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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 4 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMGN AMGEN INC Healthcare 1,800.0 $633K 0.04% -25.0 -1.4% $351.85 -3.6%
62 SMOT VANECK ETF TRUST 17,097.0 $602K 0.04% -2K -12.1% $35.19 +7.4%
63 VDC VANGUARD WORLD FD 2,527.0 $568K 0.04% -25.0 -1.0% $224.59 +2.3%
64 BSCQ INVESCO EXCH TRD SLF IDX FD 28,110.0 $549K 0.03% -500.0 -1.8% $19.53 -0.1%
65 AMAT APPLIED MATLS INC Technology 1,606.0 $549K 0.03% -201.0 -11.1% $341.79 +26.4%
66 VBR VANGUARD INDEX FDS 2,522.0 $548K 0.03% -475.0 -15.8% $217.25 +7.1%
67 MET METLIFE INC Financial Services 7,340.0 $519K 0.03% -446.0 -5.7% $70.72 +18.9%
68 JEPQ J P MORGAN EXCHANGE TRADED F 8,339.0 $463K 0.03% -3K -23.3% $55.52 +8.5%
69 IWS ISHARES TR 3,022.0 $440K 0.03% -179.0 -5.6% $145.74 +8.8%
70 BDX BECTON DICKINSON & CO Healthcare 2,793.0 $439K 0.03% -334.0 -10.7% $157.23 -6.1%
71 TRV TRAVELERS COMPANIES INC Financial Services 1,379.0 $402K 0.03% -18.0 -1.3% $291.68 +5.1%
72 COF CAPITAL ONE FINL CORP Financial Services 1,959.0 $357K 0.02% -33.0 -1.7% $182.43 +2.9%
73 GLW CORNING INC Technology 2,615.0 $356K 0.02% -324.0 -11.0% $135.97 +42.7%
74 MCO MOODYS CORP Financial Services 804.0 $351K 0.02% -6.0 -0.7% $436.25 +3.0%
75 ENB ENBRIDGE INC Energy 6,223.0 $337K 0.02% -196.0 -3.0% $54.14 +7.2%
76 DEO DIAGEO PLC Consumer Defensive 4,419.0 $329K 0.02% -2K -30.3% $74.45 +15.7%
77 CL COLGATE PALMOLIVE CO Consumer Defensive 3,570.0 $304K 0.02% -137.0 -3.7% $85.23 +6.3%
78 CARR CARRIER GLOBAL CORPORATION Industrials 5,401.0 $304K 0.02% -384.0 -6.6% $56.31 +12.1%
79 AMD ADVANCED MICRO DEVICES INC Technology 1,389.0 $283K 0.02% -120.0 -8.0% $203.43 +129.8%
80 FITB FIFTH THIRD BANCORP Financial Services 5,783.0 $269K 0.02% -567.0 -8.9% $46.46 +6.5%
Page 4 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%