Woodward Diversified Capital, Llc Portfolio Stock Holdings

Woodward Diversified Capital, Llc disclosed 179 stock positions valued at approximately $219.7 million in its latest SEC 13F filing. The largest holdings include RELIANCE INC, APPLE INC, and EXXON MOBIL CORP. The filing reflects positions held as of March 31, 2026 and was filed on April 24, 2026.

Report Period
March 31, 2026
No. of Stocks
179
Portfolio Value
$219.7M
Holdings by Sector
Woodward Diversified Capital, Llc Portfolio Holdings in Q1 2026

174 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
RELIANCE INCRSBasic Materials11.61%78,350--$25,506,170
APPLE INCAAPLTechnology5.62%45,671-781-1.68%$12,341,757
EXXON MOBIL CORPXOMEnergy4.05%60,712-952-1.54%$8,890,603
CHEVRON CORPORATIONCVXEnergy3.71%44,356-191-0.43%$8,161,015
NVIDIA CORPORATIONNVDATechnology3.22%35,080-791-2.21%$7,074,994
WELLS FARGO & COWFCFinancial Services2.80%75,665+306+0.41%$6,159,902
GENELUX CORPORATIONGNLXHealthcare2.69%2,117,183+184,472+9.54%$5,906,941
AMAZON COM INCAMZNConsumer Cyclical2.24%19,656-227-1.14%$4,925,007
ALPHABET INCGOOGLCommunication Services2.15%13,829-304-2.15%$4,725,184
MICROSOFT CORPMSFTTechnology1.88%9,760+439+4.71%$4,126,377
JOHNSON & JOHNSONJNJHealthcare1.66%15,570-58-0.37%$3,646,132
META PLATFORMS INCMETACommunication Services1.57%5,011-95-1.86%$3,450,436
CATERPILLAR INCCATIndustrials1.51%4,183-22-0.52%$3,323,960
JPMORGAN CHASE & COJPMFinancial Services1.47%10,438-1,337-11.35%$3,238,936
BROADCOM INCAVGOTechnology1.35%7,305+322+4.61%$2,969,669
ALPHABET INCGOOGCommunication Services1.31%8,468-57-0.67%$2,874,196
WALMART INCWMTConsumer Defensive1.20%20,724+21+0.10%$2,642,254
LAM RESEARCH CORPLRCXOther1.02%8,410-137-1.60%$2,250,407
AMGEN INCAMGNHealthcare1.00%6,189-22-0.35%$2,199,052
BANK AMERICA CORPBACFinancial Services0.99%40,315+359+0.90%$2,173,355
CISCO SYS INCCSCOTechnology0.99%25,195+370+1.49%$2,173,030
VERIZON COMMUNICATIONS INCVZCommunication Services0.85%40,206-1,295-3.12%$1,871,609
INTERNATIONAL BUSINESS MACHSIBMTechnology0.85%7,351+130+1.80%$1,863,140
ABBVIE INCABBVHealthcare0.85%8,925-375-4.03%$1,859,808
PARKER-HANNIFIN CORPPHIndustrials0.85%1,879-28-1.47%$1,858,059
PROCTER & GAMBLE COPGConsumer Defensive0.84%12,632+109+0.87%$1,855,963
HOME DEPOT INCHDConsumer Cyclical0.80%5,053+83+1.67%$1,765,542
GRANITESHARES ETF TRNVDLOther0.74%17,000-1,050-5.82%$1,636,250
AT&T INCTCommunication Services0.72%60,024+3,212+5.65%$1,591,228
VANGUARD WORLD FDVISOther0.67%4,386-281-6.02%$1,481,240
MERCK & CO INCMRKHealthcare0.63%11,635+114+0.99%$1,385,361
CONOCOPHILLIPSCOPEnergy0.62%11,764-857-6.79%$1,365,091
PHILIP MORRIS INTL INCPMConsumer Defensive0.61%8,534+40+0.47%$1,346,537
BLACKROCK INCBLKOther0.58%1,220+39+3.30%$1,283,751
FIRST TR EXCHANGE TRADED FDRDVYOther0.56%16,546-2,009-10.83%$1,232,677
VANGUARD WORLD FDVHTOther0.55%4,377-229-4.97%$1,218,776
VANGUARD WORLD FDVDCOther0.54%5,219-200-3.69%$1,184,035
VANGUARD WORLD FDVAWOther0.53%4,895-268-5.19%$1,155,514
PEPSICO INCPEPConsumer Defensive0.53%7,322-194-2.58%$1,154,502
CROWDSTRIKE HLDGS INCCRWDTechnology0.52%2,713-1,126-29.33%$1,150,176
VANGUARD WORLD FDVPUOther0.52%5,757-359-5.87%$1,149,673
VANGUARD INDEX FDSVNQOther0.51%11,644+11,644+100.00%$1,125,742
VANGUARD SCOTTSDALE FDSVCSHOther0.51%14,153+14,153+100.00%$1,125,447
VANGUARD WORLD FDVDEOther0.51%7,205-1,353-15.81%$1,124,484
BANK NEW YORK MELLON CORPBKFinancial Services0.51%8,252+153+1.89%$1,114,840
NETFLIX INC.NFLXCommunication Services0.51%11,451-198-1.70%$1,114,297
METLIFE INCMETFinancial Services0.50%14,028+493+3.64%$1,095,310
KINDER MORGAN INC DELKMIEnergy0.50%34,165-2,703-7.33%$1,093,972
RTX CORPORATIONRTXIndustrials0.49%5,481-115-2.06%$1,076,657
ALIBABA GROUP HLDG LTDBABAConsumer Cyclical0.49%7,624-2,218-22.54%$1,075,042
ALTRIA GROUP INCMOConsumer Defensive0.47%16,189+339+2.14%$1,038,867
SHOPIFY INCSHOPTechnology0.47%7,895-4,129-34.34%$1,035,429
SPDR SERIES TRUSTFLRNOther0.47%33,513+33,513+100.00%$1,029,854
SITIME CORPSITMTechnology0.47%2,040-1,718-45.72%$1,027,405
VANGUARD SCOTTSDALE FDSVGSHOther0.46%17,326+17,326+100.00%$1,014,957
VANGUARD MALVERN FDSVTIPOther0.46%19,987+14,462+261.76%$1,002,548
MERCADOLIBRE INCMELIConsumer Cyclical0.44%525-21-3.85%$974,311
TESLA INCTSLAConsumer Cyclical0.43%2,352+120+5.38%$942,258
MCDONALDS CORPMCDConsumer Cyclical0.42%2,971+78+2.70%$924,925
PFIZER INCPFEHealthcare0.40%31,966+1,794+5.95%$880,989
SOUTHERN COSOUtilities0.40%9,256+23+0.25%$874,822
PNC FINL SVCS GROUP INCPNCFinancial Services0.40%3,886+26+0.67%$873,617
PROLOGIS INC.PLDReal Estate0.40%6,004+291+5.09%$871,175
VERTEX PHARMACEUTICALS INCVRTXHealthcare0.40%1,974+1,974+100.00%$870,929
COCA COLA COKOConsumer Defensive0.39%11,435+275+2.46%$866,090
GLOBAL X FDSCOPXOther0.38%9,585+3,805+65.83%$835,716
CUMMINS INCCMIIndustrials0.38%1,328+20+1.53%$832,953
PRUDENTIAL FINL INCPRUFinancial Services0.38%8,129+206+2.60%$826,292
STRATEGY INCMSTRTechnology0.37%4,832+833+20.83%$804,625
GENERAL DYNAMICS CORPGDIndustrials0.36%2,375+50+2.15%$798,804
STARWOOD PPTY TR INCSTWDReal Estate0.35%42,448-2,119-4.75%$770,007
MICRON TECHNOLOGY INCMUTechnology0.35%1,683+655+63.72%$765,672
US BANCORPUSBFinancial Services0.35%13,426-50-0.37%$764,337
FIFTH THIRD BANCORPFITBFinancial Services0.34%14,918+324+2.22%$750,962
SPDR GOLD TRGLDOther0.34%1,683+228+15.67%$750,500
CSX CORPCSXIndustrials0.34%17,235+267+1.57%$746,610
AMERICAN ELEC PWR CO INCAEPUtilities0.34%5,551-2-0.04%$741,899
FERGUSON ENTERPRISES INCFERGIndustrials0.33%2,814+58+2.10%$733,063
DEERE & CODEIndustrials0.33%1,224+24+2.00%$722,754
CITIGROUP INCCFinancial Services0.31%5,174+185+3.71%$683,874
ISHARES TRHYGOther0.31%8,446--$681,170
QUALCOMM INCQCOMTechnology0.30%4,891+202+4.31%$666,131
DELTA AIR LINES INCDALIndustrials0.30%9,246+9,246+100.00%$663,118
PALO ALTO NETWORKS INCPANWTechnology0.30%3,949-113-2.78%$662,840
LAMAR ADVERTISING COLAMRReal Estate0.30%4,868-105-2.11%$657,436
BAYCOM CORPBCMLFinancial Services0.29%22,000-8,000-26.67%$641,520
WHEATON PRECIOUS METALS CORPWPMBasic Materials0.29%4,200--$639,996
LOCKHEED MARTIN CORPLMTIndustrials0.29%1,073-98-8.37%$635,503
GALLAGHER ARTHUR J & COAJGFinancial Services0.29%2,860+38+1.35%$633,847
DIREXION SHARES ETF TRUSTTSLLOther0.28%44,250--$615,075
VANGUARD WORLD FDVGTOther0.28%755-1,564-67.44%$608,213
EMCOR GROUP INCEMEIndustrials0.26%708-29-3.93%$570,708
UNITEDHEALTH GROUP INCUNHHealthcare0.25%1,719-35-2.00%$558,178
ABBOTT LABORATORIESABTHealthcare0.24%5,447-805-12.88%$527,298
PUBLIC SVC ENTERPRISE GROUPPEGUtilities0.24%6,434+296+4.82%$524,846
ISHARES TRIEIOther0.24%4,347+694+19.00%$517,380
ISHARES TRSHYOther0.23%6,232+2,252+56.58%$515,012
GILEAD SCIENCES INCGILDHealthcare0.23%3,715+60+1.64%$511,350
L3HARRIS TECHNOLOGIES INCLHXIndustrials0.23%1,444+28+1.98%$505,979
VANGUARD INDEX FDSVOOOther0.22%750-16-2.09%$489,742
Woodward Diversified Capital, Llc Options Holdings in Q1 2026

2 options positions in the latest reporting period.

Page 1 of 1
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026WMWaste Management, Inc.CALL400$89,580
Q1 2026NVDANVIDIA CorporationCALL100$20,168

Notional value represents the total exposure of the options position.