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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 8 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IWM ISHARES TR 3,234.0 $972K 0.05% -25.0 -0.8% $300.42 -0.4%
142 PFF ISHARES TR 31,404.0 $958K 0.05% $30.49 +0.6%
143 GTLS CHART INDS INC Industrials 4,499.0 $940K 0.05% $208.94 +0.5%
144 ADP AUTOMATIC DATA PROCESSING IN Industrials 4,121.0 $923K 0.05% -168.0 -3.9% $223.95 +26.3%
145 ECL ECOLAB INC Basic Materials 3,249.0 $905K 0.05% -60.0 -1.8% $278.61 +3.9%
146 FDX FEDEX CORP Industrials 2,829.0 $886K 0.05% +28.0 +1.0% $313.15 +6.6%
147 IVW ISHARES TR 6,413.0 $882K 0.05% $137.53 +0.9%
148 IWD ISHARES TR 3,631.0 $880K 0.05% $242.43 +6.5%
149 JMST J P MORGAN EXCHANGE TRADED F 16,857.0 $860K 0.05% -2K -10.9% $51.00 -0.1%
150 WFC WELLS FARGO & CO Financial Services 10,238.0 $846K 0.05% +214.0 +2.1% $82.64 +2.6%
151 GIB CGI INC Technology 13,059.0 $843K 0.05% -2K -10.5% $64.57 +15.4%
152 XLF SELECT SECTOR SPDR TR 15,703.0 $842K 0.05% -673.0 -4.1% $53.61 +8.8%
153 NEE NEXTERA ENERGY INC Utilities 9,590.0 $842K 0.05% -179.0 -1.8% $87.77 -4.0%
154 MS MORGAN STANLEY Financial Services 3,967.0 $829K 0.04% $209.04 +3.7%
155 AMD ADVANCED MICRO DEVICES INC Technology 1,403.0 $815K 0.04% +14.0 +1.0% $580.91 -17.5%
156 WY WEYERHAEUSER CO Real Estate 32,624.0 $781K 0.04% -6K -14.7% $23.94 +2.0%
157 MO ALTRIA GROUP INC Consumer Defensive 10,644.0 $766K 0.04% -1K -8.7% $71.95 -5.4%
158 HDV ISHARES TR 27,533.0 $755K 0.04% +22K +400.0% $27.41 +8.8%
159 DIS DISNEY WALT CO Communication Services 7,747.0 $746K 0.04% -1K -11.5% $96.25 +15.6%
160 ETN EATON CORP PLC Industrials 1,735.0 $739K 0.04% -43.0 -2.4% $426.12 -4.0%
Page 8 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%