Institutional Manager · CIK 0001133653
WOODMONT INVESTMENT COUNSEL LLC
NASHVILLE, TN · File #028-06045
Latest AUM
$1.60B
Positions
261
Top-10 Concentration
54.1%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025261 pos · $1.60B
- 13F HOLDINGS REPORTQ/E Sep 2025259 pos · $1.51B
- 13F HOLDINGS REPORTQ/E Jun 2025276 pos · $1.52B
- 13F HOLDINGS REPORTQ/E Mar 2025270 pos · $1.38B
- 13F HOLDINGS REPORTQ/E Dec 2024259 pos · $1.35B
- 13F HOLDINGS REPORTQ/E Sep 2024256 pos · $1.33B
- 13F HOLDINGS REPORTQ/E Jun 2024248 pos · $1.22B
- 13F HOLDINGS REPORTQ/E Mar 2024366 pos · $1.19B
- 13F HOLDINGS REPORTQ/E Dec 2023230 pos · $944.8M
- 13F HOLDINGS REPORTQ/E Sep 2023238 pos · $964.3M
- 13F HOLDINGS REPORTQ/E Jun 2023245 pos · $940.7M
- 13F HOLDINGS REPORTQ/E Mar 2023253 pos · $883.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908736 | 406,187 | $198.2M | 15.28% |
| 2 | VANGUARD INDEX FDS | 922908744 | 748,472 | $143.0M | 11.02% |
| 3 | VANGUARD TAX-MANAGED FDS | 921943858 | 1,494,152 | $93.3M | 7.20% |
| 4 | APPLE INC | AAPL | 170,006 | $46.2M | 3.56% |
| 5 | ISHARES TR | 46435U515 | 1,626,267 | $41.4M | 3.19% |
| 6 | ISHARES TR | 46436E205 | 1,745,523 | $40.9M | 3.15% |
| 7 | BROADCOM INC | AVGO | 108,641 | $37.6M | 2.90% |
| 8 | MICROSOFT CORP | MSFT | 75,792 | $36.7M | 2.83% |
| 9 | ISHARES TR | 46435UAA9 | 1,362,891 | $33.1M | 2.55% |
| 10 | VANGUARD INDEX FDS | 922908769 | 93,385 | $31.3M | 2.41% |
| 11 | SPDR SERIES TRUST | 78468R101 | 984,643 | $28.8M | 2.22% |
| 12 | VANGUARD INDEX FDS | 922908629 | 94,535 | $27.4M | 2.12% |
| 13 | JPMORGAN CHASE & CO. | VYLD | 81,283 | $26.2M | 2.02% |
| 14 | VANGUARD INDEX FDS | 922908751 | 97,187 | $25.1M | 1.93% |
| 15 | HCA HEALTHCARE INC | HCA | 53,203 | $24.8M | 1.92% |
| 16 | ELI LILLY & CO | LLY | 20,820 | $22.4M | 1.73% |
| 17 | STONEX GROUP INC | SNEX | 233,774 | $22.2M | 1.72% |
| 18 | ISHARES TR | 46436E726 | 953,887 | $21.1M | 1.62% |
| 19 | SPDR INDEX SHS FDS | 78463X509 | 428,795 | $20.1M | 1.55% |
| 20 | ALPHABET INC | GOOG | 61,956 | $19.4M | 1.50% |