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Portfolio (Quarterly) Guide ↗

WOODMONT INVESTMENT COUNSEL LLC

· CIK 0001133653
13F Portfolio $1.6B AUM 263 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 93 Added 84 Reduced 12 Exited
Page 4 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPYM SPDR SERIES TRUST 23,541.0 $1.8M 0.11% +1K +6.2% $76.54 +14.6%
62 V VISA INC Financial Services 5,918.0 $1.8M 0.11% +294.0 +5.2% $302.24 +8.8%
63 FHN FIRST HORIZON CORPORATION Financial Services 64,254.0 $1.5M 0.09% +55K +570.3% $22.76 +6.5%
64 TJX TJX COS INC NEW Consumer Cyclical 8,549.0 $1.4M 0.08% +258.0 +3.1% $159.70 -0.9%
65 SCHG SCHWAB STRATEGIC TR 43,891.0 $1.3M 0.08% +475.0 +1.1% $29.13 +18.0%
66 HON HONEYWELL INTL INC Industrials 5,508.0 $1.2M 0.08% +104.0 +1.9% $226.03 +0.8%
67 EFA ISHARES TR 10,152.0 $986K 0.06% +110.0 +1.1% $97.13 +7.1%
68 JMST J P MORGAN EXCHANGE TRADED F 18,916.0 $964K 0.06% +2K +14.5% $50.98 -0.2%
69 WDAY WORKDAY INC Technology 7,211.0 $937K 0.06% +1K +24.9% $129.92 -1.4%
70 ECL ECOLAB INC Basic Materials 3,309.0 $880K 0.05% +168.0 +5.3% $266.02 -4.8%
71 WFC WELLS FARGO & CO Financial Services 10,024.0 $798K 0.05% +72.0 +0.7% $79.61 -4.0%
72 MO ALTRIA GROUP INC Consumer Defensive 11,656.0 $769K 0.05% +715.0 +6.5% $65.99 +12.0%
73 HDV ISHARES TR 5,507.0 $747K 0.05% +101.0 +1.9% $135.71 -79.4%
74 GS GOLDMAN SACHS GROUP INC Financial Services 828.0 $701K 0.04% +34.0 +4.3% $846.13 +17.8%
75 ATEX ANTERIX INC Communication Services 18,307.0 $699K 0.04% +991.0 +5.7% $38.19 +66.5%
76 LOW LOWES COS INC Consumer Cyclical 2,943.0 $695K 0.04% +121.0 +4.3% $236.28 -9.0%
77 PGR PROGRESSIVE CORP Financial Services 3,323.0 $659K 0.04% +28.0 +0.8% $198.24 +0.6%
78 T AT&T INC Communication Services 22,147.0 $642K 0.04% +549.0 +2.5% $28.99 -12.9%
79 ETN EATON CORP PLC Industrials 1,778.0 $636K 0.04% +92.0 +5.5% $357.67 +9.4%
80 WMB WILLIAMS COS INC Energy 7,316.0 $532K 0.03% +727.0 +11.0% $72.78 +7.8%
Page 4 of 5  ·  93 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 23.3%
Healthcare 19.1%
Financial Services 17.0%
Energy 8.3%
Communication Services 7.8%
Industrials 7.6%
Consumer Defensive 7.3%
Utilities 4.4%
Consumer Cyclical 2.9%
Real Estate 1.6%