WOOD INVESTMENT COUNSEL LLC Information

55 MADISON STREET, DENVER, Colorado, 80206, (303) 321-8188

Report Date: 12/31/2013

Position Statistics

Total Positions 87
New Positions 4
Increased Positions 17
Decreased Positions 38
Positions with Activity 55
Sold Out Positions 6
Total Mkt Value (in $ millions) 627

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.64%
Capital Goods 5.28%
Conglomerates
Consumer Cyclical 2.44%
Consumer/Non-Cyclical 0.15%
Energy 21.14%
Financial 19.06%
Healthcare 17.63%
Services 13.64%
Technology 7.96%
Transportation 4.39%
Utilities 5.66%

55 Activity Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CELGENE CORP COM 86,928 -1,184 (1.34) 614,290
MASTERCARD INC CL A 31,182 -74 (0.24) 420,640
BANK OF AMERICA CORPORATION COM 29,676 76 .26 1,837,517
PHILLIPS 66 COM 27,004 742 2.83 336,369
CONTINENTAL RESOURCES INC COM 25,942 -215 (0.82) 191,725
CANADIAN PAC RY LTD COM 24,657 -395 (1.58) 166,399
ANALOG DEVICES INC COM 23,317 -113 (0.48) 441,189
CBRE GROUP INC CL A 23,140 291 1.27 858,325
AMERICAN INTL GROUP INC COM NEW 22,999 -231 (1) 452,560
EQT CORP COM 22,018 -195 (0.88) 210,258
XL GROUP PLC SHS 21,308 494 2.37 682,300
PIONEER NAT RES CO COM 19,942 19,942 New 98,085
STARWOOD HOTELS&RESORTS WRLDWD COM 19,862 1,014 5.38 256,015
CABOT OIL & GAS CORP COM 19,583 -136 (0.69) 560,782
CUMMINS INC COM 19,184 24 .13 131,145
QUIDEL CORP COM 18,266 366 2.05 750,159
LOWES COS INC COM 17,718 -174 (0.97) 378,582
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 15,673 -93 (0.59) 241,606
DU PONT E I DE NEMOURS & CO COM 15,030 4 .02 224,390
HARMAN INTL INDS INC COM 15,006 1,943 14.88 142,085