WOODMONT INVESTMENT COUNSEL LLC
•CIK: 1133653•Filing: Q4 2025
**WOODMONT INVESTMENT COUNSEL LLC** manages $1.6B across a diversified portfolio of 261 positions. The fund exhibits a significant allocation to U.S. large-cap growth and value sectors, evidenced by top holdings including VUG at $198.2M and VTV at $143.0M. Further concentration is seen in technology and semiconductor names, with notable positions in AAPL ($46.2M), AVGO ($37.6M), and MSFT ($36.7M). This structure suggests a tactical tilt toward established, high-growth market leaders.
Total AUM
$1.6B
QoQ Performance
+5.6%
Positions
190
Top 10 Concentration
44.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VUG
VTV
VEA
VUG12.4%
VTV9.0%
VEA5.9%
AAPL2.9%
IBDT2.6%
IBDU2.6%
AVGO2.4%
MSFT2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other72.3%
Technology11.0%
Healthcare5.1%
Financial5.0%
Consumer1.8%
Utilities1.4%
ETF1.0%
Consumer Staples0.9%
🚪 Exited Positionssold since Q3 2025
—
ISHARES TR
SOLD
$468.8K
+59 more exited positions
Changes from Q3 2025
NEW5 new positions
↑70 increased
↓95 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023