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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 6 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ISHARES TR 45,113.0 $2.1M 0.13% $46.23
102 XYL XYLEM INC Industrials 17,437.0 $2.1M 0.13% NEW $119.50 -9.0%
103 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 56,829.0 $2.1M 0.13% -909.0 -1.6% $36.12 +9.7%
104 CSX CSX CORP Industrials 48,394.0 $2.0M 0.12% -2K -3.2% $41.05 +10.9%
105 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 3,170.0 $2.0M 0.12% -613.0 -16.2% $616.67 +8.8%
106 SPYM SPDR SERIES TRUST 23,541.0 $1.8M 0.11% +1K +6.2% $76.54 +14.6%
107 V VISA INC Financial Services 5,918.0 $1.8M 0.11% +294.0 +5.2% $302.24 +8.8%
108 IBMQ ISHARES TR 68,619.0 $1.8M 0.11% -969.0 -1.4% $25.53 -0.2%
109 ABT ABBOTT LABORATORIES Healthcare 15,984.0 $1.6M 0.10% $102.67 -14.9%
110 SPLV INVESCO EXCH TRADED FD TR II 22,214.0 $1.6M 0.10% -472.0 -2.1% $73.14 +1.3%
111 UPS UNITED PARCEL SVCS INC Industrials 15,955.0 $1.6M 0.10% -113.0 -0.7% $98.38 +2.7%
112 DVY ISHARES TR 9,809.0 $1.5M 0.09% $151.41 +2.9%
113 FHN FIRST HORIZON CORPORATION Financial Services 64,254.0 $1.5M 0.09% +55K +570.3% $22.76 +6.5%
114 ORCL ORACLE CORP Technology 9,844.0 $1.4M 0.09% -209.0 -2.1% $147.11 +30.6%
115 DIA STATE STR SPDR DOW JONES IND Financial Services 2,969.0 $1.4M 0.09% -15.0 -0.5% $463.19 +9.3%
116 MYCG SSGA ACTIVE TR 54,855.0 $1.4M 0.09% $25.00 -0.1%
117 TJX TJX COS INC NEW Consumer Cyclical 8,549.0 $1.4M 0.08% +258.0 +3.1% $159.70 -0.9%
118 SPSB SPDR SERIES TRUST 43,882.0 $1.3M 0.08% $30.07 -0.3%
119 USB US BANCORP Financial Services 25,153.0 $1.3M 0.08% -525.0 -2.0% $52.01 +5.4%
120 SCHD SCHWAB STRATEGIC TR 41,917.0 $1.3M 0.08% -6K -12.8% $30.68 +7.0%
Page 6 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%