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Portfolio (Quarterly) Guide ↗

WOODMONT INVESTMENT COUNSEL LLC

· CIK 0001133653
13F Portfolio $1.6B AUM 261 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 261 New
Page 2 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ JOHNSON & JOHNSON Healthcare 89,859.0 $18.6M 1.17% NEW $206.95 +13.2%
22 DUK DUKE ENERGY CORP NEW Utilities 155,430.0 $18.2M 1.14% NEW $117.21 +7.2%
23 MRK MERCK & CO INC Healthcare 170,507.0 $17.9M 1.12% NEW $105.26 +16.3%
24 IBDW ISHARES TR 813,979.0 $17.2M 1.08% NEW $21.15 -1.8%
25 CVX CHEVRON CORP NEW Energy 112,683.0 $17.2M 1.08% NEW $152.41 +25.6%
26 VEU VANGUARD INTL EQUITY INDEX F 233,351.0 $17.2M 1.08% NEW $73.56 +12.1%
27 BERKSHIRE HATHAWAY INC DEL 33,857.0 $17.0M 1.07% NEW $502.65
28 GOOGL ALPHABET INC Communication Services 49,503.0 $15.5M 0.97% NEW $313.00 +22.4%
29 SGOV ISHARES TR 153,861.0 $15.4M 0.97% NEW $100.38 +0.2%
30 SPTI SPDR SERIES TRUST 528,985.0 $15.3M 0.96% NEW $28.84 -2.0%
31 TOTL SSGA ACTIVE ETF TR 378,080.0 $15.2M 0.95% NEW $40.25 -2.3%
32 IEI ISHARES TR 110,206.0 $13.2M 0.82% NEW $119.35 -1.9%
33 PG PROCTER AND GAMBLE CO Consumer Defensive 84,746.0 $12.1M 0.76% NEW $143.31 +0.8%
34 CB CHUBB LIMITED Financial Services 34,469.0 $10.8M 0.67% NEW $312.12 +5.1%
35 PNFP PINNACLE FINL PARTNERS INC Financial Services 111,910.0 $10.7M 0.67% NEW $95.41 +1.8%
36 VYM VANGUARD WHITEHALL FDS 67,384.0 $9.7M 0.61% NEW $143.52 +10.6%
37 VIG VANGUARD SPECIALIZED FUNDS 43,849.0 $9.6M 0.60% NEW $219.78 +6.1%
38 DELL DELL TECHNOLOGIES INC Technology 74,388.0 $9.4M 0.59% NEW $125.88 +134.5%
39 SMH VANECK ETF TRUST 25,273.0 $9.1M 0.57% NEW $360.13 +60.0%
40 J P MORGAN EXCHANGE TRADED F 143,860.0 $9.1M 0.57% NEW $63.18
Page 2 of 14  ·  261 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 25.4%
Healthcare 18.7%
Financial Services 18.6%
Communication Services 7.9%
Industrials 7.3%
Consumer Defensive 6.7%
Energy 6.2%
Utilities 4.0%
Consumer Cyclical 2.9%
Real Estate 1.5%