WOODWARD DIVERSIFIED CAPITAL, LLC
13F Reported Value
ⓘ$219.8M
incl. option notional
Equity Holdings
ⓘ$219.7M
Option Notional
ⓘ$109,748
$0 puts / $109,748 calls
Holdings
181
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
WOODWARD DIVERSIFIED CAPITAL, LLC disclosed 181 positions worth $219.8M in its Form 13F-HR for Q1 2026 — $219.7M in common stock plus $109,748 of put/call option positions (reported at underlying notional value, not premium at risk), led by $RS (RELIANCE, INC.) at 11.6% of the equity portfolio, followed by $AAPL and $XOM. During the quarter the fund opened 17 new positions and exited 17 and a full exit from $APP. The portfolio is most concentrated in Technology (22.0% of disclosed assets). All figures are sourced directly from WOODWARD DIVERSIFIED CAPITAL, LLC’s Form 13F-HR filing with the SEC under CIK 1846177.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 55.4#1,162
Quality
$25.5M78,350 sh - 76.1#112
Quality
$12.3M45,671 sh - 61.8#782
Quality
$8.9M60,712 sh - 54.7
Quality
$8.2M44,356 sh - 90.2
Quality
$7.1M35,080 sh - —
Quality
$6.2M75,665 sh - —
Quality
$5.9M2,117,183 sh - 74.6
Quality
$4.9M19,656 sh - 80.2
Quality
$4.7M13,829 sh - 83.7
Quality
$4.1M9,760 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 RELIANCE, INC.$RS | 55.4#1,162 | $25.5M | 78,350 |
 Apple Inc.$AAPL | 76.1#112 | $12.3M | 45,671 |
 EXXON MOBIL CORP$XOM | 61.8#782 | $8.9M | 60,712 |
 CHEVRON CORP$CVX | 54.7 | $8.2M | 44,356 |
 NVIDIA CORP$NVDA | 90.2 | $7.1M | 35,080 |
 WELLS FARGO & COMPANY/MN$WFC | — | $6.2M | 75,665 |
 GENELUX Corp$GNLX | — | $5.9M | 2,117,183 |
 AMAZON COM INC$AMZN | 74.6 | $4.9M | 19,656 |
 Alphabet Inc.$GOOG | 80.2 | $4.7M | 13,829 |
 MICROSOFT CORP$MSFT | 83.7 | $4.1M | 9,760 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of WOODWARD DIVERSIFIED CAPITAL, LLC's 181 positions.
Showing top 10 of 181 holdings.
Sector Allocation
Technology
$48.3M
Consumer Discretionary
$38.6M
Financials
$26.4M
Other
$24.3M
Energy
$22.0M
Healthcare
$20.7M
Industrials
$19.2M
Consumer Staples
$7.4M
Full Holdings — WOODWARD DIVERSIFIED CAPITAL, LLC (Q1 2026)
All 181 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $RS | RELIANCE, INC. | $25.5M | 11.6% | +0% | 55.4 |
| 2 | $AAPL | Apple Inc. | $12.3M | 5.6% | -2% | 76.1 |
| 3 | $XOM | EXXON MOBIL CORP | $8.9M | 4.0% | -2% | 61.8 |
| 4 | $CVX | CHEVRON CORP | $8.2M | 3.7% | -0% | 54.7 |
| 5 | $NVDA | NVIDIA CORP | $7.1M | 3.2% | -2% | 90.2 |
| 6 | $WFC | WELLS FARGO & COMPANY/MN | $6.2M | 2.8% | +0% | — |
| 7 | $GNLX | GENELUX Corp | $5.9M | 2.7% | +10% | — |
| 8 | $AMZN | AMAZON COM INC | $4.9M | 2.2% | -1% | 74.6 |
| 9 | $GOOG | Alphabet Inc. | $4.7M | 2.1% | -2% | 80.2 |
| 10 | $MSFT | MICROSOFT CORP | $4.1M | 1.9% | +5% | 83.7 |
| 11 |  $JNJ | JOHNSON & JOHNSON | $3.6M | 1.7% | -0% | 72.8 |
| 12 |  $META | Meta Platforms, Inc. | $3.5M | 1.6% | -2% | 80.9 |
| 13 |  $CAT | CATERPILLAR INC | $3.3M | 1.5% | -1% | 67.8 |
| 14 |  $JPM | JPMORGAN CHASE & CO | $3.2M | 1.5% | -11% | 35.6 |
| 15 |  $AVGO | Broadcom Inc. | $3.0M | 1.4% | +5% | 86.4 |
| 16 |  $GOOGL | Alphabet Inc. | $2.9M | 1.3% | -1% | 80.2 |
| 17 |  $WMT | Walmart Inc. | $2.6M | 1.2% | +0% | 63.2 |
| 18 |  $LRCX | LAM RESEARCH CORP | $2.3M | 1.0% | -2% | 82.4 |
| 19 |  $AMGN | AMGEN INC | $2.2M | 1.0% | -0% | 79.5 |
| 20 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.2M | 1.0% | +1% | 68.4 |
| 21 |  $CSCO | CISCO SYSTEMS, INC. | $2.2M | 1.0% | +1% | 72.3 |
| 22 |  $VZ | VERIZON COMMUNICATIONS INC | $1.9M | 0.8% | -3% | 71.6 |
| 23 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.9M | 0.8% | +2% | 66.7 |
| 24 |  $ABBV | AbbVie Inc. | $1.9M | 0.8% | -4% | 59.3 |
| 25 |  $PH | Parker-Hannifin Corp | $1.9M | 0.8% | -1% | 73.8 |
| 26 |  $PG | PROCTER & GAMBLE Co | $1.9M | 0.8% | +1% | 72.9 |
| 27 |  $HD | HOME DEPOT, INC. | $1.8M | 0.8% | +2% | 69.2 |
| 28 | — | GRANITESHARES ETF TR | $1.6M | 0.7% | -6% | — |
| 29 |  $T | AT&T INC. | $1.6M | 0.7% | +6% | 71.9 |
| 30 | — | VANGUARD WORLD FD | $1.5M | 0.7% | -6% | — |
| 31 |  $MRK | Merck & Co., Inc. | $1.4M | 0.6% | +1% | 70.9 |
| 32 |  $COP | CONOCOPHILLIPS | $1.4M | 0.6% | -7% | 74.8 |
| 33 |  $PM | Philip Morris International Inc. | $1.3M | 0.6% | +0% | 80.5 |
| 34 |  $BLK | BlackRock, Inc. | $1.3M | 0.6% | +3% | 70.3 |
| 35 | — | FIRST TR EXCHANGE TRADED FD | $1.2M | 0.6% | -11% | — |
| 36 | — | VANGUARD WORLD FD | $1.2M | 0.6% | -5% | — |
| 37 | — | VANGUARD WORLD FD | $1.2M | 0.5% | -4% | — |
| 38 | — | VANGUARD WORLD FD | $1.2M | 0.5% | -5% | — |
| 39 |  $PEP | PEPSICO INC | $1.2M | 0.5% | -3% | 62.7 |
| 40 |  $CRWD | CrowdStrike Holdings, Inc. | $1.2M | 0.5% | -29% | 55 |
| 41 | — | VANGUARD WORLD FD | $1.1M | 0.5% | -6% | — |
| 42 | — | VANGUARD INDEX FDS | $1.1M | 0.5% | +1420% | — |
| 43 | — | VANGUARD SCOTTSDALE FDS | $1.1M | 0.5% | NEW | — |
| 44 | — | VANGUARD WORLD FD | $1.1M | 0.5% | -16% | — |
| 45 |  $__PARK_1390777 | Bank of New York Mellon Corp | $1.1M | 0.5% | +2% | 36.7 |
| 46 |  $NFLX | NETFLIX INC | $1.1M | 0.5% | -2% | 86.7 |
| 47 |  $MET | METLIFE INC | $1.1M | 0.5% | +4% | 73.9 |
| 48 |  $KMI | KINDER MORGAN, INC. | $1.1M | 0.5% | -7% | 74.6 |
| 49 |  $RTX | RTX Corp | $1.1M | 0.5% | -2% | 70 |
| 50 |  $BABA | Alibaba Group Holding Ltd | $1.1M | 0.5% | -23% | — |
| 51 |  $MO | ALTRIA GROUP, INC. | $1.0M | 0.5% | +2% | 72.1 |
| 52 |  $SHOP | SHOPIFY INC. | $1.0M | 0.5% | -34% | — |
| 53 | — | SPDR SERIES TRUST | $1.0M | 0.5% | +945% | — |
| 54 |  $SITM | SITIME Corp | $1.0M | 0.5% | -46% | 44.6 |
| 55 | — | VANGUARD SCOTTSDALE FDS | $1.0M | 0.5% | NEW | — |
| 56 | — | VANGUARD MALVERN FDS | $1.0M | 0.5% | +262% | — |
| 57 |  $MELI | MERCADOLIBRE INC | $974,311 | 0.4% | -4% | 77.5 |
| 58 |  $TSLA | Tesla, Inc. | $942,258 | 0.4% | +5% | 50.1 |
| 59 |  $MCD | MCDONALDS CORP | $924,925 | 0.4% | +3% | 73.9 |
| 60 |  $PFE | PFIZER INC | $880,989 | 0.4% | +6% | 69 |
| 61 |  $SO | SOUTHERN CO | $874,822 | 0.4% | +0% | 65.1 |
| 62 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $873,617 | 0.4% | +1% | 70.9 |
| 63 |  $PLD | Prologis, Inc. | $871,175 | 0.4% | +5% | 67.5 |
| 64 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $870,929 | 0.4% | NEW | 76.6 |
| 65 |  $KO | COCA COLA CO | $866,090 | 0.4% | +2% | 74 |
| 66 | — | GLOBAL X FDS | $835,716 | 0.4% | +66% | — |
| 67 |  $CMI | CUMMINS INC | $832,953 | 0.4% | +2% | 58.9 |
| 68 |  $PFH | PRUDENTIAL FINANCIAL INC | $826,292 | 0.4% | +3% | 58.6 |
| 69 |  $MSTR | Strategy Inc | $804,625 | 0.4% | +21% | 25.4 |
| 70 |  $GD | GENERAL DYNAMICS CORP | $798,804 | 0.4% | +2% | 73 |
| 71 |  $STWD | STARWOOD PROPERTY TRUST, INC. | $770,007 | 0.3% | -5% | 54.6 |
| 72 |  $MU | MICRON TECHNOLOGY INC | $765,672 | 0.3% | +64% | 88.4 |
| 73 |  $USB | US BANCORP DE | $764,337 | 0.3% | -0% | 71.4 |
| 74 |  $FITB | FIFTH THIRD BANCORP | $750,962 | 0.3% | +2% | — |
| 75 |  $GLD | SPDR GOLD TRUST | $750,500 | 0.3% | +16% | — |
| 76 |  $CSX | CSX CORP | $746,610 | 0.3% | +2% | 66.4 |
| 77 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $741,899 | 0.3% | -0% | 75.4 |
| 78 |  $FERG | Ferguson Enterprises Inc. /DE/ | $733,063 | 0.3% | +2% | 58.9 |
| 79 |  $DE | DEERE & CO | $722,754 | 0.3% | +2% | 57.4 |
| 80 |  $C | CITIGROUP INC | $683,874 | 0.3% | +4% | 54.8 |
| 81 | — | ISHARES TR | $681,170 | 0.3% | +0% | — |
| 82 |  $QCOM | QUALCOMM INC/DE | $666,131 | 0.3% | +4% | 81.9 |
| 83 |  $DAL | DELTA AIR LINES, INC. | $663,118 | 0.3% | NEW | 64.4 |
| 84 |  $PANW | Palo Alto Networks Inc | $662,840 | 0.3% | -3% | 66.5 |
| 85 |  $LAMR | LAMAR ADVERTISING CO/NEW | $657,436 | 0.3% | -2% | 67.8 |
| 86 |  $BCML | BayCom Corp | $641,520 | 0.3% | -27% | — |
| 87 |  $WPM | Wheaton Precious Metals Corp. | $639,996 | 0.3% | +0% | — |
| 88 |  $LMT | LOCKHEED MARTIN CORP | $635,503 | 0.3% | -8% | 65 |
| 89 |  $AJG | Arthur J. Gallagher & Co. | $633,847 | 0.3% | +1% | 72.1 |
| 90 | — | DIREXION SHARES ETF TRUST | $615,075 | 0.3% | +0% | — |
| 91 | — | VANGUARD WORLD FD | $608,213 | 0.3% | -67% | — |
| 92 |  $EME | EMCOR Group, Inc. | $570,708 | 0.3% | -4% | 71.7 |
| 93 |  $UNH | UNITEDHEALTH GROUP INC | $558,178 | 0.3% | -2% | 66.8 |
| 94 |  $ABT | ABBOTT LABORATORIES | $527,298 | 0.2% | -13% | 67 |
| 95 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $524,846 | 0.2% | +5% | 74.6 |
| 96 | — | PROSHARES TR | $517,660 | 0.2% | -65% | — |
| 97 | — | ISHARES TR | $517,380 | 0.2% | +19% | — |
| 98 | — | ISHARES TR | $515,012 | 0.2% | +57% | — |
| 99 |  $GILD | GILEAD SCIENCES, INC. | $511,350 | 0.2% | +2% | 77.8 |
| 100 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $505,979 | 0.2% | +2% | 66.5 |
| 101 | — | VANGUARD INDEX FDS | $489,742 | 0.2% | -2% | — |
| 102 |  $IAU | ISHARES GOLD TRUST | $486,477 | 0.2% | -12% | — |
| 103 | — | FIRST TR EXCHANGE-TRADED FD | $482,819 | 0.2% | -24% | — |
| 104 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $480,377 | 0.2% | -12% | 66.4 |
| 105 |  $MDT | Medtronic plc | $475,371 | 0.2% | +4% | — |
| 106 |  $LLY | ELI LILLY & Co | $458,034 | 0.2% | -4% | 89.3 |
| 107 |  $CAH | CARDINAL HEALTH INC | $451,353 | 0.2% | -4% | 58.6 |
| 108 |  $MA | Mastercard Inc | $438,431 | 0.2% | -0% | 81.7 |
| 109 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $437,339 | 0.2% | -11% | — |
| 110 |  $CCI | CROWN CASTLE INC. | $429,465 | 0.2% | +7% | 52.9 |
| 111 |  $BRK.B | BERKSHIRE HATHAWAY INC | $427,122 | 0.2% | -3% | 64.5 |
| 112 | — | INVESTMENT MANAGERS SER TR I | $418,701 | 0.2% | NEW | — |
| 113 |  $AXP | AMERICAN EXPRESS CO | $416,001 | 0.2% | -3% | 73.2 |
| 114 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $412,007 | 0.2% | +14% | 68.8 |
| 115 |  $BDX | BECTON DICKINSON & CO | $402,592 | 0.2% | +3% | 50.7 |
| 116 |  $WPC | W. P. Carey Inc. | $400,060 | 0.2% | +3% | 62.1 |
| 117 |  $CI | Cigna Group | $387,907 | 0.2% | +7% | 66.8 |
| 118 |  $AMAT | APPLIED MATERIALS INC /DE | $383,539 | 0.2% | +0% | 74.8 |
| 119 |  $NSC | NORFOLK SOUTHERN CORP | $380,999 | 0.2% | -55% | 70.8 |
| 120 |  $BALL | BALL Corp | $379,981 | 0.2% | NEW | 54.2 |
| 121 |  $CCZ | COMCAST CORP | $379,019 | 0.2% | +3% | 70.4 |
| 122 |  $GS | GOLDMAN SACHS GROUP INC | $376,962 | 0.2% | -5% | — |
| 123 |  $COST | COSTCO WHOLESALE CORP /NEW | $370,985 | 0.2% | -2% | 67 |
| 124 |  $MS | MORGAN STANLEY | $366,737 | 0.2% | NEW | — |
| 125 |  $VRT | Vertiv Holdings Co | $366,662 | 0.2% | -5% | 82.7 |
| 126 | — | ISHARES TR | $357,435 | 0.2% | -19% | — |
| 127 | — | FIRST TR EXCHANGE-TRADED FD | $348,844 | 0.2% | +58% | — |
| 128 |  $ADI | ANALOG DEVICES INC | $342,128 | 0.2% | -7% | 76.2 |
| 129 | — | FIRST TR EXCHANGE-TRADED FD | $341,998 | 0.2% | -20% | — |
| 130 |  $DHR | DANAHER CORP /DE/ | $337,512 | 0.1% | +1% | 63.9 |
| 131 |  $SHEL | Shell plc | $335,259 | 0.1% | -2% | — |
| 132 |  $MMM | 3M CO | $325,600 | 0.1% | -0% | 60.7 |
| 133 |  $ENB | ENBRIDGE INC | $317,323 | 0.1% | -17% | — |
| 134 |  $GLPI | Gaming & Leisure Properties, Inc. | $314,193 | 0.1% | +0% | 72.4 |
| 135 | — | SPDR SERIES TRUST | $311,336 | 0.1% | +0% | — |
| 136 | — | SCHWAB STRATEGIC TR | $307,820 | 0.1% | +0% | — |
| 137 |  $APH | AMPHENOL CORP /DE/ | $307,201 | 0.1% | +13% | 80.5 |
| 138 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $304,828 | 0.1% | -15% | 66.3 |
| 139 | — | FIRST TR EXCHANGE-TRADED FD | $304,633 | 0.1% | +37% | — |
| 140 |  $BTI | British American Tobacco p.l.c. | $299,781 | 0.1% | +1% | — |
| 141 | — | ISHARES TR | $290,432 | 0.1% | -9% | — |
| 142 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $287,249 | 0.1% | +1% | 77.6 |
| 143 |  $TMUS | T-Mobile US, Inc. | $285,241 | 0.1% | +1% | 72.7 |
| 144 |  $MPC | Marathon Petroleum Corp | $284,297 | 0.1% | -11% | 50.7 |
| 145 |  $WM | WASTE MANAGEMENT INC | $273,219 | 0.1% | +0% | 70.7 |
| 146 |  $GLW | CORNING INC /NY | $272,215 | 0.1% | NEW | 72.7 |
| 147 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $268,337 | 0.1% | -2% | 69.5 |
| 148 |  $INTC | INTEL CORP | $268,109 | 0.1% | NEW | 41.5 |
| 149 |  $OVV | Ovintiv Inc. | $265,309 | 0.1% | -2% | 46.5 |
| 150 |  $ADP | AUTOMATIC DATA PROCESSING INC | $264,254 | 0.1% | +6% | 77.9 |
| 151 |  $BCAL | California BanCorp \ CA | $256,555 | 0.1% | +0% | — |
| 152 |  $FNF | Fidelity National Financial, Inc. | $255,427 | 0.1% | +2% | 69.7 |
| 153 |  $ET | Energy Transfer LP | $254,862 | 0.1% | -5% | 64.5 |
| 154 |  $CASY | CASEYS GENERAL STORES INC | $246,070 | 0.1% | NEW | 59.9 |
| 155 |  $WRB | BERKLEY W R CORP | $242,681 | 0.1% | -2% | 71.8 |
| 156 |  $HAL | HALLIBURTON CO | $241,033 | 0.1% | NEW | 50.9 |
| 157 |  $BA | BOEING CO | $240,134 | 0.1% | +0% | 51.8 |
| 158 |  $TJX | TJX COMPANIES INC /DE/ | $239,966 | 0.1% | -2% | 70.7 |
| 159 |  $UPS | UNITED PARCEL SERVICE INC | $238,932 | 0.1% | -18% | 58.2 |
| 160 |  $AMD | ADVANCED MICRO DEVICES INC | $238,580 | 0.1% | NEW | 78.8 |
| 161 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $233,468 | 0.1% | NEW | 76.3 |
| 162 |  $CTAS | CINTAS CORP | $233,330 | 0.1% | +1% | 76.3 |
| 163 |  $BMY | BRISTOL MYERS SQUIBB CO | $225,292 | 0.1% | +1% | 70.1 |
| 164 |  $PPLT | abrdn Platinum ETF Trust | $221,725 | 0.1% | +0% | — |
| 165 |  $MCK | MCKESSON CORP | $215,749 | 0.1% | -7% | 63.7 |
| 166 |  $TFC | TRUIST FINANCIAL CORP | $209,409 | 0.1% | -1% | — |
| 167 |  $SPG | SIMON PROPERTY GROUP INC. | $208,705 | 0.1% | NEW | 76.9 |
| 168 | — | ISHARES TR | $205,598 | 0.1% | -63% | — |
| 169 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $205,219 | 0.1% | -0% | 71.5 |
| 170 | — | ISHARES TR | $203,668 | 0.1% | -10% | — |
| 171 |  $RITM | Rithm Capital Corp. | $203,606 | 0.1% | -4% | 52 |
| 172 |  $HSY | HERSHEY CO | $203,145 | 0.1% | NEW | 59.4 |
| 173 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $200,354 | 0.1% | +2% | 62 |
| 174 |  $AZ | A2Z CUST2MATE SOLUTIONS CORP. | $186,709 | 0.1% | -24% | — |
| 175 |  $STLA | Stellantis N.V. | $172,400 | 0.1% | +0% | — |
| 176 |  $CPAC | CEMENTOS PACASMAYO SAA | $117,920 | 0.1% | +0% | — |
| 177 |  $OCUL | OCULAR THERAPEUTIX, INC | $109,984 | 0.1% | +0% | 12.8 |
| 178 | $WMCALL | WASTE MANAGEMENT INC | $89,580 | — | NEW | 70.7 |
| 179 |  $FEAM | 5E Advanced Materials, Inc. | $26,926 | 0.0% | +13% | — |
| 180 | $NVDACALL | NVIDIA CORP | $20,168 | — | NEW | 90.2 |
| 181 |  $SACH | Sachem Capital Corp. | $14,692 | 0.0% | +0% | 31.6 |
New Positions (17)
$VRTX VERTEX PHARMACEUTICALS INC / MA$870,929$DAL DELTA AIR LINES, INC.$663,118$BALL BALL Corp$379,981$MS MORGAN STANLEY$366,737$GLW CORNING INC /NY$272,215$INTC INTEL CORP$268,109$CASY CASEYS GENERAL STORES INC$246,070$HAL HALLIBURTON CO$241,033$AMD ADVANCED MICRO DEVICES INC$238,580$MPWR MONOLITHIC POWER SYSTEMS INC$233,468$SPG SIMON PROPERTY GROUP INC.$208,705$HSY HERSHEY CO$203,145Exited Positions (17)
$APP AppLovin Corp
$TCBK TRICO BANCSHARES /
$TWLO TWILIO INC
$NBIS Nebius Group N.V.
$DDOG Datadog, Inc.
$PNR PENTAIR plc
$SNOW Snowflake Inc.
$ACN Accenture plc
$CVBF CVB FINANCIAL CORP
$CRM Salesforce, Inc.
$PLTR Palantir Technologies Inc.
$BX Blackstone Inc.
$COIN Coinbase Global, Inc.Browse Top Institutional Investors
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