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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PINNACLE FINL PARTNERS INC 136,953.0 $11.8M 0.73% NEW $86.14
2 SCHY SCHWAB STRATEGIC TR 290,541.0 $9.2M 0.57% NEW $31.66 +2.4%
3 COPX GLOBAL X FDS 31,078.0 $2.4M 0.15% NEW $76.35 +9.2%
4 XYL XYLEM INC Industrials 17,437.0 $2.1M 0.13% NEW $119.50 -7.7%
5 DGRO ISHARES TR 5,902.0 $414K 0.03% NEW $70.18 +6.7%
6 UBER UBER TECHNOLOGIES INC Technology 4,267.0 $307K 0.02% NEW $71.93 -0.2%
7 VRT VERTIV HOLDINGS CO Industrials 1,027.0 $257K 0.02% NEW $250.58 +30.7%
8 AGX ARGAN INC Industrials 441.0 $240K 0.01% NEW $544.65 +20.5%
9 KR KROGER CO Consumer Defensive 3,122.0 $226K 0.01% NEW $72.37 -7.1%
10 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 751.0 $218K 0.01% NEW $290.49 -0.4%
11 JCI JOHNSON CONTROLS INTERNATION Industrials 1,655.0 $217K 0.01% NEW $130.95 +5.7%
12 SPYD SPDR SERIES TRUST 4,558.0 $207K 0.01% NEW $45.52 +4.8%
13 EGP EASTGROUP PPTYS INC Real Estate 1,089.0 $202K 0.01% NEW $185.13 +10.8%
14 BTI BRITISH AMERN TOB PLC Consumer Defensive 3,435.0 $201K 0.01% NEW $58.47 +11.8%

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%