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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 3 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VCSH VANGUARD SCOTTSDALE FDS 15,738.0 $1.2M 0.07% -300.0 -1.9% $79.03 -0.3%
42 AMAT APPLIED MATLS INC Technology 1,560.0 $1.1M 0.06% -46.0 -2.9% $723.00 -33.6%
43 XLE SELECT SECTOR SPDR TR 18,861.0 $1.0M 0.06% -179.0 -0.9% $53.11 +16.9%
44 BSCR INVESCO EXCH TRD SLF IDX FD 49,754.0 $976K 0.05% -8K -13.5% $19.61 -0.0%
45 IWM ISHARES TR 3,234.0 $972K 0.05% -25.0 -0.8% $300.42 -0.4%
46 ADP AUTOMATIC DATA PROCESSING IN Industrials 4,121.0 $923K 0.05% -168.0 -3.9% $223.95 +26.3%
47 ECL ECOLAB INC Basic Materials 3,249.0 $905K 0.05% -60.0 -1.8% $278.61 +3.9%
48 JMST J P MORGAN EXCHANGE TRADED F 16,857.0 $860K 0.05% -2K -10.9% $51.00 -0.1%
49 GIB CGI INC Technology 13,059.0 $843K 0.05% -2K -10.5% $64.57 +15.4%
50 XLF SELECT SECTOR SPDR TR 15,703.0 $842K 0.05% -673.0 -4.1% $53.61 +8.8%
51 NEE NEXTERA ENERGY INC Utilities 9,590.0 $842K 0.05% -179.0 -1.8% $87.77 -4.0%
52 WY WEYERHAEUSER CO Real Estate 32,624.0 $781K 0.04% -6K -14.7% $23.94 +2.0%
53 MO ALTRIA GROUP INC Consumer Defensive 10,644.0 $766K 0.04% -1K -8.7% $71.95 -5.4%
54 DIS DISNEY WALT CO Communication Services 7,747.0 $746K 0.04% -1K -11.5% $96.25 +15.6%
55 ETN EATON CORP PLC Industrials 1,735.0 $739K 0.04% -43.0 -2.4% $426.12 -4.0%
56 PGR PROGRESSIVE CORP Financial Services 3,293.0 $719K 0.04% -30.0 -0.9% $218.45 +1.7%
57 UPS UNITED PARCEL SVCS INC Industrials 6,634.0 $713K 0.04% -9K -58.4% $107.50 -2.2%
58 GS GOLDMAN SACHS GROUP INC Financial Services 666.0 $674K 0.04% -162.0 -19.6% $1012.08 +4.6%
59 GLW CORNING INC Technology 2,600.0 $664K 0.04% -15.0 -0.6% $255.43 -42.4%
60 MDLZ MONDELEZ INTL INC Consumer Defensive 11,292.0 $653K 0.04% -268.0 -2.3% $57.84 +8.9%
Page 3 of 5  ·  82 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%