Institutional Fund
Woodmont Investment Counsel LLC
Nashville, TNCIK 11336535 filings on record
Portfolio Value
$1.62B
Q1 2026
Holdings
263
Reported positions
New Buys
14
Opened this quarter
QoQ Change
+1.7%
from $1.60B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds11.2%
- Vanguard Index Fds8.9%
- Vanguard Tax-Managed Fds6.1%
- Apple Inc2.7%
- Ishares Tr2.5%
- Ishares Tr2.5%
- Other66.1%
Portfolio Holdings
263 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 415.0K | $181.27M | 11.2% | +8.8K | Added |
| 2 | Vanguard Index Fds | 738.4K | $144.88M | 8.9% | −10.1K | Reduced |
| 3 | Vanguard Tax-Managed Fds | 1.54M | $98.98M | 6.1% | +50.4K | Added |
| 4 | Apple Inc | 171.2K | $43.45M | 2.7% | +1.2K | Added |
| 5 | Ishares Tr | 1.62M | $41.14M | 2.5% | −2.1K | Reduced |
| 6 | Ishares Tr | 1.75M | $40.75M | 2.5% | +6.2K | Added |
| 7 | Broadcom Inc | 109.1K | $33.77M | 2.1% | +472 | Added |
| 8 | Ishares Tr | 1.36M | $32.97M | 2.0% | −2.6K | Reduced |
| 9 | Spdr Series Trust | 1.07M | $31.32M | 1.9% | +88.8K | Added |
| 10 | Vanguard Index Fds | 94.6K | $30.33M | 1.9% | +1.2K | Added |
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