Long-term investor
Woodmont Investment Counsel LLC @woodmontinvestmentcounse
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001133653).
Record
- Tracked since 2025-06-30 (434 days), 41 trades recorded
- Returns: week n/a · month n/a · 90 days +7.1% · 6 months +7.7% · 1 year +14.7% · all +14.7%
- Max drawdown -1.7% · Sharpe 1.06 · win rate 22% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VUG · 11.9% · long · since 2025-06-30
- VTV · 9.0% · long · since 2025-06-30
- VEA · 6.1% · long · since 2025-06-30
- AAPL · 2.7% · long · since 2025-06-30
- IBDU · 2.2% · long · since 2025-06-30
- AVGO · 2.2% · long · since 2025-06-30
- SNEX · 2.1% · long · since 2025-06-30
- IBDT · 2.0% · long · since 2025-06-30
- VTI · 1.9% · long · since 2025-06-30
- SPTS · 1.9% · long · since 2025-06-30
- VO · 1.7% · long · since 2025-06-30
- DELL · 1.7% · long · since 2025-06-30