WOODWARD DIVERSIFIED CAPITAL, LLC
Top Portfolio Positions
144 positions ·
$182,812,787 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| RS |
Reliance, Inc.
Basic Materials
|
78,350 | $23,812,132 | 13.03% | |
| AAPL |
Apple Inc.
Technology
|
45,671 | $11,590,843 | 6.34% | |
| XOM |
Exxon Mobil Corp
Energy
|
60,712 | $10,300,397 | 5.63% | |
| CVX |
Chevron Corp
Energy
|
44,356 | $9,177,256 | 5.02% | |
| NVDA |
Nvidia Corp
Technology
|
35,180 | $6,135,392 | 3.36% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
75,665 | $6,023,690 | 3.30% | |
| GNLX |
GENELUX Corp
Healthcare
|
2,117,183 | $5,123,582 | 2.80% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
19,656 | $4,093,755 | 2.24% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
13,829 | $3,976,667 | 2.18% | |
| JNJ |
Johnson & Johnson
Healthcare
|
15,570 | $3,805,930 | 2.08% |
Portfolio Trend
Holdings in AZ
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $150,041 | 22,495 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $192,012 | 29,495 | Shares | Sole | 2026-01-14 | |
| 2025-03-31 | $143,318 | 20,300 | Shares | Sole | 2025-05-02 | |
| No 13F history on record for this holder in this stock. | ||||||