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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 7 of 10  ·  181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MS MORGAN STANLEY Financial Services 1,925.0 $402K 0.18% NEW $209.07 +4.1%
122 IAU ISHARES GOLD TR Financial Services 5,326.0 $402K 0.18% NEW $75.51 +10.4%
123 PPI INVESTMENT MANAGERS SER TR I 18,889.0 $402K 0.18% NEW $21.29 +0.3%
124 NSC NORFOLK SOUTHN CORP Industrials 1,260.0 $396K 0.17% NEW $314.59 +4.7%
125 APH AMPHENOL CORP Technology 2,237.0 $394K 0.17% NEW $176.29 -53.0%
126 AXP AMERICAN EXPRESS CO Financial Services 1,153.0 $390K 0.17% NEW $338.32 -3.6%
127 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 413.0 $386K 0.17% NEW $935.54 -2.1%
128 GLW CORNING INC Technology 1,508.0 $385K 0.17% NEW $255.44 -39.6%
129 BDX BECTON DICKINSON & CO Healthcare 2,522.0 $382K 0.17% NEW $151.36 +22.1%
130 CI THE CIGNA GROUP Healthcare 1,377.0 $380K 0.17% NEW $275.72 +2.5%
131 BALL BALL CORP Consumer Cyclical 5,905.0 $368K 0.16% NEW $62.40 +0.4%
132 CCI CROWN CASTLE INC Real Estate 4,821.0 $365K 0.16% NEW $75.74 +0.1%
133 ADI ANALOG DEVICES INC Technology 904.0 $359K 0.16% NEW $397.20 -8.8%
134 IEF ISHARES TR 3,651.0 $345K 0.15% NEW $94.57 -2.5%
135 MMM 3M CO Industrials 2,107.0 $341K 0.15% NEW $161.89 +4.1%
136 FTCS FIRST TR EXCHANGE-TRADED FD 3,610.0 $339K 0.15% NEW $93.92 +6.0%
137 MPC MARATHON PETE CORP Energy 1,315.0 $336K 0.15% NEW $255.75 +52.1%
138 BTI BRITISH AMERN TOB PLC Consumer Defensive 5,355.0 $331K 0.15% NEW $61.76 -10.4%
139 DHR DANAHER CORP DEL Healthcare 1,721.0 $328K 0.14% NEW $190.49 +9.0%
140 ENB ENBRIDGE INC Energy 6,025.0 $327K 0.14% NEW $54.21 -7.6%
Page 7 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%