WOODMONT INVESTMENT COUNSEL LLC
CIK: 0001133653SEC EDGAR →
Portfolio Value
$1.6T
Holdings
261
As of
Q4 2025
New Positions
261
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 406,187 | $198.2B | 12.42% |
| 2 | VANGUARD INDEX FDS | 748,472 | $142.9B | 8.96% |
| 3 | VANGUARD TAX-MANAGED FDS | 1,494,152 | $93.3B | 5.85% |
| 4 | APPLE INC | 170,006 | $46.2B | 2.90% |
| 5 | ISHARES TR | 1,626,267 | $41.4B | 2.59% |
| 6 | ISHARES TR | 1,745,523 | $40.9B | 2.56% |
| 7 | BROADCOM INC | 108,641 | $37.6B | 2.36% |
| 8 | MICROSOFT CORP | 75,792 | $36.7B | 2.30% |
| 9 | ISHARES TR | 1,362,891 | $33.1B | 2.07% |
| 10 | VANGUARD INDEX FDS | 93,385 | $31.3B | 1.96% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (261)
$198.2B · 406K shares
$142.9B · 748K shares
$93.3B · 1.5M shares
$46.2B · 170K shares
$41.4B · 1.6M shares
$40.9B · 1.7M shares
$37.6B · 109K shares
$36.7B · 76K shares
$33.1B · 1.4M shares
$31.3B · 93K shares
$28.8B · 985K shares
$27.4B · 95K shares
$26.2B · 81K shares
$25.1B · 97K shares
$24.8B · 53K shares
$22.4B · 21K shares
$22.2B · 234K shares
$21.1B · 954K shares
$20.1B · 429K shares
$19.4B · 62K shares
$18.6B · 90K shares
$18.2B · 155K shares
$17.9B · 171K shares
$17.2B · 814K shares
$17.2B · 113K shares
$17.2B · 233K shares
$17.0B · 34K shares
$15.5B · 50K shares
$15.4B · 154K shares
$15.3B · 529K shares
$15.2B · 378K shares
$13.2B · 110K shares
$12.1B · 85K shares
$10.8B · 34K shares
$10.7B · 112K shares
$9.7B · 67K shares
$9.6B · 44K shares
$9.4B · 74K shares
$9.1B · 25K shares
$9.1B · 144K shares
$8.4B · 54K shares
$8.3B · 204K shares
$8.3B · 118K shares
$8.1B · 153K shares
$7.9B · 104K shares
$7.9B · 66K shares
$7.9B · 135K shares
$7.8B · 52K shares
$7.4B · 141K shares
$7.2B · 54K shares
$7.0B · 128K shares
$6.6B · 267K shares
$6.3B · 21K shares
$6.1B · 55K shares
$6.0B · 17K shares
$5.7B · 7K shares
$5.7B · 9K shares
$5.6B · 17K shares
$5.3B · 23K shares
$5.2B · 113K shares
$5.2B · 105K shares
$4.9B · 7K shares
$4.8B · 7K shares
$4.7B · 88K shares
$4.4B · 19K shares
$4.3B · 7K shares
$4.1B · 22K shares
$4.0B · 125K shares
$4.0B · 20K shares
$4.0B · 6K shares
$3.9B · 27K shares
$3.9B · 163K shares
$3.8B · 15K shares
$3.8B · 28K shares
$3.7B · 20K shares
$3.7B · 33K shares
$3.5B · 12K shares
$3.3B · 30K shares
$3.2B · 18K shares
$3.2B · 9K shares
$3.1B · 104K shares
$3.0B · 9K shares
$2.9B · 5K shares
$2.9B · 33K shares
$2.8B · 13K shares
$2.8B · 12K shares
$2.8B · 40K shares
$2.7B · 13K shares
$2.6B · 101K shares
$2.5B · 53K shares
$2.4B · 32K shares
$2.4B · 15K shares
$2.3B · 34K shares
$2.3B · 4K shares
$2.3B · 12K shares
$2.2B · 28K shares
$2.2B · 12K shares
$2.0B · 45K shares
$2.0B · 47K shares
$2.0B · 16K shares
$2.0B · 58K shares
$2.0B · 6K shares
$2.0B · 10K shares
$1.9B · 3K shares
$1.8B · 50K shares
$1.8B · 35K shares
$1.8B · 70K shares
$1.8B · 22K shares
$1.7B · 4K shares
$1.6B · 23K shares
$1.6B · 16K shares
$1.6B · 17K shares
$1.4B · 3K shares
$1.4B · 43K shares
$1.4B · 10K shares
$1.4B · 55K shares
$1.4B · 26K shares
$1.4B · 17K shares
$1.4B · 3K shares
$1.3B · 44K shares
$1.3B · 48K shares
$1.3B · 8K shares
$1.2B · 49K shares
$1.2B · 6K shares
$1.2B · 5K shares
$1.2B · 3K shares
$1.2B · 59K shares
$1.1B · 46K shares
$1.1B · 4K shares
$1.1B · 5K shares
$1.1B · 1K shares
$1.1B · 6K shares
$1.1B · 9K shares
$1.1B · 5K shares
$977.0M · 41K shares
$972.0M · 31K shares
$964.0M · 10K shares
$955.0M · 2K shares
$932.0M · 33K shares
$927.0M · 10K shares
$921.0M · 21K shares
$918.0M · 6K shares
$915.0M · 1K shares
$915.0M · 17K shares
$893.0M · 14K shares
$859.0M · 4K shares
$847.0M · 3K shares
$841.0M · 17K shares
$825.0M · 3K shares
$824.0M · 3K shares
$808.0M · 10K shares
$790.0M · 6K shares
$752.0M · 9K shares
$750.0M · 3K shares
$743.0M · 4K shares
$704.0M · 19K shares
$697.0M · 794 shares
$692.0M · 8K shares
$680.0M · 3K shares
$667.0M · 12K shares
$657.0M · 5K shares
$640.0M · 37K shares
$634.0M · 3K shares
$632.0M · 11K shares
$630.0M · 11K shares
$614.0M · 8K shares
$607.0M · 24K shares
$606.0M · 3K shares
$599.0M · 1K shares
$597.0M · 2K shares
$596.0M · 2K shares
$577.0M · 11K shares
$560.0M · 29K shares
$547.0M · 6K shares
$539.0M · 3K shares
$537.0M · 2K shares
$536.0M · 22K shares
$529.0M · 6K shares
$513.0M · 11K shares
$512.0M · 7K shares
$509.0M · 2K shares
$503.0M · 1K shares
$495.0M · 8K shares
$493.0M · 865 shares
$482.0M · 2K shares
$476.0M · 7K shares
$472.0M · 6K shares
$466.0M · 3K shares
$464.0M · 2K shares
$451.0M · 3K shares
$450.0M · 3K shares
$447.0M · 7K shares
$442.0M · 16K shares
$435.0M · 2K shares
$434.0M · 3K shares
$431.0M · 9K shares
$430.0M · 3K shares
$423.0M · 5K shares
$421.0M · 5K shares
$413.0M · 810 shares
$405.0M · 1K shares
$403.0M · 1K shares
$402.0M · 10K shares
$399.0M · 2K shares
$396.0M · 7K shares
$384.0M · 2K shares
$382.0M · 2K shares
$378.0M · 17K shares
$377.0M · 1K shares
$375.0M · 8K shares
$355.0M · 8K shares
$350.0M · 5K shares
$345.0M · 13K shares
$340.0M · 3K shares
$333.0M · 9K shares
$330.0M · 20K shares
$329.0M · 6K shares
$323.0M · 2K shares
$321.0M · 319 shares
$318.0M · 4K shares
$317.0M · 4K shares
$315.0M · 5K shares
$312.0M · 24K shares
$307.0M · 6K shares
$305.0M · 7K shares
$305.0M · 6K shares
$300.0M · 3K shares
$297.0M · 6K shares
$292.0M · 4K shares
$285.0M · 8K shares
$273.0M · 10K shares
$269.0M · 2K shares
$266.0M · 3K shares
$257.0M · 3K shares
$253.0M · 8K shares
$253.0M · 1K shares
$252.0M · 9K shares
$247.0M · 1K shares
$245.0M · 5K shares
$239.0M · 6K shares
$236.0M · 2K shares
$236.0M · 1K shares
$234.0M · 1K shares
$231.0M · 14K shares
$229.0M · 10K shares
$229.0M · 5K shares
$224.0M · 6K shares
$212.0M · 1K shares
$212.0M · 4K shares
$211.0M · 8K shares
$208.0M · 1K shares
$208.0M · 3K shares
$204.0M · 1K shares
$202.0M · 3K shares
$202.0M · 2K shares
$201.0M · 664 shares
$200.0M · 515 shares
$176.0M · 11K shares
$136.0M · 22K shares
$41.0M · 15K shares
$35.0M · 39K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 120 | $1.1T | 66.8% |
| Technology | 21 | $155.5B | 9.8% |
| Healthcare | 17 | $113.9B | 7.1% |
| Industrials | 30 | $45.7B | 2.9% |
| Communication Services | 8 | $41.5B | 2.6% |
| Consumer Defensive | 13 | $41.5B | 2.6% |
| Energy | 11 | $39.0B | 2.4% |
| Unknown | 17 | $35.1B | 2.2% |
| Utilities | 6 | $24.9B | 1.6% |
| Consumer Cyclical | 9 | $18.5B | 1.2% |
| Real Estate | 5 | $9.8B | 0.6% |
| Basic Materials | 4 | $4.2B | 0.3% |