WOODMONT INVESTMENT COUNSEL LLC

All 13F Filings

Location
Nashville, TN
Most recent 13F
Q3 2026
Holdings value ($000)
1,882,181
Description
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Website
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Founded
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Chairman
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CEO
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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
Q3 2026 10/29/2026 289 1,882,181 13F-HR WOODMONT INVESTMENT COUNSEL LLC
Q2 2026 7/27/2026 287 1,831,657 13F-HR WOODMONT INVESTMENT COUNSEL LLC
Q1 2026 5/5/2026 263 1,622,196 13F-HR WOODMONT INVESTMENT COUNSEL LLC
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
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 27 (0.0% of total reported value) · QoQ Δ: -21
Type Value ($000) Share % Inflow Outflow Net
Stocks 764.2 K 40.6% 25.15 K 0 25.15 K
ETFs 996.4 K 52.9% 25.31 K 0 25.31 K
Debt 121.6 K 6.5% 79 0 79
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Fund Snapshot

Q3 2026
Latest filed
10/29/2026
Total value ($000)
1,882,181
Holdings
289
QoQ value change ($000)
50,524 (2.8%)
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.