Woodmont Investment Counsel Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.62B
Q ending 2026-03-31
Prior quarter
$1.60B
Q ending 2025-12-31
Change
+1.7% QoQ · +17.1% YoY
Positions
263
reported holdings
Largest positions
Top 100 of 263 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VUG | Shares | $181.3M | 415K |
| Vanguard Index Fds | VTV | Shares | $144.9M | 738K |
| Vanguard Tax-Managed Fds | VEA | Shares | $99.0M | 1.5M |
| Apple Inc | AAPL | Shares | $43.4M | 171K |
| Ishares Tr | IBDT | Shares | $41.1M | 1.6M |
| Ishares Tr | IBDU | Shares | $40.7M | 1.8M |
| Broadcom Inc | AVGO | Shares | $33.8M | 109K |
| Ishares Tr | IBDS | Shares | $33.0M | 1.4M |
| Spdr Series Trust | SPTS | Shares | $31.3M | 1.1M |
| Vanguard Index Fds | VTI | Shares | $30.3M | 95K |
| Microsoft Corp | MSFT | Shares | $29.0M | 78K |
| Vanguard Index Fds | VO | Shares | $27.9M | 97K |
| Stonex Group Inc | SNEX | Shares | $27.6M | 342K |
| Vanguard Index Fds | VB | Shares | $25.7M | 98K |
| Hca Healthcare Inc | HCA | Shares | $24.9M | 53K |
| Jpmorgan Chase & Co | JPM | Shares | $24.3M | 83K |
| Chevron Corporation | CVX | Shares | $23.7M | 114K |
| Ishares Tr | IBDV | Shares | $23.3M | 1.1M |
| Johnson & Johnson | JNJ | Shares | $22.5M | 92K |
| Merck & Co Inc | MRK | Shares | $20.7M | 172K |
| Duke Energy Corp New | DUK | Shares | $20.7M | 158K |
| Spdr Index Shs Fds | SPEM | Shares | $20.7M | 441K |
| Eli Lilly & Co | LLY | Shares | $20.2M | 22K |
| Ishares Tr | IBDW | Shares | $19.6M | 936K |
| Ssga Active Etf Tr | TOTL | Shares | $18.6M | 467K |
| Vanguard Intl Equity Index F | VEU | Shares | $17.6M | 235K |
| Alphabet Inc | GOOG | Shares | $17.5M | 61K |
| Spdr Series Trust | SPTI | Shares | $16.3M | 570K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $16.2M | 34K |
| Alphabet Inc | GOOGL | Shares | $14.9M | 52K |
| Ishares Tr | SGOV | Shares | $13.7M | 136K |
| Ishares Tr | IEI | Shares | $13.2M | 111K |
| Dell Technologies Inc | DELL | Shares | $12.9M | 79K |
| Procter & Gamble Co | PG | Shares | $12.7M | 88K |
| Pinnacle Finl Partners Inc | PNFP | Shares | $11.8M | 137K |
| Chubb Ltd Switz | Shares | $11.6M | 35K | |
| Exxon Mobil Corp | XOM | Shares | $11.0M | 65K |
| Verizon Communications Inc | VZ | Shares | $10.5M | 210K |
| Diamondback Energy Inc | FANG | Shares | $10.4M | 53K |
| Vanguard Whitehall Fds | VYM | Shares | $9.8M | 66K |
| Vaneck Etf Trust | SMH | Shares | $9.7M | 25K |
| J P Morgan Exchange Traded F | JQUA | Shares | $9.6M | 157K |
| Vanguard Specialized Funds | VIG | Shares | $9.5M | 44K |
| Schwab Strategic Tr | SCHY | Shares | $9.2M | 291K |
| Coca Cola Co | KO | Shares | $9.2M | 121K |
| National Health Invs Inc | NHI | Shares | $8.4M | 104K |
| Vanguard Scottsdale Fds | VGSH | Shares | $8.1M | 139K |
| Ishares Tr | IGSB | Shares | $8.0M | 151K |
| Pfizer Inc | PFE | Shares | $7.8M | 278K |
| Brookfield Asset Managmt Ltd | BAM | Shares | $7.7M | 173K |
| Emerson Elec Co | EMR | Shares | $7.4M | 57K |
| Walmart Inc | WMT | Shares | $6.9M | 55K |
| Ishares Tr | SOXX | Shares | $6.8M | 21K |
| Bank America Corp | BAC | Shares | $6.6M | 136K |
| Costco Wholesale Corporation | COST | Shares | $6.6M | 7K |
| Home Depot Inc | HD | Shares | $6.2M | 19K |
| Vanguard Index Fds | VOO | Shares | $6.0M | 10K |
| Select Sector Spdr Tr | XLV | Shares | $5.9M | 40K |
| General Dynamics Corp | GD | Shares | $5.9M | 17K |
| Ishares Tr | IVV | Shares | $5.0M | 8K |
| Abbvie Inc | ABBV | Shares | $5.0M | 23K |
| Vanguard Intl Equity Index F | VWO | Shares | $4.7M | 86K |
| Palo Alto Networks Inc | PANW | Shares | $4.6M | 29K |
| Old Rep Intl Corp | ORI | Shares | $4.6M | 115K |
| Enterprise Prods Partners L | EPD | Shares | $4.5M | 118K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $4.3M | 7K |
| Invesco Qqq Tr | QQQ | Shares | $4.2M | 7K |
| Novartis Ag | NVS | Shares | $4.2M | 27K |
| Pepsico Inc | PEP | Shares | $4.1M | 27K |
| Amazon Com Inc | AMZN | Shares | $4.1M | 20K |
| Schwab Strategic Tr | SCHF | Shares | $4.0M | 163K |
| Harrow Inc | HROW | Shares | $3.9M | 111K |
| Nvidia Corporation | NVDA | Shares | $3.9M | 22K |
| Ishares Tr | QUAL | Shares | $3.9M | 20K |
| Caterpillar Inc | CAT | Shares | $3.8M | 5K |
| Mcdonalds Corp | MCD | Shares | $3.5M | 11K |
| Meta Platforms Inc | META | Shares | $3.5M | 6K |
| Aflac Inc | AFL | Shares | $3.3M | 30K |
| Salesforce Inc | CRM | Shares | $3.3M | 17K |
| Southern Co | SO | Shares | $3.2M | 33K |
| Unitedhealth Group Inc | UNH | Shares | $3.2M | 12K |
| Schwab Strategic Tr | SCHV | Shares | $3.2M | 104K |
| Aci Worldwide Inc | ACIW | Shares | $3.1M | 75K |
| Paychex Inc | PAYX | Shares | $3.0M | 32K |
| Waste Mgmt Inc Del | WM | Shares | $2.9M | 13K |
| Cal Maine Foods Inc | CALM | Shares | $2.8M | 36K |
| Palantir Technologies Inc | PLTR | Shares | $2.7M | 18K |
| Delta Air Lines Inc | DAL | Shares | $2.6M | 40K |
| Nucor Corp | NUE | Shares | $2.6M | 15K |
| American Express Co | AXP | Shares | $2.5M | 8K |
| Ishares Tr | IBMR | Shares | $2.5M | 100K |
| Cisco Sys Inc | CSCO | Shares | $2.4M | 31K |
| Global X Fds | COPX | Shares | $2.4M | 31K |
| Danaher Corp Del | DHR | Shares | $2.4M | 12K |
| Ishares Inc | IEMG | Shares | $2.3M | 34K |
| Rtx Corporation | RTX | Shares | $2.3M | 12K |
| Select Sector Spdr Tr | XLU | Shares | $2.2M | 48K |
| Avery Dennison Corp | AVY | Shares | $2.1M | 12K |
| Lockheed Martin Corp | LMT | Shares | $2.1M | 4K |
| Mastercard Incorporated | MA | Shares | $2.1M | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.