WOODMONT INVESTMENT COUNSEL LLC
CIK 1133653
13F filing for Q2 2026・No. 1,743
- Holdings
- US$1.83B
- Quarter change
- +US$209.46M
- Entries
- 287
- Net bought (estimate)
- +US$33.12M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 27
- Sold out 4
- Cut 102
- Added 98
- Corporate actions 2
- Unchanged 59
Largest holdings
286 stocks worth US$1.83B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VUGVANGUARD INDEX FDSGROWTH ETF | AddedSplit 6:1 | 2,524,114 | US$217.43M | 11.87% |
| VANGUARD INDEX FDSVALUE ETF | Added | 752,493 | US$163.99M | 8.95% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 1,570,715 | US$111.91M | 6.11% |
| AAPLAppleCOM | Added | 171,570 | US$49.65M | 2.71% |
| ISHARES TRIBONDS DEC 29 | Added | 1,771,527 | US$41.03M | 2.24% |
| AVGOBroadcomCOM | Cut | 105,500 | US$39.85M | 2.18% |
| STONEX GROUP INCCOM | Cut | 317,920 | US$37.67M | 2.06% |
| ISHARES TRIBDS DEC28 ETF | Cut | 1,453,743 | US$36.71M | 2.00% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 96,017 | US$35.53M | 1.94% |
| SPDR SERIES TRUSTST SHO TREAS ETF | Added | 1,171,212 | US$33.98M | 1.86% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 27, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.