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

SEC FilingSEC DataHachi Filing

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
CIK: woodmont-investment-counsel
Manager Name: Woodmont-Investment-Counsel

Data Enrichment

75% identified

203 identified67 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

270 positions • $1,384,761.142K total value

270 positions

Manager:

SEC FilingSEC DataHachi Filing

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Page 7 of 14

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14020W106

Shares:41.3K

Value:$1.5M

Accenture plc

ACN|G1151C101

Shares:4.7K

Value:$1.5M

92206C409

Shares:17.7K

Value:$1.4M

78470P812

Shares:54.9K

Value:$1.4M

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:4.3K

Value:$1.3M

46138J783

Shares:66.7K

Value:$1.3M

US BANCORP \DE\

USB|902973304

Shares:30.0K

Value:$1.3M

STRYKER CORP

SYK|863667101

Shares:3.4K

Value:$1.3M

33733E104

Shares:14.0K

Value:$1.3M

Anterix Inc.

ATEX|03676C100

Shares:31.9K

Value:$1.2M

464287614

IWF|464287614

Shares:3.2K

Value:$1.2M

78470P820

Shares:45.8K

Value:$1.1M

NIKE, Inc.

NKE|654106103

Shares:17.8K

Value:$1.1M

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:5.2K

Value:$1.1M

TJX COMPANIES INC /DE/

TJX|872540109

Shares:8.8K

Value:$1.1M

GLOBAL PAYMENTS INC

GPN|37940X102

Shares:10.7K

Value:$1.1M

46641Q654

Shares:20.6K

Value:$1.0M

QUALCOMM INC/DE

QCOM|747525103

Shares:6.6K

Value:$1.0M

Walt Disney Co

DIS|254687106

Shares:10.2K

Value:$1.0M

Clearwater Paper Corp

CLW|18538R103

Shares:39.7K

Value:$1.0M

Instrument	Shares		Other Manager	Value
(cusip14020W106)✕	41.3K	QoQ +20.86% (+7.1K) YoY NEW(+41.3K)	All Managers (Combined)	$1.5M	QoQ +22.17% (+$267.2K) YoY NEW(+$1.5M)
Accenture plc(ACNcusipG1151C101)	4.7K	QoQ -0.48% (-23) YoY -9.27% (-480)	All Managers (Combined)	$1.5M	QoQ -11.73% (-$194.8K) YoY -18.32% (-$328.7K)
(cusip92206C409)✕	17.7K	QoQ +2.92% (+503) YoY -8.50% (-1.6K)	All Managers (Combined)	$1.4M	QoQ +4.14% (+$55.7K) YoY -6.57% (-$98.5K)
(cusip78470P812)✕	54.9K	QoQ 0.00% (+0) YoY NEW(+54.9K)	All Managers (Combined)	$1.4M	QoQ +0.93% (+$12.6K) YoY NEW(+$1.4M)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	4.3K	QoQ +0.02% (+1) YoY -7.15% (-334)	All Managers (Combined)	$1.3M	QoQ +4.38% (+$55.7K) YoY +13.58% (-$158.4K)
(cusip46138J783)✕	66.7K	QoQ -2.47% (-1.7K) YoY -8.26% (-6.0K)	All Managers (Combined)	$1.3M	QoQ -1.92% (-$25.7K) YoY -6.83% (-$95.9K)
US BANCORP \DE\(USBcusip902973304)	30.0K	QoQ -2.66% (-823) YoY -14.10% (-4.9K)	All Managers (Combined)	$1.3M	QoQ -14.08% (-$207.7K) YoY -18.87% (-$294.7K)
STRYKER CORP(SYKcusip863667101)	3.4K	QoQ -1.50% (-52) YoY -15.26% (-613)	All Managers (Combined)	$1.3M	QoQ +1.83% (-$22.9K) YoY -11.85% (-$170.4K)
(cusip33733E104)✕	14.0K	QoQ +21.79% (+2.5K) YoY NEW(+14.0K)	All Managers (Combined)	$1.3M	QoQ +24.31% (+$246.0K) YoY NEW(+$1.3M)
Anterix Inc.(ATEXcusip03676C100)	31.9K	QoQ -7.92% (-2.7K) YoY -1.11% (-360)	All Managers (Combined)	$1.2M	QoQ +9.87% (-$104.9K) YoY +7.68% (-$83.2K)
(IWFcusip464287614)	3.2K	QoQ +9.43% (-278) YoY -8.87% (-314)	All Managers (Combined)	$1.2M	QoQ -1.60% (-$18.9K) YoY -2.37% (-$28.3K)
(cusip78470P820)✕	45.8K	QoQ 0.00% (+0) YoY NEW(+45.8K)	All Managers (Combined)	$1.1M	QoQ +0.66% (+$7.6K) YoY NEW(+$1.1M)
NIKE, Inc.(NKEcusip654106103)	17.8K	QoQ -34.03% (-9.2K) YoY -44.44% (-14.2K)	All Managers (Combined)	$1.1M	QoQ -44.65% (-$910.1K) YoY -62.47% (-$1.9M)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	5.2K	QoQ -2.73% (-145) YoY -18.26% (-1.2K)	All Managers (Combined)	$1.1M	QoQ -8.82% (-$105.7K) YoY -15.68% (-$203.1K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	8.8K	QoQ +0.04% (+4) YoY +1.23% (+107)	All Managers (Combined)	$1.1M	QoQ +0.86% (+$9.2K) YoY +21.57% (+$189.5K)
GLOBAL PAYMENTS INC(GPNcusip37940X102)	10.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.1M	QoQ -12.61% (-$151.8K) YoY -26.73% (-$383.7K)
(cusip46641Q654)✕	20.6K	QoQ 0.00% (+0) YoY +144.17% (+12.2K)	All Managers (Combined)	$1.0M	QoQ +0.27% (+$2.9K) YoY +144.70% (+$618.8K)
QUALCOMM INC/DE(QCOMcusip747525103)	6.6K	QoQ +1.54% (+100) YoY -2.95% (-201)	All Managers (Combined)	$1.0M	QoQ +1.53% (+$15.3K) YoY -11.95% (-$137.4K)
Walt Disney Co(DIScusip254687106)	10.2K	QoQ -4.43% (-474) YoY -3.18% (-336)	All Managers (Combined)	$1.0M	QoQ -15.29% (-$181.9K) YoY -21.90% (-$282.6K)
Clearwater Paper Corp(CLWcusip18538R103)	39.7K	QoQ +5.33% (-2.0K) YoY +11.80% (-4.2K)	All Managers (Combined)	$1.0M	QoQ -10.23% (-$114.8K) YoY -35.13% (-$545.2K)