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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 5 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IJR ISHARES TR 4,090.0 $508K 0.03% +1K +44.2% $124.31 +10.5%
82 AMP AMERIPRISE FINL INC Financial Services 1,141.0 $507K 0.03% +115.0 +11.2% $444.40 +1.8%
83 J P MORGAN EXCHANGE TRADED F 9,442.0 $478K 0.03% +921.0 +10.8% $50.61
84 TXN TEXAS INSTRS INC Technology 2,324.0 $451K 0.03% +771.0 +49.6% $194.14 +59.3%
85 MMM 3M CO Industrials 3,078.0 $447K 0.03% +164.0 +5.6% $145.23 +5.0%
86 GE GE AEROSPACE Industrials 1,423.0 $404K 0.03% +113.0 +8.6% $283.78 +6.7%
87 GWW WW GRAINGER INC Industrials 325.0 $355K 0.02% +6.0 +1.9% $1090.81 +14.4%
88 RF REGIONS FINANCIAL CORP NEW Financial Services 12,491.0 $326K 0.02% +2K +23.8% $26.12 +6.5%
89 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 8,050.0 $285K 0.02% +366.0 +4.8% $35.44 -3.8%
90 GPN GLOBAL PMTS INC Industrials 4,164.0 $280K 0.02% +59.0 +1.4% $67.30 +8.9%
91 VLTO VERALTO CORP Industrials 3,057.0 $270K 0.02% +43.0 +1.4% $88.42 -1.8%
92 ADUS ADDUS HOMECARE CORP Healthcare 2,600.0 $243K 0.01% +400.0 +18.2% $93.65 -1.1%
93 TT TRANE TECHNOLOGIES PLC Industrials 519.0 $216K 0.01% +4.0 +0.8% $416.74 +8.2%
Page 5 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%