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Portfolio (Quarterly) Guide ↗

WOODMONT INVESTMENT COUNSEL LLC

· CIK 0001133653
13F Portfolio $1.8B AUM 287 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 28 New 77 Added 82 Reduced 4 Exited
Page 1 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BINC BLACKROCK ETF TRUST II 245,626.0 $12.9M 0.70% NEW $52.34 -0.4%
2 FBK FB FINL CORP Financial Services 42,311.0 $2.3M 0.13% NEW $55.35 +3.7%
3 HONEYWELL INTL INC 2,754.0 $617K 0.03% NEW $223.90
4 HONEYWELL AEROSPACE INC 2,750.0 $608K 0.03% NEW $221.08
5 TGT TARGET CORP Consumer Defensive 4,186.0 $547K 0.03% NEW $130.61 +25.0%
6 MRVL MARVELL TECHNOLOGY INC Technology 1,721.0 $513K 0.03% NEW $297.89 -19.1%
7 BROWN FORMAN CORP 15,916.0 $424K 0.02% NEW $26.65
8 IBDX ISHARES TR 13,483.0 $340K 0.02% NEW $25.19 -1.1%
9 MU MICRON TECHNOLOGY INC Technology 277.0 $320K 0.02% NEW $1154.32 -19.7%
10 GLDM WORLD GOLD TR Financial Services 3,778.0 $300K 0.02% NEW $79.42 +15.9%
11 BSV VANGUARD BD INDEX FDS 3,710.0 $289K 0.02% NEW $77.91 -0.3%
12 GEV GE VERNOVA INC Utilities 234.0 $275K 0.01% NEW $1173.30 -21.0%
13 XLK SELECT SECTOR SPDR TR 1,420.0 $271K 0.01% NEW $190.52 -4.7%
14 ROK ROCKWELL AUTOMATION INC Industrials 524.0 $259K 0.01% NEW $495.08 -13.0%
15 ADI ANALOG DEVICES INC Technology 617.0 $245K 0.01% NEW $397.17 -5.9%
16 HSTM HEALTHSTREAM INC Healthcare 8,719.0 $238K 0.01% NEW $27.25 +6.1%
17 APH AMPHENOL CORP Technology 1,329.0 $234K 0.01% NEW $176.32 -9.9%
18 INTC INTEL CORP Technology 1,659.0 $232K 0.01% NEW $139.63 -37.1%
19 ET ENERGY TRANSFER L P Energy 12,104.0 $231K 0.01% NEW $19.12 +10.5%
20 MKL MARKEL GROUP INC Financial Services 116.0 $227K 0.01% NEW $1953.01 -6.9%
Page 1 of 2  ·  28 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 27.5%
Financial Services 18.9%
Healthcare 18.7%
Industrials 7.9%
Consumer Defensive 6.7%
Energy 5.9%
Communication Services 5.1%
Utilities 4.0%
Consumer Cyclical 2.8%
Real Estate 1.7%