Fund HoldingsWOODMONT INVESTMENT COUNSEL LLC

Total Portfolio Value
$1.62B
Total Bought
$154.16M
Total Sold
$61.23M
Net Transaction
+$92.93M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR INDEX SHS FDS
ST PORT MARK ETF
0440,795+440,795020,6781.27%+20,678
PINNACLE FINL PARTNERS INC(PNFP)0136,953+136,953011,7970.73%+11,797
SCHWAB STRATEGIC TR0290,541+290,54109,1990.57%+9,199
CHEVRON CORPORATION(CVX)0114,378+114,378023,6651.46%+23,665
VANGUARD TAX-MANAGED FDS1,494,1521,544,563+50,41193,34098,9766.10%+5,636
STONEX GROUP INC(SNEX)0342,462+342,462027,6201.70%+27,620
JOHNSON & JOHNSON(JNJ)89,85991,900+2,04118,59622,4641.38%+3,868
DELL TECHNOLOGIES INC(DELL)078,615+78,615012,9030.80%+12,903
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
378,080467,143+89,06315,21818,5601.14%+3,342
EXXON MOBIL CORP65,84064,567-1,2737,92310,9540.68%+3,031
MERCK & CO INC(MRK)170,507172,439+1,93217,94820,7431.28%+2,795
DIAMONDBACK ENERGY INC(FANG)51,59552,771+1,1767,75610,4380.64%+2,681
SPDR SERIES TRUST
ST SHO TREAS ETF
984,6431,073,443+88,80028,83031,3231.93%+2,493
DUKE ENERGY CORP NEW(DUK)0158,167+158,167020,7101.28%+20,710
ISHARES TR813,979936,335+122,35617,21619,5971.21%+2,382
GLOBAL X FDS
GLOBAL X COPPER
031,078+31,07802,3730.15%+2,373
ISHARES TR953,8871,064,345+110,45821,05223,2991.44%+2,246
VERIZON COMMUNICATIONS INC(VZ)0209,953+209,953010,5400.65%+10,540
XYLEM INC(XYL)017,437+17,43702,0840.13%+2,084
VANGUARD INDEX FDS748,472738,418-10,054142,951144,8788.93%+1,927
FIRST HORIZON CORPORATION(FHN)064,254+64,25401,4620.09%+1,462
PFIZER INC(PFE)266,901278,391+11,4906,6467,8170.48%+1,171
SPDR SERIES TRUST
ST INTER ETF
528,985569,599+40,61415,25616,3251.01%+1,069
CATERPILLAR INC(CAT)5,0155,428+4132,8733,8460.24%+973
COSTCO WHOLESALE CORPORATION(COST)06,631+6,63106,6070.41%+6,607
COCA COLA CO(KO)118,226120,502+2,2768,2659,1640.56%+899
CHUBB LTD SWITZ
COM
34,46935,467+99810,75911,5600.71%+801
WALMART INC(WMT)55,16155,159-26,1466,8550.42%+710
CAL MAINE FOODS INC(CALM)27,70335,859+8,1562,2042,8380.17%+634
VANGUARD INDEX FDS97,18798,052+86525,06925,6821.58%+612
VANECK ETF TRUST
SEMICONDUCTR ETF
25,27325,250-239,1029,6810.60%+579
ACI WORLDWIDE INC075,366+75,36603,0910.19%+3,091
PROCTER & GAMBLE CO(PG)087,767+87,767012,6770.78%+12,677
PALO ALTO NETWORKS INC(PANW)028,706+28,70604,6020.28%+4,602
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
143,860156,626+12,7669,0899,6040.59%+515
ISHARES TR21,00620,803-2036,3266,8370.42%+511
NATIONAL HEALTH INVS INC(NHI)103,817104,119+3027,9298,4190.52%+491
VANGUARD INTL EQUITY INDEX F233,351234,917+1,56617,16517,6421.09%+477
ENTERPRISE PRODS PARTNERS L(EPD)0118,242+118,24204,4740.28%+4,474
VANGUARD INDEX FDS94,53597,156+2,62127,43627,9011.72%+465
ISHARES TR
CORE DIV GRWTH
05,902+5,90204140.03%+414
LOCKHEED MARTIN CORP(LMT)03,541+3,54102,1400.13%+2,140
VANGUARD INDEX FDS9,01210,108+1,0965,6526,0400.37%+389
SOUTHERN CO(SO)033,202+33,20203,2050.20%+3,205
BROOKFIELD ASSET MANAGMT LTD(BAM)0173,492+173,49207,7120.48%+7,712
ANTERIX INC(ATEX)018,307+18,30706990.04%+699
NOVARTIS AG(NVS)27,84327,201-6423,8394,1550.26%+316
UBER TECHNOLOGIES INC(UBER)04,267+4,26703070.02%+307
LYONDELLBASELL INDUSTRIES NV
SHS - A -
08,215+8,21506620.04%+662
VERTIV HOLDINGS CO(VRT)01,027+1,02702570.02%+257
SELECT SECTOR SPDR TR
ST STR ENERG ETF
20,60819,040-1,5689211,1660.07%+245
ARGAN INC0441+44102400.01%+240
GENERAL DYNAMICS CORP(GD)16,74617,102+3565,6385,8700.36%+232
KROGER CO(KR)03,122+3,12202260.01%+226
PEPSICO INC(PEP)026,686+26,68604,1440.26%+4,144
HOME DEPOT INC(HD)018,834+18,83406,1940.38%+6,194
AIR PRODUCTS AND CHEMICALS I0751+75102180.01%+218
JOHNSON CONTROLS INTERNATION
SHS
01,655+1,65502170.01%+217
MASTERCARD INCORPORATED(MA)04,201+4,20102,0990.13%+2,099
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
0138,845+138,84508,1280.50%+8,128
SPDR SERIES TRUST
ST STR SP500DIV
04,558+4,55802070.01%+207
EASTGROUP PPTYS INC(EGP)01,089+1,08902020.01%+202
BRITISH AMERN TOB PLC(BTI)03,435+3,43502010.01%+201
HONEYWELL INTL INC(HON)05,508+5,50801,2450.08%+1,245
UNITEDHEALTH GROUP INC(UNH)011,818+11,81803,1980.20%+3,198
PHILLIPS 66(PSX)03,488+3,48806350.04%+635
TEXAS INSTRS INC(TXN)02,324+2,32404510.03%+451
EMERSON ELEC CO(EMR)54,44456,527+2,0837,2267,4060.46%+180
CSX CORP(CSX)048,394+48,39401,9870.12%+1,987
FEDEX CORP(FDX)2,8592,801-588269980.06%+172
NUCOR CORP(NUE)14,69515,187+4922,3972,5680.16%+171
ISHARES TR04,090+4,09005080.03%+508
SELECT SECTOR SPDR TR
ST STR UTIL ETF
47,33947,602+2632,0212,1840.13%+164
NVIDIA CORPORATION(NVDA)19,97422,219+2,2453,7253,8750.24%+150
ALTRIA GROUP INC(MO)011,656+11,65607690.05%+769
WILLIAMS COS INC(WMB)07,316+7,31605320.03%+532
RTX CORPORATION(RTX)11,98112,097+1162,1972,3340.14%+136
SHELL PLC(SHEL)06,973+6,97306480.04%+648
ISHARES TR07,727+7,72705,0470.31%+5,047
VANGUARD WHITEHALL FDS67,38466,178-1,2069,6719,8010.60%+130
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
16,52118,916+2,3958429640.06%+123
SCHWAB STRATEGIC TR162,616162,61603,9094,0250.25%+115
WASTE MGMT INC DEL(WM)012,784+12,78402,9380.18%+2,938
AT&T INC(T)022,147+22,14706420.04%+642
ISHARES TR9,8099,80901,3841,4850.09%+101
EOG RES INC(EOG)02,541+2,54103670.02%+367
NEXTERA ENERGY INC(NEE)09,769+9,76909070.06%+907
EATON CORP PLC(ETN)01,778+1,77806360.04%+636
CORNING INC(GLW)02,615+2,61503560.02%+356
NORTHROP GRUMMAN CORP(NOC)0865+86505900.04%+590
TJX COS INC NEW(TJX)08,549+8,54901,3650.08%+1,365
ISHARES TR
CORE HIGH DV ETF
05,507+5,50707470.05%+747
APPLIED MATLS INC1,8071,606-2014645490.03%+85
SCHWAB STRATEGIC TR104,277103,965-3123,0883,1710.20%+83
BRISTOL-MYERS SQUIBB CO(BMY)10,71210,71205786500.04%+72
L3HARRIS TECHNOLOGIES INC(LHX)01,285+1,28504440.03%+444
ECOLAB INC(ECL)03,309+3,30908800.05%+880
REGIONS FINANCIAL CORP NEW(RF)012,491+12,49103260.02%+326
ISHARES INC
CORE MSCI EMKT
033,529+33,52902,3390.14%+2,339
KINDER MORGAN INC DEL(KMI)07,705+7,70502580.02%+258
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