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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 11 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SHY ISHARES TR 5,917.0 $486K 0.03% -476.0 -7.5% $82.11 -0.0%
202 J P MORGAN EXCHANGE TRADED F 9,442.0 $477K 0.03% $50.57
203 SDY SPDR SERIES TRUST 3,114.0 $474K 0.03% $152.17 +4.0%
204 WELL WELLTOWER INC Real Estate 2,071.0 $470K 0.03% $226.97 +6.2%
205 TRV TRAVELERS COMPANIES INC Financial Services 1,398.0 $462K 0.03% +19.0 +1.4% $330.12 +12.0%
206 COF CAPITAL ONE FINL CORP Financial Services 2,297.0 $461K 0.03% +338.0 +17.2% $200.62 +7.8%
207 YUM YUM BRANDS INC Consumer Cyclical 2,839.0 $454K 0.03% -32.0 -1.1% $159.86 -2.2%
208 T AT&T INC Communication Services 21,887.0 $453K 0.03% -260.0 -1.2% $20.70 +24.5%
209 CLW CLEARWATER PAPER CORP Basic Materials 28,696.0 $450K 0.03% -8K -22.1% $15.68 +38.8%
210 GWW WW GRAINGER INC Industrials 327.0 $445K 0.02% +2.0 +0.6% $1360.40 -4.3%
211 NOC NORTHROP GRUMMAN CORP Industrials 868.0 $442K 0.02% $509.31 +6.5%
212 RF REGIONS FINANCIAL CORP NEW Financial Services 14,571.0 $440K 0.02% +2K +16.6% $30.20 +1.4%
213 DGRO ISHARES TR 5,782.0 $438K 0.02% -120.0 -2.0% $75.79 +5.3%
214 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 8,270.0 $435K 0.02% +55.0 +0.7% $52.65 +18.8%
215 HYBL SSGA ACTIVE TR 15,556.0 $435K 0.02% $27.95 +0.5%
216 BROWN FORMAN CORP 15,916.0 $424K 0.02% NEW $26.65
217 BSCQ INVESCO EXCH TRD SLF IDX FD 21,695.0 $424K 0.02% -6K -22.8% $19.52 -0.1%
218 UBER UBER TECHNOLOGIES INC Technology 5,829.0 $421K 0.02% +2K +36.6% $72.16 +11.3%
219 ITW ILLINOIS TOOL WKS INC Industrials 1,550.0 $419K 0.02% -71.0 -4.4% $270.47 +4.1%
220 UNILEVER PLC 6,870.0 $413K 0.02% $60.12
Page 11 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%