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Portfolio (Quarterly) Guide ↗

WOODWARD DIVERSIFIED CAPITAL, LLC

· CIK 0001846177
13F Portfolio $227M AUM 181 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 181 New
Page 5 of 10  ·  181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 STWD STARWOOD PPTY TR INC Real Estate 42,348.0 $694K 0.31% NEW $16.38 -1.8%
82 FERG FERGUSON ENTERPRISES INC Industrials 2,794.0 $663K 0.29% NEW $237.35 -3.8%
83 HYG ISHARES TR 8,291.0 $663K 0.29% NEW $79.97 -1.0%
84 AJG GALLAGHER ARTHUR J & CO Financial Services 2,747.0 $631K 0.28% NEW $229.59 +14.4%
85 TSLL DIREXION SHARES ETF TRUST 44,250.0 $627K 0.28% NEW $14.16 -35.4%
86 GLD SPDR GOLD TR Financial Services 1,681.0 $619K 0.27% NEW $368.38 +10.4%
87 AMAT APPLIED MATLS INC Technology 855.0 $618K 0.27% NEW $723.21 -37.1%
88 LLY ELI LILLY & CO Healthcare 514.0 $617K 0.27% NEW $1199.66 -4.3%
89 EME EMCOR GROUP INC Industrials 716.0 $594K 0.26% NEW $829.92 -9.1%
90 VCSH VANGUARD SCOTTSDALE FDS 7,490.0 $592K 0.26% NEW $79.03 -1.1%
91 WCME FIRST TR EXCHANGE-TRADED FD 30,052.0 $590K 0.26% NEW $19.62 -1.3%
92 QQQ INVESCO QQQ TR Financial Services 783.0 $577K 0.25% NEW $736.42 -2.4%
93 WCMI FIRST TR EXCHANGE-TRADED FD 29,138.0 $570K 0.25% NEW $19.57 +1.9%
94 VOO VANGUARD INDEX FDS 829.0 $570K 0.25% NEW $687.03 +3.1%
95 AMD ADVANCED MICRO DEVICES INC Technology 975.0 $566K 0.25% NEW $580.91 -17.8%
96 LMT LOCKHEED MARTIN CORP Industrials 1,083.0 $552K 0.24% NEW $509.53 +3.1%
97 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 6,369.0 $517K 0.23% NEW $81.16 -9.2%
98 CAH CARDINAL HEALTH INC Healthcare 2,152.0 $511K 0.23% NEW $237.59 +4.0%
99 IEI ISHARES TR 4,275.0 $502K 0.22% NEW $117.45 -1.5%
100 SHY ISHARES TR 6,106.0 $501K 0.22% NEW $82.11 -0.5%
Page 5 of 10  ·  181 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.6%
Basic Materials 16.1%
Financial Services 13.8%
Healthcare 8.7%
Industrials 7.8%
Communication Services 6.4%
Energy 6.4%
Consumer Cyclical 5.8%
Consumer Defensive 5.0%
Real Estate 2.1%