WOODWARD DIVERSIFIED CAPITAL, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1846177
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$226.7M
Holdings
181
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
WOODWARD DIVERSIFIED CAPITAL, LLC disclosed 181 positions worth $226.7M in its Form 13F-HR for Q2 2026, led by $RS (RELIANCE, INC.) at 12.9% of the equity portfolio, followed by $AAPL and $CVX. During the quarter the fund opened 12 new positions and exited 12 and a full exit from $XOM.R34088. The portfolio is most concentrated in Technology (24.9% 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
TechnologyConsumer DiscretionaryOtherFinancialsHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 50.9#1,566
Quality
$29.3M78,350 sh - 76.4#84
Quality
$14.2M48,916 sh - 62.8#678
Quality
$7.3M44,252 sh - 85.9
Quality
$7.2M35,746 sh - —
Quality
$6.8M2,262,108 sh - 61.8
Quality
$6.3M75,643 sh - 78.2
Quality
$5.0M13,973 sh PROSHARES TR - PSHS ULTRA QQQ
—Quality
$5.0M51,230 sh- 68.7
Quality
$4.8M20,310 sh - 69.0
Quality
$3.9M15,466 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 RELIANCE, INC.$RS | 50.9#1,566 | $29.3M | 78,350 |
 Apple Inc.$AAPL | 76.4#84 | $14.2M | 48,916 |
 CHEVRON CORP$CVX | 62.8#678 | $7.3M | 44,252 |
 NVIDIA CORP$NVDA | 85.9 | $7.2M | 35,746 |
 GENELUX Corp$GNLX | — | $6.8M | 2,262,108 |
 WELLS FARGO & COMPANY/MN$WFC | 61.8 | $6.3M | 75,643 |
 Alphabet Inc.$GOOG | 78.2 | $5.0M | 13,973 |
| PROSHARES TR - PSHS ULTRA QQQ | — | $5.0M | 51,230 |
 AMAZON COM INC$AMZN | 68.7 | $4.8M | 20,310 |
 JOHNSON & JOHNSON$JNJ | 69.0 | $3.9M | 15,466 |
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
$56.4M
Consumer Discretionary
$41.1M
Other
$28.3M
Financials
$26.2M
Healthcare
$22.6M
Industrials
$20.3M
Energy
$12.5M
Consumer Staples
$7.3M
Full Holdings — WOODWARD DIVERSIFIED CAPITAL, LLC (Q2 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. | $29.3M | 12.9% | +0% | 50.9 |
| 2 | $AAPL | Apple Inc. | $14.2M | 6.2% | +7% | 76.4 |
| 3 | $CVX | CHEVRON CORP | $7.3M | 3.2% | -0% | 62.8 |
| 4 | $NVDA | NVIDIA CORP | $7.2M | 3.1% | +2% | 85.9 |
| 5 | $GNLX | GENELUX Corp | $6.8M | 3.0% | +7% | — |
| 6 | $WFC | WELLS FARGO & COMPANY/MN | $6.3M | 2.8% | -0% | 61.8 |
| 7 | $GOOG | Alphabet Inc. | $5.0M | 2.2% | +1% | 78.2 |
| 8 | — | PROSHARES TR - PSHS ULTRA QQQ | $5.0M | 2.2% | NEW | — |
| 9 | $AMZN | AMAZON COM INC | $4.8M | 2.1% | +3% | 68.7 |
| 10 | $JNJ | JOHNSON & JOHNSON | $3.9M | 1.7% | -1% | 69 |
| 11 |  $MSFT | MICROSOFT CORP | $3.7M | 1.6% | +2% | 79.8 |
| 12 |  $CAT | CATERPILLAR INC | $3.6M | 1.6% | -19% | 66.5 |
| 13 |  $LRCX | LAM RESEARCH CORP | $3.6M | 1.6% | -1% | 79.4 |
| 14 |  $JPM | JPMORGAN CHASE & CO | $3.3M | 1.4% | -4% | 70.7 |
| 15 |  $GOOGL | Alphabet Inc. | $3.0M | 1.3% | -1% | 78.2 |
| 16 |  $META | Meta Platforms, Inc. | $2.8M | 1.3% | +0% | 79.6 |
| 17 |  $AVGO | Broadcom Inc. | $2.8M | 1.3% | +2% | 84.5 |
| 18 |  $CSCO | CISCO SYSTEMS, INC. | $2.5M | 1.1% | -14% | 70.3 |
| 19 |  $WMT | Walmart Inc. | $2.3M | 1.0% | -3% | 60.2 |
| 20 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.3M | 1.0% | -2% | 67.6 |
| 21 |  $ABBV | AbbVie Inc. | $2.2M | 1.0% | -0% | 72.6 |
| 22 |  $AMGN | AMGEN INC | $2.2M | 1.0% | -0% | 79.2 |
| 23 |  $CRWD | CrowdStrike Holdings, Inc. | $2.1M | 0.9% | +0% | 67.7 |
| 24 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.1M | 0.9% | -0% | 70 |
| 25 |  $MU | MICRON TECHNOLOGY INC | $1.9M | 0.8% | -3% | 86.2 |
| 26 |  $PH | Parker-Hannifin Corp | $1.9M | 0.8% | +1% | 65.8 |
| 27 |  $PG | PROCTER & GAMBLE Co | $1.8M | 0.8% | -0% | 64.6 |
| 28 |  $HD | HOME DEPOT, INC. | $1.8M | 0.8% | -0% | 60.3 |
| 29 | — | VANGUARD WORLD FD - INF TECH ETF | $1.7M | 0.8% | +1782% | — |
| 30 |  $VZ | VERIZON COMMUNICATIONS INC | $1.7M | 0.7% | -3% | 65.8 |
| 31 |  $SITM | SITIME Corp | $1.5M | 0.7% | +0% | 66.1 |
| 32 |  $PM | Philip Morris International Inc. | $1.5M | 0.7% | -1% | 75.9 |
| 33 | — | GRANITESHARES ETF TR - 2X LONG NVDA ETF | $1.5M | 0.7% | +200% | — |
| 34 |  $MRK | Merck & Co., Inc. | $1.5M | 0.7% | -0% | 59.9 |
| 35 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | $1.4M | 0.6% | -11% | — |
| 36 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $1.4M | 0.6% | +1% | — |
| 37 |  $PANW | Palo Alto Networks Inc | $1.3M | 0.6% | -1% | 65.5 |
| 38 |  $T | AT&T INC. | $1.2M | 0.6% | -0% | 65.7 |
| 39 |  $COP | CONOCOPHILLIPS | $1.2M | 0.5% | -0% | 70.2 |
| 40 |  $MET | METLIFE INC | $1.2M | 0.5% | -1% | 56.2 |
| 41 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $1.2M | 0.5% | -10% | — |
| 42 |  $BNY | Bank of New York Mellon Corp | $1.2M | 0.5% | -2% | 74.1 |
| 43 |  $MO | ALTRIA GROUP, INC. | $1.2M | 0.5% | -1% | 67.4 |
| 44 |  $BLK | BlackRock, Inc. | $1.1M | 0.5% | -2% | 70 |
| 45 |  $DELL | Dell Technologies Inc. | $1.1M | 0.5% | NEW | 71.2 |
| 46 |  $KMI | KINDER MORGAN, INC. | $1.1M | 0.5% | -1% | 71.3 |
| 47 |  $TSLA | Tesla, Inc. | $1.0M | 0.5% | +6% | 53.9 |
| 48 | — | VANGUARD WORLD FD - CONSUM STP ETF | $1.0M | 0.5% | -11% | — |
| 49 | — | VANGUARD WORLD FD - UTILITIES ETF | $1.0M | 0.4% | -11% | — |
| 50 |  $RTX | RTX Corp | $1.0M | 0.4% | -4% | 73.2 |
| 51 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $991,204 | 0.4% | -12% | — |
| 52 | — | VANGUARD WORLD FD - MATERIALS ETF | $990,203 | 0.4% | -12% | — |
| 53 |  $PEP | PEPSICO INC | $980,376 | 0.4% | -1% | 63.4 |
| 54 |  $CMI | CUMMINS INC | $978,601 | 0.4% | +3% | 58.1 |
| 55 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $974,088 | 0.4% | -1% | 75.4 |
| 56 | — | VANGUARD WORLD FD - ENERGY ETF | $960,982 | 0.4% | -11% | — |
| 57 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $951,926 | 0.4% | -1% | 73.7 |
| 58 |  $KO | COCA COLA CO | $933,633 | 0.4% | +0% | 69.5 |
| 59 | — | VANGUARD WORLD FD - COMM SRVC ETF | $913,128 | 0.4% | NEW | — |
| 60 |  $SHOP | SHOPIFY INC. | $901,451 | 0.4% | +0% | 64.9 |
| 61 |  $QCOM | QUALCOMM INC/DE | $894,734 | 0.4% | -1% | 70.5 |
| 62 |  $MELI | MERCADOLIBRE INC | $891,130 | 0.4% | +0% | 80.2 |
| 63 |  $CSX | CSX CORP | $885,815 | 0.4% | +8% | 65.2 |
| 64 |  $PFH | PRUDENTIAL FINANCIAL INC | $875,976 | 0.4% | -0% | 58.7 |
| 65 |  $SO | SOUTHERN CO | $873,621 | 0.4% | -1% | 62 |
| 66 |  $DAL | DELTA AIR LINES, INC. | $865,922 | 0.4% | -0% | 57.5 |
| 67 |  $FITB | FIFTH THIRD BANCORP | $842,833 | 0.4% | +0% | 63.2 |
| 68 |  $GD | GENERAL DYNAMICS CORP | $828,707 | 0.4% | -2% | 68.7 |
| 69 |  $PLD | Prologis, Inc. | $822,058 | 0.4% | +1% | 68.3 |
| 70 |  $USB | US BANCORP \DE\ | $807,422 | 0.4% | -0% | 65.3 |
| 71 |  $MCD | MCDONALDS CORP | $799,494 | 0.3% | -0% | 69 |
| 72 |  $PFE | PFIZER INC | $768,956 | 0.3% | -0% | 62 |
| 73 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $758,048 | 0.3% | -0% | 66.8 |
| 74 |  $LAMR | LAMAR ADVERTISING CO/NEW | $757,065 | 0.3% | -0% | 65.4 |
| 75 |  $UNH | UNITEDHEALTH GROUP INC | $749,167 | 0.3% | +5% | 62.7 |
| 76 |  $NFLX | NETFLIX INC | $740,775 | 0.3% | -9% | 78.8 |
| 77 | — | GLOBAL X FDS - GLOBAL X COPPER | $737,757 | 0.3% | +0% | — |
| 78 |  $C | CITIGROUP INC | $724,643 | 0.3% | +0% | 65 |
| 79 |  $BABA | Alibaba Group Holding Ltd | $713,599 | 0.3% | -2% | — |
| 80 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $713,341 | 0.3% | NEW | — |
| 81 |  $STWD | STARWOOD PROPERTY TRUST, INC. | $693,660 | 0.3% | -0% | 68.4 |
| 82 |  $FERG | Ferguson Enterprises Inc. /DE/ | $663,153 | 0.3% | -1% | 52.2 |
| 83 | — | ISHARES TR - IBOXX HI YD ETF | $663,031 | 0.3% | -2% | — |
| 84 |  $AJG | Arthur J. Gallagher & Co. | $630,681 | 0.3% | -4% | 71.2 |
| 85 | — | DIREXION SHARES ETF TRUST - DLY TSLA BULL 2X | $626,580 | 0.3% | +0% | — |
| 86 |  $GLD | SPDR GOLD TRUST | $619,247 | 0.3% | -0% | — |
| 87 |  $AMAT | APPLIED MATERIALS INC /DE | $618,346 | 0.3% | -11% | 72.3 |
| 88 |  $LLY | ELI LILLY & Co | $616,627 | 0.3% | +4% | 87.5 |
| 89 |  $EME | EMCOR Group, Inc. | $594,223 | 0.3% | +1% | 69.3 |
| 90 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $591,935 | 0.3% | -47% | — |
| 91 | — | FIRST TR EXCHANGE-TRADED FD - WCM DEV WORL ETF | $589,641 | 0.3% | +60% | — |
| 92 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $576,617 | 0.3% | +16% | — |
| 93 | — | FIRST TR EXCHANGE-TRADED FD - WCM INTL EQUITY | $570,231 | 0.3% | +79% | — |
| 94 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $569,550 | 0.3% | +11% | — |
| 95 |  $AMD | ADVANCED MICRO DEVICES INC | $566,387 | 0.3% | +14% | 79.8 |
| 96 |  $LMT | LOCKHEED MARTIN CORP | $551,824 | 0.2% | +1% | 65.6 |
| 97 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $516,887 | 0.2% | -1% | 60.9 |
| 98 |  $CAH | CARDINAL HEALTH INC | $511,283 | 0.2% | +2% | 62.4 |
| 99 | — | ISHARES TR - 3 7 YR TREAS BD | $502,099 | 0.2% | -2% | — |
| 100 | — | ISHARES TR - 1 3 YR TREAS BD | $501,364 | 0.2% | -2% | — |
| 101 |  $BCML | BayCom Corp | $493,500 | 0.2% | -32% | 35.1 |
| 102 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $490,898 | 0.2% | -51% | — |
| 103 |  $INTC | INTEL CORP | $489,682 | 0.2% | -10% | 45.6 |
| 104 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | $486,291 | 0.2% | +0% | — |
| 105 |  $ABT | ABBOTT LABORATORIES | $485,989 | 0.2% | -2% | 65.5 |
| 106 | — | SPDR SERIES TRUST - ST STR RATE ETF | $484,993 | 0.2% | -53% | — |
| 107 |  $TXN | TEXAS INSTRUMENTS INC | $484,073 | 0.2% | NEW | 73.4 |
| 108 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $481,556 | 0.2% | +0% | 61.4 |
| 109 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $479,684 | 0.2% | -52% | — |
| 110 |  $GILD | GILEAD SCIENCES, INC. | $471,915 | 0.2% | +1% | 57.4 |
| 111 |  $WPM | Wheaton Precious Metals Corp. | $471,744 | 0.2% | +0% | — |
| 112 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $450,191 | 0.2% | +1% | 62.9 |
| 113 |  $MA | Mastercard Inc | $443,771 | 0.2% | +3% | 85.1 |
| 114 |  $MDT | Medtronic plc | $431,078 | 0.2% | -0% | 68.7 |
| 115 |  $BRK.B | BERKSHIRE HATHAWAY INC | $420,828 | 0.2% | -7% | 73.8 |
| 116 |  $MSTR | Strategy Inc | $420,220 | 0.2% | +0% | 17.9 |
| 117 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $419,971 | 0.2% | +0% | 64.4 |
| 118 |  $GS | GOLDMAN SACHS GROUP INC | $414,790 | 0.2% | +1% | 73.5 |
| 119 |  $WPC | W. P. Carey Inc. | $409,100 | 0.2% | +6% | 65.9 |
| 120 |  $VRT | Vertiv Holdings Co | $407,147 | 0.2% | +2% | 81 |
| 121 |  $MS | MORGAN STANLEY | $402,465 | 0.2% | -1% | 75.8 |
| 122 |  $IAU | ISHARES GOLD TRUST | $402,166 | 0.2% | +0% | — |
| 123 | — | INVESTMENT MANAGERS SER TR I - ASTORIA REAL | $402,109 | 0.2% | -2% | — |
| 124 |  $NSC | NORFOLK SOUTHERN CORP | $396,383 | 0.2% | +0% | 63.2 |
| 125 |  $APH | AMPHENOL CORP /DE/ | $394,364 | 0.2% | +10% | 79.3 |
| 126 |  $AXP | AMERICAN EXPRESS CO | $390,078 | 0.2% | -8% | 69.4 |
| 127 |  $COST | COSTCO WHOLESALE CORP /NEW | $386,377 | 0.2% | +11% | 66.2 |
| 128 |  $GLW | CORNING INC /NY | $385,200 | 0.2% | -9% | 73.7 |
| 129 |  $BDX | BECTON DICKINSON & CO | $381,719 | 0.2% | -1% | 59 |
| 130 |  $CI | Cigna Group | $379,660 | 0.2% | -1% | 66.2 |
| 131 |  $BALL | BALL Corp | $368,478 | 0.2% | +0% | 61.1 |
| 132 |  $CCI | CROWN CASTLE INC. | $365,130 | 0.2% | -0% | 61.7 |
| 133 |  $ADI | ANALOG DEVICES INC | $359,071 | 0.2% | -2% | 79.2 |
| 134 | — | ISHARES TR - 7-10 YR TRSY BD | $345,275 | 0.1% | -2% | — |
| 135 |  $MMM | 3M CO | $341,106 | 0.1% | +0% | 64.9 |
| 136 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | $339,051 | 0.1% | +0% | — |
| 137 |  $MPC | Marathon Petroleum Corp | $336,313 | 0.1% | -1% | 61 |
| 138 |  $BTI | British American Tobacco p.l.c. | $330,725 | 0.1% | +1% | — |
| 139 |  $DHR | DANAHER CORP /DE/ | $327,829 | 0.1% | -1% | 64.8 |
| 140 |  $ENB | ENBRIDGE INC | $326,601 | 0.1% | +0% | 66.7 |
| 141 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $314,382 | 0.1% | +0% | — |
| 142 |  $CCZ | COMCAST CORP | $312,406 | 0.1% | -1% | 59.5 |
| 143 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | $309,059 | 0.1% | +0% | — |
| 144 |  $GLPI | Gaming & Leisure Properties, Inc. | $306,122 | 0.1% | +4% | 64 |
| 145 |  $ADP | AUTOMATIC DATA PROCESSING INC | $284,903 | 0.1% | -3% | 69.8 |
| 146 |  $BCAL | California BanCorp \ CA | $284,394 | 0.1% | +0% | 66.8 |
| 147 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $283,260 | 0.1% | +3% | 62.6 |
| 148 | — | ISHARES TR - ISHS 1-5YR INVS | $281,547 | 0.1% | -3% | — |
| 149 |  $SHEL | Shell plc | $278,369 | 0.1% | -6% | — |
| 150 |  $WM | WASTE MANAGEMENT INC | $271,914 | 0.1% | +0% | 67.6 |
| 151 |  $OVV | Ovintiv Inc. | $263,458 | 0.1% | -0% | 62.5 |
| 152 |  $ET | Energy Transfer LP | $258,396 | 0.1% | +0% | 64.4 |
| 153 |  $DE | DEERE & CO | $256,269 | 0.1% | -67% | 55.4 |
| 154 |  $WRB | BERKLEY W R CORP | $252,308 | 0.1% | -1% | 68.6 |
| 155 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $247,134 | 0.1% | +0% | 63.9 |
| 156 |  $FNF | Fidelity National Financial, Inc. | $241,816 | 0.1% | -0% | 58.1 |
| 157 |  $ALAB | Astera Labs, Inc. | $241,510 | 0.1% | NEW | 75.1 |
| 158 |  $TMUS | T-Mobile US, Inc. | $236,945 | 0.1% | -2% | 69.1 |
| 159 |  $NUE | NUCOR CORP | $233,665 | 0.1% | NEW | 61.7 |
| 160 |  $BA | BOEING CO | $232,705 | 0.1% | +0% | 61.6 |
| 161 |  $TJX | TJX COMPANIES INC /DE/ | $231,417 | 0.1% | +2% | 68.7 |
| 162 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $229,907 | 0.1% | -10% | 71.6 |
| 163 |  $SPG | SIMON PROPERTY GROUP INC. | $226,334 | 0.1% | +0% | 76.7 |
| 164 |  $WMB | WILLIAMS COMPANIES, INC. | $224,663 | 0.1% | NEW | 64.3 |
| 165 |  $UPS | UNITED PARCEL SERVICE INC | $224,337 | 0.1% | -7% | 58.6 |
| 166 |  $ORCL | ORACLE CORP | $218,989 | 0.1% | NEW | 66.2 |
| 167 |  $BMY | BRISTOL MYERS SQUIBB CO | $215,701 | 0.1% | +0% | 70.4 |
| 168 |  $HAL | HALLIBURTON CO | $213,485 | 0.1% | -3% | 53.2 |
| 169 |  $V | VISA INC. | $213,444 | 0.1% | NEW | 82.9 |
| 170 |  $DINO | HF Sinclair Corp | $213,423 | 0.1% | NEW | 58.7 |
| 171 | — | ISHARES TR - CORE HIGH DV ETF | $210,372 | 0.1% | +400% | — |
| 172 |  $TFC | TRUIST FINANCIAL CORP | $203,539 | 0.1% | -1% | 76.4 |
| 173 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $200,344 | 0.1% | NEW | — |
| 174 |  $RITM | Rithm Capital Corp. | $188,176 | 0.1% | +0% | 47.1 |
| 175 |  $PPLT | abrdn Platinum ETF Trust | $162,778 | 0.1% | +900% | — |
| 176 |  $CPAC | CEMENTOS PACASMAYO SAA | $131,560 | 0.1% | +0% | — |
| 177 |  $AZ | A2Z CUST2MATE SOLUTIONS CORP. | $119,281 | 0.1% | -9% | — |
| 178 |  $STLA | Stellantis N.V. | $114,800 | 0.1% | +0% | — |
| 179 |  $OCUL | OCULAR THERAPEUTIX, INC | $109,984 | 0.1% | +0% | 8.4 |
| 180 |  $FEAM | 5E Advanced Materials, Inc. | $69,014 | 0.0% | +190% | — |
| 181 |  $SACH | Sachem Capital Corp. | $13,046 | 0.0% | +0% | 16.9 |
New Positions (12)
PROSHARES TR - PSHS ULTRA QQQ$5.0M
$DELL Dell Technologies Inc.$1.1M VANGUARD WORLD FD - COMM SRVC ETF$913,128
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$713,341$TXN TEXAS INSTRUMENTS INC$484,073$ALAB Astera Labs, Inc.$241,510$NUE NUCOR CORP$233,665$WMB WILLIAMS COMPANIES, INC.$224,663$ORCL ORACLE CORP$218,989$V VISA INC.$213,444$DINO HF Sinclair Corp$213,423 JANUS DETROIT STR TR - HENDRSON AAA CL$200,344
Exited Positions (12)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for WOODWARD DIVERSIFIED CAPITAL, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track WOODWARD DIVERSIFIED CAPITAL, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for WOODWARD DIVERSIFIED CAPITAL, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: WOODWARD DIVERSIFIED CAPITAL, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For WOODWARD DIVERSIFIED CAPITAL, LLC (SEC CIK: 1846177), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in WOODWARD DIVERSIFIED CAPITAL, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.