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Home > Institutional Investor > Woodward Diversified Capital, Llc > Profile

Instuitional Investor - Woodward Diversified Capital, Llc

Fund Profile
Filing Period:
Fund Name: Woodward Diversified Capital, Llc
Portfolio Value $254,497,863
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Reliance Inc.
 RS 78,367 $30,151,834 11.85%
2.
Apple Inc.
 AAPL 48,070 $16,008,260 6.29%
3.
Exxonmobil Holdings Corp
 60,235 $9,803,292 3.85%
4.
Chevron Corp
 CVX 44,320 $9,050,596 3.56%
5.
Nvidia Corp
 NVDA 37,075 $8,467,119 3.33%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.