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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 15 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IAT ISHARES TR 3,312.0 $206K 0.01% NEW $62.21 +0.0%
282 HUM HUMANA INC Healthcare 513.0 $204K 0.01% NEW $397.22 -2.3%
283 JIRE J P MORGAN EXCHANGE TRADED F 2,469.0 $204K 0.01% NEW $82.49 +3.7%
284 VPU VANGUARD WORLD FD 1,022.0 $200K 0.01% $195.73 -4.5%
285 BBH TR 10,965.0 $191K 0.01% $17.40
286 EMPIRE ST RLTY OP L P 21,690.0 $120K 0.01% $5.55
287 TSM CALL TAIWAN SEMICONDUCTOR MANUFAC Technology 100.0 $48K 0.00% NEW $477.57 -12.6%
Page 15 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%