Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

WOODWARD DIVERSIFIED CAPITAL, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

WOODWARD DIVERSIFIED CAPITAL, LLC (CIK 1846177) reported $226.7M across 181 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: RS ($29.3M, 12.91%), AAPL ($14.2M, 6.24%), CVX ($7.3M, 3.24%), NVDA ($7.2M, 3.15%), GNLX ($6.8M, 3.00%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1RSRELIANCE INC$29.3M12.91%78,350Hold
2AAPLAPPLE INC$14.2M6.24%48,916Added
3CVXCHEVRON CORPORATION$7.3M3.24%44,252Trimmed
4NVDANVIDIA CORPORATION$7.2M3.15%35,746Added
5GNLXGENELUX CORPORATION$6.8M3.00%2.3MAdded
6WFCWELLS FARGO & CO$6.3M2.76%75,643Trimmed
7GOOGLALPHABET INC$5.0M2.20%13,973Added
8QLDPROSHARES TR$5.0M2.19%51,230New
9AMZNAMAZON COM INC$4.8M2.14%20,310Added
10JNJJOHNSON & JOHNSON$3.9M1.73%15,466Trimmed
11MSFTMICROSOFT CORP$3.7M1.64%9,988Added
12LRCXLAM RESEARCH CORP$3.6M1.59%8,301Trimmed
13CATCATERPILLAR INC$3.6M1.59%3,394Trimmed
14JPMJPMORGAN CHASE & CO$3.3M1.45%10,056Trimmed
15GOOGALPHABET INC$3.0M1.31%8,407Trimmed
16METAMETA PLATFORMS INC$2.8M1.25%5,030Added
17AVGOBROADCOM INC$2.8M1.25%7,484Added
18CSCOCISCO SYS INC$2.5M1.12%21,607Trimmed
19WMTWALMART INC$2.3M1.01%20,188Trimmed
20BACBANK OF AMER CORP$2.3M1.00%39,668Trimmed
21ABBVABBVIE INC$2.2M0.99%8,887Trimmed
22AMGNAMGEN INC$2.2M0.98%6,163Trimmed
23CRWDCROWDSTRIKE HLDGS INC$2.1M0.91%2,713Hold
24IBMINTERNATIONAL BUSINESS MACHS$2.1M0.91%7,320Trimmed
25MUMICRON TECHNOLOGY INC$1.9M0.83%1,630Trimmed

Source: SEC Form 13F filings · as of 2026-06-30