Institutions / Woodward Diversified Capital, LLC

Woodward Diversified Capital, LLC

CIK 1846177 · Institution · as of Dec 31, 2025
Portfolio value
$218.31M
Positions
184
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 184 →
CompanyClassValueShares% of portfolio
Reliance, Inc.$22.63M78,35010.4%
Apple Inc.$12.63M46,4525.8%
GENELUX CorpGNLXCommon Stock$8.43M1,932,7113.9%
Exxon Mobil Corp$7.42M61,6643.4%
Wells Fargo & COMPANY/MN$7.02M75,3593.2%
Chevron Corp$6.79M44,5473.1%
NVIDIA Corp$6.69M35,8713.1%
Amazon.com Inc$4.59M19,8832.1%
Microsoft Corp$4.51M9,3212.1%
Alphabet Inc.$4.42M14,1332.0%
JPMorgan Chase & Co$3.79M11,7751.7%
Meta Platforms Inc$3.37M5,1061.5%
Johnson & Johnson$3.23M15,6281.5%
Alphabet Inc.$2.68M8,5251.2%
Broadcom Inc.$2.42M6,9831.1%
Caterpillar Inc$2.41M4,2051.1%
Walmart Inc.$2.31M20,7031.1%
Bank of America Corp /De$2.20M39,9561.0%
International Business Machines Corp$2.14M7,2211.0%
AbbVie Inc.$2.12M9,3001.0%
Amgen Inc$2.03M6,2110.9%
Shopify Inc$1.94M12,0240.9%
Cisco Systems, Inc.$1.91M24,8250.9%
ProShares Tr$1.87M26,5190.9%
CrowdStrike Holdings, Inc.$1.80M3,8390.8%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.