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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 3 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLV SELECT SECTOR SPDR TR 54,176.0 $8.4M 0.53% NEW $154.80 -3.2%
42 VZ VERIZON COMMUNICATIONS INC Communication Services 203,696.0 $8.3M 0.52% NEW $40.73 +18.7%
43 KO COCA COLA CO Consumer Defensive 118,226.0 $8.3M 0.52% NEW $69.91 +16.5%
44 IGSB ISHARES TR 152,756.0 $8.1M 0.51% NEW $52.88 -1.1%
45 NHI NATIONAL HEALTH INVS INC Real Estate 103,817.0 $7.9M 0.50% NEW $76.37 +0.1%
46 XOM EXXON MOBIL CORP Energy 65,840.0 $7.9M 0.50% NEW $120.34 +28.7%
47 VGSH VANGUARD SCOTTSDALE FDS 134,860.0 $7.9M 0.50% NEW $58.73 -0.9%
48 FANG DIAMONDBACK ENERGY INC Energy 51,595.0 $7.8M 0.49% NEW $150.33 +33.5%
49 BROOKFIELD ASSET MANAGMT LTD 140,878.0 $7.4M 0.46% NEW $52.39
50 EMR EMERSON ELEC CO Industrials 54,444.0 $7.2M 0.45% NEW $132.72 +2.8%
51 BAC BANK AMERICA CORP Financial Services 127,601.0 $7.0M 0.44% NEW $55.00 -5.8%
52 PFE PFIZER INC Healthcare 266,901.0 $6.6M 0.42% NEW $24.90 +4.0%
53 SOXX ISHARES TR 21,006.0 $6.3M 0.40% NEW $301.15 +78.4%
54 WMT WALMART INC Consumer Defensive 55,161.0 $6.1M 0.39% NEW $111.41 +8.0%
55 HD HOME DEPOT INC Consumer Cyclical 17,349.0 $6.0M 0.37% NEW $344.09 -9.0%
56 COST COSTCO WHSL CORP NEW Consumer Defensive 6,587.0 $5.7M 0.36% NEW $862.34 +19.2%
57 VOO VANGUARD INDEX FDS 9,012.0 $5.7M 0.35% NEW $627.11 +9.3%
58 GD GENERAL DYNAMICS CORP Industrials 16,746.0 $5.6M 0.35% NEW $336.66 +1.9%
59 ABBV ABBVIE INC Healthcare 23,250.0 $5.3M 0.33% NEW $228.49 -5.6%
60 ORI OLD REP INTL CORP Financial Services 113,426.0 $5.2M 0.33% NEW $45.64 -13.8%
Page 3 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%