WOODMONT INVESTMENT COUNSEL LLC
Top Portfolio Positions
167 positions ·
$634,161,852 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
171,186 | $43,445,294 | 6.85% |
| AVGO |
Broadcom Inc.
Technology
|
109,113 | $33,771,564 | 5.33% |
| MSFT |
Microsoft Corp
Technology
|
78,322 | $28,992,454 | 4.57% |
| SNEX |
StoneX Group Inc.
Financial Services
|
342,462 | $27,619,560 | 4.36% |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
52,522 | $24,855,511 | 3.92% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
82,715 | $24,331,444 | 3.84% |
| CVX |
Chevron Corp
Energy
|
114,378 | $23,664,808 | 3.73% |
| JNJ |
Johnson & Johnson
Healthcare
|
91,900 | $22,464,036 | 3.54% |
| MRK |
Merck & Co., Inc.
Healthcare
|
172,439 | $20,742,687 | 3.27% |
| DUK |
Duke Energy CORP
Utilities
|
158,167 | $20,710,386 | 3.27% |
Portfolio Trend
Holdings in HCA
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,855,511 | 52,522 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $24,838,352 | 53,203 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $22,665,742 | 53,181 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $22,657,300 | 59,142 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $20,436,172 | 59,141 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $17,626,008 | 58,724 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $22,986,055 | 56,556 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $18,304,285 | 56,973 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $20,265,616 | 60,761 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $16,441,644 | 60,742 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $14,633,842 | 59,492 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $17,882,862 | 58,926 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $15,441,364 | 58,561 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $13,554,620 | 56,487 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $10,347,377 | 56,300 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $8,918,103 | 53,065 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $12,042,541 | 48,051 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $12,188,284 | 47,440 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $10,499,096 | 43,256 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,226,598 | 39,792 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,681,823 | 40,787 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,139,866 | 43,414 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,475,820 | 43,919 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,346,832 | 44,785 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,211,808 | 46,876 | Shares | Sole | 2020-05-15 | |
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