13F-HR 1 wood13fhr033113.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F-HR Form 13F COVER PAGE Report for the Calendar Year of Quarter Ended: March 31, 2013 Check here if Amendment [ ]; Amendment Number: This Amendment: [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Wood Investment Counsel, LLC Address: 55 Madison St. Suite 680 Denver, CO 80206 Form 13F File Number: 28-10610 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: George F. Wood Title: Manager Phone: Signature, Place, and Date of Signing: /s/ George F. Wood Denver, CO May 3, 2013 ------------------------------------------------------------------- [Signature] [City, State] [Date] Report Type (Check only one.): [X] 13F HOLDINGS REPORT [ ] 13F NOTICE [ ] 13F COMBINATION REPORT List of Other Managers Reporting for the Manager: NONE FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 82 Form 13F Information Table Value Total(thousands): 531,254,054 List of Other Included Managers: None
FORM 13F INFORMATION TABLE Amount & Voting Title of Cusip 03/31/2013 Type of Investment Other Authority Name of Issuer Class Number Market Value Security Discretion Managers Sole -------------- -------- --------- ------------ -------- ---------- ---------- --------- Celgene Corp COMMON 151020104 76297410 658247SH SOLE NONE 658247 Verizon Communications COMMON 92343v104 23102122 470033SH SOLE NONE 470033 MasterCard Inc. Class A COMMON 57636q104 22927678 42370SH SOLE NONE 42370 Phillips 66 COMMON 718546104 22764670 325349SH SOLE NONE 325349 Canadian Pacific Railway Ltd COMMON 13645T100 22137367 169674SH SOLE NONE 169674 Cabot Oil & Gas Corp COMMON 127097103 21799898 322436SH SOLE NONE 322436 Analog Devices Inc. COMMON 032654105 20527148 441539SH SOLE NONE 441539 EQT Corporation COMMON 26884L109 20498101 302555SH SOLE NONE 302555 Stanley Black and Decker, Inc. COMMON 854502101 20003881 247053SH SOLE NONE 247053 American International Group COMMON 026874784 17583907 452960SH SOLE NONE 452960 Quidel Corp COMMON 74838J101 17278932 727534SH SOLE NONE 727534 Apple Inc COMMON 037833100 16920678 38225SH SOLE NONE 38225 Bank of America Corp COMMON 060505104 16834246 1382122SH SOLE NONE 1382122 Continental Resources, Inc. COMMON 212015101 16819303 193481SH SOLE NONE 193481 Markwest Energy Partners LP COMMON 570759100 14898573 245244SH SOLE NONE 245244 Lowe's Companies COMMON 548661107 14554720 383827SH SOLE NONE 383827 Du Pont (E.I.) de Nemours COMMON 263534109 14463118 294205SH SOLE NONE 294205 Tower Group Inc. COMMON g8988c105 13815414 748803SH SOLE NONE 748803 Stillwater Mining Co. COMMON 86074q102 11730419 907225SH SOLE NONE 907225 Emerson Electric Co COMMON 291011104 11552408 206773SH SOLE NONE 206773 Caterpillar Inc COMMON 149123101 10903255 125368SH SOLE NONE 125368 Crown Castle Int'l Corp COMMON 228227104 10525668 151144SH SOLE NONE 151144 Emeritus Corp COMMON 291005106 10260568 369218SH SOLE NONE 369218 Enterprise Products Partners LP COMMON 293792107 7597746 126020SH SOLE NONE 126020 Plains All American Pipeline LP COMMON 726503105 7135231 126332SH SOLE NONE 126332 Joy Global Inc. COMMON 481165108 5914800 99375SH SOLE NONE 99375 Energy Transfer Equity LP COMMON 29273v100 5586010 95520SH SOLE NONE 95520 Harman International Industries COMMON 413086109 5169716 115835SH SOLE NONE 115835 Starwood Hotels & Resorts Worldwide COMMON 85590a401 4696582 73695SH SOLE NONE 73695 Berkshire Hathaway Inc - CL B COMMON 084670702 4396927 42197SH SOLE NONE 42197 Wells Fargo & Co COMMON 949746101 4200695 113563SH SOLE NONE 113563 Intuitive Surgical Inc. COMMON 46120e602 2240809 4562SH SOLE NONE 4562 IDEXX Laboratories COMMON 45168D104 2087737 22597SH SOLE NONE 22597 Express Scripts Holding Co. COMMON 30219G108 2062623 35797SH SOLE NONE 35797 ARM Holdings PLC Spons ADR COMMON 042068106 2018253 47634SH SOLE NONE 47634 Accelerate Diagnostics Inc. COMMON 00430h102 1862465 256185SH SOLE NONE 256185 FORM 13F INFORMATION TABLE - CONTINUED Amount & Voting Title of Cusip 03/31/2013 Type of Investment Other Authority Name of Issuer Class Number Market Value Security Discretion Managers Sole -------------- -------- --------- ------------ -------- ---------- ---------- --------- Exxon Mobil Corp COMMON 30231G102 1764264 19579SH SOLE NONE 19579 Citrix Systems Inc. COMMON 177376100 1619046 22440SH SOLE NONE 22440 Anadarko Petroleum Corp COMMON 032511107 1608993 18399SH SOLE NONE 18399 Kinder Morgan Energy Trust Partners LP COMMON 494550106 1582286 17626SH SOLE NONE 17626 Teekay Offshore Partnership COMMON y8565j101 1559736 51664SH SOLE NONE 51664 Omega Healthcare Investors, Inc. COMMON 681936100 1416294 46650SH SOLE NONE 46650 Transmontaigne Partners LP COMMON 89376V100 1368153 26964SH SOLE NONE 26964 Google Inc. COMMON 38259p508 1261171 1588SH SOLE NONE 1588 Alliance Resource Partners LP COMMON 01877R108 1097232 17225SH SOLE NONE 17225 Magellan Midstream Partners LP COMMON 559080106 1068600 20000SH SOLE NONE 20000 Pfizer Inc COMMON 717081103 967762 33533SH SOLE NONE 33533 IBM Corp COMMON 459200101 948972 4449SH SOLE NONE 4449 US Bancorp COMMON 902973304 933143 27502SH SOLE NONE 27502 Chevron Corp. COMMON 166764100 752606 6334SH SOLE NONE 6334 Carlisle Companies COMMON 142339100 701220 10344SH SOLE NONE 10344 Norfolk Southern Corp COMMON 655844108 593516 7700SH SOLE NONE 7700 Nustar Holdings LLC COMMON 67059l102 520000 16000SH SOLE NONE 16000 Stericycle Inc COMMON 858912108 440222 4146SH SOLE NONE 4146 Procter & Gamble Co COMMON 742718109 434233 5635SH SOLE NONE 5635 Eli Lilly COMMON 532457108 427969 7536SH SOLE NONE 7536 Cimarex Energy Corp COMMON 171798101 407376 5400SH SOLE NONE 5400 Dover Corp COMMON 260003108 401204 5505SH SOLE NONE 5505 BP PLC - Spons ADR COMMON 055622104 389832 9205SH SOLE NONE 9205 Johnson & Johnson COMMON 478160104 374467 4593SH SOLE NONE 4593 NuStar Energy LP COMMON 67058h102 348524 6534SH SOLE NONE 6534 Apache Corp COMMON 037411105 347220 4500SH SOLE NONE 4500 Berkshire Hathaway Inc - CL A COMMON 084670108 312560 2SH SOLE NONE 2 Visa Inc-Class A COMMON 92826c839 307410 1810SH SOLE NONE 1810 Henry Schein Inc. COMMON 806407102 298011 3220SH SOLE NONE 3220 Cisco Systems Inc. COMMON 17275R102 286972 13734SH SOLE NONE 13734 Merck & Co. COMMON 58933y105 273112 6179SH SOLE NONE 6179 United Parcel Service Cl B COMMON 911312106 272818 3176SH SOLE NONE 3176 Philip Morris International COMMON 718172109 260979 2815SH SOLE NONE 2815 Coca-Cola COMMON 191216100 255581 6320SH SOLE NONE 6320 Nestle S A Sponsored ADR COMMON 641069406 253881 3502SH SOLE NONE 3502 FMC Technologies Inc COMMON 30249U101 249106 4580SH SOLE NONE 4580 Lockheed Martin Corp. COMMON 539830109 247091 2560SH SOLE NONE 2560 Home Depot Inc COMMON 437076102 242555 3476SH SOLE NONE 3476 Motorola Solutions Inc. COMMON 620076307 240112 3750SH SOLE NONE 3750 FORM 13F INFORMATION TABLE - CONTINUED Amount & Voting Title of Cusip 03/31/2013 Type of Investment Other Authority Name of Issuer Class Number Market Value Security Discretion Managers Sole -------------- -------- --------- ------------ -------- ---------- ---------- --------- Brown-Forman Corp Cl A COMMON 115637100 227498 3091SH SOLE NONE 3091 Pepsico Inc COMMON 713448108 217552 2750SH SOLE NONE 2750 Comcast Corp Spec - CL A COMMON 20030N200 210329 5310SH SOLE NONE 5310 Amgen Inc. COMMON 031162100 210145 2050SH SOLE NONE 2050 Praxair Inc. COMMON 74005P104 207241 1858SH SOLE NONE 1858 Ampio Pharmaceuticals, Inc. COMMON 03209t109 89152 19508SH SOLE NONE 19508 Lifevantage Corp COMMON 53222K106 88830 37800SH SOLE NONE 37800 531254054