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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 4 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LOW LOWES COS INC Consumer Cyclical 2,813.0 $620K 0.03% -130.0 -4.4% $220.49 -2.7%
62 EFAV ISHARES TR 6,964.0 $611K 0.03% -1K -13.3% $87.71 +8.2%
63 BMY BRISTOL-MYERS SQUIBB CO Healthcare 10,507.0 $605K 0.03% -205.0 -1.9% $57.62 +17.9%
64 VDC VANGUARD WORLD FD 2,477.0 $559K 0.03% -50.0 -2.0% $225.49 +3.6%
65 IBMP ISHARES TR 21,829.0 $555K 0.03% -16K -42.2% $25.42 -0.1%
66 ACN ACCENTURE PLC IRELAND Technology 4,248.0 $529K 0.03% -120.0 -2.8% $124.44 +50.2%
67 GE GE AEROSPACE Industrials 1,345.0 $503K 0.03% -78.0 -5.5% $373.75 -6.5%
68 NKE NIKE INC Consumer Cyclical 12,070.0 $495K 0.03% -753.0 -5.9% $41.05 -3.8%
69 SHY ISHARES TR 5,917.0 $486K 0.03% -476.0 -7.5% $82.11 -0.0%
70 YUM YUM BRANDS INC Consumer Cyclical 2,839.0 $454K 0.03% -32.0 -1.1% $159.86 -2.2%
71 T AT&T INC Communication Services 21,887.0 $453K 0.03% -260.0 -1.2% $20.70 +24.5%
72 CLW CLEARWATER PAPER CORP Basic Materials 28,696.0 $450K 0.03% -8K -22.1% $15.68 +38.8%
73 DGRO ISHARES TR 5,782.0 $438K 0.02% -120.0 -2.0% $75.79 +5.3%
74 BSCQ INVESCO EXCH TRD SLF IDX FD 21,695.0 $424K 0.02% -6K -22.8% $19.52 -0.1%
75 ITW ILLINOIS TOOL WKS INC Industrials 1,550.0 $419K 0.02% -71.0 -4.4% $270.47 +4.1%
76 BDX BECTON DICKINSON & CO Healthcare 2,543.0 $385K 0.02% -250.0 -8.9% $151.33 +25.4%
77 DEO DIAGEO PLC Consumer Defensive 4,110.0 $330K 0.02% -309.0 -7.0% $80.38 +17.9%
78 CL COLGATE PALMOLIVE CO Consumer Defensive 3,460.0 $317K 0.02% -110.0 -3.1% $91.68 -0.4%
79 VGIT VANGUARD SCOTTSDALE FDS 5,158.0 $304K 0.02% -110.0 -2.1% $58.98 -0.7%
80 GPN GLOBAL PMTS INC Industrials 4,094.0 $297K 0.02% -70.0 -1.7% $72.56 +29.3%
Page 4 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%