Woodward Diversified Capital as of Dec. 31, 2025
Portfolio Holdings for Woodward Diversified Capital
Woodward Diversified Capital holds 184 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Reliance Steel & Aluminum (RS) | 10.4 | $23M | 78k | 288.87 | |
| Apple (AAPL) | 5.8 | $13M | 47k | 271.86 | |
| Genelux Corporation (GNLX) | 3.9 | $8.4M | 1.9M | 4.36 | |
| Exxon Mobil Corporation (XOM) | 3.4 | $7.4M | 62k | 120.34 | |
| Wells Fargo & Company (WFC) | 3.2 | $7.0M | 75k | 93.20 | |
| Chevron Corporation (CVX) | 3.1 | $6.8M | 45k | 152.41 | |
| NVIDIA Corporation (NVDA) | 3.1 | $6.7M | 36k | 186.50 | |
| Amazon (AMZN) | 2.1 | $4.6M | 20k | 230.82 | |
| Microsoft Corporation (MSFT) | 2.1 | $4.5M | 9.3k | 483.60 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $4.4M | 14k | 313.00 | |
| JPMorgan Chase & Co. (JPM) | 1.7 | $3.8M | 12k | 322.23 | |
| Meta Platforms Cl A (META) | 1.5 | $3.4M | 5.1k | 660.03 | |
| Johnson & Johnson (JNJ) | 1.5 | $3.2M | 16k | 206.94 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $2.7M | 8.5k | 313.82 | |
| Broadcom (AVGO) | 1.1 | $2.4M | 7.0k | 346.08 | |
| Caterpillar (CAT) | 1.1 | $2.4M | 4.2k | 572.82 | |
| Wal-Mart Stores (WMT) | 1.1 | $2.3M | 21k | 111.41 | |
| Bank of America Corporation (BAC) | 1.0 | $2.2M | 40k | 55.00 | |
| International Business Machines (IBM) | 1.0 | $2.1M | 7.2k | 296.23 | |
| Abbvie (ABBV) | 1.0 | $2.1M | 9.3k | 228.48 | |
| Amgen (AMGN) | 0.9 | $2.0M | 6.2k | 327.32 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.9 | $1.9M | 12k | 160.97 | |
| Cisco Systems (CSCO) | 0.9 | $1.9M | 25k | 77.03 | |
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.9 | $1.9M | 27k | 70.41 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $1.8M | 3.8k | 468.76 | |
| Procter & Gamble Company (PG) | 0.8 | $1.8M | 13k | 143.31 | |
| Vanguard World Inf Tech Etf (VGT) | 0.8 | $1.7M | 2.3k | 753.78 | |
| Home Depot (HD) | 0.8 | $1.7M | 5.0k | 344.09 | |
| Verizon Communications (VZ) | 0.8 | $1.7M | 42k | 40.73 | |
| Parker-Hannifin Corporation (PH) | 0.8 | $1.7M | 1.9k | 879.00 | |
| Graniteshares Etf Tr 2x Long Nvda Dai (NVDL) | 0.7 | $1.6M | 18k | 88.01 | |
| Applovin Corp Com Cl A (APP) | 0.7 | $1.6M | 2.3k | 673.82 | |
| Lam Research Corp Com New (LRCX) | 0.7 | $1.5M | 8.5k | 171.18 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.7 | $1.4M | 9.8k | 146.58 | |
| At&t (T) | 0.6 | $1.4M | 57k | 24.84 | |
| Vanguard World Industrial Etf (VIS) | 0.6 | $1.4M | 4.7k | 298.38 | |
| Philip Morris International (PM) | 0.6 | $1.4M | 8.5k | 160.41 | |
| Sitime Corp (SITM) | 0.6 | $1.3M | 3.8k | 353.19 | |
| Vanguard World Health Car Etf (VHT) | 0.6 | $1.3M | 4.6k | 287.85 | |
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.6 | $1.3M | 19k | 69.47 | |
| Vanguard World Comm Srvc Etf (VOX) | 0.6 | $1.3M | 6.5k | 193.63 | |
| Blackrock (BLK) | 0.6 | $1.3M | 1.2k | 1070.43 | |
| Merck & Co (MRK) | 0.6 | $1.2M | 12k | 105.26 | |
| Vanguard World Consum Dis Etf (VCR) | 0.6 | $1.2M | 3.1k | 393.92 | |
| ConocoPhillips (COP) | 0.5 | $1.2M | 13k | 93.61 | |
| Vanguard World Consum Stp Etf (VDC) | 0.5 | $1.1M | 5.4k | 211.24 | |
| Vanguard World Utilities Etf (VPU) | 0.5 | $1.1M | 6.1k | 185.04 | |
| Vanguard World Financials Etf (VFH) | 0.5 | $1.1M | 8.3k | 133.49 | |
| MercadoLibre (MELI) | 0.5 | $1.1M | 546.00 | 2014.26 | |
| Netflix (NFLX) | 0.5 | $1.1M | 12k | 93.76 | |
| Pepsi (PEP) | 0.5 | $1.1M | 7.5k | 143.53 | |
| Vanguard World Energy Etf (VDE) | 0.5 | $1.1M | 8.6k | 125.92 | |
| Vanguard World Materials Etf (VAW) | 0.5 | $1.1M | 5.2k | 207.55 | |
| MetLife (MET) | 0.5 | $1.1M | 14k | 78.94 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $1.0M | 5.6k | 183.41 | |
| Kinder Morgan (KMI) | 0.5 | $1.0M | 37k | 27.49 | |
| Tesla Motors (TSLA) | 0.5 | $1.0M | 2.2k | 449.72 | |
| Bank of New York Mellon Corporation (BK) | 0.4 | $940k | 8.1k | 116.09 | |
| TriCo Bancshares (TCBK) | 0.4 | $928k | 20k | 47.37 | |
| Twilio Cl A (TWLO) | 0.4 | $925k | 6.5k | 142.24 | |
| Altria (MO) | 0.4 | $914k | 16k | 57.66 | |
| Prudential Financial (PRU) | 0.4 | $894k | 7.9k | 112.88 | |
| McDonald's Corporation (MCD) | 0.4 | $884k | 2.9k | 305.58 | |
| Bay (BCML) | 0.4 | $882k | 30k | 29.40 | |
| Direxion Shs Etf Tr Daily Tsla 2x Sh (TSLL) | 0.4 | $846k | 44k | 19.11 | |
| Norfolk Southern (NSC) | 0.4 | $815k | 2.8k | 288.74 | |
| PNC Financial Services (PNC) | 0.4 | $806k | 3.9k | 208.72 | |
| Southern Company (SO) | 0.4 | $805k | 9.2k | 87.20 | |
| Starwood Property Trust (STWD) | 0.4 | $803k | 45k | 18.01 | |
| Qualcomm (QCOM) | 0.4 | $802k | 4.7k | 171.04 | |
| Abbott Laboratories (ABT) | 0.4 | $783k | 6.3k | 125.28 | |
| General Dynamics Corporation (GD) | 0.4 | $783k | 2.3k | 336.70 | |
| Coca-Cola Company (KO) | 0.4 | $780k | 11k | 69.91 | |
| Pfizer (PFE) | 0.3 | $751k | 30k | 24.90 | |
| Palo Alto Networks (PANW) | 0.3 | $748k | 4.1k | 184.20 | |
| Arthur J. Gallagher & Co. (AJG) | 0.3 | $730k | 2.8k | 258.80 | |
| Prologis (PLD) | 0.3 | $729k | 5.7k | 127.67 | |
| Us Bancorp Del Com New (USB) | 0.3 | $719k | 14k | 53.36 | |
| Fifth Third Ban (FITB) | 0.3 | $683k | 15k | 46.81 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.3 | $681k | 8.4k | 80.63 | |
| Cummins (CMI) | 0.3 | $668k | 1.3k | 510.48 | |
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.3 | $647k | 2.4k | 269.18 | |
| American Electric Power Company (AEP) | 0.3 | $640k | 5.6k | 115.32 | |
| Nebius Group Shs Class A (NBIS) | 0.3 | $640k | 7.6k | 83.70 | |
| Lamar Advertising Cl A (LAMR) | 0.3 | $630k | 5.0k | 126.58 | |
| CSX Corporation (CSX) | 0.3 | $615k | 17k | 36.25 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.3 | $614k | 2.8k | 222.64 | |
| Strategy Cl A New (MSTR) | 0.3 | $608k | 4.0k | 151.95 | |
| Citigroup Com New (C) | 0.3 | $582k | 5.0k | 116.69 | |
| UnitedHealth (UNH) | 0.3 | $579k | 1.8k | 330.18 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $577k | 1.5k | 396.31 | |
| Datadog Cl A Com (DDOG) | 0.3 | $569k | 4.2k | 135.99 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $566k | 1.2k | 483.72 | |
| Deere & Company (DE) | 0.3 | $559k | 1.2k | 465.59 | |
| Eli Lilly & Co. (LLY) | 0.3 | $553k | 514.00 | 1074.83 | |
| Pentair SHS (PNR) | 0.2 | $538k | 5.2k | 104.14 | |
| Medtronic SHS (MDT) | 0.2 | $511k | 5.3k | 96.06 | |
| Wheaton Precious Metals Corp (WPM) | 0.2 | $494k | 4.2k | 117.52 | |
| Public Service Enterprise (PEG) | 0.2 | $493k | 6.1k | 80.30 | |
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $489k | 6.0k | 81.17 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $482k | 845.00 | 570.90 | |
| American Express Company (AXP) | 0.2 | $481k | 1.3k | 370.00 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $481k | 766.00 | 627.30 | |
| Enterprise Products Partners (EPD) | 0.2 | $478k | 15k | 32.06 | |
| Becton, Dickinson and (BDX) | 0.2 | $478k | 2.5k | 194.09 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $469k | 932.00 | 502.65 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $466k | 759.00 | 614.32 | |
| Cardinal Health (CAH) | 0.2 | $454k | 2.2k | 205.52 | |
| Emcor (EME) | 0.2 | $451k | 737.00 | 611.81 | |
| Gilead Sciences (GILD) | 0.2 | $449k | 3.7k | 122.74 | |
| Snowflake Com Shs (SNOW) | 0.2 | $443k | 2.0k | 219.36 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $441k | 4.6k | 96.16 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $436k | 3.7k | 119.35 | |
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.2 | $417k | 4.5k | 92.51 | |
| L3harris Technologies (LHX) | 0.2 | $416k | 1.4k | 293.61 | |
| Global X Fds Global X Copper (COPX) | 0.2 | $415k | 5.8k | 71.79 | |
| Crown Castle Intl (CCI) | 0.2 | $402k | 4.5k | 88.87 | |
| Danaher Corporation (DHR) | 0.2 | $394k | 1.7k | 228.93 | |
| Broadridge Financial Solutions (BR) | 0.2 | $390k | 1.7k | 223.18 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $379k | 1.4k | 268.35 | |
| Goldman Sachs (GS) | 0.2 | $376k | 428.00 | 879.18 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $370k | 12k | 29.89 | |
| Cigna Corp (CI) | 0.2 | $358k | 1.3k | 275.25 | |
| CVB Financial (CVBF) | 0.2 | $353k | 19k | 18.60 | |
| Enbridge (ENB) | 0.2 | $349k | 7.3k | 47.83 | |
| 3M Company (MMM) | 0.2 | $338k | 2.1k | 160.08 | |
| Wp Carey (WPC) | 0.2 | $337k | 5.2k | 64.36 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $330k | 4.0k | 82.82 | |
| Citizens Financial (CFG) | 0.1 | $327k | 5.6k | 58.41 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $326k | 4.2k | 77.88 | |
| Costco Wholesale Corporation (COST) | 0.1 | $325k | 377.00 | 862.40 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $320k | 6.1k | 52.88 | |
| Automatic Data Processing (ADP) | 0.1 | $320k | 1.2k | 257.25 | |
| Spdr Series Trust State Street Spd (JNK) | 0.1 | $312k | 3.2k | 97.21 | |
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $297k | 5.2k | 56.62 | |
| Micron Technology (MU) | 0.1 | $294k | 1.0k | 285.53 | |
| Gaming & Leisure Pptys (GLPI) | 0.1 | $293k | 6.6k | 44.69 | |
| Metropcs Communications (TMUS) | 0.1 | $290k | 1.4k | 203.11 | |
| Shell Spon Ads (SHEL) | 0.1 | $288k | 3.9k | 73.48 | |
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $277k | 4.0k | 69.52 | |
| Fidelity National Financial Com Shs (FNF) | 0.1 | $275k | 5.0k | 54.59 | |
| Occidental Petroleum Corporation (OXY) | 0.1 | $274k | 6.7k | 41.12 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $273k | 5.5k | 49.46 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $272k | 9.9k | 27.43 | |
| United Parcel Service CL B (UPS) | 0.1 | $271k | 2.7k | 99.18 | |
| Hartford Financial Services (HIG) | 0.1 | $269k | 2.0k | 137.83 | |
| Analog Devices (ADI) | 0.1 | $268k | 989.00 | 271.21 | |
| Waste Management (WM) | 0.1 | $268k | 1.2k | 219.71 | |
| W.R. Berkley Corporation (WRB) | 0.1 | $259k | 3.7k | 70.13 | |
| Southern California Bancorp (BCAL) | 0.1 | $254k | 14k | 18.67 | |
| salesforce (CRM) | 0.1 | $251k | 949.00 | 264.92 | |
| Vanguard World Extended Dur (EDV) | 0.1 | $248k | 3.8k | 65.01 | |
| Applied Materials (AMAT) | 0.1 | $248k | 963.00 | 257.05 | |
| Amphenol Corp Cl A (APH) | 0.1 | $244k | 1.8k | 135.17 | |
| Cintas Corporation (CTAS) | 0.1 | $242k | 1.3k | 188.10 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $242k | 1.5k | 162.68 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $241k | 1.4k | 177.75 | |
| TJX Companies (TJX) | 0.1 | $235k | 1.5k | 153.65 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $233k | 14k | 16.49 | |
| Boeing Company (BA) | 0.1 | $233k | 1.1k | 217.12 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $230k | 1.5k | 154.10 | |
| Rithm Capital Corp Com New (RITM) | 0.1 | $228k | 21k | 10.90 | |
| Coinbase Global Com Cl A (COIN) | 0.1 | $226k | 1.0k | 226.14 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $226k | 4.2k | 53.88 | |
| McKesson Corporation (MCK) | 0.1 | $221k | 269.00 | 820.35 | |
| Stellantis SHS (STLA) | 0.1 | $218k | 20k | 10.89 | |
| Marsh & McLennan Companies | 0.1 | $217k | 1.2k | 185.56 | |
| Graniteshares Etf Tr 2x Long Aapl Dai (AAPB) | 0.1 | $217k | 6.8k | 32.06 | |
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.1 | $215k | 1.2k | 186.43 | |
| Graniteshares Etf Tr 2x Long Tsla Dai (TSLR) | 0.1 | $211k | 6.6k | 32.02 | |
| Truist Financial Corp equities (TFC) | 0.1 | $206k | 4.2k | 49.22 | |
| Oracle Corporation (ORCL) | 0.1 | $206k | 1.1k | 194.95 | |
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $203k | 1.3k | 162.01 | |
| First Tr Exchange-traded Wcm Intl Equity (WCMI) | 0.1 | $202k | 12k | 17.01 | |
| Graniteshares Etf Tr Ganiteshares 2x (MSFL) | 0.1 | $202k | 7.4k | 27.19 | |
| Bristol Myers Squibb (BMY) | 0.1 | $201k | 3.7k | 53.94 | |
| Encana Corporation (OVV) | 0.1 | $200k | 5.1k | 39.19 | |
| Arista Networks Com Shs (ANET) | 0.1 | $200k | 1.5k | 131.03 | |
| A2z Cust2mate Solutions Corp (AZ) | 0.1 | $192k | 30k | 6.51 | |
| Peak (DOC) | 0.1 | $182k | 11k | 16.08 | |
| Ocular Therapeutix (OCUL) | 0.1 | $136k | 11k | 12.14 | |
| Cementos Pacasmayo S A A Sponsored Adr (CPAC) | 0.1 | $115k | 11k | 10.42 | |
| 5e Advanced Materials Com New (FEAM) | 0.0 | $46k | 15k | 3.05 | |
| Sachem Cap (SACH) | 0.0 | $14k | 14k | 1.04 |