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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 10 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PSX PHILLIPS 66 Energy 3,508.0 $593K 0.03% +20.0 +0.6% $169.05 +43.3%
182 IBM INTERNATIONAL BUSINESS MACHS Technology 2,037.0 $573K 0.03% +23.0 +1.1% $281.21 -18.2%
183 MMM 3M CO Industrials 3,485.0 $564K 0.03% +407.0 +13.2% $161.91 +11.1%
184 VDC VANGUARD WORLD FD 2,477.0 $559K 0.03% -50.0 -2.0% $225.49 +3.2%
185 IBMP ISHARES TR 21,829.0 $555K 0.03% -16K -42.2% $25.42 -0.1%
186 IHE ISHARES TR 5,574.0 $552K 0.03% $99.01 +6.9%
187 TGT TARGET CORP Consumer Defensive 4,186.0 $547K 0.03% NEW $130.61 +25.6%
188 WMB WILLIAMS COS INC Energy 7,316.0 $544K 0.03% $74.34 +0.1%
189 ISPY PROSHARES TR 11,251.0 $542K 0.03% $48.19 +0.4%
190 SHEL SHELL PLC Energy 6,973.0 $541K 0.03% $77.54 +17.5%
191 ACWX ISHARES TR 7,100.0 $540K 0.03% $76.11 +2.4%
192 IWY ISHARES TR 1,841.0 $535K 0.03% $290.62 -2.2%
193 ACN ACCENTURE PLC IRELAND Technology 4,248.0 $529K 0.03% -120.0 -2.8% $124.44 +45.7%
194 AMP AMERIPRISE FINL INC Financial Services 1,141.0 $523K 0.03% $458.76 +22.2%
195 JEPQ J P MORGAN EXCHANGE TRADED F 8,355.0 $514K 0.03% $61.46 -2.7%
196 MRVL MARVELL TECHNOLOGY INC Technology 1,721.0 $513K 0.03% NEW $297.89 -17.7%
197 UNP UNION PAC CORP Industrials 1,881.0 $512K 0.03% $272.00 +14.2%
198 GE GE AEROSPACE Industrials 1,345.0 $503K 0.03% -78.0 -5.5% $373.75 -5.2%
199 IWS ISHARES TR 3,022.0 $497K 0.03% $164.60 +4.5%
200 NKE NIKE INC Consumer Cyclical 12,070.0 $495K 0.03% -753.0 -5.9% $41.05 -6.0%
Page 10 of 15  ·  287 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%