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Portfolio (Quarterly) Guide ↗

WOODMONT INVESTMENT COUNSEL LLC

· CIK 0001133653
13F Portfolio $1.6B AUM 261 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 261 New
Page 12 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 GPN GLOBAL PMTS INC Industrials 4,105.0 $318K 0.02% NEW $77.40 -5.3%
222 VGIT VANGUARD SCOTTSDALE FDS 5,268.0 $316K 0.02% NEW $59.93 -2.0%
223 F FORD MTR CO Consumer Cyclical 23,790.0 $312K 0.02% NEW $13.12 +13.8%
224 ENB ENBRIDGE INC Energy 6,419.0 $307K 0.02% NEW $47.83 +21.3%
225 CARR CARRIER GLOBAL CORPORATION Industrials 5,785.0 $306K 0.02% NEW $52.84 +19.5%
226 SPSM SPDR SERIES TRUST 6,515.0 $305K 0.02% NEW $46.86 +14.0%
227 VLTO VERALTO CORP Industrials 3,014.0 $301K 0.02% NEW $99.78 -13.0%
228 FITB FIFTH THIRD BANCORP Financial Services 6,350.0 $297K 0.02% NEW $46.81 +5.7%
229 CL COLGATE PALMOLIVE CO Consumer Defensive 3,707.0 $293K 0.02% NEW $79.02 +14.7%
230 RNST RENASANT CORP Financial Services 8,094.0 $285K 0.02% NEW $35.22 +16.4%
231 RF REGIONS FINANCIAL CORP NEW Financial Services 10,087.0 $273K 0.02% NEW $27.10 +2.7%
232 TXN TEXAS INSTRS INC Technology 1,553.0 $269K 0.02% NEW $173.49 +78.2%
233 EOG EOG RES INC Energy 2,541.0 $267K 0.02% NEW $105.01 +34.5%
234 GLW CORNING INC Technology 2,939.0 $257K 0.02% NEW $87.57 +121.6%
235 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 7,684.0 $254K 0.02% NEW $33.02 +3.3%
236 ALL ALLSTATE CORP Financial Services 1,218.0 $254K 0.02% NEW $208.15 +4.1%
237 FNDX SCHWAB STRATEGIC TR 9,267.0 $252K 0.02% NEW $27.21 +13.3%
238 IQVIA HLDGS INC 1,096.0 $247K 0.01% NEW $225.41
239 CEF SPROTT ASSET MANAGEMENT LP Financial Services 5,356.0 $245K 0.01% NEW $45.80 +3.3%
240 XLRE SELECT SECTOR SPDR TR 5,934.0 $239K 0.01% NEW $40.35 +10.4%
Page 12 of 14  ·  261 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 25.4%
Healthcare 18.7%
Financial Services 18.6%
Communication Services 7.9%
Industrials 7.3%
Consumer Defensive 6.7%
Energy 6.2%
Utilities 4.0%
Consumer Cyclical 2.9%
Real Estate 1.5%