WOODWARD DIVERSIFIED CAPITAL, LLC
Top Portfolio Positions
146 positions ·
$182,463,678 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| RS |
Reliance, Inc.
Basic Materials
|
78,350 | $23,812,132 | 13.05% | |
| AAPL |
Apple Inc.
Technology
|
45,671 | $11,590,843 | 6.35% | |
| XOM |
Exxon Mobil Corp
Energy
|
60,712 | $10,300,397 | 5.65% | |
| CVX |
Chevron Corp
Energy
|
44,356 | $9,177,256 | 5.03% | |
| 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 | 2.81% | |
| 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 | 2.09% |
Portfolio Trend
22 quarters · across all stocks
Holdings in BCAL
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $241,824 | 13,647 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $253,669 | 13,587 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $225,180 | 13,500 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $212,760 | 13,500 | Shares | Sole | 2025-07-18 | |
| 2024-09-30 | $199,665 | 13,500 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $181,845 | 13,500 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $201,285 | 13,500 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $234,225 | 13,500 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $189,135 | 13,500 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $185,220 | 13,500 | Shares | Sole | 2023-08-07 | |
| No 13F history on record for this holder in this stock. | ||||||