DOSSIER · 13F-HR · Q1 2026
WOODMONT INVESTMENT COUNSEL LLC
WOODMONT INVESTMENT COUNSEL's asset manager based in Chicago, IL — $1.6B in tracked AUM across 263 positions as of Q1 2026.
WI
WOODMONT INVESTMENT COUNSEL·Chicago, IL·Asset Manager
CIK 0001133653 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: WOODMONT INVESTMENT COUNSEL LLC
1. Portfolio Overview
Woodmont Investment Counsel LLC has reported a significant expansion in its portfolio management operations for the quarter ending December 31, 2025. The total portfolio value surged by 224.6%, rising from approximately $491.52 million to $1.60 billion. This dramatic increase indicates a substantial inflow of new capital, likely due to new client acquisitions or significant asse...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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