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 | Open |
|---|---|---|---|---|---|
| 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 NHI
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2020-12-31 | $231,857 | 3,352 | Shares | Sole | 2021-02-16 | |
| 2021-03-31 | $251,173 | 3,475 | Shares | Sole | 2021-05-17 | |
| 2024-06-30 | $206,711 | 3,052 | Shares | Sole | 2024-07-18 | |
| 2024-09-30 | $256,551 | 3,052 | Shares | Sole | 2024-10-31 | |
| 2025-03-31 | $4,303,157 | 58,261 | Shares | Sole | 2025-04-22 | |
| 2025-06-30 | $5,448,674 | 77,705 | Shares | Sole | 2025-07-22 | |
| 2025-09-30 | $7,654,816 | 96,287 | Shares | Sole | 2025-11-04 | |
| 2025-12-31 | $7,928,504 | 103,817 | Shares | Sole | 2026-01-21 | |
| 2026-03-31 | $8,419,062 | 104,119 | Shares | Sole | 2026-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||