WOODMONT INVESTMENT COUNSEL LLC
CIK: 0001133653SEC EDGAR →
Portfolio Value
$1.6B
Holdings
261
As of
Q4 2025
New Positions
261
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 406,187 | $198.2M | 12.42% |
| 2 | VANGUARD INDEX FDS | 748,472 | $142.9M | 8.96% |
| 3 | VANGUARD TAX-MANAGED FDS | 1,494,152 | $93.3M | 5.85% |
| 4 | APPLE INC | 170,006 | $46.2M | 2.90% |
| 5 | ISHARES TR | 1,626,267 | $41.4M | 2.59% |
| 6 | ISHARES TR | 1,745,523 | $40.9M | 2.56% |
| 7 | BROADCOM INC | 108,641 | $37.6M | 2.36% |
| 8 | MICROSOFT CORP | 75,792 | $36.7M | 2.30% |
| 9 | ISHARES TR | 1,362,891 | $33.1M | 2.07% |
| 10 | VANGUARD INDEX FDS | 93,385 | $31.3M | 1.96% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (261)
$198.2M · 406K shares
$142.9M · 748K shares
$93.3M · 1.5M shares
$46.2M · 170K shares
$41.4M · 1.6M shares
$40.9M · 1.7M shares
$37.6M · 109K shares
$36.7M · 76K shares
$33.1M · 1.4M shares
$31.3M · 93K shares
$28.8M · 985K shares
$27.4M · 95K shares
$26.2M · 81K shares
$25.1M · 97K shares
$24.8M · 53K shares
$22.4M · 21K shares
$22.2M · 234K shares
$21.1M · 954K shares
$20.1M · 429K shares
$19.4M · 62K shares
$18.6M · 90K shares
$18.2M · 155K shares
$17.9M · 171K shares
$17.2M · 814K shares
$17.2M · 113K shares
$17.2M · 233K shares
$17.0M · 34K shares
$15.5M · 50K shares
$15.4M · 154K shares
$15.3M · 529K shares
$15.2M · 378K shares
$13.2M · 110K shares
$12.1M · 85K shares
$10.8M · 34K shares
$10.7M · 112K shares
$9.7M · 67K shares
$9.6M · 44K shares
$9.4M · 74K shares
$9.1M · 25K shares
$9.1M · 144K shares
$8.4M · 54K shares
$8.3M · 204K shares
$8.3M · 118K shares
$8.1M · 153K shares
$7.9M · 104K shares
$7.9M · 66K shares
$7.9M · 135K shares
$7.8M · 52K shares
$7.4M · 141K shares
$7.2M · 54K shares
$7.0M · 128K shares
$6.6M · 267K shares
$6.3M · 21K shares
$6.1M · 55K shares
$6.0M · 17K shares
$5.7M · 7K shares
$5.7M · 9K shares
$5.6M · 17K shares
$5.3M · 23K shares
$5.2M · 113K shares
$5.2M · 105K shares
$4.9M · 7K shares
$4.8M · 7K shares
$4.7M · 88K shares
$4.4M · 19K shares
$4.3M · 7K shares
$4.1M · 22K shares
$4.0M · 125K shares
$4.0M · 20K shares
$4.0M · 6K shares
$3.9M · 27K shares
$3.9M · 163K shares
$3.8M · 15K shares
$3.8M · 28K shares
$3.7M · 20K shares
$3.7M · 33K shares
$3.5M · 12K shares
$3.3M · 30K shares
$3.2M · 18K shares
$3.2M · 9K shares
$3.1M · 104K shares
$3.0M · 9K shares
$2.9M · 5K shares
$2.9M · 33K shares
$2.8M · 13K shares
$2.8M · 12K shares
$2.8M · 40K shares
$2.7M · 13K shares
$2.6M · 101K shares
$2.5M · 53K shares
$2.4M · 32K shares
$2.4M · 15K shares
$2.3M · 34K shares
$2.3M · 4K shares
$2.3M · 12K shares
$2.2M · 28K shares
$2.2M · 12K shares
$2.0M · 45K shares
$2.0M · 47K shares
$2.0M · 16K shares
$2.0M · 58K shares
$2.0M · 6K shares
$2.0M · 10K shares
$1.9M · 3K shares
$1.8M · 50K shares
$1.8M · 35K shares
$1.8M · 70K shares
$1.8M · 22K shares
$1.7M · 4K shares
$1.6M · 23K shares
$1.6M · 16K shares
$1.6M · 17K shares
$1.4M · 3K shares
$1.4M · 43K shares
$1.4M · 10K shares
$1.4M · 55K shares
$1.4M · 26K shares
$1.4M · 17K shares
$1.4M · 3K shares
$1.3M · 44K shares
$1.3M · 48K shares
$1.3M · 8K shares
$1.2M · 49K shares
$1.2M · 6K shares
$1.2M · 5K shares
$1.2M · 3K shares
$1.2M · 59K shares
$1.1M · 46K shares
$1.1M · 4K shares
$1.1M · 5K shares
$1.1M · 1K shares
$1.1M · 6K shares
$1.1M · 9K shares
$1.1M · 5K shares
$977K · 41K shares
$972K · 31K shares
$964K · 10K shares
$955K · 2K shares
$932K · 33K shares
$927K · 10K shares
$921K · 21K shares
$918K · 6K shares
$915K · 1K shares
$915K · 17K shares
$893K · 14K shares
$859K · 4K shares
$847K · 3K shares
$841K · 17K shares
$825K · 3K shares
$824K · 3K shares
$808K · 10K shares
$790K · 6K shares
$752K · 9K shares
$750K · 3K shares
$743K · 4K shares
$704K · 19K shares
$697K · 794 shares
$692K · 8K shares
$680K · 3K shares
$667K · 12K shares
$657K · 5K shares
$640K · 37K shares
$634K · 3K shares
$632K · 11K shares
$630K · 11K shares
$614K · 8K shares
$607K · 24K shares
$606K · 3K shares
$599K · 1K shares
$597K · 2K shares
$596K · 2K shares
$577K · 11K shares
$560K · 29K shares
$547K · 6K shares
$539K · 3K shares
$537K · 2K shares
$536K · 22K shares
$529K · 6K shares
$513K · 11K shares
$512K · 7K shares
$509K · 2K shares
$503K · 1K shares
$495K · 8K shares
$493K · 865 shares
$482K · 2K shares
$476K · 7K shares
$472K · 6K shares
$466K · 3K shares
$464K · 2K shares
$451K · 3K shares
$450K · 3K shares
$447K · 7K shares
$442K · 16K shares
$435K · 2K shares
$434K · 3K shares
$431K · 9K shares
$430K · 3K shares
$423K · 5K shares
$421K · 5K shares
$413K · 810 shares
$405K · 1K shares
$403K · 1K shares
$402K · 10K shares
$399K · 2K shares
$396K · 7K shares
$384K · 2K shares
$382K · 2K shares
$378K · 17K shares
$377K · 1K shares
$375K · 8K shares
$355K · 8K shares
$350K · 5K shares
$345K · 13K shares
$340K · 3K shares
$333K · 9K shares
$330K · 20K shares
$329K · 6K shares
$323K · 2K shares
$321K · 319 shares
$318K · 4K shares
$317K · 4K shares
$315K · 5K shares
$312K · 24K shares
$307K · 6K shares
$305K · 7K shares
$305K · 6K shares
$300K · 3K shares
$297K · 6K shares
$292K · 4K shares
$285K · 8K shares
$273K · 10K shares
$269K · 2K shares
$266K · 3K shares
$257K · 3K shares
$253K · 8K shares
$253K · 1K shares
$252K · 9K shares
$247K · 1K shares
$245K · 5K shares
$239K · 6K shares
$236K · 2K shares
$236K · 1K shares
$234K · 1K shares
$231K · 14K shares
$229K · 10K shares
$229K · 5K shares
$224K · 6K shares
$212K · 1K shares
$212K · 4K shares
$211K · 8K shares
$208K · 1K shares
$208K · 3K shares
$204K · 1K shares
$202K · 3K shares
$202K · 2K shares
$201K · 664 shares
$200K · 515 shares
$176K · 11K shares
$136K · 22K shares
$41K · 15K shares
$35K · 39K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 120 | $1.1B | 66.8% |
| Technology | 21 | $155.5M | 9.8% |
| Healthcare | 17 | $113.9M | 7.1% |
| Industrials | 30 | $45.7M | 2.9% |
| Communication Services | 8 | $41.5M | 2.6% |
| Consumer Defensive | 13 | $41.5M | 2.6% |
| Energy | 11 | $39.0M | 2.4% |
| Unknown | 17 | $35.1M | 2.2% |
| Utilities | 6 | $24.9M | 1.6% |
| Consumer Cyclical | 9 | $18.5M | 1.2% |
| Real Estate | 5 | $9.8M | 0.6% |
| Basic Materials | 4 | $4.2M | 0.3% |