WOODMONT INVESTMENT COUNSEL LLC
Top Portfolio Positions
168 positions ·
$650,314,725 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
171,186 | $43,445,294 | 6.68% | |
| AVGO |
Broadcom Inc.
Technology
|
109,113 | $33,771,564 | 5.19% | |
| MSFT |
Microsoft Corp
Technology
|
78,322 | $28,992,454 | 4.46% | |
| SNEX |
StoneX Group Inc.
Financial Services
|
342,462 | $27,619,560 | 4.25% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
52,522 | $24,855,511 | 3.82% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
82,715 | $24,331,444 | 3.74% | |
| CVX |
Chevron Corp
Energy
|
114,378 | $23,664,808 | 3.64% | |
| JNJ |
Johnson & Johnson
Healthcare
|
91,900 | $22,464,036 | 3.45% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
172,439 | $20,742,687 | 3.19% | |
| DUK |
Duke Energy CORP
Utilities
|
158,167 | $20,710,386 | 3.18% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ATEX
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $699,144 | 18,307 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $378,008 | 17,316 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $372,547 | 17,352 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $745,337 | 29,058 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,167,100 | 31,888 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,062,194 | 34,633 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,300,964 | 34,545 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,335,964 | 33,745 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,083,855 | 32,248 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,030,720 | 30,934 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $961,294 | 30,634 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $949,115 | 29,950 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $913,556 | 27,650 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $464,856 | 14,450 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $416,138 | 11,650 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $364,496 | 8,875 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $513,862 | 8,875 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $521,495 | 8,875 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $538,712 | 8,875 | Shares | Sole | 2021-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||