Woodmont-Investment-Counsel
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, null, null, "RF", "ASPN", null, "ACN", "MMM", "ABT", "ABBV", "APD", "ALL", "GOOGL", "NHI", "AXP", null, "T", "BLK", null, "CAT", "AVGO", "LOW", "WRB", null, null, null, null, null, null, null, "MIN", null, null, "DUK", "EOG", "FITB", "GD", "GIS", "ATEX", "HON", "HD", "CLW", null, "MCD", null, null, "UNP", "QCOM", "ITW", "AMAT", "EMR", "META", null, "IVW", "ESBA", null, null, null, null, "LHX", "IWS", "MA", "MSFT", "MDLZ", "MS", "FHN", "FTV", "GE", "NVS", "HSY", "AMP", "IJR", "IWD", "ORCL", "NOC", "PAYX", "VGIT", null, null, "IWF", "PANW", "PEP", null, "VGSH", "PGR", "IEMG", "IVV", null, "UNH", "AAPL", "SPY", "EFAV", "ECL", "NVDA", "GS", "PLTR", "PFE", "LMT", "PG", "MRK", "VZ", null, "AMGN", "FNDX", null, null, null, null, null, "SHEL", "RTX", null, null, null, null, "SPLG", null, "IBM", "SYK", "CI", "TXN", "TJX", "TRV", "UL", "UPS", "VO", "ADUS", "PNFP", "MET", "VXF", "SNEX", "MGNI", "SNV", "VWO", null, "LPX", null, null, "KOS", "VIG", "RNST", "WY", "GPN", null, null, null, "VYM", null, null, "AFL", "AMD", "SDY", "F", "DEO", "WM", "HROW", "HSTM", null, null, null, "PEG", "NVO", "AMZN", null, "IVE", "HCA", "LUV", "ACIW", null, null, "VEU", "USB", "VUG", "VEA", null, "BND", "VBR", "VB", "VOO", "VLTO", "VTV", "V", "WMT", "WFC", "WELL", "WDAY", "YUM", null, null, null, "MTB", "SCHD", "DVY", "SCHG", "SCHF", null, "SCHA", "SO", "PSX", "CRM", "SYY", "ORI", null, null, "LYB", null, null, "GWW", "NUE", "FDX", null, "KMB", "ADP", "BAC", "BRK-A", "BRK-B", "BDX", "BMY", "BIP", "BAM.TO", "CALM", "CARR", "CVX", "GTLS", "CB", "CTAS", "CSCO", "CLX", "KO", "CL", "CHCT", "COP", "CPRT", "CXW", "COST", "CSX", "DHR", "DELL", "DE", "FANG", "DAL", "DFS", null, "EFA", "MCO", "NEE", "NKE", "QQQ", "IWM", "EPD", "MDY", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "MO", "MCHP", "VTI", "JPM", "QUAL", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-22
- Total Holdings
- 270
- Total Value
- 1384761142
- Accession Number
- 0001398344-25-007430
- Form Type
- 13F-HR
- Manager Name
- Woodmont-Investment-Counsel
Data Enrichment
75% identified203 identified67 unidentified
Holdings
270 positions • $1.4B total value
Manager:
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Page 6 of 14
46138E354
Shares:26.4K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$1.4B)
46436E163
Shares:76.1K
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$1.4B)
81369Y886
Shares:23.6K
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$1.4B)
46435U283
Shares:71.3K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.4B)
46434V456
Shares:45.3K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.4B)
46435U259
Shares:65.7K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$1.4B)
Shares:56.0K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$1.4B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
Workday, Inc.(WDAYcusip98138H101) | 8.5K | QoQ +2.09% (-174)YoY +4.20% (-342) | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$1.4B) | |
(cusip46138E354)✕ | 26.4K | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$1.4B) | ||
| 31.9K | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$1.4B) | |||
(cusip46436E163)✕ | 76.1K | YoY NEW(+76.1K) | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$1.4B) | YoY NEW(+$1.9M) |
(cusip81369Y886)✕ | 23.6K | QoQ -0.70% (-168)YoY +0.14% (+35) | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$1.4B) | |
| 42.4K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.4B) | |||
| 18.6K | QoQ NEW(+18.6K) YoY NEW(+18.6K) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.4B) | QoQ NEW(+$1.8M) YoY NEW(+$1.8M) | |
NUCOR CORP(NUEcusip670346105) | 15.2K | QoQ -1.01% (-156)YoY -4.12% (-653) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.4B) | |
(cusip46435U283)✕ | 71.3K | QoQ 0.00% (+0) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.4B) | |
(cusip46434V456)✕ | 45.3K | QoQ +0.11% (+53) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.4B) | |
(cusip46435U259)✕ | 65.7K | QoQ 0.00% (+0) | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$1.4B) | |
| 56.0K | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$1.4B) | |||
| 12.5K | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$1.4B) | |||
| 3.7K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.4B) | |||
WEYERHAEUSER CO(WYcusip962166104) | 55.7K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.4B) | ||
CINTAS CORP(CTAScusip172908105) | 7.8K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.4B) | ||
CATERPILLAR INC(CATcusip149123101) | 4.8K | QoQ -7.25% (-378)YoY -7.45% (-389) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.4B) | |
ORACLE CORP(ORCLcusip68389X105) | 11.2K | QoQ +0.58% (-65)YoY +8.43% (+870) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.4B) | |
| 23.7K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.4B) | |||
| 52.7K | QoQ -0.58% (-310)YoY -1.06% (-569) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.4B) |