Institutions / Woodmont Investment Counsel LLC
Woodmont Investment Counsel LLC
CIK 1133653 · Institution · as of Mar 31, 2026
Portfolio value
$1.62B
Positions
263
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$1.62B+1.7%Positions
263+0.8%Top holdings
Mar 31, 2026View all 263 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $181.27M | 11.2% |
| Vanguard Index Fds | $144.88M | 8.9% |
| Vanguard Tax-Managed Fds | $98.98M | 6.1% |
| Apple Inc. | $43.45M | 2.7% |
| iShares Tr | $41.14M | 2.5% |
| iShares Tr | $40.75M | 2.5% |
| Broadcom Inc. | $33.77M | 2.1% |
| iShares Tr | $32.97M | 2.0% |
| SPDR Series Trust | $31.32M | 1.9% |
| Vanguard Index Fds | $30.33M | 1.9% |
| Microsoft Corp | $28.99M | 1.8% |
| Vanguard Index Fds | $27.90M | 1.7% |
| StoneX Group Inc. | $27.62M | 1.7% |
| Vanguard Index Fds | $25.68M | 1.6% |
| HCA Healthcare, Inc. | $24.86M | 1.5% |
| JPMORGAN CHASE & CO | $24.33M | 1.5% |
| Chevron Corp | $23.66M | 1.5% |
| iShares Tr | $23.30M | 1.4% |
| Johnson & Johnson | $22.46M | 1.4% |
| Merck & Co., Inc. | $20.74M | 1.3% |
| Duke Energy Corp | $20.71M | 1.3% |
| SPDR Index Shs Fds | $20.68M | 1.3% |
| ELI LILLY & Co | $20.19M | 1.2% |
| iShares Tr | $19.60M | 1.2% |
| Ssga Active ETF Tr | $18.56M | 1.1% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | Pinnacle Financial Partners, Inc. | $11.80M | +137K | 136,953 0.73% of portfolio | medium |
| Q1 2026 as of | Exit | Pinnacle Financial Partners, Inc. | $-10.68M | -112K -100.00% | — | medium |
| Q1 2026 as of | New | 808524672 | $9.20M | +291K | 290,541 0.57% of portfolio | medium |
| Q1 2026 as of | Add | StoneX Group Inc. | $8.77M | +109K +46.49% | 342,462 1.70% of portfolio | medium |
| Q1 2026 as of | Add | 922908736 | $3.85M | +9K +2.17% | 415,008 11.17% of portfolio | low |
| Q1 2026 as of | Add | 78467V848 | $3.54M | +89K +23.56% | 467,143 1.14% of portfolio | low |
| Q1 2026 as of | Add | 921943858 | $3.23M | +50K +3.37% | 1,544,563 6.10% of portfolio | low |
| Q1 2026 as of | Add | 78468R101 | $2.59M | +89K +9.02% | 1,073,443 1.93% of portfolio | low |
| Q1 2026 as of | Add | 46436E486 | $2.56M | +122K +15.03% | 936,335 1.21% of portfolio | low |
| Q1 2026 as of | Add | 46436E726 | $2.42M | +110K +11.58% | 1,064,345 1.44% of portfolio | low |