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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 12 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IVE ISHARES TR 1,806.0 $410K 0.02% $227.06 +4.7%
222 CARR CARRIER GLOBAL CORPORATION Industrials 5,401.0 $396K 0.02% $73.35 -19.8%
223 SYY SYSCO CORP Consumer Defensive 4,734.0 $396K 0.02% $83.58 -0.0%
224 IAU ISHARES GOLD TR Financial Services 5,187.0 $392K 0.02% $75.51 +14.4%
225 BDX BECTON DICKINSON & CO Healthcare 2,543.0 $385K 0.02% -250.0 -8.9% $151.33 +25.6%
226 SPSM SPDR SERIES TRUST 6,515.0 $376K 0.02% $57.67 -1.2%
227 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,285.0 $373K 0.02% $290.59 -9.8%
228 MCO MOODYS CORP Financial Services 812.0 $368K 0.02% +8.0 +1.0% $452.92 +13.6%
229 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 20,110.0 $368K 0.02% $18.28 -18.1%
230 VRT VERTIV HOLDINGS CO Industrials 1,061.0 $355K 0.02% +34.0 +3.3% $334.82 -21.8%
231 LUV SOUTHWEST AIRLS CO Industrials 6,799.0 $350K 0.02% $51.42 -20.1%
232 NFLX NETFLIX INC. Communication Services 4,848.0 $346K 0.02% +321.0 +7.1% $71.40 +14.3%
233 RNST RENASANT CORP Financial Services 8,094.0 $344K 0.02% $42.54 -3.1%
234 IBDX ISHARES TR 13,483.0 $340K 0.02% NEW $25.19 -1.2%
235 ENB ENBRIDGE INC Energy 6,223.0 $337K 0.02% $54.21 -7.2%
236 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 695.0 $332K 0.02% +46.0 +7.1% $477.57 -12.5%
237 F FORD MTR CO Consumer Cyclical 23,793.0 $331K 0.02% $13.90 -0.3%
238 DEO DIAGEO PLC Consumer Defensive 4,110.0 $330K 0.02% -309.0 -7.0% $80.38 +17.3%
239 EOG EOG RES INC Energy 2,541.0 $330K 0.02% $129.73 +12.5%
240 FITB FIFTH THIRD BANCORP Financial Services 5,783.0 $326K 0.02% $56.37 -1.8%
Page 12 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%