Wedmont Private Capital

CIK

1904274

Location

WEST CHESTER, PA

Portfolio Value

Mid $1,077,213,262

Diversification

Diversified

Filing Date

Global Rank

#1,682 / 8,603 ▲ 46 · as of Mar 2026

Top Industry

Semiconductors 12.5%

3Y Alpha vs SPY

-1.8%

Period ended 3 months ago

Filed Apr 9, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+67.3%

SPY

+76.0%

Annualised alpha

-2.0%

Max drawdown

−20.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

611 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.3%

−0.6 pts

Top 5

25.3%

−2.5 pts

Top 10

37.2%

−3.0 pts

HHI

195

Diversified−30

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.5%	$360,689,982	100
Financial Services	13.0%	$140,541,695	108
Consumer Cyclical	9.5%	$102,776,176	62
Healthcare	9.1%	$98,418,016	73
Communication Services	9.0%	$97,240,159	20
Industrials	8.8%	$94,836,889	91
Consumer Defensive	4.4%	$47,132,249	31
Unclassified	4.1%	$44,593,507	12
Energy	3.3%	$35,072,701	35
Basic Materials	2.1%	$22,132,147	25
Utilities	1.9%	$20,808,085	31
Real Estate	1.2%	$12,971,656	23

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
MPT	Medical Properties Trust Inc	+53,217	72,000	$333,360
GOOGL	Alphabet Inc.	+42,281	148,344	$42,657,800
FAST	Fastenal Co	+16,807	35,142	$1,630,588
FITB	Fifth Third Bancorp	+15,243	25,902	$1,203,406
IBIT	iShares Bitcoin Trust ETF	+15,039	63,951	$2,456,997
KVUE	Kenvue Inc.	+15,022	98,849	$1,704,156
GILD	Gilead Sciences, Inc.	+14,929	32,777	$4,568,130
PFE	Pfizer Inc	+14,744	51,735	$1,452,718
BKNG	Booking Holdings Inc.	+12,751	13,315	$2,242,416
QQQ	Invesco Qqq Trust, Series 1	+10,632	36,981	$21,344,693
AUR	Aurora Innovation, Inc.	+10,626	41,565	$171,247
ADI	Analog Devices Inc	+8,558	12,957	$4,122,139
RITM	Rithm Capital Corp.	+8,234	29,556	$280,190
INTC	Intel Corp	+7,702	28,646	$1,264,147
ARCC	Ares Capital Corp	+6,948	37,331	$672,704
PCG	PG&E Corp	+6,669	22,209	$390,212
GEV	GE Vernova Inc.	+5,920	13,747	$11,999,756
QS	QuantumScape Corp	+5,385	22,887	$146,019
COLB	Columbia Banking System, Inc.	+5,071	15,739	$431,720
MAR	Marriott International Inc /Md/	+5,067	8,961	$2,930,874
AMZN	Amazon Com Inc	+4,935	169,403	$35,281,562
UWMC	UWM Holdings Corp	+4,889	21,606	$78,213
CSCO	Cisco Systems, Inc.	+4,854	51,459	$3,992,703
AGNC	AGNC Investment Corp.	+4,603	72,817	$730,354
KEY	Keycorp /New/	+4,602	22,529	$451,706
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAUM	iShares Gold Trust Micro	−26,496	32,827	$1,533,020
DRVN	Driven Brands Holdings Inc.	−20,438	13,610	$171,622
ORCL	Oracle Corp	−19,239	65,023	$9,565,533
PPC	Pilgrims Pride Corp	−14,511	29,500	$1,113,920
WFC	Wells Fargo & Company/Mn	−14,286	144,393	$11,495,126
PHYS	Sprott Physical Gold Trust	−9,967	37,846	$1,341,262
HOOD	Robinhood Markets, Inc.	−8,680	15,410	$1,067,913
LRCX	Lam Research Corp	−8,522	17,485	$3,735,845
KHC	Kraft Heinz Co	−6,960	18,213	$409,610
NVDA	Nvidia Corp	−5,694	452,533	$78,921,755
SOFI	SoFi Technologies, Inc.	−5,478	22,065	$350,392
MSFT	Microsoft Corp	−4,096	106,223	$39,320,567
ABT	Abbott Laboratories	−3,380	27,899	$2,864,390
APLS	Apellis Pharmaceuticals, Inc.	−3,121	8,762	$352,495
NOW	ServiceNow, Inc.	−3,058	10,566	$1,104,675
FHN	First Horizon Corp	−2,897	44,946	$1,022,970
NU	Nu Holdings Ltd.	−2,869	52,178	$749,797
SMFG	Sumitomo Mitsui Financial Group, Inc.	−2,821	14,222	$280,884
BSX	Boston Scientific Corp	−2,619	19,598	$1,229,774
KKR	KKR & Co. Inc.	−2,455	4,640	$429,200
SONY	Sony Group Corp	−2,203	18,521	$383,384
NFLX	Netflix Inc	−2,093	106,642	$10,253,628
BMY	Bristol Myers Squibb Co	−2,086	17,170	$1,041,360
BHP	BHP Group Ltd	−2,056	5,603	$407,562
BAC	Bank Of America Corp /De/	−1,989	72,018	$3,510,877
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
HNGE	Hinge Health, Inc.	133,303	$5,140,163
AZN	Astrazeneca PLC	5,838	$1,151,370
PNFP	Pinnacle Financial Partners, Inc.	8,697	$749,159
BHB	Bar Harbor Bankshares	19,423	$630,276
BAX	Baxter International Inc	28,535	$479,388
TPL	Texas Pacific Land Corp	947	$449,408
AKAM	Akamai Technologies Inc	3,247	$372,917
VIRT	Virtu Financial, Inc.	8,301	$365,077
CF	CF Industries Holdings, Inc.	2,538	$329,533
MTZ	Mastec Inc	979	$314,983
CE	Celanese Corp	4,731	$311,157
RBRK	Rubrik, Inc.	5,714	$279,814
FTI	TechnipFMC plc	4,036	$279,008
ENTG	Entegris Inc	2,327	$272,817
LINE	Lineage, Inc.	8,260	$270,597
ELAN	Elanco Animal Health Inc	10,978	$262,703
ITT	Itt Inc.	1,374	$261,788
LSCC	Lattice Semiconductor Corp	2,818	$261,397
DXCM	Dexcom Inc	4,121	$258,798
MKC	Mccormick & Co Inc	5,087	$256,588
RKLB	Rocket Lab Corp	3,905	$250,779
CNP	Centerpoint Energy Inc	5,757	$248,472
ES	Eversource Energy	3,578	$247,883
ECG	Everus Construction Group, Inc.	2,053	$242,377
ADM	Archer-Daniels-Midland Co	3,262	$237,114
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
CAG	Conagra Brands Inc.	28,728	$497,281
ZS	Zscaler, Inc.	2,173	$488,751
KD	Kyndryl Holdings, Inc.	16,587	$440,550
CTSH	Cognizant Technology Solutions Corp	4,952	$411,016
PYPL	PayPal Holdings, Inc.	6,668	$389,277
LYB	LyondellBasell Industries N.V.	7,957	$344,538
TOST	Toast, Inc.	9,478	$336,563
WING	Wingstop Inc.	1,348	$321,484
LMND	Lemonade, Inc.	4,036	$287,282
FIS	Fidelity National Information Services, Inc.	4,198	$278,999
TPG	TPG Inc.	4,304	$274,767
PLNT	Planet Fitness, Inc.	2,494	$270,524
IT	Gartner Inc	1,053	$265,650
BRBR	Bellring Brands, Inc.	9,567	$255,725
SNY	Sanofi	5,244	$254,124
ARES	Ares Management Corp	1,513	$244,546
RELX	Relx PLC	5,974	$241,469
TROW	Price T Rowe Group Inc	2,347	$240,285
FSLR	First Solar, Inc.	915	$239,025
M	Macy's, Inc.	10,829	$238,779
OLLI	Ollie's Bargain Outlet Holdings, Inc.	2,159	$236,647
BDX	Becton Dickinson & Co	1,551	$236,637
SSNC	SS&C Technologies Holdings Inc	2,616	$228,690
UHS	Universal Health Services Inc	1,027	$223,906
WCN	Waste Connections, Inc.	1,233	$216,218
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

611 positions · $1,077,213,262 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 611 positions by value · page 1 of 13

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	452,533	-5,694	$78,921,755	−7.6%	7.33%
AAPL	Apple Inc. Technology	Added	285,372	+2,519	$72,424,559	−5.8%	6.72%
GOOGL	Alphabet Inc. Communication Services	Added	148,344	+42,281	$42,657,800	+28.5%	3.96%
MSFT	Microsoft Corp Technology	Reduced	106,223	-4,096	$39,320,567	−26.3%	3.65%
PLTR	Palantir Technologies Inc. Technology	Added	265,373	+1,899	$38,818,762	−17.1%	3.60%
AMZN	Amazon Com Inc Consumer Cyclical	Added	169,403	+4,935	$35,281,562	−7.1%	3.28%
META	Meta Platforms, Inc. Communication Services	Added	47,593	+539	$27,229,383	−12.3%	2.53%
AVGO	Broadcom Inc. Technology	Reduced	76,629	-966	$23,717,441	−11.7%	2.20%
QQQ	Invesco Qqq Trust, Series 1	Added	36,981	+10,632	$21,344,693	+31.9%	1.98%
TSLA	Tesla, Inc. Consumer Cyclical	Added	55,950	+1,247	$20,799,412	−15.5%	1.93%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	37,381	+431	$17,912,975	−3.6%	1.66%
JPM	Jpmorgan Chase & Co Financial Services	Added	50,587	+2,776	$14,880,671	−3.4%	1.38%
SPY	Spdr S&P 500 ETF Trust	Added	22,292	+1,253	$14,497,379	+1.0%	1.35%
LLY	ELI LILLY & Co Healthcare	Added	14,822	+303	$13,632,830	−12.6%	1.27%
GEV	GE Vernova Inc. Industrials	Added	13,747	+5,920	$11,999,756	+134.6%	1.11%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	144,393	-14,286	$11,495,126	−22.3%	1.07%
NFLX	Netflix Inc Communication Services	Reduced	106,642	-2,093	$10,253,628	+0.6%	0.95%
ORCL	Oracle Corp Technology	Reduced	65,023	-19,239	$9,565,533	−41.8%	0.89%
WMT	Walmart Inc. Consumer Defensive	Added	76,664	+3,319	$9,527,801	+16.6%	0.88%
ABBV	AbbVie Inc. Healthcare	Added	43,207	+1,146	$9,397,090	−2.2%	0.87%
JNJ	Johnson & Johnson Healthcare	Added	34,444	+3,732	$8,419,491	+32.5%	0.78%
V	Visa Inc. Financial Services	Reduced	26,534	-1,110	$8,019,636	−17.3%	0.74%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	65,221	+276	$7,060,173	+8.9%	0.66%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	6,799	+517	$6,774,727	+25.1%	0.63%
CAT	Caterpillar Inc Industrials	Added	8,512	+325	$6,030,411	+28.6%	0.56%
AMD	Advanced Micro Devices Inc Technology	Added	27,372	+3,041	$5,568,285	+6.9%	0.52%
MA	Mastercard Inc Financial Services	Reduced	11,063	-765	$5,527,738	−18.1%	0.51%
GE	General Electric Co Industrials	Reduced	18,677	-1,688	$5,299,972	−15.5%	0.49%
PM	Philip Morris International Inc. Consumer Defensive	Added	31,998	+198	$5,290,549	+3.7%	0.49%
HNGE	Hinge Health, Inc. Healthcare	NEW	133,303	NEW	$5,140,163	NEW	0.48%
KO	Coca Cola Co Consumer Defensive	Added	66,582	+1,323	$5,063,561	+11.0%	0.47%
MU	Micron Technology Inc Technology	Added	14,714	+1,087	$4,970,977	+27.8%	0.46%
GS	Goldman Sachs Group Inc Financial Services	Added	5,805	+219	$4,910,971	+0.0%	0.46%
AMAT	Applied Materials Inc /De Technology	Reduced	13,406	-410	$4,582,036	+29.1%	0.43%
GILD	Gilead Sciences, Inc. Healthcare	Added	32,777	+14,929	$4,568,130	+108.5%	0.42%
CVX	Chevron Corp Energy	Added	21,095	+476	$4,364,555	+38.9%	0.41%
ADI	Analog Devices Inc Technology	Added	12,957	+8,558	$4,122,139	+245.5%	0.38%
RTX	RTX Corp Industrials	Added	21,044	+1,349	$4,059,387	+12.4%	0.38%
CSCO	Cisco Systems, Inc. Technology	Added	51,459	+4,854	$3,992,703	+11.2%	0.37%
RVMD	Revolution Medicines, Inc. Healthcare	Added	40,231	+175	$3,912,464	+22.6%	0.36%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	26,951	+476	$3,892,802	+2.6%	0.36%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	11,572	-813	$3,805,915	−10.7%	0.35%
LRCX	Lam Research Corp Technology	Reduced	17,485	-8,522	$3,735,845	−16.1%	0.35%
T	At&T Inc. Communication Services	Added	127,858	+2,845	$3,706,603	+19.4%	0.34%
AXP	American Express Co Financial Services	Reduced	12,172	-123	$3,681,786	−19.1%	0.34%
UNH	Unitedhealth Group Inc Healthcare	Reduced	13,044	-1,951	$3,529,575	−28.7%	0.33%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	72,018	-1,989	$3,510,877	−13.7%	0.33%
PH	Parker-Hannifin Corp Industrials	Added	3,883	+63	$3,476,216	+3.5%	0.32%
CRM	Salesforce, Inc. Technology	Reduced	17,402	-1,560	$3,248,431	−35.3%	0.30%
APH	Amphenol Corp /De/ Technology	Added	25,432	+270	$3,213,333	−5.5%	0.30%