Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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 (CIK 1846177) reported $219.8M across 176 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RS ($25.5M, 11.60%), AAPL ($12.3M, 5.62%), XOM ($8.9M, 4.04%), CVX ($8.2M, 3.71%), NVDA ($7.1M, 3.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RS | RELIANCE INC | $25.5M | 11.60% | 78,350 | Hold |
| 2 | AAPL | APPLE INC | $12.3M | 5.62% | 45,671 | Trimmed |
| 3 | XOM | EXXON MOBIL CORP | $8.9M | 4.04% | 60,712 | Trimmed |
| 4 | CVX | CHEVRON CORPORATION | $8.2M | 3.71% | 44,356 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $7.1M | 3.23% | 35,180 | Trimmed |
| 6 | WFC | WELLS FARGO & CO | $6.2M | 2.80% | 75,665 | Added |
| 7 | GNLX | GENELUX CORPORATION | $5.9M | 2.69% | 2.1M | Added |
| 8 | AMZN | AMAZON COM INC | $4.9M | 2.24% | 19,656 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $4.7M | 2.15% | 13,829 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $4.1M | 1.88% | 9,760 | Added |
| 11 | JNJ | JOHNSON & JOHNSON | $3.6M | 1.66% | 15,570 | Trimmed |
| 12 | META | META PLATFORMS INC | $3.5M | 1.57% | 5,011 | Trimmed |
| 13 | CAT | CATERPILLAR INC | $3.3M | 1.51% | 4,183 | Trimmed |
| 14 | JPM | JPMORGAN CHASE & CO | $3.2M | 1.47% | 10,438 | Trimmed |
| 15 | AVGO | BROADCOM INC | $3.0M | 1.35% | 7,305 | Added |
| 16 | GOOG | ALPHABET INC | $2.9M | 1.31% | 8,468 | Trimmed |
| 17 | WMT | WALMART INC | $2.6M | 1.20% | 20,724 | Added |
| 18 | LRCX | LAM RESEARCH CORP | $2.3M | 1.02% | 8,410 | Trimmed |
| 19 | AMGN | AMGEN INC | $2.2M | 1.00% | 6,189 | Trimmed |
| 20 | BAC | BANK AMERICA CORP | $2.2M | 0.99% | 40,315 | Added |
| 21 | CSCO | CISCO SYS INC | $2.2M | 0.99% | 25,195 | Added |
| 22 | VZ | VERIZON COMMUNICATIONS INC | $1.9M | 0.85% | 40,206 | Trimmed |
| 23 | IBM | INTERNATIONAL BUSINESS MACHS | $1.9M | 0.85% | 7,351 | Added |
| 24 | PH | PARKER-HANNIFIN CORP | $1.9M | 0.85% | 1,879 | Trimmed |
| 25 | ABBV | ABBVIE INC | $1.9M | 0.85% | 8,925 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31