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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 7 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SCHD SCHWAB STRATEGIC TR 43,752.0 $1.4M 0.08% +2K +4.4% $31.71 +10.7%
122 MYCG SSGA ACTIVE TR 54,855.0 $1.4M 0.07% $24.99 -0.0%
123 SPSB SPDR SERIES TRUST 43,882.0 $1.3M 0.07% $30.01 -0.1%
124 VXF VANGUARD INDEX FDS 5,344.0 $1.3M 0.07% $246.21 -0.9%
125 NVO NOVO-NORDISK A S Healthcare 27,438.0 $1.3M 0.07% $47.94 +1.5%
126 TJX TJX COS INC NEW Consumer Cyclical 8,555.0 $1.3M 0.07% $151.50 -7.9%
127 IWF ISHARES TR 10,312.0 $1.3M 0.07% +8K +300.0% $124.17 -1.9%
128 VCSH VANGUARD SCOTTSDALE FDS 15,738.0 $1.2M 0.07% -300.0 -1.9% $79.03 -0.3%
129 TSLA TESLA INC Consumer Cyclical 2,850.0 $1.2M 0.07% +732.0 +34.6% $420.60 -16.7%
130 SCHA SCHWAB STRATEGIC TR 32,521.0 $1.2M 0.06% $36.13 -4.2%
131 MYCF SSGA ACTIVE TR 45,792.0 $1.1M 0.06% $25.07 -0.0%
132 QCOM QUALCOMM INC Technology 6,108.0 $1.1M 0.06% +53.0 +0.9% $184.80 -13.1%
133 AMAT APPLIED MATLS INC Technology 1,560.0 $1.1M 0.06% -46.0 -2.9% $723.00 -33.6%
134 VGT VANGUARD WORLD FD 9,113.0 $1.1M 0.06% +8K +660.7% $119.52 -1.7%
135 EFA ISHARES TR 10,152.0 $1.1M 0.06% $103.88 +4.7%
136 SYK STRYKER CORPORATION Healthcare 3,302.0 $1.0M 0.06% $314.84 +5.0%
137 PM PHILIP MORRIS INTL INC Consumer Defensive 5,626.0 $1.0M 0.06% $180.91 +7.2%
138 XLE SELECT SECTOR SPDR TR 18,861.0 $1.0M 0.06% -179.0 -0.9% $53.11 +16.8%
139 BLK BLACKROCK INC Financial Services 1,031.0 $991K 0.05% $961.56 +22.4%
140 BSCR INVESCO EXCH TRD SLF IDX FD 49,754.0 $976K 0.05% -8K -13.5% $19.61 -0.0%
Page 7 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%