,415 | |
| IBB | iShares Biotechnology ETF | 4,240 | $715,924 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | 16,520 | $535,743 | |
| XLB | State Street Materials Select Sector SPDR ETF | 10,495 | $524,435 | |
| EFX | Equifax Inc | 2,549 | $458,998 | |
| DGS | WisdomTree Emerging Markets SmallCap Dividend Fund | 7,239 | $435,063 | |
| ACN | Accenture plc | 1,992 | $394,993 | |
| CACI | Caci International Inc /De/ | 571 | $310,549 | |
| FISV | Fiserv Inc | 5,006 | $279,334 | |
| AOS | Smith A O Corp | 4,061 | $267,782 | |
| LVS | Las Vegas Sands Corp | 4,777 | $257,384 | |
| MKC | Mccormick & Co Inc | 5,087 | $256,588 | |
| MTD | Mettler Toledo International Inc/ | 190 | $239,628 | |
| BNDW | Vanguard Total World Bond ETF | 3,441 | $235,192 | |
| BMRN | Biomarin Pharmaceutical Inc | 4,084 | $230,705 | |
| No positions match the current search. | ||||
692 tracked positions ·
$1,323,761,477 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 692 positions by value
· page 1 of 14
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 497,890 | $99,622,810 | 7.53% | |
| AAPL |
Apple Inc.
Technology
|
Added | 301,877 | $87,351,128 | 6.60% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 146,365 | $52,306,460 | 3.95% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 175,224 | $41,762,888 | 3.15% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 101,962 | $38,033,865 | 2.87% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 263,251 | $30,713,494 | 2.32% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 79,525 | $30,040,568 | 2.27% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 35,895 | $26,433,078 | 2.00% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 45,383 | $25,563,790 | 1.93% | |
| TSLA |
Tesla, Inc.
CALL
+ SHARES
Consumer Cyclical
|
Added | 56,316 | $23,686,509 | 1.79% | |
| MU |
Micron Technology Inc
PUT
CALL
+ SHARES
Technology
|
Added | 17,383 | $20,065,023 | 1.52% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 39,346 | $19,688,344 | 1.49% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 16,064 | $19,267,645 | 1.46% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 54,011 | $17,679,420 | 1.34% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 23,305 | $17,403,474 | 1.31% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 14,045 | $16,500,908 | 1.25% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 28,201 | $16,382,242 | 1.24% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 154,312 | $12,752,343 | 0.96% | |
| V |
Visa Inc.
Financial Services
|
Added | 34,628 | $11,880,520 | 0.90% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 43,731 | $11,004,468 | 0.83% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 10,012 | $10,661,778 | 0.81% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 74,295 | $10,157,612 | 0.77% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 13,803 | $9,979,569 | 0.75% | |
| ORCL |
Oracle Corp
Technology
|
Added | 65,076 | $9,536,887 | 0.72% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 80,835 | $9,155,372 | 0.69% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 34,052 | $8,648,186 | 0.65% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 17,732 | $7,683,807 | 0.58% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 106,863 | $7,630,018 | 0.58% | |
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
Added | 40,281 | $7,543,825 | 0.57% | |
| GE |
General Electric Co
Industrials
|
Added | 19,322 | $7,221,211 | 0.55% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 36,545 | $6,611,355 | 0.50% | |
| SNDK |
Sandisk Corp
Technology
|
Added | 2,845 | $6,468,761 | 0.49% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 6,879 | $6,435,098 | 0.49% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 54,110 | $6,355,760 | 0.48% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Added | 65,274 | $6,096,591 | 0.46% | |
| KLAC |
Kla Corp
Technology
|
Added | 20,136 | $6,075,232 | 0.46% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 5,942 | $6,009,560 | 0.45% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 11,212 | $5,758,483 | 0.44% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 69,092 | $5,615,106 | 0.42% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 13,166 | $5,472,184 | 0.41% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 13,312 | $5,287,127 | 0.40% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 26,048 | $4,592,783 | 0.35% | |
| INTC |
Intel Corp
Technology
|
Added | 32,396 | $4,523,453 | 0.34% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 76,386 | $4,352,474 | 0.33% | |
| AXP |
American Express Co
Financial Services
|
Added | 12,631 | $4,272,435 | 0.32% | |
| RTX |
RTX Corp
Industrials
|
Added | 21,855 | $4,146,549 | 0.31% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Reduced | 32,598 | $4,118,431 | 0.31% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Added | 13,789 | $4,107,605 | 0.31% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 23,703 | $4,026,665 | 0.30% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 27,408 | $4,019,109 | 0.30% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.