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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 2 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CSCO CISCO SYS INC Technology 31,232.0 $2.4M 0.15% -379.0 -1.2% $77.59 +55.2%
22 IEMG ISHARES INC 33,529.0 $2.3M 0.14% -506.0 -1.5% $69.75 +15.5%
23 LMT LOCKHEED MARTIN CORP Industrials 3,541.0 $2.1M 0.13% -57.0 -1.6% $604.39 -11.8%
24 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 56,829.0 $2.1M 0.13% -909.0 -1.6% $36.12 +9.7%
25 CSX CSX CORP Industrials 48,394.0 $2.0M 0.12% -2K -3.2% $41.05 +10.9%
26 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 3,170.0 $2.0M 0.12% -613.0 -16.2% $616.67 +8.8%
27 IBMQ ISHARES TR 68,619.0 $1.8M 0.11% -969.0 -1.4% $25.53 -0.2%
28 SPLV INVESCO EXCH TRADED FD TR II 22,214.0 $1.6M 0.10% -472.0 -2.1% $73.14 +1.3%
29 UPS UNITED PARCEL SVCS INC Industrials 15,955.0 $1.6M 0.10% -113.0 -0.7% $98.38 +2.7%
30 ORCL ORACLE CORP Technology 9,844.0 $1.4M 0.09% -209.0 -2.1% $147.11 +30.6%
31 DIA STATE STR SPDR DOW JONES IND Financial Services 2,969.0 $1.4M 0.09% -15.0 -0.5% $463.19 +9.3%
32 USB US BANCORP Financial Services 25,153.0 $1.3M 0.08% -525.0 -2.0% $52.01 +5.4%
33 SCHD SCHWAB STRATEGIC TR 41,917.0 $1.3M 0.08% -6K -12.8% $30.68 +7.0%
34 VCSH VANGUARD SCOTTSDALE FDS 16,038.0 $1.3M 0.08% -1K -6.6% $79.27 -0.5%
35 XLE SELECT SECTOR SPDR TR 19,040.0 $1.2M 0.07% -2K -7.6% $61.26 -2.9%
36 BSCR INVESCO EXCH TRD SLF IDX FD 57,520.0 $1.1M 0.07% -1K -1.7% $19.62 -0.1%
37 VXF VANGUARD INDEX FDS 5,344.0 $1.1M 0.07% -40.0 -0.7% $205.80 +12.2%
38 IWF ISHARES TR 2,578.0 $1.1M 0.07% -276.0 -9.7% $426.40 -70.7%
39 SYK STRYKER CORPORATION Healthcare 3,299.0 $1.1M 0.07% -20.0 -0.6% $328.59 -3.7%
40 GIB CGI INC Technology 14,584.0 $1.1M 0.07% -3K -15.4% $73.10 -8.4%
Page 2 of 5  ·  84 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%