WOODMONT INVESTMENT COUNSEL LLC

All 13F Filings

Location
Nashville, TN
Most recent 13F
Q4 2025
Holdings value ($000)
1,595,294
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 1/21/2026 261 1,595,294 13F-HR WOODMONT INVESTMENT COUNSEL LLC
Q3 2025 11/4/2025 259 1,510,886 13F-HR WOODMONT INVESTMENT COUNSEL LLC
Q2 2025 7/22/2025 276 1,515,469 13F-HR WOODMONT INVESTMENT COUNSEL LLC
Q1 2014 5/14/2014 197 344,298 13F-HR WOODMONT INVESTMENT COUNSEL LLC
Q4 2013 2/13/2014 193 333,107 13F-HR WOODMONT INVESTMENT COUNSEL LLC
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 978.6 K 61.3% 55.33 K 0 55.33 K
ETFs 498.5 K 31.3% 23.63 K 0 23.63 K
Debt 118.2 K 7.4% 5.437 K 0 5.437 K
Swipe for more columns

Fund Snapshot

Q4 2025
Latest filed
1/21/2026
Total value ($000)
1,595,294
Holdings
261
QoQ value change ($000)
84,408 (5.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.