Woodward Diversified Capital, LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $190 Million distributed in 172 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Reliance Steel & Aluminum CO with a value of $24.6M, Apple Inc. with a value of $10.3M, Nvidia Corp with a value of $8.36M, Exxon Mobil Corp with a value of $6.64M, and Chevron Corp with a value of $6.05M.
Examining the 13F form we can see an increase of $53.9M in the current position value, from $136M to 190M.
Below you can find more details about Woodward Diversified Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$190 Million
Technology: $38.7 Million
Basic Materials: $25.4 Million
Financial Services: $23 Million
ETFs: $21.8 Million
Energy: $16.9 Million
Communication Services: $14.2 Million
Industrials: $12.7 Million
Healthcare: $11.7 Million
Other: $25.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
