Institutions / WOODWARD DIVERSIFIED CAPITAL, LLC / Holdings
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Woodward Diversified Capital, LLC

All holdings · as of Dec 31, 2025

184 positions

CompanyClassValueShares% of portfolio
PEPSICO INC—$1.08M7,5160.5%
VANGUARD WORLD FD—$1.08M8,5580.5%
VANGUARD WORLD FD—$1.07M5,1630.5%
MetLife Inc—$1.07M13,5350.5%
RTX Corp—$1.03M5,5960.5%
KINDER MORGAN, INC.—$1.01M36,8680.5%
Tesla Inc—$1.00M2,2320.5%
Bank of New York Mellon Corp/The—$940.2K8,0990.4%
TRICO BANCSHARES—$927.6K19,5810.4%
TWILIO INC—$925.3K6,5050.4%
ALTRIA GROUP, INC.—$913.9K15,8500.4%
PRUDENTIAL FINANCIAL INC—$894.4K7,9230.4%
MCDONALD'S CORP—$884.0K2,8930.4%
BayCom Corp—$882.0K30,0000.4%
DIREXION SHS ETF TR—$845.6K44,2500.4%
NORFOLK SOUTHERN CORP—$814.5K2,8210.4%
The PNC Financial Services Group, Inc.—$805.7K3,8600.4%
SOUTHERN CO—$805.1K9,2330.4%
STARWOOD PROPERTY TRUST, INC.—$802.7K44,5670.4%
QUALCOMM INC/DE—$802.0K4,6890.4%
ABBOTT LABORATORIES—$783.3K6,2520.4%
GENERAL DYNAMICS CORP—$782.8K2,3250.4%
COCA COLA CO—$780.2K11,1600.4%
PFIZER INC—$751.3K30,1720.3%
Palo Alto Networks Inc—$748.2K4,0620.3%
Arthur J. Gallagher & Co.—$730.3K2,8220.3%
Prologis Inc—$729.4K5,7130.3%
US BANCORP \DE—$719.1K13,4760.3%
FIFTH THIRD BANCORP—$683.1K14,5940.3%
ISHARES TR—$681.0K8,4460.3%
CUMMINS INC—$667.7K1,3080.3%
FIRST TR EXCHANGE-TRADED FD—$646.6K2,4020.3%
AMERICAN ELECTRIC POWER CO INC—$640.4K5,5530.3%
Nebius Group N.V.—$639.5K7,6400.3%
Lamar Advertising Co—$629.5K4,9730.3%
CSX CORP—$615.1K16,9680.3%
Ferguson Enterprises Inc. /DE—$613.6K2,7560.3%
Strategy Inc—$607.6K3,9990.3%
CITIGROUP INC—$582.2K4,9890.3%
UNITEDHEALTH GROUP INC—$579.1K1,7540.3%
SPDR GOLD TR—$576.6K1,4550.3%
Datadog, Inc.—$569.0K4,1840.3%
LOCKHEED MARTIN CORP—$566.4K1,1710.3%
DEERE & CO—$558.7K1,2000.3%
ELI LILLY & Co—$552.5K5140.3%
PENTAIR plc—$537.8K5,1640.2%
Medtronic plc—$510.7K5,3160.2%
WHEATON PRECIOUS METALS CORP—$493.6K4,2000.2%
PUBLIC SERVICE ENTERPRISE GROUP INC—$492.9K6,1380.2%
ISHARES GOLD TR—$489.1K6,0260.2%
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