WOODMONT INVESTMENT COUNSEL LLC

CIK
1133653
City
NASHVILLE
State / Country
TN

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

26 quarters · across all stocks

Holdings in HCA

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $24,855,511 52,522
2025-12-31 $24,838,352 53,203
2025-09-30 $22,665,742 53,181
2025-06-30 $22,657,300 59,142
2025-03-31 $20,436,172 59,141
2024-12-31 $17,626,008 58,724
2024-09-30 $22,986,055 56,556
2024-06-30 $18,304,285 56,973
2024-03-31 $20,265,616 60,761
2023-12-31 $16,441,644 60,742
2023-09-30 $14,633,842 59,492
2023-06-30 $17,882,862 58,926
2023-03-31 $15,441,364 58,561
2022-12-31 $13,554,620 56,487
2022-09-30 $10,347,377 56,300
2022-06-30 $8,918,103 53,065
2022-03-31 $12,042,541 48,051
2021-12-31 $12,188,284 47,440
2021-09-30 $10,499,096 43,256
2021-06-30 $8,226,598 39,792
2021-03-31 $7,681,823 40,787
2020-12-31 $7,139,866 43,414
2020-09-30 $5,475,820 43,919
2020-06-30 $4,346,832 44,785
2020-03-31 $4,211,808 46,876