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 9 of 14

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COPART INC

CPRT|217204106

Shares:13.7K

Value:$773.0K

METLIFE INC

MET|59156R108

Shares:9.3K

Value:$744.0K

464287655

IWM|464287655

Shares:3.7K

Value:$734.4K

NEXTERA ENERGY INC

NEE|65339F101

Shares:10.0K

Value:$706.8K

46138J791

Shares:35.9K

Value:$698.9K

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:9.7K

Value:$693.8K

33739E108

Shares:38.2K

Value:$671.7K

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:2.7K

Value:$667.9K

AMGEN INC

AMGN|031162100

Shares:2.1K

Value:$665.2K

LOWES COMPANIES INC

LOW|548661107

Shares:2.8K

Value:$655.1K

FEDEX CORP

FDX|31428X106

Shares:2.6K

Value:$642.4K

33739Q408

Shares:10.6K

Value:$632.9K

464288687

Shares:19.9K

Value:$612.1K

33738R506

Shares:10.4K

Value:$609.8K

922908611

VBR|922908611

Shares:3.3K

Value:$609.4K

78470P796

Shares:24.2K

Value:$602.0K

92204A207

Shares:2.7K

Value:$597.8K

33738R738

Shares:18.4K

Value:$594.1K

MORGAN STANLEY

MS|617446448

Shares:5.1K

Value:$593.2K

Tesla, Inc.

TSLA|88160R101

Shares:2.3K

Value:$590.4K

Instrument	Shares		Other Manager	Value
COPART INC(CPRTcusip217204106)	13.7K	QoQ 0.00% (-0) YoY NEW(+13.7K)	All Managers (Combined)	$773.0K	QoQ -1.39% (-$10.9K) YoY NEW(+$773.0K)
METLIFE INC(METcusip59156R108)	9.3K	QoQ +0.83% (-77) YoY -12.82% (-1.4K)	All Managers (Combined)	$744.0K	QoQ -1.11% (-$8.4K) YoY -5.55% (-$43.7K)
(IWMcusip464287655)	3.7K	QoQ -1.12% (-42) YoY -11.93% (-499)	All Managers (Combined)	$734.4K	QoQ -10.72% (-$88.2K) YoY -16.46% (-$144.7K)
NEXTERA ENERGY INC(NEEcusip65339F101)	10.0K	QoQ -1.47% (-149) YoY -0.53% (-54)	All Managers (Combined)	$706.8K	QoQ -2.57% (-$18.7K) YoY +10.32% (-$66.1K)
(cusip46138J791)✕	35.9K	QoQ -2.78% (-1.0K) YoY -13.06% (-5.4K)	All Managers (Combined)	$698.9K	QoQ -2.52% (-$18.1K) YoY -11.84% (-$93.9K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	9.7K	QoQ -0.30% (-30) YoY -10.73% (-1.2K)	All Managers (Combined)	$693.8K	QoQ +1.89% (-$12.9K) YoY +10.56% (-$66.3K)
(cusip33739E108)✕	38.2K	QoQ +16.93% (+5.5K) YoY +280.06% (+28.1K)	All Managers (Combined)	$671.7K	QoQ +16.20% (+$93.7K) YoY +285.99% (+$497.7K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	2.7K	QoQ -8.91% (-263) YoY +11.59% (+279)	All Managers (Combined)	$667.9K	QoQ +3.01% (-$19.5K) YoY +45.30% (+$208.3K)
AMGEN INC(AMGNcusip031162100)	2.1K	QoQ -0.83% (-18) YoY -7.69% (-178)	All Managers (Combined)	$665.2K	QoQ +18.53% (-$104.0K) YoY +1.14% (-$7.5K)
LOWES COMPANIES INC(LOWcusip548661107)	2.8K	QoQ +0.82% (-23) YoY +0.82% (-23)	All Managers (Combined)	$655.1K	QoQ -4.71% (-$32.4K) YoY -7.68% (-$54.5K)
FEDEX CORP(FDXcusip31428X106)	2.6K	QoQ +6.59% (-163) YoY -0.67% (-18)	All Managers (Combined)	$642.4K	QoQ -7.63% (-$53.1K) YoY -16.43% (-$126.3K)
(cusip33739Q408)✕	10.6K	QoQ +19.57% (+1.7K) YoY NEW(+10.6K)	All Managers (Combined)	$632.9K	QoQ +19.71% (+$104.2K) YoY NEW(+$632.9K)
(cusip464288687)✕	19.9K	QoQ +17.03% (+2.9K) YoY +1007.89% (+18.1K)	All Managers (Combined)	$612.1K	QoQ +14.38% (+$77.0K) YoY +956.32% (+$554.2K)
(cusip33738R506)✕	10.4K	QoQ +18.92% (+1.7K) YoY NEW(+10.4K)	All Managers (Combined)	$609.8K	QoQ +17.72% (+$91.8K) YoY NEW(+$609.8K)
(VBRcusip922908611)	3.3K	QoQ -2.27% (-76) YoY -33.58% (-1.7K)	All Managers (Combined)	$609.4K	QoQ -8.13% (-$54.0K) YoY -35.51% (-$335.7K)
(cusip78470P796)✕	24.2K	QoQ 0.00% (+0) YoY NEW(+24.2K)	All Managers (Combined)	$602.0K	QoQ +1.44% (+$8.6K) YoY NEW(+$602.0K)
(cusip92204A207)✕	2.7K	QoQ 0.00% (+0) YoY -3.53% (-100)	All Managers (Combined)	$597.8K	QoQ +3.51% (+$20.3K) YoY +3.40% (-$19.7K)
(cusip33738R738)✕	18.4K	QoQ +20.90% (+3.2K) YoY NEW(+18.4K)	All Managers (Combined)	$594.1K	QoQ +20.87% (+$102.6K) YoY NEW(+$594.1K)
MORGAN STANLEY(MScusip617446448)	5.1K	QoQ +0.05% (-3) YoY -39.47% (-3.3K)	All Managers (Combined)	$593.2K	QoQ -7.15% (-$45.7K) YoY -25.00% (-$197.8K)
Tesla, Inc.(TSLAcusip88160R101)	2.3K	QoQ -20.82% (-599) YoY +33.06% (+566)	All Managers (Combined)	$590.4K	QoQ -49.18% (-$571.5K) YoY +96.16% (+$289.4K)