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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 7 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SCHG SCHWAB STRATEGIC TR 43,891.0 $1.3M 0.08% +475.0 +1.1% $29.13 +18.0%
122 VCSH VANGUARD SCOTTSDALE FDS 16,038.0 $1.3M 0.08% -1K -6.6% $79.27 -0.5%
123 HON HONEYWELL INTL INC Industrials 5,508.0 $1.2M 0.08% +104.0 +1.9% $226.03 +0.8%
124 XLE SELECT SECTOR SPDR TR 19,040.0 $1.2M 0.07% -2K -7.6% $61.26 -2.9%
125 MYCF SSGA ACTIVE TR 45,792.0 $1.1M 0.07% $25.06 +0.0%
126 BSCR INVESCO EXCH TRD SLF IDX FD 57,520.0 $1.1M 0.07% -1K -1.7% $19.62 -0.1%
127 VXF VANGUARD INDEX FDS 5,344.0 $1.1M 0.07% -40.0 -0.7% $205.80 +12.2%
128 IWF ISHARES TR 2,578.0 $1.1M 0.07% -276.0 -9.7% $426.40 -70.7%
129 SYK STRYKER CORPORATION Healthcare 3,299.0 $1.1M 0.07% -20.0 -0.6% $328.59 -3.7%
130 GIB CGI INC Technology 14,584.0 $1.1M 0.07% -3K -15.4% $73.10 -8.4%
131 NVO NOVO-NORDISK A S Healthcare 27,438.0 $1.0M 0.06% -8K -21.8% $36.75 +22.3%
132 FDX FEDEX CORP Industrials 2,801.0 $998K 0.06% -58.0 -2.0% $356.20 +10.7%
133 BLK BLACKROCK INC Financial Services 1,027.0 $988K 0.06% -10.0 -1.0% $961.71 +11.6%
134 EFA ISHARES TR 10,152.0 $986K 0.06% +110.0 +1.1% $97.13 +7.1%
135 JMST J P MORGAN EXCHANGE TRADED F 18,916.0 $964K 0.06% +2K +14.5% $50.98 -0.2%
136 IBMP ISHARES TR 37,742.0 $960K 0.06% -11K -23.2% $25.44 -0.2%
137 PFF ISHARES TR 31,404.0 $952K 0.06% $30.32 +3.0%
138 SCHA SCHWAB STRATEGIC TR 32,643.0 $949K 0.06% $29.08 +14.6%
139 WDAY WORKDAY INC Technology 7,211.0 $937K 0.06% +1K +24.9% $129.92 -1.4%
140 WY WEYERHAEUSER CO Real Estate 38,222.0 $934K 0.06% -3K -7.3% $24.43 -3.2%
Page 7 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%