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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 6 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLU SELECT SECTOR SPDR TR 47,571.0 $2.2M 0.12% $45.34 -4.5%
102 MA MASTERCARD INCORPORATED Financial Services 4,193.0 $2.2M 0.12% $513.60 +16.7%
103 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 3,042.0 $2.1M 0.12% -128.0 -4.0% $703.23 -1.3%
104 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 57,461.0 $2.1M 0.11% +632.0 +1.1% $36.49 +6.7%
105 V VISA INC Financial Services 6,078.0 $2.1M 0.11% +160.0 +2.7% $343.09 +12.0%
106 IBMR ISHARES TR 81,260.0 $2.1M 0.11% -19K -18.9% $25.39 -0.3%
107 SPYM SPDR SERIES TRUST 23,298.0 $2.0M 0.11% -243.0 -1.0% $87.88 +2.6%
108 AVY AVERY DENNISON CORP Industrials 12,402.0 $2.0M 0.11% $162.35 +10.8%
109 LMT LOCKHEED MARTIN CORP Industrials 3,541.0 $1.8M 0.10% $509.46 +9.2%
110 ATEX ANTERIX INC Communication Services 16,973.0 $1.7M 0.10% -1K -7.3% $102.94 -10.3%
111 WDAY WORKDAY INC Technology 13,481.0 $1.7M 0.09% +6K +87.0% $122.42 +58.8%
112 SPLV INVESCO EXCH TRADED FD TR II 21,829.0 $1.6M 0.09% -385.0 -1.7% $74.90 +1.0%
113 FHN FIRST HORIZON CORPORATION Financial Services 61,252.0 $1.6M 0.09% -3K -4.7% $25.64 -4.8%
114 DVY ISHARES TR 9,809.0 $1.5M 0.08% $156.30 +5.0%
115 USB US BANCORP Financial Services 25,153.0 $1.5M 0.08% $60.40 +3.3%
116 DIA STATE STR SPDR DOW JONES IND Financial Services 2,869.0 $1.5M 0.08% -100.0 -3.4% $522.39 +2.5%
117 SCHG SCHWAB STRATEGIC TR 43,891.0 $1.5M 0.08% $33.84 +4.4%
118 ORCL ORACLE CORP Technology 9,857.0 $1.4M 0.08% $146.55 -1.3%
119 IBMQ ISHARES TR 55,832.0 $1.4M 0.08% -13K -18.6% $25.58 -0.2%
120 ABT ABBOTT LABORATORIES Healthcare 15,648.0 $1.4M 0.08% -336.0 -2.1% $90.74 +28.0%
Page 6 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%