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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 9 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 HDV ISHARES TR 5,406.0 $657K 0.04% NEW $121.61 -77.0%
162 CLW CLEARWATER PAPER CORP Basic Materials 36,830.0 $641K 0.04% NEW $17.40 -19.1%
163 VBR VANGUARD INDEX FDS 2,997.0 $635K 0.04% NEW $211.79 +9.9%
164 JEPQ J P MORGAN EXCHANGE TRADED F 10,878.0 $632K 0.04% NEW $58.12 +3.6%
165 MO ALTRIA GROUP INC Consumer Defensive 10,941.0 $631K 0.04% NEW $57.66 +28.2%
166 MET METLIFE INC Financial Services 7,786.0 $615K 0.04% NEW $78.94 +6.5%
167 MYCH SSGA ACTIVE TR 24,207.0 $607K 0.04% NEW $25.09 -0.9%
168 BDX BECTON DICKINSON & CO Healthcare 3,127.0 $607K 0.04% NEW $194.07 -23.9%
169 MGK VANGUARD WORLD FD 1,452.0 $599K 0.04% NEW $412.77 -78.4%
170 AMGN AMGEN INC Healthcare 1,825.0 $597K 0.04% NEW $327.31 +3.7%
171 IBM INTERNATIONAL BUSINESS MACHS Technology 2,014.0 $597K 0.04% NEW $296.21 -14.3%
172 BMY BRISTOL-MYERS SQUIBB CO Healthcare 10,712.0 $578K 0.04% NEW $53.94 +10.2%
173 BSCQ INVESCO EXCH TRD SLF IDX FD 28,610.0 $560K 0.04% NEW $19.58 -0.3%
174 DEO DIAGEO PLC Consumer Defensive 6,342.0 $547K 0.03% NEW $86.27 -0.2%
175 VDC VANGUARD WORLD FD 2,552.0 $539K 0.03% NEW $211.24 +8.7%
176 ETN EATON CORP PLC Industrials 1,686.0 $537K 0.03% NEW $318.51 +22.9%
177 T AT&T INC Communication Services 21,598.0 $536K 0.03% NEW $24.84 +1.7%
178 SHY ISHARES TR 6,393.0 $529K 0.03% NEW $82.82 -0.8%
179 ISPY PROSHARES TR 11,251.0 $513K 0.03% NEW $45.63 +5.6%
180 SHEL SHELL PLC Energy 6,973.0 $512K 0.03% NEW $73.48 +16.6%
Page 9 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%