13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001133653
Total reported value
$1.8B
$1.8B
259 檔
26.9%
During the Q3 2025 filing period, Woodmont Investment Counsel LLC (CIK: 0001133653) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.8B across 259 reported positions.
Woodmont Investment Counsel LLC executed strategic sector rebalancing during Q3 2025, establishing 3 new positions while fully exiting 5 holdings and trimming 22 positions.
Showing top 200 holdings (of 259 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 12.47% | +0.70% | -4.33% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 8.74% | +0.02% | -6.02% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.68% | +0.01% | +0.26% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.91% | +0.03% | -4.52% | |
| 5 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.75% | -0.54% | -4.33% | |
| 6 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 2.69% | -0.27% | -2.67% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.58% | -0.17% | -9.26% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.50% | +0.10% | -12.57% | |
| 9 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.22% | -0.62% | -6.53% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.99% | +0.07% | -0.22% | |
| 11 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.83% | -0.07% | +10.25% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.76% | +0.01% | +0.38% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.68% | -0.02% | -7.42% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 1.60% | +0.04% | -5.37% | |
| 15 | SNEX | Stonex Group Inc | Stock-Financials | 1.52% | +0.36% | -14.62% | |
| 16 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.50% | -0.37% | -10.08% | |
| 17 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.37% | -0.08% | +14.01% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.27% | +0.01% | +10.13% | |
| 19 | DUK | Duke Energy CORP | Stock-Utilities | 1.25% | -0.17% | -11.20% | |
| 20 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.17% | — | +1379.85% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.14% | -0.40% | -10.36% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.12% | -0.07% | +5.06% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.09% | -0.10% | -9.19% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.08% | -0.01% | +2.02% | |
| 25 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.08% | -0.10% | +8.99% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.05% | +0.21% | +4.05% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.01% | +0.09% | -20.08% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.93% | -0.07% | -5.41% | |
| 29 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.91% | -0.13% | +9.18% | |
| 30 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.85% | +0.07% | — | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.84% | -0.07% | -6.92% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | +0.09% | +2.64% | |
| 33 | DELL | Dell Technologies -c | Stock-Tech | 0.66% | +0.87% | -13.93% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.63% | -0.03% | -4.15% | |
| 35 | CB | Chubb Limited | Stock-Financials | 0.63% | -0.04% | -10.37% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.63% | -0.02% | -5.58% | |
| 37 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 0.59% | — | +43.14% | |
| 38 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.57% | +0.08% | -7.29% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.57% | -0.15% | -9.14% | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.55% | -0.06% | -1.74% | |
| 41 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.54% | -0.06% | +5.66% | |
| 42 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.54% | +0.30% | -12.33% | |
| 43 | NHI | Natl Health Investors Inc | Stock-Other | 0.51% | — | +23.91% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.50% | -0.02% | +1.63% | |
| 45 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.50% | -0.05% | +1.40% | |
| 46 | XLV | Ss Health Care Select Sector | ETF-Other | 0.49% | — | -4.64% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.20% | -2.61% | |
| 48 | EMR | Emerson Electric Co | Stock-Industrials | 0.46% | -0.01% | -9.69% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | — | +2.17% | |
| 50 | FANG | Diamondback Energy Inc | Stock-Energy | 0.45% | -0.13% | +8.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +1.8% | -4.33% | Trim |
| 2 | AVGO | Broadcom Inc | +0.9% | -12.57% | Trim |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.6% | +0.26% | Add |
| 4 | FANG | Diamondback Energy Inc | +0.4% | +8.74% | Add |
| 5 | MSFT | Microsoft CORP | +0.3% | -9.26% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | +2.64% | Add |
| 7 | LLY | Eli Lilly & Co | +0.3% | +4.05% | Add |
| 8 | SPEM | State Street Sp Ptf Em ETF | +0.2% | +10.13% | Add |
| 9 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | -0.22% | Add |
| 10 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +8.99% | Add |
| 11 | NHI | Natl Health Investors Inc | +0.2% | +23.91% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | -7.42% | Trim |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.2% | +2.57% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | -20.08% | Trim |
| 15 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.2% | +14.01% | Add |
| 16 | SPTS | Ss Spdr P St Term Tsy ETF | +0.1% | +10.25% | Add |
| 17 | DELL | Dell Technologies -c | +0.1% | -13.93% | Trim |
| 18 | SOXX | Ishares Semiconductor ETF | +0.1% | -2.09% | Add |
| 19 | HROW | Harrow Inc | +0.1% | -2.21% | Add |
| 20 | PNW | Pinnacle West Capital Corporation | +0.1% | +43.14% | Add |
| 21 | MDY | State Street Spdr S&p Midcap | +0.1% | -8.27% | Add |
| 22 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +2.02% | Add |
| 23 | NVDA | Nvidia CORP | +0.1% | -9.57% | Add |
| 24 | VO | Vanguard Mid-cap ETF | +0.1% | +0.38% | Add |
| 25 | BAM | Brookfield Asset Mgmt-a | +0.1% | +1.40% | Add |
| 26 | SMH | Vaneck Semiconductor ETF | +0.1% | -12.33% | Trim |
| 27 | AAPL | Apple Inc | +0.1% | -4.52% | Trim |
| 28 | SNEX | Stonex Group Inc | +0.1% | -14.62% | Trim |
| 29 | HCA | Hca Healthcare Inc | 0% | -10.08% | Trim |
| 30 | VB | Vanguard Small-cap ETF | 0% | -5.37% | Trim |
| 31 | IBDU | Ishares Ibonds Dec 2029 Term | -0.1% | -2.67% | Add |
| 32 | EFAV | Ishares Msci Eafe Min Vol Fa | -0.1% | -9.01% | Trim |
| 33 | TLT | iShares 20+ Year Treasury Bond ETF | -0.2% | -81.03% | Trim |
| 34 | PG | Procter & Gamble Co/the | -0.2% | -6.92% | Trim |
| 35 | DUK | Duke Energy CORP | -0.3% | -11.20% | Trim |
| 36 | CVX | Chevron CORP | -0.3% | -10.36% | Trim |
| 37 | VTV | Vanguard Value ETF | -0.4% | -6.02% | Trim |
| 38 | SMOT | Vaneck Morningstar Smid Moat | -0.4% | -87.07% | Trim |
| 39 | NVO | Novo-nordisk A/s-spons Adr | -0.5% | -2.84% | Trim |
| 40 | LYB | LyondellBasell Industries N.V. | -0.5% | -91.43% | Trim |
| 41 | UNH | Unitedhealth Group Inc | -0.5% | -54.07% | Trim |
| 42 | UPS | United Parcel Service-cl B | -0.5% | -37.99% | Trim |
| 43 | IBDR | Ishares Ibonds Dec 2026 Term | — | EXIT | Sold out |
| 44 | IBDV | Ishares Ibonds Dec 2030 CORP | — | NEW | New buy |
| 45 | IBDW | Ishares Ibonds Dec 2031 CORP | — | NEW | New buy |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | — | EXIT | Sold out |
| 47 | CGUS | Cap Group Core Equity | — | EXIT | Sold out |
| 48 | GIS | General Mills Inc | — | EXIT | Sold out |
| 49 | AVY | Avery Dennison CORP | — | NEW | New buy |
| 50 | CTAS | Cintas CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, Woodmont Investment Counsel LLC reported a total U.S. public equity portfolio value of $1.8B across 259 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, VEA) accounted for 26.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
IBDV
市值: $17.6M
Top Position Liquidated / Trimmed
IBDR
前期市值: $24.9M
During Q3 2025, Woodmont Investment Counsel LLC's top holdings by market value included VUG (12.5%)、VTV (8.7%)、VEA (5.7%). The largest single position, VUG, represented 12.5% of total portfolio value.
In Q3 2025, Woodmont Investment Counsel LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 20 positions, trimming 22 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.