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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 14 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MGNI MAGNITE INC Communication Services 14,250.0 $169K 0.01% $11.88 +11.1%
262 BBH TR 10,965.0 $165K 0.01% $15.02
263 EMPIRE ST RLTY OP L P 21,690.0 $109K 0.01% $5.04
Page 14 of 14  ·  263 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%