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Home > Institutional Investor > Woodmont Investment Counsel Llc > Profile

Instuitional Investor - Woodmont Investment Counsel Llc

Fund Profile
Filing Period:
Fund Name: Woodmont Investment Counsel Llc
Portfolio Value $1,069,053,696
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 373,297 $116,050,578 10.85%
2.
Vanguard Index Fds
 611,072 $91,355,292 8.54%
3.
Vanguard Tax-Managed Fds
 1,188,201 $56,914,852 5.32%
4.
Apple Inc.
 AAPL 175,918 $33,869,439 3.16%
5.
Microsoft Corp
 MSFT 79,113 $29,749,708 2.78%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)