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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 14 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 JCI JOHNSON CONTROLS INTERNATION Industrials 1,702.0 $249K 0.01% +47.0 +2.8% $146.11 -2.9%
262 ISHARES TR 9,546.0 $247K 0.01% -4K -28.1% $25.87
263 KMI KINDER MORGAN INC DEL Energy 7,705.0 $246K 0.01% $31.97 -3.2%
264 ADI ANALOG DEVICES INC Technology 617.0 $245K 0.01% NEW $397.17 -5.9%
265 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 8,050.0 $243K 0.01% $30.17 +17.5%
266 CPRT COPART INC Industrials 8,561.0 $241K 0.01% +51.0 +0.6% $28.19 +18.2%
267 HSTM HEALTHSTREAM INC Healthcare 8,719.0 $238K 0.01% NEW $27.25 +5.9%
268 APH AMPHENOL CORP Technology 1,329.0 $234K 0.01% NEW $176.32 -9.9%
269 INTC INTEL CORP Technology 1,659.0 $232K 0.01% NEW $139.63 -37.3%
270 ET ENERGY TRANSFER L P Energy 12,104.0 $231K 0.01% NEW $19.12 +10.0%
271 MKL MARKEL GROUP INC Financial Services 116.0 $227K 0.01% NEW $1953.01 -7.4%
272 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 772.0 $226K 0.01% +21.0 +2.8% $293.18 +3.6%
273 VV VANGUARD INDEX FDS 647.0 $223K 0.01% NEW $343.91 +2.6%
274 EGP EASTGROUP PPTYS INC Real Estate 1,089.0 $221K 0.01% $202.57 +0.1%
275 SPYD SPDR SERIES TRUST 4,558.0 $217K 0.01% $47.71 +5.7%
276 ATO ATMOS ENERGY CORP Utilities 1,246.0 $215K 0.01% $172.27 -2.7%
277 NTRS NORTHERN TR CORP Financial Services 1,230.0 $214K 0.01% NEW $173.84 +7.5%
278 FEDEX FGHT HLDG CO INC 1,411.0 $213K 0.01% NEW $151.00
279 BTI BRITISH AMERN TOB PLC Consumer Defensive 3,435.0 $212K 0.01% $61.76 -8.6%
280 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,930.0 $212K 0.01% NEW $109.77 +1.1%
Page 14 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%