Woodmont Investment Counsel
Latest statistics and disclosures from Woodmont Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, VTV, VEA, AAPL, IBDT, and represent 31.42% of Woodmont Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: PNFP (+$12M), SCHY (+$9.2M), SNEX (+$8.8M), VUG, TOTL, VEA, SPTS, IBDW, IBDV, COPX.
- Started 14 new stock positions in XYL, PNFP, JCI, APD, AGX, EGP, VRT, KR, SPYD, DGRO. UBER, COPX, SCHY, BTI.
- Reduced shares in these 10 stocks: , XLV, VTV, GTLS, SGOV, MDY, SNV, JEPI, HCA, GLDM.
- Sold out of its positions in ASPN, WRB, IQV, IBIT, JEPI, KOS, Pinnacle Financial Partners, XLK, CEF, SNV. BND, GLDM.
- Woodmont Investment Counsel was a net buyer of stock by $53M.
- Woodmont Investment Counsel has $1.6B in assets under management (AUM), dropping by 1.69%.
- Central Index Key (CIK): 0001133653
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Portfolio Holdings for Woodmont Investment Counsel
Woodmont Investment Counsel holds 263 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 11.2 | $181M | +2% | 415k | 436.79 |
|
| Vanguard Index Fds Value Etf (VTV) | 8.9 | $145M | 738k | 196.20 |
|
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 6.1 | $99M | +3% | 1.5M | 64.08 |
|
| Apple (AAPL) | 2.7 | $43M | 171k | 253.79 |
|
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 2.5 | $41M | 1.6M | 25.33 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 2.5 | $41M | 1.8M | 23.26 |
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| Broadcom (AVGO) | 2.1 | $34M | 109k | 309.51 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 2.0 | $33M | 1.4M | 24.24 |
|
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| Spdr Series Trust State Street Spd (SPTS) | 1.9 | $31M | +9% | 1.1M | 29.18 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.9 | $30M | 95k | 320.81 |
|
|
| Microsoft Corporation (MSFT) | 1.8 | $29M | +3% | 78k | 370.17 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.7 | $28M | +2% | 97k | 287.18 |
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| Stonex Group (SNEX) | 1.7 | $28M | +46% | 343k | 80.65 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.6 | $26M | 98k | 261.92 |
|
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| Hca Holdings (HCA) | 1.5 | $25M | 53k | 473.24 |
|
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| JPMorgan Chase & Co. (JPM) | 1.5 | $24M | 83k | 294.16 |
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| Chevron Corporation (CVX) | 1.5 | $24M | 114k | 206.90 |
|
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 1.4 | $23M | +11% | 1.1M | 21.89 |
|
| Johnson & Johnson (JNJ) | 1.4 | $23M | +2% | 92k | 244.44 |
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| Merck & Co (MRK) | 1.3 | $21M | 172k | 120.29 |
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| Duke Energy Corp Com New (DUK) | 1.3 | $21M | 158k | 130.94 |
|
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| Spdr Index Shs Fds State Street Spd (SPEM) | 1.3 | $21M | +2% | 441k | 46.91 |
|
| Eli Lilly & Co. (LLY) | 1.2 | $20M | +5% | 22k | 919.78 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 1.2 | $20M | +15% | 936k | 20.93 |
|
| Ssga Active Etf Tr State Street Dou (TOTL) | 1.1 | $19M | +23% | 467k | 39.73 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.1 | $18M | 235k | 75.10 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $18M | 61k | 286.86 |
|
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| Spdr Series Trust State Street Spd (SPTI) | 1.0 | $16M | +7% | 570k | 28.66 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $16M | 34k | 479.20 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $15M | +4% | 52k | 287.56 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.8 | $14M | -11% | 136k | 100.66 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.8 | $13M | 111k | 118.60 |
|
|
| Dell Technologies CL C (DELL) | 0.8 | $13M | +5% | 79k | 164.13 |
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| Procter & Gamble Company (PG) | 0.8 | $13M | +3% | 88k | 144.44 |
|
| Pinnacle Finl Partners (PNFP) | 0.7 | $12M | NEW | 137k | 86.14 |
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| Chubb (CB) | 0.7 | $12M | +2% | 36k | 325.93 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $11M | 65k | 169.66 |
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| Verizon Communications (VZ) | 0.6 | $11M | +3% | 210k | 50.20 |
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| Diamondback Energy (FANG) | 0.6 | $10M | +2% | 53k | 197.79 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $9.8M | 66k | 148.10 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.6 | $9.7M | 25k | 383.40 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.6 | $9.6M | +8% | 157k | 61.32 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $9.5M | 44k | 215.06 |
|
|
| Schwab Strategic Tr Internl Divid (SCHY) | 0.6 | $9.2M | NEW | 291k | 31.66 |
|
| Coca-Cola Company (KO) | 0.6 | $9.2M | 121k | 76.05 |
|
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| National Health Investors (NHI) | 0.5 | $8.4M | 104k | 80.86 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.5 | $8.1M | +2% | 139k | 58.54 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.5 | $8.0M | 151k | 52.56 |
|
|
| Pfizer (PFE) | 0.5 | $7.8M | +4% | 278k | 28.08 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.5 | $7.7M | +23% | 174k | 44.45 |
|
| Emerson Electric (EMR) | 0.5 | $7.4M | +3% | 57k | 131.02 |
|
| Wal-Mart Stores (WMT) | 0.4 | $6.9M | 55k | 124.28 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.4 | $6.8M | 21k | 328.66 |
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| Bank of America Corporation (BAC) | 0.4 | $6.6M | +6% | 136k | 48.75 |
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| Costco Wholesale Corporation (COST) | 0.4 | $6.6M | 6.6k | 996.43 |
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| Home Depot (HD) | 0.4 | $6.2M | +8% | 19k | 328.89 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $6.0M | +12% | 10k | 597.57 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.4 | $5.9M | -26% | 40k | 146.61 |
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| General Dynamics Corporation (GD) | 0.4 | $5.9M | +2% | 17k | 343.22 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $5.0M | +7% | 7.7k | 653.18 |
|
| Abbvie (ABBV) | 0.3 | $5.0M | 23k | 217.49 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $4.7M | 87k | 54.05 |
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| Palo Alto Networks (PANW) | 0.3 | $4.6M | +29% | 29k | 160.32 |
|
| Old Republic International Corporation (ORI) | 0.3 | $4.6M | 115k | 39.90 |
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| Enterprise Products Partners (EPD) | 0.3 | $4.5M | -5% | 118k | 37.84 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $4.3M | -5% | 6.6k | 650.34 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $4.2M | +3% | 7.3k | 577.18 |
|
| Novartis Sponsored Adr (NVS) | 0.3 | $4.2M | -2% | 27k | 152.75 |
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| Pepsi (PEP) | 0.3 | $4.1M | -2% | 27k | 155.29 |
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| Amazon (AMZN) | 0.3 | $4.1M | +3% | 20k | 208.27 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $4.0M | 163k | 24.75 |
|
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| Harrow Health (HROW) | 0.2 | $3.9M | +4% | 111k | 35.26 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $3.9M | +11% | 22k | 174.40 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $3.9M | 20k | 191.81 |
|
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| Caterpillar (CAT) | 0.2 | $3.8M | +8% | 5.4k | 708.46 |
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| McDonald's Corporation (MCD) | 0.2 | $3.5M | 11k | 310.79 |
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| Meta Platforms Cl A (META) | 0.2 | $3.5M | 6.1k | 572.15 |
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| AFLAC Incorporated (AFL) | 0.2 | $3.3M | 30k | 109.71 |
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| salesforce (CRM) | 0.2 | $3.3M | +20% | 17k | 186.67 |
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| Southern Company (SO) | 0.2 | $3.2M | 33k | 96.52 |
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| UnitedHealth (UNH) | 0.2 | $3.2M | +29% | 12k | 270.59 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $3.2M | 104k | 30.50 |
|
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| ACI Worldwide (ACIW) | 0.2 | $3.1M | +42% | 75k | 41.01 |
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| Paychex (PAYX) | 0.2 | $3.0M | -3% | 32k | 92.12 |
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| Waste Management (WM) | 0.2 | $2.9M | 13k | 229.79 |
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| Cal Maine Foods Com New (CALM) | 0.2 | $2.8M | +29% | 36k | 79.15 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $2.7M | 18k | 146.28 |
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| Delta Air Lines Com New (DAL) | 0.2 | $2.6M | 40k | 66.48 |
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| Nucor Corporation (NUE) | 0.2 | $2.6M | +3% | 15k | 169.10 |
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| American Express Company (AXP) | 0.2 | $2.5M | 8.4k | 302.48 |
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| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.2 | $2.5M | 100k | 25.35 |
|
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| Cisco Systems (CSCO) | 0.1 | $2.4M | 31k | 77.59 |
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| Global X Fds Global X Copper (COPX) | 0.1 | $2.4M | NEW | 31k | 76.35 |
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| Danaher Corporation (DHR) | 0.1 | $2.4M | +2% | 12k | 189.60 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $2.3M | 34k | 69.75 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $2.3M | 12k | 192.90 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $2.2M | 48k | 45.89 |
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| Avery Dennison Corporation (AVY) | 0.1 | $2.1M | 12k | 172.68 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $2.1M | 3.5k | 604.39 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $2.1M | +27% | 4.2k | 499.66 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $2.1M | 45k | 46.23 |
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| Xylem (XYL) | 0.1 | $2.1M | NEW | 17k | 119.50 |
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| Brookfield Infrastructure Pa Lp Int Unit (BIP) | 0.1 | $2.1M | 57k | 36.12 |
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| CSX Corporation (CSX) | 0.1 | $2.0M | -3% | 48k | 41.05 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $2.0M | -16% | 3.2k | 616.67 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $1.8M | +6% | 24k | 76.54 |
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| Visa Com Cl A (V) | 0.1 | $1.8M | +5% | 5.9k | 302.24 |
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| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.1 | $1.8M | 69k | 25.53 |
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| Abbott Laboratories (ABT) | 0.1 | $1.6M | 16k | 102.67 |
|
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $1.6M | -2% | 22k | 73.14 |
|
| United Parcel Svcs CL B (UPS) | 0.1 | $1.6M | 16k | 98.38 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.5M | 9.8k | 151.41 |
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| First Horizon National Corporation (FHN) | 0.1 | $1.5M | +570% | 64k | 22.76 |
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| Oracle Corporation (ORCL) | 0.1 | $1.4M | -2% | 9.8k | 147.11 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $1.4M | 3.0k | 463.19 |
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| Ssga Active Tr State Street My (MYCG) | 0.1 | $1.4M | 55k | 25.00 |
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| TJX Companies (TJX) | 0.1 | $1.4M | +3% | 8.5k | 159.70 |
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| Spdr Series Trust State Street Spd (SPSB) | 0.1 | $1.3M | 44k | 30.07 |
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| Us Bancorp Com New (USB) | 0.1 | $1.3M | -2% | 25k | 52.01 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.3M | -12% | 42k | 30.68 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.3M | 44k | 29.13 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.3M | -6% | 16k | 79.27 |
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| Honeywell International (HON) | 0.1 | $1.2M | 5.5k | 226.03 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $1.2M | -7% | 19k | 61.26 |
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| Ssga Active Tr State Street My (MYCF) | 0.1 | $1.1M | 46k | 25.05 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $1.1M | 58k | 19.62 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $1.1M | 5.3k | 205.80 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.1M | -9% | 2.6k | 426.40 |
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| Stryker Corporation (SYK) | 0.1 | $1.1M | 3.3k | 328.59 |
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| Cgi Cl A Sub Vtg (GIB) | 0.1 | $1.1M | -15% | 15k | 73.10 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $1.0M | -21% | 27k | 36.75 |
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| FedEx Corporation (FDX) | 0.1 | $998k | -2% | 2.8k | 356.20 |
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| Blackrock (BLK) | 0.1 | $988k | 1.0k | 961.71 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $986k | 10k | 97.13 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $964k | +14% | 19k | 50.98 |
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| Ishares Tr Ibonds Dec 27 (IBMP) | 0.1 | $960k | -23% | 38k | 25.44 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $952k | 31k | 30.32 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $949k | 33k | 29.08 |
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| Workday Cl A (WDAY) | 0.1 | $937k | +24% | 7.2k | 129.92 |
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| Weyerhaeuser Com New (WY) | 0.1 | $934k | -7% | 38k | 24.43 |
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| Chart Industries (GTLS) | 0.1 | $930k | -66% | 4.5k | 206.75 |
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| Philip Morris International (PM) | 0.1 | $926k | -2% | 5.6k | 165.34 |
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| Nextera Energy (NEE) | 0.1 | $907k | -2% | 9.8k | 92.88 |
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| Ecolab (ECL) | 0.1 | $880k | +5% | 3.3k | 266.02 |
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| Automatic Data Processing (ADP) | 0.1 | $871k | -2% | 4.3k | 203.18 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $866k | -2% | 4.4k | 198.29 |
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| Walt Disney Company (DIS) | 0.1 | $843k | -7% | 8.8k | 96.38 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $836k | 1.2k | 697.72 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $809k | -2% | 16k | 49.37 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $808k | -5% | 3.3k | 247.97 |
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| Wells Fargo & Company (WFC) | 0.0 | $798k | 10k | 79.61 |
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| Tesla Motors (TSLA) | 0.0 | $787k | 2.1k | 371.75 |
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| Qualcomm (QCOM) | 0.0 | $780k | -3% | 6.1k | 128.78 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $776k | -11% | 3.6k | 213.67 |
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| Altria (MO) | 0.0 | $769k | +6% | 12k | 65.99 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $747k | 5.5k | 135.71 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $734k | 8.0k | 91.37 |
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| Public Service Enterprise (PEG) | 0.0 | $725k | -4% | 9.0k | 80.95 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $725k | 6.4k | 113.11 |
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| Goldman Sachs (GS) | 0.0 | $701k | +4% | 828.00 | 846.13 |
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| Anterix Inc. Atex (ATEX) | 0.0 | $699k | +5% | 18k | 38.19 |
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| Lowe's Companies (LOW) | 0.0 | $695k | +4% | 2.9k | 236.28 |
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| Nike CL B (NKE) | 0.0 | $677k | -8% | 13k | 52.82 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $666k | -6% | 12k | 57.64 |
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| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.0 | $662k | 8.2k | 80.56 |
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| Progressive Corporation (PGR) | 0.0 | $659k | 3.3k | 198.24 |
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| Morgan Stanley Com New (MS) | 0.0 | $651k | -5% | 4.0k | 164.57 |
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| Bristol Myers Squibb (BMY) | 0.0 | $650k | 11k | 60.65 |
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| Shell Spon Ads (SHEL) | 0.0 | $649k | 7.0k | 93.00 |
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| At&t (T) | 0.0 | $642k | +2% | 22k | 28.99 |
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| Eaton Corp SHS (ETN) | 0.0 | $636k | +5% | 1.8k | 357.67 |
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| Phillips 66 (PSX) | 0.0 | $635k | 3.5k | 182.18 |
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| Amgen (AMGN) | 0.0 | $633k | 1.8k | 351.85 |
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| Ssga Active Tr State Street My (MYCH) | 0.0 | $604k | 24k | 24.95 |
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| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.0 | $602k | -12% | 17k | 35.19 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $590k | 865.00 | 682.24 |
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| Vanguard World Consum Stp Etf (VDC) | 0.0 | $568k | 2.5k | 224.59 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $549k | 28k | 19.53 |
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| Applied Materials (AMAT) | 0.0 | $549k | -11% | 1.6k | 341.79 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $548k | -15% | 2.5k | 217.25 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $534k | 1.5k | 367.44 |
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| Williams Companies (WMB) | 0.0 | $533k | +11% | 7.3k | 72.78 |
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| Clearwater Paper (CLW) | 0.0 | $530k | 37k | 14.38 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $528k | 6.4k | 82.57 |
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| MetLife (MET) | 0.0 | $519k | -5% | 7.3k | 70.72 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $508k | +44% | 4.1k | 124.31 |
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| Ameriprise Financial (AMP) | 0.0 | $507k | +11% | 1.1k | 444.40 |
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| Microchip Technology (MCHP) | 0.0 | $505k | 7.8k | 64.61 |
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| International Business Machines (IBM) | 0.0 | $488k | 2.0k | 242.39 |
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| Proshares Tr S&p 500 High Inc (ISPY) | 0.0 | $488k | 11k | 43.35 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $486k | 7.1k | 68.47 |
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| Ishares Tr U.s. Pharma Etf (IHE) | 0.0 | $483k | 5.6k | 86.68 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $478k | +10% | 9.4k | 50.61 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $463k | -23% | 8.3k | 55.52 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $458k | 1.8k | 248.84 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $457k | 5.2k | 88.16 |
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| Union Pacific Corporation (UNP) | 0.0 | $456k | 1.9k | 242.62 |
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| Spdr Series Trust State Street Spd (SDY) | 0.0 | $453k | 3.1k | 145.94 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $451k | +49% | 2.3k | 194.14 |
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| 3M Company (MMM) | 0.0 | $447k | +5% | 3.1k | 145.23 |
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| Yum! Brands (YUM) | 0.0 | $446k | 2.9k | 155.48 |
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| L3harris Technologies (LHX) | 0.0 | $444k | 1.3k | 345.15 |
|
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $440k | -5% | 3.0k | 145.74 |
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| Becton, Dickinson and (BDX) | 0.0 | $439k | -10% | 2.8k | 157.23 |
|
| Netflix (NFLX) | 0.0 | $435k | 4.5k | 96.15 |
|
|
| Ssga Active Tr State Street Bla (HYBL) | 0.0 | $433k | 16k | 27.84 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $422k | 1.6k | 260.29 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $414k | NEW | 5.9k | 70.18 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $410k | 2.1k | 197.71 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $404k | +8% | 1.4k | 283.78 |
|
| Travelers Companies (TRV) | 0.0 | $402k | 1.4k | 291.68 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $390k | 6.8k | 56.97 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $381k | 1.8k | 211.15 |
|
|
| EOG Resources (EOG) | 0.0 | $367k | 2.5k | 144.57 |
|
|
| Capital One Financial (COF) | 0.0 | $357k | 2.0k | 182.43 |
|
|
| Corning Incorporated (GLW) | 0.0 | $356k | -11% | 2.6k | 135.97 |
|
| W.W. Grainger (GWW) | 0.0 | $355k | 325.00 | 1090.81 |
|
|
| Moody's Corporation (MCO) | 0.0 | $351k | 804.00 | 436.25 |
|
|
| Ishares Tr Ibonds Dec 2030 (IBMS) | 0.0 | $343k | 13k | 25.83 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $339k | 4.8k | 71.33 |
|
|
| Enbridge (ENB) | 0.0 | $337k | -3% | 6.2k | 54.14 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $329k | -30% | 4.4k | 74.45 |
|
| Regions Financial Corporation (RF) | 0.0 | $326k | +23% | 13k | 26.12 |
|
| Community Healthcare Tr (CHCT) | 0.0 | $319k | 20k | 15.89 |
|
|
| Spdr Series Trust State Street Spd (SPSM) | 0.0 | $315k | 6.5k | 48.32 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $314k | 5.3k | 59.55 |
|
|
| Uber Technologies (UBER) | 0.0 | $307k | NEW | 4.3k | 71.93 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $304k | -3% | 3.6k | 85.23 |
|
| Carrier Global Corporation (CARR) | 0.0 | $304k | -6% | 5.4k | 56.31 |
|
| Renasant (RNST) | 0.0 | $292k | 8.1k | 36.13 |
|
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $285k | +4% | 8.1k | 35.44 |
|
| Advanced Micro Devices (AMD) | 0.0 | $283k | -7% | 1.4k | 203.43 |
|
| Copart (CPRT) | 0.0 | $283k | 8.5k | 33.20 |
|
|
| Global Payments (GPN) | 0.0 | $280k | 4.2k | 67.30 |
|
|
| Ford Motor Company (F) | 0.0 | $275k | 24k | 11.54 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $270k | 3.1k | 88.42 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $269k | -8% | 5.8k | 46.46 |
|
| Kinder Morgan (KMI) | 0.0 | $258k | 7.7k | 33.53 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $258k | 9.3k | 27.85 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $257k | NEW | 1.0k | 250.58 |
|
| Southwest Airlines (LUV) | 0.0 | $255k | -30% | 6.8k | 37.57 |
|
| Allstate Corporation (ALL) | 0.0 | $253k | 1.2k | 207.34 |
|
|
| Addus Homecare Corp (ADUS) | 0.0 | $244k | +18% | 2.6k | 93.65 |
|
| M&T Bank Corporation (MTB) | 0.0 | $243k | 1.2k | 206.72 |
|
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.0 | $242k | 5.9k | 40.83 |
|
|
| Argan (AGX) | 0.0 | $240k | NEW | 441.00 | 544.65 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $232k | 4.9k | 47.53 |
|
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $230k | 5.7k | 40.10 |
|
|
| Atmos Energy Corporation (ATO) | 0.0 | $230k | 1.2k | 184.72 |
|
|
| Hershey Company (HSY) | 0.0 | $227k | -15% | 1.1k | 207.89 |
|
| Kroger (KR) | 0.0 | $226k | NEW | 3.1k | 72.37 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $219k | -2% | 649.00 | 337.95 |
|
| Air Products & Chemicals (APD) | 0.0 | $218k | NEW | 751.00 | 290.49 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $217k | NEW | 1.7k | 130.95 |
|
| Trane Technologies SHS (TT) | 0.0 | $216k | 519.00 | 416.74 |
|
|
| Spdr Series Trust State Street Spd (SPYD) | 0.0 | $208k | NEW | 4.6k | 45.52 |
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $203k | -10% | 1.0k | 198.14 |
|
| EastGroup Properties (EGP) | 0.0 | $202k | NEW | 1.1k | 185.13 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $201k | 2.0k | 99.27 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $201k | NEW | 3.4k | 58.47 |
|
| Magnite Ord (MGNI) | 0.0 | $169k | 14k | 11.88 |
|
|
| BBH TR Select Large Cap (BBHL) | 0.0 | $165k | 11k | 15.02 |
|
|
| Empire St Rlty Op Unit Ltd Prtnsp (ESBA) | 0.0 | $109k | 22k | 5.04 |
|
Past Filings by Woodmont Investment Counsel
SEC 13F filings are viewable for Woodmont Investment Counsel going back to 2011
- Woodmont Investment Counsel 2026 Q1 filed May 5, 2026
- Woodmont Investment Counsel 2025 Q4 filed Jan. 21, 2026
- Woodmont Investment Counsel 2025 Q3 filed Nov. 4, 2025
- Woodmont Investment Counsel 2025 Q2 filed July 22, 2025
- Woodmont Investment Counsel 2025 Q1 filed April 22, 2025
- Woodmont Investment Counsel 2024 Q4 filed Feb. 11, 2025
- Woodmont Investment Counsel 2024 Q3 filed Oct. 31, 2024
- Woodmont Investment Counsel 2024 Q2 filed July 18, 2024
- Woodmont Investment Counsel 2024 Q1 filed April 18, 2024
- Woodmont Investment Counsel 2023 Q4 filed Jan. 19, 2024
- Woodmont Investment Counsel 2023 Q3 filed Oct. 24, 2023
- Woodmont Investment Counsel 2023 Q2 filed Aug. 2, 2023
- Woodmont Investment Counsel 2023 Q1 filed May 9, 2023
- Woodmont Investment Counsel 2022 Q4 filed Jan. 31, 2023
- Woodmont Investment Counsel 2022 Q3 filed Nov. 8, 2022
- Woodmont Investment Counsel 2022 Q2 filed Aug. 9, 2022